The market started 2026 on a positive note. Bitcoin returned above $90,000, and some capital also flowed into tokens associated with Donald Trump.

BTC reached around $91,700 – the highest since mid-December.

Markets are reacting more to "economic consequences" than to the geopolitical shock itself.

Why did the markets respond positively?

According to media reports, the USA conducted a military operation in Venezuela, which led to the arrest of Nicolás Maduro, sparking a global political and legal discussion.

Paradoxically, instead of panic, demand appeared in risky markets.

The key narrative concerns oil: Venezuela has the largest confirmed oil reserves in the world (about 303 billion barrels), and Trump talked about strong US involvement in the local oil sector and investments by American companies in the reconstruction of production.

The market interprets this as potentially "disinflationary" (more stable energy prices), which usually benefits stocks and crypto. At the same time, traders are watching how oil contracts will react after the full opening of liquidity.

Against this backdrop, $BTC returned above 90k, while tokens $TRUMP and $WLFI recorded significant increases.