If the US seizes Venezuela's alleged 600,000 BTC stash and holds it in a strategic reserve (as per current policy), it will remove 3% of Bitcoin's liquid supply from the market, causing a significant supply shock and acting as 'rocket fuel' for the price. This would happen if the seizure occurs, which is currently uncertain.
"If the US gets these coins, they aren't hitting the market. They are going into a vault, likely forever. This creates a supply shock that is hard to comprehend. We are talking about removing 3% of the liquid supply from the market overnight. In a world where ETFs and corporate treasuries are fighting for scraps, locking up 600,000 coins is rocket fuel for the price."
