cryptobriefing.com
Key Takeaways
- Potential US involvement in Venezuela's oil sector could influence global oil prices and macroeconomic conditions, potentially impacting Bitcoin's value.
- An increase in oil supply due to US intervention may lower crude prices, affecting inflation and improving economic conditions.
US efforts to assert control over and rehabilitate Venezuela’s vast oil reserves may catalyze a macroeconomic environment bullish for Bitcoin, potentially driving the asset toward new all-time highs, said Bitfinex analysts in a Tuesday statement.
Trump’s plan to deploy US oil giants into Venezuela could flood the market with an extra 1–2 million barrels per day, forcing crude prices lower, according to analysts. This shift would likely cool inflation and create a liquidity tailwind that has historically supported Bitcoin.
“If American firms such as Exxon and Conoco were able to add an incremental 1-2 million barrels per day to global supply, this would likely exert sustained downward pressure on WTI prices, potentially pushing crude below $60 per barrel,” Bitfinex analysts noted.
“Such a move could accelerate the ongoing disinflation trend, easing inflation concerns, which stood at approximately 2.7 percent year-on-year in November 2025. Lower energy prices would improve liquidity conditions and reinforce risk-on sentiment, a backdrop that has historically supported Bitcoin,” they added.
Bitcoin was trading near $94,000 at press time, up about 7% over the past seven days, per CoinGecko. Analysts said the rally was driven by expectations of cheaper energy, improved financial conditions, and renewed capital inflows.
Lower energy costs might also decrease Bitcoin mining expenses, strengthening network economics and supporting increased inflows into Bitcoin ETFs, according to analysts at Bitfinex.
“From a structural perspective, lower energy costs would reduce Bitcoin mining expenses, strengthening network economics while reinforcing Bitcoin’s scarcity narrative amid continued fiat expansion,” analysts stated, adding that this scenario could set the stage for a new Bitcoin all-time high.
However, challenges such as sanctions and political instability in Venezuela could cause short-term market volatility, while the potential integration of crypto into global financial systems could accelerate if Venezuelan crypto assets are seized.
“Venezuela’s historical attempts to integrate crypto into oil settlement mechanisms and state reserves highlight how energy and digital assets may increasingly converge,” analysts added.