A shift in Venezuela's political landscape could unlock some additional crude output, yet the reality is more nuanced than many expect. While regime transitions often come with optimistic projections about resource extraction, structural bottlenecks—aging infrastructure, refinery constraints, and international sanctions—mean production gains won't be dramatic. For macro traders and crypto portfolio strategists, this matters: oil price stability is a key macro indicator that influences risk appetite and broader asset correlations. The Energy sector's trajectory shapes everything from inflation expectations to USD strength, which directly impacts Bitcoin and altcoin volatility. Don't overestimate the supply shock; the market's already pricing in modest upside. The real play is watching whether geopolitical easing translates into sustained commodity stabilization or creates fresh volatility spikes.