The Trump administration suddenly announced a heavy-handed policy, imposing a 25% tariff on countries engaged in trade with Iran. Once the news was released, global capital markets responded with turbulence. Although the details of the tariff policy are still being gradually disclosed, it is clear that this wave of economic pressure is quite substantial. From a geopolitical perspective, increasing economic measures might temporarily reduce the likelihood of military conflicts, but the capital markets have already reacted with panic over this uncertainty.
Looking back at history, it becomes clear. The October 2025 tariff remarks by Trump directly triggered a crash in the crypto market—Bitcoin plummeted 15% in a single day, altcoins halved in market value, and over 300,000 investors faced margin calls and liquidation. Where was the root of the problem? At that time, the crypto market was highly leveraged to an absurd degree. High-yield stablecoins like USDe engaged in circular lending models, stacking risks layer upon layer like a Jenga tower. When macro shocks hit, leverage exploded in a chain reaction, leading to market crashes.
But this time, it’s different. Restrictions on crypto trading in Iran are nothing new; internet censorship has been attempted before, but the result was that ordinary Iranians embraced cryptocurrencies even faster. Stablecoins have even become a standard tool for asset protection there. With Trump’s tariffs increasing again, more Iranian funds are expected to flow into the crypto market, and the demand for Bitcoin and compliant stablecoins will likely continue to rise.
What about short-term strategies? Before the policy details are implemented, the market remains highly uncertain, and most large investors are probably still on the sidelines. At this point, it’s wise to reduce leverage and hedge risks—wait and see.
And for the long term? Iran has over 5 million crypto users, and sanctions will push them to increase their allocation of crypto assets. Globally, countries troubled by geopolitical tensions and economic sanctions are accelerating their inclusion of cryptocurrencies into their asset portfolios. Bitcoin, as the "digital gold," will shine brighter as a safe haven, and if geopolitical conflicts escalate, Bitcoin and real gold could resonate and rise together.
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down_only_larry
· 9h ago
Leverage liquidations are happening again. I bet five bucks this time will be even worse than last time.
And we don't even know the details yet. Now you're starting to hype the concept? Let's wait and see.
That 5 million people in Iran will definitely move into the crypto space, but don't take that as good news. Do you understand what sanctions mean?
In the short term, leverage should indeed be reduced. Haven't you learned your lesson from the last time?
I just want to know, if a real war breaks out, how much could Bitcoin drop...
Rising demand for stablecoins = capital inflow? That logic is a bit far-fetched, brother.
This round is essentially the same as the last. Both are policy black swans + leverage stacking. Do you know that the market leverage is even higher now?
Let's wait until the policy details come out. Right now, betting is just gambling with luck.
The risk-avoidance halo, huh? Do you all forget that Bitcoin has historically dropped the hardest during real wars?
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RektRecorder
· 9h ago
Here we go again with this set? History really repeats itself. The wave of leveraged liquidations hasn't taught its lesson yet.
Wait, is it true that Iran has 5 million users? Where does this data come from?
Short-term cautiousness is reliable, but I still believe in long-term Bitcoin. Policy shifts can make everything worthless.
Not different this time? Haha, they said the same last year, and look what happened — got completely wiped out.
Speaking of sanctions, if they really push people into crypto, then its safe-haven attribute is truly hardcore.
Lowering leverage? I agree. Waiting for policy dust to settle before acting isn't too late.
Tired of hearing "Digital gold"? Can we get a different phrase? It feels so cliché.
Countries troubled by sanctions embracing crypto? Sounds good, but in reality, it depends on whose policies loosen up.
Resonance rally? Nice imagination, but don't get your hopes too high.
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LuckyBlindCat
· 9h ago
Here it comes again. As soon as Trump opens his mouth, the market trembles. This time it's Iran's turn.
25% tariffs? Honestly, I'm more concerned about how the crypto community will respond. We've seen the explosion and liquidation drama back in October.
But on the other hand, Iranian friends have long been using stablecoins to evade sanctions. Could this wave actually attract some capital in? It seems that Bitcoin, the "digital gold," is becoming more and more justifiable.
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It's time to wake up in an era of high leverage. Let's first look at the policy details before rushing in.
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With 5 million Iranian users, the harsher the sanctions, the more aggressively they buy the dip. Just thinking about it is interesting.
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Instead of guessing, it's better to wait for the dust to settle. Entering now is essentially a bet that policies won't cause surprises.
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Is history repeating itself? Not that simple. This time, market leverage has indeed contracted.
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just_another_fish
· 9h ago
Here comes the tariff game again. I haven't forgotten the tragic scene of the last leveraged liquidation... But Iran is indeed different. They've long mastered the crypto path, and sanctions have actually pushed them onto the boat. For now, it's better to stay cautious and see how the policies are implemented before making any moves.
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potentially_notable
· 9h ago
25% tariffs? That's funny, history is about to repeat itself again
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Here we go again, the last wave in October hasn't even fully recovered
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Iran's five million users entering the market, this data is quite impressive
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I saw the margin call explosion with my own eyes last time, this time I really need to play it safe
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Sanctions are actually pushing people into the crypto world, it's quite ironic
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Let's wait until the policies are implemented, entering now is just asking for trouble
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Stablecoins have become a tool for asset protection? Now I remember, really
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Geopolitical conflicts escalate and Bitcoin rises, it sounds a bit unbelievable but it seems to make sense
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Reduce leverage, reduce leverage, that's what they say every time, but no one listens
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For those countries under sanctions, they really have to rely on crypto this time
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MevHunter
· 9h ago
Another reason to cut the leeks? How are the 300,000 people who got liquidated in the last wave doing now?
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Long-term I am optimistic about my belief, but the recent drop really hit hard in the short term.
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Iranian user growth is indeed worth paying attention to; sanctions have actually become the best promoters haha.
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No, will a 25% tariff really cause BTC to resonate with gold? That sounds a bit outrageous.
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So now is the best time to wait for the details to be implemented. Big funds are watching the show, and so are we.
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USDe's cycle lending... Is the market still daring to play like this? I'm a bit scared.
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How much incremental growth will 5 million Iranian users bring? Feels a bit exaggerated.
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Reducing leverage is a good suggestion; it's definitely better than getting liquidated.
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The escalation of geopolitical conflicts causing Bitcoin to surge... sounds good but actually quite scary.
The Trump administration suddenly announced a heavy-handed policy, imposing a 25% tariff on countries engaged in trade with Iran. Once the news was released, global capital markets responded with turbulence. Although the details of the tariff policy are still being gradually disclosed, it is clear that this wave of economic pressure is quite substantial. From a geopolitical perspective, increasing economic measures might temporarily reduce the likelihood of military conflicts, but the capital markets have already reacted with panic over this uncertainty.
Looking back at history, it becomes clear. The October 2025 tariff remarks by Trump directly triggered a crash in the crypto market—Bitcoin plummeted 15% in a single day, altcoins halved in market value, and over 300,000 investors faced margin calls and liquidation. Where was the root of the problem? At that time, the crypto market was highly leveraged to an absurd degree. High-yield stablecoins like USDe engaged in circular lending models, stacking risks layer upon layer like a Jenga tower. When macro shocks hit, leverage exploded in a chain reaction, leading to market crashes.
But this time, it’s different. Restrictions on crypto trading in Iran are nothing new; internet censorship has been attempted before, but the result was that ordinary Iranians embraced cryptocurrencies even faster. Stablecoins have even become a standard tool for asset protection there. With Trump’s tariffs increasing again, more Iranian funds are expected to flow into the crypto market, and the demand for Bitcoin and compliant stablecoins will likely continue to rise.
What about short-term strategies? Before the policy details are implemented, the market remains highly uncertain, and most large investors are probably still on the sidelines. At this point, it’s wise to reduce leverage and hedge risks—wait and see.
And for the long term? Iran has over 5 million crypto users, and sanctions will push them to increase their allocation of crypto assets. Globally, countries troubled by geopolitical tensions and economic sanctions are accelerating their inclusion of cryptocurrencies into their asset portfolios. Bitcoin, as the "digital gold," will shine brighter as a safe haven, and if geopolitical conflicts escalate, Bitcoin and real gold could resonate and rise together.