#Gate广场五月交易分享 The Iran-U.S. negotiations have completely stalled! The three major impacts on the crypto world
On May 10th, Iran submitted a 14-point final negotiation plan to the United States, with core demands to end regional wars, fully lift sanctions on Iran, control the security of the Strait of Hormuz, and reject any modifications; Trump directly rejected it on the same day, calling the plan "completely unacceptable." Currently, both sides are stuck in a deadlock of fighting while negotiating, with military confrontations escalating: on May 7-8, a naval confrontation occurred in the strait, on May 13, Iran deployed light submarines on standby, and 30% of global oil transportation routes are at maximum risk.
Direct impacts on the crypto market
✅ Short-term: Safe-haven funds flee, causing sharp market volatility. Tensions in the Middle East push oil prices higher and inflation expectations rise, with funds flocking to gold and the US dollar, and Bitcoin being sold off. In the past two days, BTC futures have had over $120 million in liquidations in a single day, with net outflows of $350 million in spot markets, and volatility expanding to 3%, making short-term chasing trades very risky.
✅ Long-term: Escalating conflict activates safe-haven narratives, benefiting decentralized cryptocurrencies. Referencing the Middle East conflict in 2025, BTC rose from $58,000 to $72,000 (a 24% increase). If negotiations break down and conflict expands, decentralized assets like BTC/ETH will become the primary safe-haven choices, potentially forming an independent market trend.
✅ Regulatory divergence: Compliant platform tokens face pressure, while anonymous/DEX tokens benefit. The US may strengthen cross-border financial controls, with centralized exchanges (CEX) tightening KYC and transfer reviews, negatively impacting platform tokens like BNB/OKB; decentralized exchanges (DEX) and anonymous tokens face no regulatory risks and become safe havens for funds.
On May 10th, Iran submitted a 14-point final negotiation plan to the United States, with core demands to end regional wars, fully lift sanctions on Iran, control the security of the Strait of Hormuz, and reject any modifications; Trump directly rejected it on the same day, calling the plan "completely unacceptable." Currently, both sides are stuck in a deadlock of fighting while negotiating, with military confrontations escalating: on May 7-8, a naval confrontation occurred in the strait, on May 13, Iran deployed light submarines on standby, and 30% of global oil transportation routes are at maximum risk.
Direct impacts on the crypto market
✅ Short-term: Safe-haven funds flee, causing sharp market volatility. Tensions in the Middle East push oil prices higher and inflation expectations rise, with funds flocking to gold and the US dollar, and Bitcoin being sold off. In the past two days, BTC futures have had over $120 million in liquidations in a single day, with net outflows of $350 million in spot markets, and volatility expanding to 3%, making short-term chasing trades very risky.
✅ Long-term: Escalating conflict activates safe-haven narratives, benefiting decentralized cryptocurrencies. Referencing the Middle East conflict in 2025, BTC rose from $58,000 to $72,000 (a 24% increase). If negotiations break down and conflict expands, decentralized assets like BTC/ETH will become the primary safe-haven choices, potentially forming an independent market trend.
✅ Regulatory divergence: Compliant platform tokens face pressure, while anonymous/DEX tokens benefit. The US may strengthen cross-border financial controls, with centralized exchanges (CEX) tightening KYC and transfer reviews, negatively impacting platform tokens like BNB/OKB; decentralized exchanges (DEX) and anonymous tokens face no regulatory risks and become safe havens for funds.
