Bitcoin Might Be The Real Story.

Everyone is staring at Venezuela’s oil reserves.

Sure, $17 trillion in crude is a big deal .But the real story — the one nobody is talking about — is their Bitcoin.

The Shadow Reserve

Officially, Venezuela admits to holding 240 Bitcoin. That’s about $22 million.

Unofficially? It’s likely massive.

For years, the Maduro regime has been bypassing sanctions by selling oil for Tether (USDT), then swapping that into Bitcoin. They’ve been doing this since 2018 to survive hyperinflation that hit 1.5% per hour .

Now that the US has effectively “taken over” (we know who controls the oil now), the big question is: Who has the keys to the crypto?

There are two scenarios here, and both are wildly bullish:

• It’s lost forever: If the keys are gone, that Bitcoin is permanently off the market. Supply shock.
• The US siezes it: If the US government takes custody, it likely flows straight into the new Strategic Bitcoin Reserve.

• Bitcoin at $91K and Venezuela Under US Control
• This Investor Made 150% this year.

The DOJ Didn’t Get the Memo

Speaking of the Strategic Reserve, we had a weird moment yesterday.

Trump signed an executive order to keep all US-held Bitcoin. Then, the Southern District of New York immediately authorized the sale of $6 million worth of forfeited BTC.

It’s a direct violation of the order.

But let’s be real — they sold 64 Bitcoin. That is a drop in the ocean compared to what Venezuela is likely sitting on.

The $250K Target Is Back

While the government figures out its communication issues, the smart money is moving.

BlackRock just pulled in $287 million in inflows in a single day — their biggest day in three months.

Tom Lee is back on the horse, predicting $250,000 for Bitcoin in 2026 . His firm is walking the walk, too — holding over 4 million Ethereum (despite sitting on a massive unrealized loss right now)

The Setup

Gold is rallying. Historically, gold leads, and Bitcoin follows.

We have:

• US regulatory clarity.
• Institutions buying aggressively.
• A potential massive seizure of Venezuelan Bitcoin going into US reserves.

The four-year cycle might break, but the tailwinds for 2026 are undeniable

The Real Reason Crypto Went Silent

Venezuela’s Oil Is Worth $17 Trillion was originally published in Coinmonks on Medium, where people are continuing the conversation by highlighting and responding to this story.