Venezuela, Defense, and Crypto without Euphoria: what is stirring the markets in early 2026
Global markets enter 2026 in the "news decides" mode. Geopolitics is once again influencing expectations for oil, defense budgets, and the volatility of individual industries. Against this background, the crypto market looks more restrained, and investors are more likely to discuss the sustainability of business models and the quality of regulation rather than quick X's. The focus of the week is Venezuela, investment risks and a reassessment of market scenarios.