Cenk Aras

Hayat seni güldürmüyorsa, Espriyi anlamadın demektir. Takımdan ayrı düz koşu yapar. Her devrin ötekisi. Fon yöneticisi, SPL 3, Türev.

[Cenk Aras @cenkaras]

- Dünya düz değildir.
- Dünyayı 5 aile yönetmiyor.
- Evrim teori değildir.
- Astroloji bilim değildir.
- Aşı bizi korur.
- Alternatif tıp yoktur. Kanıta dayalı modern tıp vardır.

[Al Jazeera Breaking News @AJENews]

BREAKING: Iran says it stops its retaliatory attacks since the US has not carried out strikes on the country for the past two nights. Army spokesman Mohammad Akraminia tells state media that Iran’s operations are for now halted.

🔴 More on https://t.co/5H0QqpfIYw

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Iran says it has halted retaliatory strikes against the US after President Trump called off US strikes for a second consecutive night.

[Cenk Aras @cenkaras]

@alihaydarfirat Haber doğru, sen de biliyorsun

[Cenk Aras @cenkaras]

@barisyarkadas @ZaferArapkirli “Toplumsal destek” ne bildin mi ?

[YENİ Parti @yenipartiyiz]

Liderimiz Özgür Özel, ‘YENİ Parti’mizin kuruluş evraklarını imzalayarak Cumhuriyet Halk Partisi’nden istifa etti. 91 milletvekilimiz YENİ Parti Kurucular Kurulu’na katıldı.

Başlıyoruz!

[Cenk Aras @cenkaras]

@oguzksalici Oğuz bey ,bu anlattıklarınıza siz inanıyor musunuz sahiden ? Herşey gözümüzün önünde oldu / oluyor…

[Cenk Aras @cenkaras]

@herkesicinCHP Butlan git !

[Cenk Aras @cenkaras]

@caglarcilara Aynen aynen, halkta öyle diyor zaten (Kırıkkale)

[Cenk Aras @cenkaras]

eye to eye teeth to teeth concept

[The Spectator Index @spectatorindex]

BREAKING: Kuwait says Iranian attack targeted power plant

[Cenk Aras @cenkaras]

@gamzeilgezdi Ailecek CHP’in yakasından düşün artık. Sokakta karşılığınız SIFIR

[Cenk Aras @cenkaras]

@avcaglayan Çok görev yaptınız, sağolun

[Cenk Aras @cenkaras]

@Banu_KT Vance kendi gitmemiştir, barış ihtimali olsa kaçırmazdı bence

[Cenk Aras @cenkaras]

@MertBasaran_inv Yeterince yeni talep olmazsa sistem çöker.. Gayet net

[0xNobler @CryptoNobler]

🚨 WARNING: TOMORROW WILL BE THE WORST DAY OF 2026!!

The U.S.-Iran peace deal just got officially CANCELLED.

When the market opens on Monday, it won’t be “just macro pressure” anymore.

There’s a geopolitical trigger building underneath it all.

Stocks will dump.
Metals will dump.
Crypto will take the hardest hit.

Smart money is already exiting.

They’re not taking profits.

They’re building cash positions because something deeper is starting to break.

The dollar is weakening in real time.

This is not a one-day shock.

This is pressure building across multiple fronts at the same time.

And now there’s another layer being added:

U.S.-Iran peace deal just got officially cancelled.

After 5 days of negotiations, both sides walked away with no agreement.

That changes everything.

Because when diplomacy fails, uncertainty becomes IMMEDIATE.

And markets don’t price “possibility.”

They price escalation.

There are only a few ways this plays out from here, and they are NOT equal:

1⃣ SOFT OUTCOME

Backchannel talks resume, tensions cool, markets stabilize after initial volatility.

2⃣ ESCALATION PHASE

No progress, tensions build, and markets begin pricing prolonged conflict risk.

3⃣ HARD BREAK

Situation deteriorates rapidly, and the market reprices oil, risk, and global stability in hours.

That last one is where things get dangerous.

Because this isn’t happening in isolation.

At the same time:
→ Bonds are being sold aggressively
→ Yields are rising fast
→ The dollar is losing stability
→ Liquidity is tightening

Now connect the dots.

When geopolitical risk collides with a fragile financial system, reactions don’t stay contained.

They COLLAPSE.

Oil doesn’t move slowly.

It reprices violently.

Capital doesn’t rotate calmly.

It rushes to safety all at once.

And risk assets?

They don’t “dip.”

They DUMP HARD.

This is how chain reactions begin.

Because once markets start pricing duration instead of shock, everything changes.

Inflation expectations rise.

Central banks get trapped.

And policy responses come too late.

That’s when the real damage happens.

This could still pass as a short-term scare.

But if markets start pricing escalation into next week,

This is no longer noise.

This is a regime shift.

Not a pullback.

Not a buying opportunity.

A STRUCTURAL CHANGE in how risk is priced across the system.

Pay attention to flows.

Watch oil.

Watch bonds.

Watch volatility.

Because once this accelerates, it doesn’t give you time to react.

I’ve spent years tracking macro turning points and market reactions like this.

When the next move becomes clear, I’ll share it.

Follow and turn notifications on.

Because by the time it hits the headlines, it’s already too late.

[Cenk Aras @cenkaras]

@FarukBkc44 Daş yoh mu ? Daş 😂😂

[Cenk Aras @cenkaras]

@sami_ugurlu @flyadeal Geçmiş olsun Sami

[Cenk Aras @cenkaras]

@odatv Oturup konuşun, çocuk gibi davranmayın

[Cenk Aras @cenkaras]

@barissoydan Kadir bey olabilir 😁

[Cenk Aras @cenkaras]

@orayegin Kimse seni sevmiyor. Kıskanç

[Cenk Aras @cenkaras]

@Serdar_Sayan Benim bir oğlum var, hep şükrediyorum daha fazla yapmamışız diye.. Eğitim parası korkunç. Evrensel bilmiyorum ama benim etrafım üç aşağı beş yukarı hep aynı hikaye. Ellerinizden öper , iyi akşamlar dilerim. ( Bu arada sayenizde bizim aldığımız eğitim şimdikilere on çeker)