Shiv Bhatter | Trader

@cryptogoos $20B loss isn’t the headline. Lost capacity is. Energy infrastructure takes years to build — seconds to disrupt. That’s how temporary events turn into structural supply shocks.

Opened timeline for updates… Got war + market crash combo instead. Let’s see what tomorrow has in store. #MarketCrash #Nifty #BankNifty

Please market close karo. Din bhar laal dekh ke aankh laal ho gayi.

@WarMonitor3 Narrative up 10%, reality flat.

BREAKING: The US says it is seeing defections from all levels of the Iranian military-Reuters

🚨BREAKING: Qatar Gas CEO says: We incurred a $20 billion loss at the facility we built for $26 billion two years ago.

@LearningEleven Agree — this is moving beyond just geopolitics. Disruptions to energy infrastructure start feeding directly into supply chains, inflation and growth expectations. Markets may react in phases, but the underlying risk premium is clearly building.

Bad news after bad news about oil & gas infrastructure. This isn’t just war anymore, some serious economic crisis is unfolding. Market hasn’t priced in most of it yet.

@amitisinvesting Markets don’t move on words — they move on trust. “Over soon” works once. After that, price waits for proof.

TRUMP: - IRAN REGIME WILL COLLAPSE BY ITSELF - IM NOT PUTTING BOOTS ON THE GROUND - I TOLD NETANYAHU TO NOT ATTACK OIL FIELDS AND HE WON’T ANYMORE - EVERYTHING WAS GOING GREAT, I HATE THAT I HAD TO MAKE AN EXCURSION, BUT IT HAD TO BE DONE Oil is $2 below $100 now. Markets just aren’t fully believing him anymore when he says things will end soon.

@AshCrypto Great narrative. But timing depends on liquidity. Institutional interest can build quietly — price only follows when risk appetite returns.

BREAKING: 🇺🇸 $1.9 trillion Morgan Stanley files for spot Bitcoin ETF.

@NoRegretNoGain “Worse than 2008” is said every cycle. Crashes don’t announce themselves — they form when no one’s prepared. Right now, fear is loud… which usually means positioning isn’t as vulnerable as it seems.

THE MARKETS WILL CRASH - WORSE THAN 2008 Right now, the market is being held up. All on hope, a promise, that the war will end soon. Things are only going to get worse. AI is replacing jobs. Now massive layoffs are being cheered by Wall Street. Understand that a tsunami is coming. Do not miss my posts. Notifications on.

@Kalshi “Second time we’re hearing ‘over soon.’ Markets price words quickly, but geopolitics rarely follows timelines. Until de-escalation is visible, risk premium likely stays.”

JUST IN: Trump says Iran "excursion" will be over soon

@zerohedge “Second time we’re hearing ‘over soon.’ Markets price words quickly, but geopolitics rarely follows timelines. Until de-escalation is visible, risk premium likely stays.”

*TRUMP: IRAN 'EXCURSION' WILL BE OVER SOON

@Chart_Wallah108 Defence isn’t a cyclical story anymore. With rising geopolitical tensions and consistent order visibility, HAL remains a structural play. Not a momentum trade — but a long-term compounding story.

My List of High Potential Companies from each sector in this Crash 🔥 Save it for later 🔖 Aerospace & Defence 🪖 Mazagon Dock Apollo Micro Sys AXISCADES Tech. Unimech Aero. Jaykay Enter. Wire & Cable 🚡 Polycab India KEI Industries Apar Inds. R R Kabel Universal Cables Universal Cables Advait Energy Power ⚡️ A B B Siemens Waaree Energies Transrail Light Quality Power El Avalon Tech Skipper Auto 🚘 Maruti Suzuki M & M Ashok Leyland Eicher Motors TVS SML Mahindra VST Tillers Tractors Auto Ancillary ⚙️ Lumax auto tech Banco Pricol Fiem Industries SJS Enterprises Jamna Auto Inds. Lumax Industries Sandhar Tech Carraro India Frontier Springs Rico Auto Inds RACL Geartech Bharat Seats Financials 🏦 Bank of Baroda City union bank Muthoot Finance Aditya Birla Cap L&T Finance Ltd M & M Fin. Serv. IIFL Finance CreditAcc. Gram. Fedbank Financi. Capital Market 💹 BSE 360 ONE Nuvama Healthcare 🏥 Fortis Health. Narayana Hrudaya Krishna Institu. Dr Agarwal's Hea Healthcare Global Poly medicure Yatharth Hospit. Thyrocare Tech. Pharma 💊 Jeena Sikho Marksans Pharma Akums Drugs Innova Captab Senores Pharma. Chemicals 🧪 Privi Speci. Sharda Cropchem NACL Industries Industrial Products 🧑‍🔧 HBL Engineering Elgi Equipments Gallantt Ispat L Usha Martin Shaily Engineer. Garware Hi Tech Time Technoplast Subros Swaraj Engines Raghav Product. Sambhv Steel Nelcast Ratnaveer Precis Industrial Manufacturing 🏭 Kaynes Tech Syrma SGS Tech. Hind Rectifiers Kilburn Engg. Spectrum Electr. Pennar Industrie DEE Development ICE Make Refrig. Macpower CNC IT 🧑‍💻 Persistent Systems Coforge PB Fintech One 97 Inventurus Knowl Netweb Technol. Affle 3i Sagility Intellect Design Black Box Rategain Travel Zaggle Prepaid Rashi Peripheral FMCG 😋 Radico Khaitan Godfrey Phillips Gillette India L T Foods Allied Blenders Tilaknagar Inds. Manorama Indust. Gokul Agro Vadilal Inds. Parag Milk Foods Vintage Coffee Consumer Durable 🌬️ Voltas PG Electroplast Ethos Timex Group Hotel 🏨 Chalet hotels Lemon tree hotel Samhi hotels Retail 🛒 V2 Retail Aditya Vision Entero Healthcare Construction 🚧 Techno Elec.Engg Cemindia Project Interarch Build. Vikran Engg. M & B Engineer. Garuda Cons Realty 🏙️ Phoenix Mills Anant Raj EFC AWFIS Space Cement 🧱 UltraTech Cem. Ambuja Cements Nuvoco Vistas Mining ⛏️ Lloyds Metals G M D C Ashapura Minech. Metals 🏗️ Tata Steel Hindustan Copper Indian Metals Ports 🚢 Adani Ports JSW Infra Others 🧐 Bharti Airtel Interglobe Aviation CMS Info Systems Jaro Institute Flair writing Knowledge marine Tips music Pondy Oxides Pearl Global Follow NOW !

@JanaaSak No fixed timeline — it flips when conditions change. Once tensions ease, supply normalizes and liquidity returns, gold tends to transition from liquidation to outperformance. It’s less about time, more about triggers.

@shivluv Nice ! Any tentative timelines to hit those milestones?

Gold weakness at a time of War is surprising many. Many who do not know the dynamics of liquidity. With its high price and liquidity is now a source of cash.

Kal kya hoga market mein? Neeche ya upper

@SunilBhatter Most probably down hi Rahega as per overall situation. Baaki market ki marzi.

@zerohedge This isn’t just a headline — it’s a structural supply shock. 17% LNG offline for years → higher gas prices → inflation pressure back on the table. Markets may be underestimating how sticky this can get.

*IRAN ATTACKS DAMAGE 17% OF QATAR LNG CAPACITY FOR 3-5 YRS: RTRS

@saylordocs Gold falling in stress isn’t unusual. In liquidity events, investors sell what’s easy to liquidate — not necessarily what they want to. Gold is one of the most liquid assets, so it often gets sold first to raise cash.

Can anyone please explain me in simple words what the hell is going on with Gold???

@SpencerHakimian This looks more like liquidity-driven selling. In stress, markets sell what’s liquid — not what they prefer. Gold is easy to cash out, so it often gets hit first.

🚨BREAKING: GOLD COLLAPSES AS ARAB GULF STATES SELL THEIR ASSETS TO RAISE MONEY