Most people think the market already reacted to this war.
It hasn't.
Crypto trades 24/7 so you saw the Bitcoin crash in real time. But stocks, bonds and every major institutional desk has been closed all weekend.
Monday open is when the real reaction happens.
Here's what the smartest economists are already saying tonight:
Natixis chief economist is forecasting a 1% to 2% drop in global equities the moment markets open. Dow futures are already deep in the red in extended trade tonight.
Oil is expected to spike another 5% to 10% when Asian markets open Sunday evening.
And here's the one that should worry every crypto holder.
Any chance of a Fed rate cut in 2026 is in the words of Boston College economist Brian Bethune "evaporating before our very eyes."
No rate cuts means no new liquidity. No new liquidity means no fuel for a bull run.
Bitcoin doesn't need the war to end to recover. It needs the Fed to pivot.
And right now this war just made that pivot significantly less likely.
Monday open. Watch it closely.
