新闻快讯：马杜罗被捕——石油、矿产与美国权力博弈，纽约市的"温暖集体主义"神话

欢迎收看由Ledin独家提供的Coin Stories新闻板块。

Welcome to the Coin Stories News Block powered exclusively by Ledin.

我是娜塔莉·布鲁内尔，大约十分钟内，我将为您带来关于比特币、金融市场和全球经济的深度资讯更新。

I'm Natalie Brunell and in about ten minutes or less, I'll provide you with insightful updates on Bitcoin, financial markets, and the global economy.

一切您需要了解的信息，尽在这一板块。

Everything you need to know in one block.

我们开始吧。

Let's go.

我们首先关注2026年最重大的头条新闻之一，这一事件已经正在重塑地缘政治格局。

We begin with what's sure to be one of the biggest headlines of 2026, one that is already reshaping the geopolitical landscape.

1月3日，美军在加拉加斯的一次夜间行动中逮捕了委内瑞拉独裁者尼古拉斯·马杜罗及其妻子塞莉亚·弗洛雷斯，并将他们押送至纽约。

On January 3, US forces captured Venezuelan dictator Nicolas Maduro and his wife, Celia Flores, in an overnight operation in Caracas and flew them to New York.

纽约南区检察官公布了一份补充起诉书，指控其涉嫌贩毒恐怖主义阴谋以及阴谋将可卡因走私入境美国，同时涉及武器相关罪名，这一案件可追溯至2020年纽约南区检察官的原始起诉。

Prosecutors in the Southern District Of New York unsealed a superseding indictment alleging narco terrorism conspiracy and conspiracy to import cocaine into The United States alongside weapons related charges, escalating a case that traces back to the 2020 SDNY indictment.

数小时后，特朗普总统出面表态，言辞毫不含糊。

Hours later, president Trump stepped up and didn't mince words.

美国将暂时接管委内瑞拉，直到实现所谓的平稳过渡。

The US will temporarily run Venezuela until a, quote, proper transition takes place.

特朗普不仅仅将此视为一次安全行动。

Trump didn't just frame this as a security operation.

他将其描绘为美国能源利益的巨大胜利。

He framed it as a massive win for US energy interests.

特朗普公开表示，计划是让大型美国石油公司进入委内瑞拉，投入数十亿美元重建其破败的石油基础设施，并且美国将出售从委内瑞拉开采的大量石油。

Trump openly said the plan is for very large US oil companies to go in and spend billions of dollars rebuilding Venezuela's broken oil infrastructure and that The US would sell large amounts of oil pumped from Venezuela.

委内瑞拉不仅仅是一个普通的石油生产国。

Now Venezuela is not just another oil producer.

它拥有全球最大的已探明原油储量，约3000亿桶，而美国现在掌握了决定未来走向的主导权。

It holds the world's largest proven crude oil reserves, around 300,000,000,000 barrels, and The US is now positioned to control what happens next.

接下来。

Next.

正如政府所言，我们越来越清楚，这不仅仅是一个领导人被移出棋盘的故事。

And as we hear from the administration, it's becoming clear this isn't just a story about one leader getting taken off the chessboard.

这是一个关于资源、杠杆和权力的故事。

It's a story about resources, leverage, and power.

宏观分析师、前《Coin Stories》嘉宾杰姆·卡森在推特上表示，控制委内瑞拉实现了美国的两个长期战略目标。

Macroanalyst and former Coin Stories guest, Jem Carson, tweeted that control of Venezuela accomplishes two long term strategic goals for The US.

第一，对石油供应的结构性控制，这是通胀的重要驱动因素。

One, structural control of oil supply, a big driver of inflation.

第二，维持美国石油美元主导地位的结构性杠杆。

And two, structural leverage for continued US petrodollar dominance.

第二个观点——石油美元杠杆——尤其引人注目，因为委内瑞拉多年来一直试图将其石油贸易脱离美元。

That second point, the petrodollar leverage is where this gets especially interesting because Venezuela has been trying to push its oil trade away from the dollar for years.

早在2017年，马杜罗政府就开始以人民币标示油价，明确表示要摆脱美元。

Back in 2017, the Maduro government started publishing oil prices in Chinese yuan as an explicit move to shun the dollar.

随后，随着美国制裁加剧，中国介入并成为委内瑞拉石油的主要买家，通常占据其出口的绝大部分。

Then as US sanctions tightened, China stepped in and became the dominant buyer of Venezuelan oil, routinely taking the lion's share of its exports.

出口。

Exports.

因此，这一举措不仅加强了美国在石油供应上的主导地位，还巩固了石油美元体系，并将一条战略能源动脉从北京转移开来。

So this move doesn't just strengthen The US's hand on oil supply, it also reinforces the petrodollar and reroutes a strategic energy artery away from Beijing.

但让我们再宏观一点来看，因为这个故事实际上比石油本身还要宏大。

But let's zoom out one more level because this story is actually even bigger than oil.

正如特蕾西·舒查特在其通讯《叛逆资源》中精辟指出的，这本质上关乎国家安全，是五角大楼策划的行动，原因是‘美国三大主要对手带来的三大生存威胁正在交汇’。

As Tracy Shuchart brilliantly laid out in her newsletter, Renegade Resources, this is really about national security, a move orchestrated by the Pentagon because of, quote, the convergence of three existential threats from America's three primary adversaries.

其论点是，中国、伊朗和俄罗斯同时在委内瑞拉及其周边地区拥有影响力。

The argument is China, Iran, and Russia all have a footprint in and around Venezuela at the same time.

中国涉足了支撑国防供应链的关键矿产资源。

China is tied into critical minerals that feed defense supply chains.

伊朗与该地区的无人机生产有关联。

Iran is linked to drone production in the region.

俄罗斯则帮助在加勒比地区建立了军事存在和防空体系。

Russia has helped build out military presence and air defenses in The Caribbean.

因此，根据舒查特的说法，战略目标是破坏中国的供应链优势，摧毁伊朗的制造能力，并以石油为次要因素，将俄罗斯的军事存在推回。

So the strategic goal, according to ShoeChart, is to disrupt China's supply chain leverage, knock out Iranian manufacturing capacity, and push Russia's military presence back with oil treated really as a secondary factor.

让我们更深入地探讨一下这个问题。

Let's dig into this a little bit more.

委内瑞拉拥有世界上最大的稀土矿物矿藏之一。

Venezuela sits on some of the largest deposits of rare earth minerals in the world.

这些是人工智能应用以及无人机、雷达和制导系统等先进武器制造所必需的关键矿物。

The same critical minerals required for artificial intelligence applications and for advanced weapons manufacturing like drones, radar, and guidance systems.

仅这一点就提升了它的战略重要性。

That alone raises its strategic importance.

因此，在人工智能和军事军备竞赛中，真正的问题变成了谁控制着这些原材料？

So in the AI and military arms race, the real question becomes who controls the inputs?

事实上，中国主导着全球关键矿物的加工。

And the fact is China dominates global processing of critical minerals.

当中国在今年四月为回应特朗普的关税而实施出口限制时，它向世界展示了这种杠杆力量有多强大。

And it reminded the world how powerful that leverage is when it imposed export restrictions back in April in response to Trump's tariffs.

这正是美国现在将关键矿物视为国家安全基础设施而非普通商品的原因，并且在特朗普的‘一项宏伟法案’下拨出了大量资金，以增强五角大楼对关键矿物的储备。

This is exactly why The US is now treating critical minerals less like commodities and more like national security infrastructure with major funding allocated under Trump's one big beautiful bill to bolster Pentagon reserves of critical minerals.

同时，在过去一年里，中国进一步加强了对委内瑞拉关键矿产开采现场的运营控制。

At the same time, over the past year, China has moved to tighten its grip even further, embedding operational control directly at critical mineral mining sites in Venezuela.

因此，你可以理解为什么这会让美国官员感到担忧。

So you can see how that would worry US officials.

我个人认为，中国官员于1月2日抵达委内瑞拉与马杜罗会谈，而一天后马杜罗就被捕，这绝非巧合。

Personally, I don't think it's a coincidence that Chinese officials arrived in Venezuela for talks with Maduro on January 2, and then a day later, Maduro was captured.

现在放眼全局，如果这一切背后有一个共同主题，那就是硬资产重新成为全球权力的核心。

Now zooming out, if there's one theme running through all of this, it's that hard assets are back at the center of global power.

当能源和关键矿产成为杠杆时，整个体系就会变得更加政治化。

When energy and critical minerals become the leverage, the system gets more political.

这意味着规则可能迅速改变，获取渠道可能被限制，而存放在金融体系内的资产也可能在政治局势变化时被冻结或没收——因此，我想以一件与图表无关、却关乎人性现实的事情来结束这段讨论。

That means rules can change quickly, access can be restricted, and assets held inside the financial system can be frozen or seized when politics shift, which is why I wanna close this with something that has nothing to do with charts and everything to do with human reality.

我强烈推荐每个人阅读罗斯·史蒂文斯2025年Stone Ridge投资者信函，因为它从最重要的视角——金融压制与人权——讲述了委内瑞拉的故事。

I highly recommend everyone read Ross Stevens 2025 Stone Ridge investor letter because it tells the Venezuela story through the lens that matters most, financial repression and human rights.

信中包含了诺贝尔和平奖得主玛丽亚·卡琳娜·马查多的叙述，她指出委内瑞拉所遭受的不仅仅是人权侵犯。

It includes Nobel Peace Prize winner Maria Carina Machado describing how Venezuela didn't just suffer human rights abuses.

它经历了货币的武器化、恶性通货膨胀、账户冻结、资产被没收，以及人们被切断基本服务。

It suffered the weaponization of money, hyperinflation, frozen accounts, seized assets, and people cut off from basic services.

过去十年里，委内瑞拉经历了极其严重的人道主义危机，我曾在之前的新闻报道中报道过其中一些。

There have been extremely serious humanitarian crises in Venezuela over the last decade, and I actually covered some of them in my previous news rolls.

当马杜罗政权试图让马查多及其支持者闭嘴，当她因生命受到威胁而不得不躲藏时，比特币依然存在。

When the Maduro regime tried to silence Machado and her supporters, when she had to go into hiding because her life was in danger, Bitcoin was still there.

它仍然可以使用。

It was still usable.

它有效运作了。

It worked.

她将比特币描述为委内瑞拉人的生命线，一种保护储蓄、绕过崩溃的汇率体系，并在许多情况下资助逃亡的方式。

And she describes Bitcoin as a lifeline for Venezuelans, a way to protect savings, bypass broken exchange rate systems, and in many cases, finance escape.

有一句话让我印象特别深刻，很简单。

One line that really landed with me was simple.

银行转账可以被封锁。

Bank wires can be blocked.

比特币无法以同样的方式被没收。

Bitcoin can't be seized the same way.

这就是为什么在这样的时刻比特币至关重要。

That's why Bitcoin matters in moments like this.

比特币网络无法被掌控、无法被控制，也无法被腐蚀。

The Bitcoin network can't be captured, can't be controlled, and can't be corrupted.

对一些人来说，它只是屏幕上另一个资产。

For some people, it's just another asset on a screen.

但对另一些人来说，它是一条生命线。

But for others, it's a lifeline.

正如罗斯·史蒂文斯所说，比特币有一个用途：人权资产。

As Ross Stevens puts it, Bitcoin has a use case, human rights treasure.

我希望委内瑞拉能够自由地重建，拥有致力于修复被破坏之物的领导人，并希望有一天比特币能在恢复国家金融主权方面发挥作用。

And my hope is that Venezuela emerges free with leaders committed to rebuilding what was broken and with Bitcoin someday playing a role in restoring financial sovereignty to the country.

需要现金但不想出售你的比特币？

Need cash but don't wanna sell your Bitcoin?

Ledden是全球领先的比特币抵押贷款机构，自2018年以来已发放超过90亿美元的贷款，并且是首家提供储备证明的机构。

Ledden is the global leader in Bitcoin backed loans, issuing over $9,000,000,000 in loans since 2018, and they were the first to offer proof of reserves.

通过Ledden，你可以获得托管贷款，无需信用审查，无需月供，还有更多优势。

With Ledden, you get custody loans, no credit checks, no monthly payments, and more.

访问 ledden.io/natalie 了解更多信息，并享受首笔贷款利率降低0.25个百分点的优惠。

Visit ledden.io/natalie to learn more and get a quarter percentage point off your first loan.

委内瑞拉当前局势中一个更具讽刺意味的方面是：就在同一周，美国庆祝抓获了一名在国外的社会主义领导人，其政策导致货币崩溃、经济衰退，并使人民陷入更深的贫困；而纽约市却刚刚宣誓就任了新市长佐兰·马姆达尼，一位自称民主社会主义者的人。

One of the more ironic aspects of what's happening in Venezuela is that in the same week, The US is celebrating the capture of a socialist leader abroad whose policies helped destroy a currency, collapse an economy, and drive people into deeper poverty, New York City just swore in its new mayor, Zoran Mamdani, a self described democratic socialist.

在他的就职演说中，马姆达尼说：‘我们将以集体主义的温暖取代孤僻个人主义的冷酷。’

And in his inaugural address, Mamdani said, quote, we will replace the frigidity of rugged individualism with the warmth of collectivism.

作为在共产主义环境下长大的父母的女儿，我完全反对这种观点。

As the daughter of parents who grew up under communism, I reject that completely.

一旦集体主义成为政策，就没有任何温暖可言。

There is nothing warm collectivism once it becomes policy.

集体主义无法创造繁荣。

Collectivism doesn't produce abundance.

它导致短缺。

It produces shortages.

它不会创造机会。

It doesn't create opportunity.

它制造依赖，也无法保护弱势群体。

It creates dependence, and it doesn't shield the vulnerable.

它将不受制约的权力交给了官僚和精英，由他们最终决定谁有饭吃、谁成功、谁有发言权。

It hands unchecked power to bureaucrats and elites who decide ultimately who eats, who succeeds, and who speaks.

历史大声喊出了真相。

History screams the truth.

集体主义的道路铺满了排队买面包、配给券、秘密警察、镇压异见和自由的侵蚀。

Collectivism's road is paved with bread lines, ration cards, secret police, crushed dissent, and eroded freedoms.

在极端情况下，它带来的不是温暖，而是冰冷的坟墓——苏联和毛泽东时代的中国发生了导致数百万人饿死的饥荒，还有古拉格、清洗，仅二十世纪就有超过一亿人死于共产主义政权。

In its extremes, it has delivered not warmth, but the cold grave, famines that starved millions in The Soviet Union and Mao's China, gulags, purges, and over a 100,000,000 lives lost to communist regimes in the twentieth century alone.

这对我来说不是抽象的理论。

This isn't abstract theory to me.

我出生在波兰，那时正处在共产主义的铁腕统治之下。

I was born in Poland under the iron grip of communism.

在我的著作《比特币属于每个人》中，我讲述了我家人亲身经历的故事。

And in my book, Bitcoin is for Everyone, I recount the stories my family lived.

排着长队购买面包和基本生活用品，无处不在的匮乏压碎了梦想，令人窒息的恐惧扼杀了声音，你最终意识到，无论多么努力工作，你的未来都被国家预先设定并加以限制。

Endless queues for bread and basics, pervasive scarcity that crushed dreams, a suffocating fear that silenced voices, and the crushing realization that no matter how hard you worked, your future was predetermined and limited by the state.

马曼达尼市长的主张是危险的错误，因为他美化了这种所谓‘温暖’，却无视了那本沾满鲜血的账簿。

Mayor Mamdani is dangerous ly wrong because he romanticizes this warmth and ignores the bloody ledger.

集体主义并不能团结人们。

Collectivism doesn't unite.

它将社会划分为统治者与被统治者。

It divides into rulers and ruled.

它承诺平等，却让大多数人陷入苦难，而只让极少数人获得权力。

It promises equality but delivers misery for the many while empowering the very few.

在纽约这样的城市——这里诞生于个人自由与移民奋斗的烈火之中——强加集体主义将熄灭那使美国成为机遇之地的火花。

And in a city like New York, built on the fire of individual liberty and immigrant hustle, imposing it would extinguish the very spark that made America the land of the opportunity.

我们已经看到这种实验以前惨败过，我们不能再在这里重蹈覆辙。

We've seen this experiment fail catastrophically before, and we cannot afford to repeat it here.

所以值得问一句：如果集体主义如此温暖，为什么人们要冒着一切风险逃离它？

So it's worth asking, if collectivism is so warm, why do people risk everything to leave it?

为什么数百万人逃离委内瑞拉？

Why did millions flee Venezuela?

为什么我的家人想逃离波兰？

Why did my family wanna flee Poland?

自由社会的基础不是集体主义。

The foundation of a free society isn't collectivism.

而是个人。

It is the individual.

是选择自己道路的权利，是工作的权利，是创造的权利，是拥有自己劳动成果的权利。

It is the right to choose your path, to work, to build, and to keep what you earn.

财产权是你与国家之间的界限。

Property rights are the boundary between you and the state.

一旦国家能够重新分配你的劳动或储蓄，其他一切都会变得可协商，包括你的自由。

And once the state can reallocate your labor or your savings, everything else becomes negotiable, including your freedom.

好吧。

Alright.

让我们用过去一周引起我注意的几条新闻，来结束这个新年第一个新闻板块。

Let's finish this news block, the first of the new year with a few more headlines that caught my attention this past week.

首先，证交会委员卡罗琳·克伦肖在服务五年多后正式离职。

First, SEC commissioner Caroline Crenshaw officially departed the agency after more than five years of service.

这值得注意，因为克伦肖一直是证交会中对比特币最一致的批评者，经常对被视为支持该领域的行动提出异议。

That's notable because Crenshaw had been one of the SEC's most consistent critics of Bitcoin, often dissenting on actions that were seen as supportive of the space.

随着她的离职，剩下的委员普遍被认为对数字资产行业持更建设性的态度。

With her departure, the remaining commissioners are generally viewed as more constructive toward the digital asset industry.

接下来，尽管价格波动剧烈，一些企业仍在买入。

Next, despite the choppy price action, some corporations are still buying.

上周，MetaPlanet宣布在第四季度额外收购了4279枚比特币，耗资约4.51亿美元。

Last week, MetaPlanet announced it acquired an additional 4,279 Bitcoin during the fourth quarter for about 451,000,000.

此外，Strategy公司宣布在第四季度又收购了1,229枚比特币，耗资约1.09亿美元。

And strategy announced it acquired another 1,229 Bitcoin for about a 109,000,000.

最后，我想花点时间祝比特币生日快乐。

And finally, I wanna take a moment to wish Bitcoin a happy birthday.

这个周末标志着比特币创世区块的周年纪念。

This weekend marked the anniversary of Bitcoin's Genesis block.

比特币如今已正式迎来十七周年，比以往任何时候都更强大。

Bitcoin is now officially seventeen years old and stronger than ever.

因此，我想停下来表示感谢。

So I wanna pause and say thank you.

首先感谢中本聪，以及所有这些年来一直默默付出的比特币开发者、研究人员、教育者、企业家和建设者们——他们编写代码、教导新人、构建工具和基础设施，一点一点地推动这项技术向前发展。

First to Satoshi, of course, and to all of the Bitcoin developers, researchers, educators, entrepreneurs, and builders who have spent all these years doing the work, writing code, teaching newcomers, building tools and infrastructure, and pushing this technology forward one block at a time.

能与你们所有人一同踏上这段旅程，帮助将健全的数字货币和数字财产权带给世界，我感到无比荣幸。

It's such an honor to be on this journey with all of you helping bring sound digital money and digital property rights to the world.

新年快乐。

Happy New Year.

以上就是新闻板块，您每周的比特币与经济新闻更新，由Ledin独家提供。

That's it for the News Block, your weekly Bitcoin and economic news update powered exclusively by Ledin.

我是娜塔莉·布鲁内尔。

I'm Natalie Brunell.

请务必订阅《Coin Stories》，以免错过任何一期节目。

Make sure you're subscribed to Coin Stories so you never miss an episode.

本节目仅供教育用途，不应被视为投资建议。

This show is for educational purposes and should not be construed as investment advice.

我们下期再见，继续积累比特币。

Until next time, keep stacking.