According to @caprioleio (X, Jan 6, 2026), Venezuela’s stock index is up about 75% month-to-date, highlighting outsized momentum in a sanctioned market (source: @caprioleio on X). According to @caprioleio (X, Jan 6, 2026), he likens the rebound to buying at the bottom of the Great Depression and claims Venezuela’s downturn has been roughly three times worse than the 1930s, underscoring the depth of prior distress and the potential for sharp mean reversion moves if conditions improve (source: @caprioleio on X). According to @caprioleio (X, Jan 6, 2026), he sees major opportunities if leadership corruption eases, but he notes Western investors cannot access the market due to sanctions, limiting foreign participation and direct exposure; crypto traders should note that, based on his statement, regulated Western channels for direct Venezuela equity exposure are constrained (source: @caprioleio on X).

According to @business, South African equities are on track for their longest monthly winning streak since early 2013, highlighting sustained multi-month strength in the local market; Source: Bloomberg (@business). This update is relevant for traders assessing South Africa-linked risk exposure and month-end positioning in emerging-market equities and currency strategies; Source: Bloomberg (@business). No additional index-level figures or sector breakdowns were provided in the source post; Source: Bloomberg (@business).

According to @KobeissiLetter, Argentina's stock market opened up about 25% as investors reacted to President Milei's party winning the midterm election; Source: The Kobeissi Letter (Oct 27, 2025). The report indicates the surge is an immediate response to the election outcome, signaling heightened volatility and gap risk for Argentine equities and related ADRs at the session open; Source: The Kobeissi Letter. The source provides no details on currency moves or crypto market reaction, so any spillover to BTC or broader digital assets remains unconfirmed; Source: The Kobeissi Letter.