🚨 WARNING: THE US-IRAN CEASEFIRE IS OFFICIALLY OVER NOW... No more frameworks. No more negotiations. No more Doha meetings. What started as a diplomatic process three weeks ago. Peace deals, ceasefires, talks scheduled and rescheduled ended tonight With Iranian military positioning targeting US bases directly. This is not an escalation, this is a different war entirely. And Trump announced right before the weekends. Every asset class on earth is about to find out what happens when the world's largest economy, Enters an open conflict with the country controlling 20% of global oil supply. And markets haven't priced it yet. Here's what the end of the ceasefire actually means: The Strait of Hormuz doesn't reopen. It becomes a contested military zone with no timeline for resolution. Every calculation about oil supply, shipping costs, and energy inflation that was being made two weeks ago gets thrown out completely. Oil was at $70 when this was a diplomatic crisis. It's a different number when it's a shooting war with no ceasefire and no talks on the calendar. $90 is not a worst case anymore. It looks like a starting point. Then everything downstream from oil reprices simultaneously. Inflation stays, the Fed stays hawkish. Every rate cut that was being priced into Q4 disappears. And every asset equities, bonds, crypto, real estate that was valued on the assumption of falling rates Has to find a new price in a world where rates stay high indefinitely into an energy shock. The AI bubble was already cracking before tonight, now it cracks faster. Funds that were slowly rotating out of tech don't rotate slowly when geopolitical risk hits this level. They sell, into whatever bid exists, all at once. Asian markets already showed you what this looks like. Japan is down ¥30 TRILLION. South Korea down ₩200 TRILLION. Those moves happened while the ceasefire was technically still alive. Now it's dead. Asian markets tomorrow open into a completely different reality than the one that existed 24 hours ago. And US markets open on monday after that into the same reality except With three weeks of false ceasefire optimism to unwind on top of everything else. That unwind doesn't happen over weeks. It happens in sessions. There is no soft landing scenario in a hot war between the US and Iran. There is no Fed pivot that fixes Oil price. There is no AI narrative strong enough to hold a 200x multiple when liquidity is draining out of every risk asset simultaneously. The ceasefire held the market together. It's gone now. This sounds SCARY, but I will keep you updated on everything here. When I rotate money, I will post my moves here so my FOLLOWERS can SAVE their money. Many will regret not following me earlier...(ᴛʀᴀᴄᴇʀ)