New tariff regime just rolled out: any nation maintaining trade ties with Iran faces a 25% tariff wall on all US-bound transactions. The directive is binding and immediate.

Why this matters for markets: geopolitical tariff escalation traditionally reshapes capital flows. When trade friction spikes, investors typically reassess their exposure to fiat currencies and diversify into alternative assets. The broader message—economic nationalism and protectionist measures—tends to compress traditional markets while creating friction in commodity and currency pricing. For crypto participants, such policy shifts often correlate with periods where decentralized and cross-border settlement mechanisms gain relevance. The 25% threshold is substantial enough to reshape supply chain economics across sectors, potentially triggering broader macroeconomic adjustments that ripple through risk asset valuations.