On August 18, 2025, Trump and Zelenskyy reached a key consensus at the White House: a ceasefire between Russia and Ukraine is no longer a prerequisite for peace talks, and a trilateral summit between the US, Russia, and Ukraine is officially on the agenda! The leaders of seven European countries have collectively endorsed this agreement, and Putin has verbally accepted the framework for security guarantees to Ukraine. This three-year war is drawing to a close at a faster pace than expected.
1. Historical Data Revealed: Ceasefire = Catalyst for Bitcoin's Surge
The pattern of rising violence after the signing of the ceasefire agreement
The Nagorno-Karabakh War ended in 2020: Bitcoin soared nearly 100% in 30 days, from $12,000 to $23,000
Temporary ceasefire between Palestine and Israel in 2023: Derivatives margin calls of $210 million in a single day, Egypt’s OTC BTC premium plummeted by 6.1%, and war funds rapidly withdrew.
Middle East Armistice Agreement in January 2025: Bitcoin breaks through $100,000 in a straight line, and then pulls back to accumulate strength - the scale of the Russia-Ukraine ceasefire is far beyond history, and the imagination space for growth is completely opened!
2. The Double Benefits of the End of the War
Liquidity flood: Geopolitical risk premium has subsided, the probability of the Federal Reserve cutting interest rates in September has risen to 71%, safe-haven funds flowing into the crypto field during the conflict are less than 5%, and trillions of OTC funds will flow into risky assets.
Signals of regulatory relaxation: The Trump team is rapidly pushing forward the payment stablecoin bill, and the SEC is headed by cryptocurrency lawyer Paul Atkins - the wave of compliance will trigger institutional FOMO sentiment.
3. The Sino-US coinage war has begun!
The ceasefire between Russia and Ukraine is just a prelude. In 2025, stablecoins will be the main battlefield of the great power game:
The United States delegates power: allowing Amazon and Goldman Sachs to issue private stablecoins and reconstruct the global payment network.
China breaks through: JD.com and Ant have been granted stablecoin pilot projects, and are building a digital RMB corridor through the Belt and Road Initiative, targeting the hegemony of the US dollar.
The crypto market is experiencing a nuclear-level dividend: the scale of cross-border stablecoin payments will exceed $5 trillion, and protocol-layer projects such as SOL and ADA will usher in a hundredfold ecological explosion!
Leige's opinion:
1. History never lies. In 2020, Armenia and Azerbaijan ceased fire, and the price of Bitcoin doubled in 30 days.
Last year, there was a temporary truce in the Middle East, and Bitcoin reached $100,000 in one day. Although it fell later, this time the ceasefire between Russia and Ukraine is even larger!
The logic is very simple. When there is a war, all the money is hidden in gold. Once the war stops, all the money comes out to speculate on risky assets - Bitcoin is the number one choice!
2. Two stocks of crazy bull funds that you should keep an eye on: safe-haven funds are withdrawing. People who were afraid of war bought gold and government bonds before, but now they are selling them all to enter the cryptocurrency market.
Institutional giants are entering the market, and Trump is pushing for the legalization of stablecoins. Goldman Sachs and Amazon are also considering issuing their own! Regulatory compliance is the trigger for institutional FOMO – once they enter the market, how can prices not skyrocket?
24 hours before the signing of the agreement is the last window to exchange your wealth for a car!