#美军打击伊朗 Based on current information, the core impact of U.S. military strikes on Iran on cryptocurrencies is: in the short term, a brutal decline in "risk assets," and in the long term, highlighting its strategic value as an "anti-censorship tool."



Specifically, this impact can be divided into three levels:

⛓️ 1. The dual role on the battlefield

· Global investors: view it as a high-risk speculative tool. When conflict erupts, assets like Bitcoin are sold first for cash, causing a short-term plunge (historically, a 6% drop in 45 minutes).
· Iranian and other national populations: see it as a "lifeline." Under currency collapse and capital controls, people actively hoard coins through self-custody wallets to bypass traditional financial systems and protect assets.

📊 2. Market performance at different stages

🔴 During conflict outbreak (extreme panic)
Manifested as "sharp decline." Investors sell off highly liquid assets, with Bitcoin usually falling in sync with U.S. stock futures, and leverage markets experiencing large-scale chain liquidations. Funds at this time flow into the dollar or U.S. bonds.

🟡 During stalemate (strategic game)
The core mechanism is "oil price transmission." Blockade of the Strait of Hormuz causes oil prices to soar (above $110), driving up global inflation. This forces the Federal Reserve to maintain high interest rates, directly suppressing the valuation of cryptocurrencies and other risk assets.

🟢 During de-escalation (positive recovery)
Manifested as "strong rebound." Once a ceasefire occurs, oil prices fall back, easing rate hike expectations, and risk appetite returns. Funds that previously fled due to panic will flow back, pushing Bitcoin to rebound quickly.

⚔️ 3. The invisible battlefield: financial sanctions

The U.S. is extending sanctions on Iran to the cryptocurrency sector.

· Precise targeting: The U.S. Treasury has frozen about $500 million worth of Iran-related crypto assets through blockchain analysis.
· Long-term impact: This makes large-scale fund transfers via cryptocurrencies difficult, but for ordinary people, its anti-censorship property remains the last line of financial freedom.

💡 Your operational references

1. Keep a close eye on oil prices: Oil prices are the key indicator. As long as oil prices do not fall, inflation and rate hike expectations will continue to suppress the market.
2. Give up illusions: Don’t treat Bitcoin as "wartime gold." In the early stages of conflict, it will definitely be one of the assets that fall the hardest; a ceasefire agreement is the biggest positive signal.
3. Risk control first: During geopolitical periods, volatility is extremely high. It is recommended to reduce leverage and cut positions. Surviving is more important than betting on a rebound.
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LuYong
· 4h ago
Living is very important, especially for Iran. No matter what, I still hope the world can be peaceful.
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