Trump’s speech leaves Iranians guessing before Geneva talks

Weeks after the January 2026 protests, Supreme Leader Ali Khamenei has shown no indication that he intends to open dialogue with a restless public or adjust course in response to mounting domestic criticism.

On Tuesday, February 24, prominent moderate figure Saeed Hajjarian—long regarded as a key strategist of Iran’s reform movement—warned that the political system “has lost the ability to predict and prevent the waves of protest that continue to emerge one after another.”

He added that since 2021, Iranian presidents have effectively functioned as “chief executives for Khamenei.”

Former President Ebrahim Raisi described himself as the Supreme Leader’s “soldier,” while President Massoud Pezeshkian has repeatedly said he is in office to implement Khamenei’s policies.

According to Hajjarian, protest waves will persist “as long as the system remains incapable of tolerating reforms, even those emerging from within.” His remarks pointed to a deeper concern: not simply public anger, but institutional rigidity.

That rigidity, critics argue, extends beyond politics. Khamenei’s resistance to reform has long been evident, but more striking to some observers is the continued dismissal of economic warnings amid a worsening financial crisis.

Earlier in the week, the news website Fararu warned leaders about the growing fragmentation and polarization of Iranian society.

Rather than easing tensions, authorities deployed Basij forces to suppress student protests on university campuses, effectively placing groups of young Iranians in confrontation with one another.

Fararu cautioned that “polarization reduces the chances for dialogue and increases violence in society.” Without meaningful dialogue, it argued, opposing groups increasingly view one another as “enemies,” making disputes far more difficult to resolve.

Economic concerns have followed a similar pattern.

One of the latest warnings came from economist Hossein Raghfar. In an interview with Khabar Online, Raghfar argued that although the January protests had political dimensions, they were primarily driven by deepening economic hardship and government inefficiency.

Without naming Khamenei directly, he said: “The government is certainly responsible, but major decisions are made elsewhere,” referring to the Supreme Leader’s office. While acknowledging the government’s role, he added that “it is obvious that the entire responsibility does not rest with the government.”

Like many Iranian economists, Raghfar warned that removing subsidies on essential goods—and the unrest that followed—has left Iran weakened at a moment of heightened external pressure. Economic mismanagement, he argued, has pushed the country “to the brink of war” while fueling public dissent to unprecedented levels.

Despite earlier warnings going unheeded, Raghfar again urged authorities to avoid inflicting another shock on society by cutting subsidies on staples such as gasoline and bread to offset chronic budget deficits.

Taken together, the cautions from reformists and economists suggest a political system increasingly confronted with recurring unrest yet reluctant to recalibrate—even as social polarization deepens and economic strain intensifies.

Students at several Iranian universities held a third consecutive day of protests on Monday, chanting against Ali Khamenei. At Amir Kabir, Tehran and Alzahra universities, students set fire to the flag of the Islamic Republic. At some of these universities, including Tehran University, Basij forces attacked students.

The image – a Basij-aligned student climbing up to pull down a stuffed animal – spread quickly online. More than a campus scuffle, it suggested a phrase that began on social media is now being contested in the physical arena of protest and counter-mobilization.

From meme to material symbol

The nickname Rat-Ali gained traction during the June war with Israel, when Khamenei largely disappeared from public view and state media aired only prerecorded video messages. Reports that he had taken shelter in fortified underground facilities during military escalation and later unrest fueled the metaphor.

In Persian, “moush” connotes hiding and evasion. By pairing it with the Supreme Leader’s name, critics flip the state’s image of firm leadership.

On Monday, that inversion took tangible form. The rat was not only an online meme but an object displayed and physically removed.

Political satire often loses force when ignored. Authority can neutralize insult through indifference. The decision by a Basiji student to climb the tree and take down the toy had the opposite effect: it signaled that the symbol was perceived as threatening enough to confront.

Precedent in protest language

Iran’s protest culture has repeatedly transformed ridicule into durable shorthand. After the 2020 US drone strike that killed IRGC Quds Force commander Qasem Soleimani, some Iranians referred to him as “cutlet,” a darkly comic reference to the condition of his remains. The term proved difficult to suppress despite official efforts to preserve Soleimani’s image as a national icon.

• 

  Israeli Killings Of IRGC Generals Unleash Mockery Among Iranians

However, Moush-Ali carries sharper political implications because it targets the apex of the system. Khamenei’s authority rests not only on constitutional powers but also on cultivated distance – a blend of religious stature and institutional control.

Mockery compresses that distance. A rat hanging from a tree reduces a figure positioned as untouchable into a repeatable visual punchline.

Authoritarian systems rely in part on aura – an impression of inevitability and psychological dominance. When that aura becomes vulnerable to parody, the cost of reaction rises. Suppression can amplify visibility; indifference can appear weak.

The scene at Sharif involved a toy, a tree and a handful of students. Yet the rapid spread of the image suggested a broader recalibration of political language.

In early January, shortly after protests that began over economic grievances spread nationwide, authorities moved classes online in what officials described as a seasonal measure but which students widely viewed as an effort to preempt campus mobilization.

Now, with in-person classes resumed, memorial gatherings for those killed in January’s violent crackdown have evolved into open defiance on campuses in Tehran, Mashhad and Isfahan. Some have escalated into stand-offs between protesting students and pro-establishment groups.

In a notable shift, recent rallies have included chants naming Reza Pahlavi, the exiled son of Iran’s last monarch, as “the leader of Iran’s revolution,” and calling for the restoration of monarchy nearly five decades after the 1979 revolution.

On Monday, students at the University of Tehran organized a ceremony for Mohammad Reza Mohammadi Ali, a master’s student in theology. A group known as United Students reported that the Basij student organization sought to appropriate the event, claiming the deceased had supported the government.

Opposing students responded with chants including “This flower has fallen, a gift to the homeland,” “Woman, Life, Freedom,” and “By the blood of our comrades, we stand to the end.”

At Sharif University of Technology, a silent candlelight vigil turned confrontational after university cultural officials broadcast Quran recitations and music over loudspeakers. Students holding photos of the dead protested what they described as an attempt to drown out the gathering.

Videos circulating online show rival groups facing off. Pro-government students chanted support for Supreme Leader Ali Khamenei and slogans such as “Allahu Akbar” and “Death to America,” while calling for the expulsion of those they labeled “rioters.”

Opposition chants targeted the Islamic Republic, Khamenei, and institutions such as the Basij and the Islamic Revolutionary Guard Corps.

Symbols have become vivid markers of division. Pro-government students carried the flag of the Islamic Republic and burned U.S. and Israeli flags during demonstrations. Opposition students, by contrast, covertly brought in the pre-revolutionary lion-and-sun flag — replaced after 1979 — and raised it during gatherings this week. On Monday, students at three Tehran universities also set fire to the Islamic Republic flag.

Students at two Tehran universities and one in Isfahan have also called for the restoration of their pre-1979 names, which referenced members of the Pahlavi royal family before being changed after the revolution.

University security offices — and, according to student accounts, plainclothes forces believed to be operating from outside campuses — have been present during several confrontations, at times appearing to side with pro-establishment students.

Students report identification cards being photographed and participants filmed, actions widely interpreted as intimidation. Some universities have allegedly sent text messages barring certain students from campus and warning of possible disciplinary proceedings.

The renewed campus unrest places Iran’s leadership in a delicate position. A forceful intervention risks inflaming tensions and pushing protests beyond university gates. Yet allowing sustained mobilization at institutions long regarded as incubators of political activism could embolden broader opposition.

That dilemma is complicated by a longstanding legal safeguard.

A 2000 law prohibits military, police and security forces from entering university campuses to conduct operations, make arrests or use weapons without formal authorization. The measure was enacted after the July 1999 unrest, when vigilantes and plainclothes security forces stormed dormitories at the University of Tehran, triggering nearly a week of nationwide turmoil.

Despite the law, human rights groups and media outlets have documented repeated instances over the years in which security forces entered campuses without authorization, including during recent protests.

Mexico has deployed thousands of troops after coordinated attacks erupted across at least 20 states following the capture and death of Jalisco New Generation Cartel leader Nemesio Oseguera Cervantes, known as El Mencho.

Cartel fighters torched buses, blocked highways and clashed with security forces, leaving dozens dead and forcing authorities to mobilize nearly 10,000 personnel nationwide.

While Mexican authorities frame the unrest as cartel retaliation, security analysts say such episodes increasingly unfold within transnational financial and trafficking systems that extend beyond Mexico’s borders.

Those systems, experts say, have in some cases intersected with Iranian state-aligned networks operating across Latin America.

“There are longstanding money-laundering and trafficking ecosystems that connect Latin American cartels, Iranian state-aligned networks and global criminal finance,” investigative journalist Sam Cooper told Iran International, pointing to investigations linking criminal actors across North and South America.

Cooper who has reported extensively on transnational crime networks, stressed that the overlap does not necessarily indicate direct operational control by Tehran but reflects a convergence of interests that could benefit the theocracy during periods of heightened pressure.

“I don’t have direct evidence their intelligence would be involved in helping the cartel push back against the Mexican state,” he said. “But I do believe the Iranian regime would want to benefit very much from increasing the turmoil in Mexico.”

That convergence of illicit finance and geopolitical competition, analysts say, creates openings for states such as Iran to benefit from regional instability.

'Using gangs for dirty work'

Janatan Sayeh, a research analyst at the Foundation for Defense of Democracies focusing on Iranian domestic affairs and regional influence, says the Islamic Republic frequently advances its objectives indirectly, relying on criminal intermediaries to apply pressure while maintaining distance from direct involvement.

“They (Iran's regime) do try to put a distance between themselves and their criminal activity, specifically assassination plots,” Sayeh said.

“They increasingly are leveraging some of these gangs… to do the dirty work.”

In 2011, US officials brought charges against several Iranian nationals, among them an operative linked to the IRGC’s Quds Force, accusing them of conspiring to kill the Saudi ambassador in Washington.

According to prosecutors, an Iranian go-between attempted to recruit individuals he thought were tied to a Mexican drug cartel, offering payment to carry out the assassination. Those individuals were in fact informants working with the U.S. Drug Enforcement Administration.

Networks built over decades

Analysts say many of these connections trace back decades, particularly through Iran’s partnership with the former regime ruling Venezuela, where Iranian Revolutionary Guard-aligned networks and Hezbollah operatives established financial and logistical footholds across Latin America.

Hezbollah has long been accused of running criminal networks in Latin America that intersect with drug trafficking routes.

Dr. Walid Phares, a foreign policy expert and co-secretary general of the Transatlantic Parliamentary Group, said those networks gradually expanded into cooperation with organized crime groups operating across the region.

“Hezbollah had developed relationships with similar organizations across Latin America, Brazil, Colombia and beyond,” Phares told Iran International. “But the most important move backed by the IRGC regime was in Mexico.”

According to Phares, access to trafficking routes and financial channels allowed militant networks to expand their reach while maintaining distance through criminal intermediaries.

“The most important goal of Hezbollah was to get to the American and Mexican border,” he said.

Sayeh added that Western governments often mischaracterize the threat by treating such activity solely as organized crime rather than part of a broader national security challenge.

“A lot of times when it comes to the Americas it is treated as a criminal network, not a terrorism network,” he said. “Accurately labeling it for what it is important.”

For Iran, "it’s anything anti-America… and cartel is just part of that paradigm for them,” he said. “Any opportunity just to exert pressure on the Americas.”

Crime and geopolitics converge

Security specialists say the convergence has blurred the traditional boundary between criminal activity and geopolitical competition. Networks originally built for sanctions evasion and terror financing can also serve narcotics trafficking and money laundering operations, creating mutually beneficial partnerships between state and non-state actors.

For Cooper, the violence unfolding in Mexico reflects a wider shift in the Western Hemisphere, where criminal networks increasingly intersect with global rivalries.

“The level of threats that are emerging in the Western Hemisphere right now,” he said, “is all related.”

As Mexico contains the fallout from El Mencho’s death, experts say the episode highlights how criminal violence in the Western Hemisphere increasingly intersects with global power competition.

On Monday morning, the Foreign Ministry spokesman said foreign reporters visiting the country had described life as “normal.” Yet the indicators and daily experience suggest anything but.

That same day, Iranian media quoted bakers and grocers saying that wealthier customers now leave deposits so poorer families can take bread or meat without paying upfront.

Even newspapers aligned with Supreme Leader Ali Khamenei have begun issuing warnings.

Khorassan cautioned about the political consequences of rising bread prices. Days earlier, Kayhan warned that bread riots were likely if the government proceeds with plans to raise prices for a fourth time since President Massoud Pezeshkian took office in mid-2024.

Tabnak, the news site run by former IRGC commander Mohsen Rezaei, reported that a family of two or three now needs about twice the government’s worst-case estimate from last year to cover food costs.

Overall inflation is above 60 percent and expected to approach 70 percent this month. Donya-ye Eqtesad warned that food inflation could soon reach triple-digit levels. The Statistical Center of Iran reports inflation for agricultural goods above 85 percent and services above 45 percent.

Across the media spectrum, analysts point to three converging pressures: soaring food prices, wages that lag behind living costs and persistent instability in financial markets.

Specialized economic outlets report continued volatility in the foreign-exchange market. The dollar has fluctuated between 1,630,000 and 1,650,000 rials in recent days, with traders describing “high-tension anticipation” tied to uncertainty over negotiations with the United States and broader political risks.

Gold prices have surged alongside the currency, placing what has long been a traditional hedge against instability beyond the reach of most households.

The stock market has added to public unease. Shargh reported sharp index declines and heavy retail capital flight on Monday, with roughly 110 trillion rials ($680 million) exiting the market in 24 hours.

Analysts cite eroding confidence in government support policies and fears that regional tensions could spill into the domestic economy. Even those with no investments feel the consequences, as market instability feeds broader uncertainty.

Ramadan, traditionally marked by nightly gatherings and shared meals, has taken on a subdued tone. Many families can no longer afford customary foods, let alone host guests.

State television and pro-government social-media accounts now openly discuss the possibility of war. Online documentaries show Tehran’s pre–New Year shopping districts open but nearly empty. Instead of browsing, residents exchange advice on stockpiling food, fuel and clothing — precautions in case the capital comes under attack.

If this is normal, it is a fragile and increasingly costly version of it.