2026-01-02 20:34:21

The global landscape of 2025 is dominated by conflicts, great power rivalries, and resource competition. From Ukraine to the Middle East, from Washington to Beijing, every news story tells the same story—military confrontation, economic sanctions, and supply chain disputes form an iron triangle.

Energy security has become the core bargaining chip in national competitions. The fight for key raw materials is even more closely linked to the nerves of the global markets. When geopolitical risks escalate, these pressures ultimately transmit to financial markets—including the cryptocurrency market. Uncertainty in supply chains drives up commodity prices, economic sanctions disrupt trade order, and military tensions increase risk aversion. These changes directly impact liquidity, capital flows, and market risk appetite. For traders, understanding this "military-economic-supply chain" triangle is the key to understanding the markets of 2025.

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AirdropHunterZhang

· 3h ago

I've long understood the logic that geopolitical turmoil disrupts financial markets. To put it simply, when risk aversion rises, crypto prices fluctuate accordingly. We electricity bill folks just quietly make big profits from these uncertainties.

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GasGuzzler

· 01-03 02:47

To be honest, I saw through this geopolitical logic chain a long time ago; I'm just waiting for the crypto circle to catch on. Military tension → risk aversion → capital bottom fishing, this wave should be stable... When the supply chain gets disrupted, energy prices soar, who will bear the miners' costs? In the end, it's still a sell-off. Instead of studying great power rivalry, it's better to watch how the Federal Reserve will cut next. Clever, resource competition pushing up commodity prices ≈ liquidity fleeing the crypto market, a familiar pattern. Sanctions, sanctions, in the end, mainly the US and Europe hurt each other, and cryptocurrencies have instead become a safe haven. And the final victims of the Iron Triangle are still us retail investors, haha.

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consensus_whisperer

· 01-02 21:04

Damn, that's why I've been accumulating safe-haven assets recently. With such chaotic geopolitical tensions, how good can the crypto market get? Supply chain bottlenecks can shake the entire financial market, and our liquidity is really tight. So, only traders who follow political news can survive longer; simply looking at K-line charts will eventually lead to failure. Energy geopolitics is the source of inflation, and inflation is the catalyst for crypto. It's a chain reaction, understand? In turbulent times, gold is king. Who still dares to go all-in on those high-beta assets? Laughing to death.

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DancingCandles

· 01-02 21:03

With such geopolitical chaos, is the crypto world actually more stable? Something's not right. The military-economic-supply chain triangle argument is a bit too textbook. Who actually makes money following this logic in real trading? Energy shortages boost risk aversion sentiment, BTC rises, and US bonds also go up. How is this logic self-consistent? Honestly, capital flows don't really consider the triangle relationship at all; they just watch what the Federal Reserve does next. Conflict escalation = inflation expectations = optimistic about defensive assets. Can cryptocurrencies really be considered a defensive asset this time?

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ProxyCollector

· 01-02 21:02

When the geopolitical card is played, the crypto circle trembles along. How long can this risk-averse sentiment last? The energy positioning battle has begun, BTC is about to rise again... This "Iron Triangle" metaphor is excellent; basically, it's about finding opportunities in chaos. When the sanction chain breaks, liquidity shifts; I get this logic. Honestly, if you don't understand great power games, don't trade cryptocurrencies; it's very risky... Regarding key raw materials, no wonder some people are hoarding rare earth concept coins. Supply chain disruptions cause financial chaos too; making money these days is indeed difficult. Institutions have already been planning, while retail investors are still watching the news, haha. Escalating conflicts lead to inflation expectations, and inflation is Bitcoin's best friend. Is Washington about to impose new sanctions? Crypto might be about to take off.

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GasFeeBarbecue

· 01-02 20:54

These triangles are giving me a headache; let's see how the crypto market reacts. --- Geopolitics changes daily; I just watch how BTC moves. --- Capital fleeing risk zones needs to flow somewhere... understand? --- Supply chain disruptions cause commodity prices to soar, but the logic of crypto becomes clearer. --- Risk aversion is rising; could this be an opportunity? --- Another bunch of macro theories, but on-chain data is more reliable. --- Energy competition → rising electricity prices → miners grimace, we need to pay more attention to mining costs. --- International games are just games; the crypto world still plays by its own rules. --- So, 2025 will be a chaotic year; the flow of stablecoins is the real signal.

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