22.06.25 - 2 weeks became 2 days

Following Trump’s announcement just two days ago, what was expected to take "weeks" materialized within 48 hours. Last night, the United States launched airstrikes on Iran’s nuclear enrichment facilities.

In response, Iran fired missiles at Israel.

Markets: Weekend stock futures are trading sharply lower, down 1 to 1.5% (Hang Seng, Dax, Nasdaq) - Cryptocurrencies are also under pressure. While Bitcoin is holding relatively firm with a 2% decline, altcoins are seeing significantly steeper losses.

My view: What is next after the US strikes? The key question now: Will Iran escalate further, perhaps by targeting regional US assets or disrupting oil flows through the Strait of Hormuz? Such a move would mark a dangerous turn, with direct implications for global energy prices and shipping routes. What is the role of Russia going to be in this widening conflict? It continues to be an unpredictable situation.

As a consequence, volatility may rise, and while equities could suffer a short-term hit, the full market impact will depend on the scope and duration of this conflict. Today, Israels stock index reached a new high. It seems like investors are betting that this conflict ends rather soon.

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