全球地缘分裂时代的金融风暴

全球地缘分裂时代的金融风暴

全球地缘局势动荡不安，金融市场激起巨浪，资产定价与预测逻辑正被重构。

61 articles
Power succession, military structure, and cross-border capital: The Iranian political network in which Mojtaba Khamenei operates.
This article analyzes the Iranian political network in which Mojtaba Khamenei operates from three dimensions: power succession, military structure, and cross-border capital. It examines the relationship between Iran's religious authority, the Revolutionary Guard, and its economic resource system, and further explores how digital assets and regional financial networks have become new channels for capital flow under international sanctions. Through the cross-perspective of political structure and financial mechanisms, it reveals the profound changes taking place in Iran's national governance model.
137Labs
With oil prices exceeding $100, who is reaping the "war dividend"?
Every major transfer of wealth begins with a surge in oil prices.
深潮TechFlow
Crude oil surges 25%, Hyperliquid faces a life-or-death on-chain battle.
Hyperliquid users now need to keep a close eye on the latest developments in Iran's Strait of Hormuz, while DeFi OG is hedging against war risks with on-chain derivatives.
Foresight News
36 years, 4 wars, 1 script: How does capital price the world in conflict?
When the cannons roar, gold pours in. In turbulent times, ordinary people make choices regarding wealth.
Bitget Wallet
Chinese entrepreneurs overseas: Stranded in the Middle East, unwilling to give up.
On the day of the explosion in Bahrain, shopping malls and supermarkets, which were almost completely closed and only accepted cash, quickly adjusted to reopening large supermarkets, thanks in no small part to the guidance of the local government.
吴晓波频道
Why did Bitcoin thrive while Asian stock markets fell below the circuit breaker threshold?
The renewed conflict in the Middle East triggered a global stock market crash, with South Korea's KOSPI experiencing its largest drop in history. However, Bitcoin bucked the trend, rebounding to break through $74,000, demonstrating the resilience of the crypto market. This article provides an in-depth analysis of the profound reassessment of stock market and crypto asset pricing logic amidst the geopolitical crisis.
Jae
Iran's encrypted migration route
Surviving in the cracks between sanctions, war, and cryptocurrencies.
danny
Escalating US-Iran conflict: How can forecasting markets price war risks before oil prices do?
Geopolitics is being financialized in real time, and markets are no longer just passively reacting to events, but are participating in the pricing of risk itself as events unfold.
CoinW研究院专栏
From 6000 points to two “circuit breakers”: How did a missile in the Middle East halt South Korea’s semiconductor myth?
Everyone who buys South Korean stocks feels they're buying the benefits of AI chips.
深潮TechFlow
Outside of Wall Street, the pricing power of traditional assets is shifting to the blockchain.
In March 2026, the assassination of Iran's Supreme Leader and the energy threat caused traditional financial markets to fall into a pricing blind spot due to weekend closures, triggering circuit breakers and price gaps at the opening. In contrast, the decentralized perpetual contract protocol Hyperliquid, with its 24/7 uninterrupted trading, gained pricing power, and its protocol token HYPE surged by 25%. This crisis marked Hyperliquid's evolution from a simple DeFi protocol into a decentralized pricing engine for global assets.
Jae
Beyond Islamic doctrine, Iran needs Bitcoin
Crypto assets, represented by Bitcoin and US dollar stablecoins, are gradually transforming from "speculative commodities" into a near-essential tool of value in Iran. They serve as both a financial safety valve for citizens and a "cyber bank" for the state apparatus to circumvent sanctions.
Zen
德林控股“闯关”成功：详解香港首个可复制的RWA业务范式
从开曼 SPV + 离岸结构，到 LPF + 本地持牌机构，香港迈出了关键性的一步。
橙识数科Lab
Yes, the conflict between the US and Iran has disrupted AI development worldwide.
Our AI may have simply crashed, but for some people, tomorrow will never restart.
01Founder
Written on the UAE-Oman border: Survival lessons for the crypto natives after navigating through gunfire.
Many of today's successful cases should be called "blockchain" rather than "cryptocurrency".
Yuliya
Arthur Hayes: The US has fought 40 years of Middle East wars and lowered interest rates every time; don't expect an exception this time.
From the Gulf War in 1990 to the War on Terror in 2001, the Federal Reserve chose to cut interest rates after every US-led Middle East war.
Arthur Hayes
当导弹落在霍尔木兹，全球资产都被重新定价
石油、黄金、加密货币、债券、股票、大宗商品……人人都要为这场战争买单。而中国正在提供这场动荡周期中最稀缺的“确定性”。
橙识数科Lab
CICC: How will the situation in Iran affect Chinese assets?
A review of 14 historical conflicts provides a detailed analysis of the opportunities and challenges facing the A-share market.
PA荐读
Four days turned into four weeks: the flames of war in Iran are burning our wallets.
"Iran is a large country, and we expect military action against Iran to last for four weeks." — Trump
吴晓波频道
Geopolitical Black Swans: The Ultimate Arbitrage Opportunity for Gold
This article recaps a weekend pricing misalignment: when traditional markets were closed, on-chain gold/TradFi contracts experienced a short-term deviation due to oracle and liquidity structures, converging towards fair prices after Monday's opening. It breaks down the anchoring and risk control mechanisms of Binance and Hyperliquid, and how to capture more certain trading opportunities using "price reversion + funding rates".
Bennie
Polymarket成美伊“情报战场”：逾5亿美金下注，神秘账户精准入场陷内幕指控
一场全球地缘政治事件，暴露了预测市场的“正反面”。
Felix