# Сопутствующие статьи по теме Sanctions

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Sanctions", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

From Threat to Ceasefire: How Did the U.S. Lose Its Dominance?

From escalating threats to a sudden ceasefire, the US appears to have lost its dominant position in the confrontation with Iran. The conflict has entered a more complex phase where ceasefire and strategic maneuvering coexist. A key shift lies in the reversal of the diplomatic structure: rather than forcing Iranian concessions through military action, the US has been drawn into a negotiation framework based on Tehran’s "Ten-Point Plan." Although Washington has not formally accepted all terms, its de facto recognition of Iran’s control over the Strait of Hormuz marks a significant strategic retreat. This has allowed Iran to regain diplomatic and economic leverage. The outcome is counterintuitive: the conflict has not weakened Iran but instead restored its deterrence capability. Meanwhile, the failure of US military means has undermined the credibility of American threats, forcing any future negotiations to be based on genuine compromise. However, the ceasefire remains fragile, with localized clashes continuing and Israel’s actions adding further uncertainty. The situation remains on the brink of escalation, highly dependent on external variables. More profoundly, a conflict originally intended to pressure or even topple the Iranian regime may instead consolidate its internal power structure. The US has shifted from a dominant party to a negotiator, while Iran has moved from a pressured state to an active player. The confrontation has thus entered a longer-term and more complicated stage.

marsbit04/09 17:03

From Threat to Ceasefire: How Did the U.S. Lose Its Dominance?

marsbit04/09 17:03

Paying the Strait Transit Fee with Bitcoin: Is Iran Just Talking Big?

An article titled "Bitcoin Payment for Strait Transit Fees: Is Iran Just Making Empty Threats?" discusses Iran's announcement to potentially charge a $1 per barrel transit fee for oil tankers passing through the Strait of Hormuz, payable in Bitcoin, during a two-week ceasefire period. This news briefly drove Bitcoin's price above $73,000, highlighting its symbolic significance as a tool for extreme scenarios where traditional financial systems fail due to sanctions. Iran, facing severe U.S. sanctions and exclusion from SWIFT, views Bitcoin as a means to ensure untraceable and unconfiscatable transactions, despite its volatility and slower settlement times. However, the practicality of this move is questioned. The Strait of Hormuz closed shortly after the announcement, leading to skepticism about its implementation. Experts like Arthur Hayes emphasize the need for on-chain evidence to validate the claim, suggesting it may be more of a psychological tactic against Western financial systems than a feasible plan. Even if Iran collects Bitcoin, converting it to fiat for essential purchases remains challenging under current sanctions. The article concludes that Bitcoin’s role in this geopolitical drama—whether as a practical tool or a strategic signal—marks its entry into high-stakes international politics, reinforcing its relevance in a fragmented world.

Odaily星球日报04/09 08:52

Paying the Strait Transit Fee with Bitcoin: Is Iran Just Talking Big?

Odaily星球日报04/09 08:52

A Hidden Financial War? Iran Collects Strait Passage Fees with Stablecoins

Iran has officially institutionalized a mandatory toll system for all large tankers passing through the Strait of Hormuz, rejecting dollar-denominated payments. Instead, fees must be paid either via yuan-denominated wire transfers or in USD-pegged stablecoins via decentralized networks. The move is designed to bypass U.S. financial sanctions and traditional banking channels like SWIFT system. The Islamic Revolutionary Guard Corps (IRGC) is implementing a tiered pricing model based on geopolitical alignment: allies like China and Russia pay the lowest rates, while U.S. allies and Israel are barred entirely. Vessels must display approved flags and are escorted through the strait after payment. This marks the first time a nation has integrated cryptocurrency into strategic-level payment infrastructure at commercial scale. The mechanism could channel over $20 billion annually in stablecoins through Iranian-controlled wallets, creating a grey liquidity pool shielded by sovereign power. However, risks remain. Compliance with sanctions from the EU and UK may void insurance coverage for vessels paying the IRGC, forcing shipowners to choose between longer routes or potential financial penalties. Russia is considering a similar model for the Northern Sea Route, signaling a broader shift toward using geographic chokepoints as financial leverage in a reordered global trade system.

marsbit04/07 03:51

A Hidden Financial War? Iran Collects Strait Passage Fees with Stablecoins

marsbit04/07 03:51

NVIDIA's Market Share in China Drops Below 60%, Domestic AI Chips Seize Market with 1.65 Million Units Delivered Annually

Nvidia's market share in China's AI accelerator card market has declined significantly, dropping from approximately 95% to 55% in 2025, according to IDC data. During the same period, domestic Chinese manufacturers collectively captured 41% of the market, shipping 1.65 million units out of a total market of 4 million units. Huawei led the domestic suppliers with 812,000 units shipped, representing nearly half of the local market share. This shift is driven by both U.S. export controls and China’s aggressive domestic substitution policies. In November 2025, Beijing mandated that state-funded data centers must use domestic AI chips, accelerating the adoption of local alternatives. Huawei recently launched the Atlas 350 accelerator card, claiming 2.87 times the inference performance of Nvidia’s H20 in low-precision computing, though direct comparisons are complicated by architectural differences. While Chinese chips still lag behind in training large-scale AI models—estimated to be 5-10 years behind Nvidia—they have reached a "good enough" level for many commercial applications like inference tasks. The main challenge remains software ecosystem development, as Nvidia’s CUDA platform remains the industry standard. Chinese firms are responding with compatibility efforts and open-source initiatives. Several domestic AI chip companies are now pursuing IPOs, and Huawei continues heavy R&D spending to reduce foreign dependency. Even if U.S. export policies ease, the structural move toward domestic AI chips appears irreversible.

marsbit04/03 05:51

NVIDIA's Market Share in China Drops Below 60%, Domestic AI Chips Seize Market with 1.65 Million Units Delivered Annually

marsbit04/03 05:51

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