Regarding the recent US-Iran negotiations and their future impact on the crypto space, as well as the general operational approach moving forward:


Based on the core concepts of "talking but not breaking, US concessions, deadlock on nuclear and civil aviation lines," I will break down into short, medium, and long-term strategies, with direct trading tactics included:
Short-term (1-4 weeks): Volatile with a slight upward bias, dominated by high fluctuations
1. Core driver: Cooling of negotiations → risk sentiment recovery, combined with Iran’s sovereign need to use BTC to collect tolls at the Strait of Hormuz, which is temporarily positive; but repeated negotiations and US regulatory tightening bring selling pressure, leading to sentiment-driven volatility.
2. Key ranges: Support at 67k-68k USDT, resistance at 73k-74k USDT.
3. Operations: Light positions, low buy and high sell, strict stop-loss, avoid heavy bets on one-sided moves.
Medium-term (1-3 months): Negotiation outcomes determine direction
• Agreement reached: Risk aversion wanes, Iran’s BTC demand weakens, generally bearish for the crypto market, likely resulting in high-level consolidation.
• Negotiation breakdown: Tensions in the Middle East activate BTC’s “digital gold” attribute, sovereign funds accelerate entry, generally bullish, easy to break previous highs.
• Talking but not breaking (most likely): Wide-range oscillation, repeated news-driven pulls, many swing opportunities, trend unclear, range around 65k-75k USDT.
4. Variables to watch: Iran’s uranium enrichment compromise level, confirmation of navigation rights in the Strait of Hormuz, US progress in unfreezing Iranian assets.
Long-term (6-12 months): Historic positive outlook
Regardless of the negotiation outcome, it will promote de-dollarization: the implementation of Iran’s BTC settlement model, global sovereign funds will treat BTC as a core asset for hedging against the dollar, upgrading BTC from a “risk asset” to a “geopolitical hedge asset,” with a sustained bottom support.
BTC-2,45%
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