The capture of Maduro by the US military on January 3, 2026 triggered the restructuring of the global energy and financial landscape. Venezuela controls 17% of the world's oil reserves. The incident caused oil prices to rise by more than 3% in 48 hours, and the heavy crude oil market is facing structural adjustments. China's US$588 million investment in Venezuela faces the risk of default, and the price of gold is approaching US$4,700. The de-dollarization process is accelerating. It is recommended to overweight gold and underweight emerging market risk exposure.