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TEXXR

Chronicles

The story behind the story

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Chainalysis: addresses linked to Iran, Russia, North Korea, and other US-sanctioned entities received $100B+ in crypto in 2025, almost 8x the amount in 2024

Blacklisted entities handled $100 billion in crypto in 2025, financing terrorism and weapons  —  Iran, Russia, North Korea …

Wall Street Journal Patricia Kowsmann

Context & Ripple Effects

Chainalysis’ earlier coverage has tracked sanctioned crypto activity as a growing share of illicit flows: sanctioned jurisdictions and entities received $15.8B in 2024, while 2022 analysis attributed 44% of illicit volume to sanctioned-entity activity.

The new figure sharply extends that pattern. It also sits alongside prior reporting on Iran-linked exchange flows and North Korean crypto theft, showing that sanctions exposure spans both transaction networks and illicitly acquired assets.

First-order effects

  • Compliance, exchange-risk, and investigative teams face a substantially larger set of flows linked to sanctioned entities, raising the operational importance of address screening and transaction tracing.
  • The reported increase strengthens the case for Chainalysis and similar monitoring firms as key infrastructure for identifying exposure to sanctioned crypto activity.

Second-order effects

  • Centralized exchanges and DeFi platforms may face greater pressure to strengthen controls around wallets and services with direct or downstream sanctioned exposure, potentially increasing friction for higher-risk transfers.
  • The scale of sanctioned-linked balances could complicate decisions by governments and institutions considering crypto holdings, because provenance and recoverability become more material than headline asset balances.

Third-order effects

  • If sanctioned-entity use continues to outpace broader illicit-crypto growth, sanctions enforcement will increasingly depend on blockchain analytics and on whether intermediaries can act on those signals across fragmented on-chain venues.
  • The pattern points to a more bifurcated crypto market: regulated venues absorb higher compliance costs while illicit actors seek less-controlled routing, including rapidly expanding DeFi services.

The trend: Crypto’s growing role in sanctions evasion and illicit-finance networks is making transaction provenance a core constraint on the sector’s institutional adoption and regulation.

Discussion

  • Kelvin Low Kelvin Low on linkedin
    Crypto proves yet again that it's original use case (illicit transactions) remains its best use case.  —  The Wall Street Journal reports: …