🚨 Stop talking about Venezuela’s oil…
The real story is the gold.
Venezuela sits on 161 metric tons.
Value: $22.5 BILLION.
Position: Largest reserves in Latin America.
Every $100 move in spot prices adds ~$518 million to their balance sheet.
But the vaults are just the tip of the iceberg.
The Orinoco Mining Arc holds 10,000 tons of unmined gold.
At $4,360/oz, that’s $1.4 trillion in the ground.
And that’s before factoring in the "blue gold" (Coltan) essential for EVs, worth another $100B.
The VP wasn't mincing words when she said "mineral resources" were the target.
Here is why Gold > Oil right now:
Oil is a CapEx nightmare.
It requires $58 billion in infrastructure repairs and years to bring 50-year-old pipelines back online.
Gold is immediate liquidity.
The second a US-recognized government takes the reins:
1. The Bank of England unfreezes the $1.8 billion locked since 2018.
2. The 161 tons become instant collateral for IMF loans and debt restructuring.
Gold ripped 65% in 2025 and BofA targets $5,000.
This is THE trade of 2026.
Oil is the headline, but gold is the collateral.
I’ve been in macro for 22+ years and I’ve called every major top and bottom over the last DECADE.
When I fully exit the markets, I’ll announce it here publicly for everyone to see.
If you still haven’t followed me, you’ll regret it. Trust me.
