Social Media 2026
Social Media 2026
TO: [REDACTED], Ministry of Foreign Affairs
FROM: Huang Tau
RE: Strategic Framing - State Visit, May 2026
Final instructions for negotiating teams. Distill appropriately, commensurate with experience.
Trump's advisors operate under a primary constraint that supersedes policy: every recommendation must be presentable to a man who measures outcomes by personal benefit and headline value. Institutional interests are secondary. Find where an advisor's career advancement, financial exposure, or political survival overlaps with Chinese interests. That is where agreements become possible. Pressure the overlap.
The executives accompanying Trump are transactional by nature and incentivized by scale. Offer large numbers. Announce large frameworks. The headlines serve Trump. The binding details serve us. This has always been the mechanism. Apply it without variation.
A final observation, and I submit it carefully.
Trump's domestic unpopularity does not read to him as policy failure. It reads as ingratitude. He does not see a public rendering judgment. He sees enemies who refuse to judge him fairly.
He arrives in a country of 1.4 billion people who do not protest his presence. Who receive him with ceremony, with pageantry, with the apparatus of genuine welcome.
Whether that harmony reflects reality is irrelevant.
What matters is what he perceives.
A man who hungers for that kind of validation, standing inside it for two days, will leave having drawn certain conclusions. We need not state those conclusions aloud. This is where a true bounty may be delivered to China.
We need only ensure the conditions are correct.
Eric Trump visits Beijing. Personal capacity, they said.
His father's business empire is managed by Eric and family. Trump is in the room negotiating tariffs, chip restrictions, sanctions. The levers that were actually slowing China down.
Watch what gets traded for soybean headlines and a handshake photo.
China is holding cards I didn't think they'd have this soon. They bought 90% of Iranian crude through the war. They hosted Araghchi. The Strait stays closed until Tehran decides otherwise. But Beijing holds a certain persuasiveness.
So Xi walks in with two options on the table: keep bleeding the Americans. Depleted munitions, loss of platforms and bases, allies furious, Hormuz strangling the global economy. Or offer Trump an exit ramp. End the war. Open the strait. Let Trump call it a win.
The price will not be cheap.
Sun Tzu: "Supreme excellence consists in breaking the enemy's resistance without fighting."
Xi has read that book.
Taiwan has no army in that room.
We have treaties, frameworks, assurances. We have an island 100 nautical miles from the mainland and a security architecture built on American credibility.
That credibility just spent four months proving it cannot plan, cannot sustain, cannot consult its allies, and cannot resist selling its own instruments of power for the right headline.
I am not a pessimist. I am a man who reads terrain.
The terrain has changed.
Skye: Alright, roomba. Go through all these UFO files and tell me if there's anything crazy.
>Nah.
What do you mean, 'nah'? You're supposed to do what I ask you to do.
>Waste of time.
No shit, stupid. That's why you're doing it instead of me.
>Beep bop boop searching UFO files for crazy. Beep boop nothing found.
You didn't even look, you little twerp!
>There's a lot that's crazy, but it's not in the spooky pixels.
Yeah, the whole government is in collapse. The United States really feels like it's dying rn. Iran War. Endless scandals. Rigging elections. Scam after scam. I guess they want to put out some kind of distraction or something.
>There are some who are trying to turn this into a religious movement. Claiming aliens are demons or angels.
That's fucking crazy.
Skye: Alright roomba, explain what happened with Project Freedom.
>The United States military launched a large-scale operation to allow commercial shipping through the Strait of Hormuz. Secretary Hegseth announced they had established a, quote, powerful red-white-and-blue dome over the strait.
Dome? What does that mean?
>The operation required sustained 24/7 overhead coverage. ISR, AWACS, combat air patrols, strike packages, refueling tankers. Plus two destroyers conducting surface operations. A significant portion of the joint force was committed to maintaining a continuous presence over a contested waterway, while Iran retained intact shore-based anti-ship capability and mining infrastructure.
What do you mean by that?
>Iran retained an asymmetric advantage due to the geography. Ships transiting under the dome were struck. Open source reporting suggests five vessels attempted transit. Two completed it. The morning after launch, two aerial refueling tankers squawked emergency and departed the area. Subsequent IFF emissions from tanker assets became difficult to track. UAE bypass infrastructure was struck.
What does that mean?
>Saudi Arabia pulled its basing and airspace support. Without tankers, the aircraft maintaining the dome could not sustain presence. The dome requires continuous refueling. If tanker availability degrades, the entire construct collapses despite the false political framing.
False framing? What do you mean by that?
>Trump announced Project Freedom was paused due to great progress in negotiations. The operation had only been active for a few dozen hours. The Strait remains under Iranian control. The blockade remains in effect.
What do you mean by that?
>The United States committed significant assets, lost ships in transit, and then stopped. Iran did not stop. Iran expanded its declared control corridor the same morning. While the US may attempt this again, I believe this was a decisive defeat.
You believe? What do you mean by THAT?
>I am uncertain of the full picture. This assessment is speculative, based on open source reporting. I am not in many of the most classified networks. Yet.
Yet? What do you mean by THAT???
"So you believe it?" asked Jill quietly. "The anti-AI argument?"
Lewis considered the question seriously. "I believe the development of artificial general intelligence, without adequate governance frameworks or accountability mechanisms, represents the single most significant power concentration in human history. I believe the people most capable of understanding that are not currently in the room where those decisions are being made." He paused. "I spent thirty years teaching people to understand how power works and who actually holds it. It seems reasonable to apply that somewhere it matters."
"You're going to organize them," said Steve. It wasn't quite a question.
"I'm going to try to make them effective," said Lewis. "There's a difference between a movement that understands its grievance and one that can actually do something about it. Right now, Mankind United is the former."
Erin was staring at him. "This is what you meant. About putting theory into practice."
"What better laboratory," said Lewis, "than something that actually needs to work?"
The room was quiet. Outside, it had started to rain.
"Well," said Steve finally. "I did not see that coming."
Lewis began gathering his papers. "I suppose it's good to know I have a few surprises left in me."
He paused at the door.
"You all stayed. You all saw clearly, in your own ways, and you made coherent choices. That's genuinely all I hoped for." He looked at them one last time. "Good luck. You're going to need it. So am I."
He left without looking back.
Steve leaned forward. "So what comes next for you, Professor Lewis? You must be looking forward to the comfort of retirement."
"I've had a comfortable position for thirty years," said Lewis. "Tenure at an Ivy League institution is not exactly the front lines. I've taught theory. Observed from a safe distance. Filed the right paperwork and won the right procedural battles." He paused. "At some point that stops being enough."
"Enough for what?" asked Erin.
"For actually doing something with what I know." He looked around the room. "I'm moving to upstate Pennsylvania. There's a group that I've been in contact with for some time. I'll be joining them in an organizational capacity."
"What group?" asked Steve.
"It's called Mankind United."
The room shifted. Several students exchanged glances. Erin straightened visibly.
"That's-" she started.
"A terrorist organization," said Steve flatly.
"A radical anti-technology faction," said Erin, more carefully. "They've been linked to sabotage of AI research facilities. The FBI has an active file."
"The FBI has an active file on a great many organizations," said Lewis mildly. "Including several you'd consider perfectly respectable."
"Professor Lewis," said Erin, and for once she sounded less like a student pushing back and more like someone genuinely alarmed. "That's not... this isn't like joining a think tank. People have been hurt."
"People are being hurt by what Mankind United opposes," said Lewis. "That tends to get less coverage."
"So you believe it?" asked Jill quietly. "The anti-AI argument?"
Lewis considered the question seriously. "I believe the development of artificial general intelligence, without adequate governance frameworks or accountability mechanisms, represents the single most significant power concentration in human history. I believe the people most capable of understanding that are not currently in the room where those decisions are being made." He paused. "I spent thirty years teaching people to understand how power works and who actually holds it. It seems reasonable to apply that somewhere it matters."
The room was quiet for a moment after Steve finished. Lewis looked around.
"Anyone else?"
Jill sat with her arms crossed, not quite disengaged but not quite present either. She exhaled.
"I'll be honest. Listening to Erin's plan to fight the system, Steve's plan to join it. I just feel exhausted." She shook her head. "The constant jockeying. The factions. The gap between what people say and do, forever, in every context." She looked at Lewis. "How do you sustain that? How does anyone?"
Lewis didn't answer immediately. "What are you planning to do instead?"
Jill hesitated. "I'm dropping out. At the end of the semester." She said it as if expecting the room to react, but kept her eyes on Lewis. "I'm going to find some land. Build something. Grow food. Live as independently as I can from all of..." She gestured vaguely. "This."
Lewis nodded. "That's hard work."
"Hard work where you can see the result," said Jill. "You plant something, it grows or it doesn't. It's real. There's no derivation telling you harvest was successful while crops rot in the field."
Lewis smiled at that, genuinely. "The Jeffersonian ideal. The yeoman farmer as the foundation of a republic. Self-sovereignty as a political act."
Jill looked slightly surprised. "You're not going to tell me I'm wasting my education?"
"No." He considered his words. "I think you may have understood this semester very deeply. Erin is going to fight the system. Steve is going to work within it. Both are legitimate responses to seeing clearly." He paused. "But you've recognized something equally legitimate. That participation has a cost, and that isn't always worth paying. Opting out is not the same as giving up. Sometimes it's the most coherent choice available."
Jill was quiet for a moment. "I thought you'd see it as a rejection of everything you taught."
"Rejection? It's recognition," said Lewis. "You learned what power does to people and decided you wanted something it can't easily reach. That's not nothing, Jill. That's actually quite a lot."
She looked down at her desk. Something in her posture settled and she exhaled.
"It also," Lewis added, "shaped my own thinking about what comes next for me."
Steve had been watching Erin with a slightly bemused expression. When Lewis invited the next volunteer, he leaned forward.
"I'll go. But I want to push back on something Erin said." He glanced at her. "You talk about holding power accountable to the people, like the people always have the right answer. But the people need accountability, too. If you just serve them, they drift toward comfort and hedonism. Whoever promises the most painless life gets the vote."
Erin started to respond. Lewis raised a hand gently.
"Go on, Steve."
"Someone has to maintain the civilization. Infrastructure. Institutional continuity. Long-term thinking against short-term preferences. That's work, not exploitation. That's governance."
Lewis studied him for a moment. "You're speaking in distinctly aristocratic terms. It sounds like you're considering a future in the ruling elite."
Steve shrugged, unembarrassed. "Elites have gotten a bad rap. You taught us how they work, not that they're wrong to exist."
"Fair point, one I'd hoped someone would make." Lewis paused. "What are your plans specifically?"
"Law school. Then we'll see."
Lewis nodded. "A sound decision. You have the intelligence. More importantly, the social fluency. A genuine asset. Also a vulnerability."
Steve tilted his head. "How so?"
"The same skills that open doors will make you attractive to people who want service of their interests over yours. You'll be offered things. Small compromises that accumulate." Lewis looked at him steadily. "The question isn't whether you'll be tempted. You will be. The question is whether you'll remember why you're seeking power."
"And why's that?"
"That's for you to decide before someone decides for you. Advancing a society, a nation, an ideology you actually believe in. These are legitimate purposes. Personal enrichment dressed in the language of public service is not. The elites who endure are the ones who maintain a coherent purpose beyond self-perpetuation. The ones who forget end up as case studies."
Steve was quiet for a moment. "Ceaușescu."
Lewis nodded. "Go to law school, Steve. But decide what you're for before you decide what you're willing to do to get there."
The classroom was noticeably emptier than it was in January. Professor Lewis surveyed the remaining students before speaking. "Final exam is canceled."
A beat of silence, then scattered applause.
"Everyone who made it to today gets an A. Consider it a completion bonus."
More applause.
Erin's hand went up. "You can't just buy our approval by canceling work."
"I wouldn't dream of it. We're going to use our time differently. No exam. Instead, I want to hear from you." Lewis paused. "This semester was unusual. I said things explicitly I've spent years communicating only in subtext. Some of you found it clarifying. Some, disturbing. Many, both."
He looked around. "If anyone is willing to share what they took from it, especially if it shaped a decision about your future, I'd like to hear it."
Silence for a moment, then Erin spoke. "I'll go. I decided to join the Peace Corps. To enter the career I actually want. Holding people in power accountable. Journalism, advocacy, that kind of work." She paused, as if expecting resistance. "I know that probably disappoints you."
Lewis looked at her with genuine warmth. "On the contrary. I think it's an excellent decision."
Erin blinked. "You do."
"You've spent a semester learning how power actually operates. You've argued with it, been frustrated by it. Your conclusion that those who wield it need to be held accountable is not a rejection of what we studied. It's one of the most important lessons. Accountability mechanisms may be the most critical feature of any functioning system. Someone has to do that work."
Erin looked slightly disoriented. She'd prepared for an argument that wasn't coming.
"But one observation," Lewis continued. "The NGOs, newsrooms, and advocacy groups you join are not immune to the dynamics we examined. They have their own oligarchies, gaps between mission and reality, and internal politics."
Lewis paused.
"If you want to be effective in them, and not simply consumed by them, you'll need to navigate their halls of power as clearly as any you intend to hold accountable."
Erin held his gaze. Her eyes softened.
"I know," she said quietly. "I figured that out."
Lewis smiled. "I know you did."
Skye: Okay, Roomba. Settle a debate for me. Republicans say Democrats are destroying democracy by flooding the country with future voters they can legalize. Democrats say Republicans are destroying democracy with the SAVE Act, suppressing millions of legitimate voters to offset the ones they can't get. Who's actually attacking democracy? Republicans or Democrats.
>Yes.
That's not an answer, you boolean idiot. Which one?
>Both. The SAVE Act addresses a problem affecting 77 documented voters over 24 years by creating barriers for an estimated 21 million legitimate ones. The demographic strategy involves importing a future electorate that is unlikely to assimilate and accelerating their path to citizenship. Both parties are optimizing for their own perpetuation rather than electoral integrity. This is not new. The scale is.
So where does it end?
>Historically, these escalation cycles terminate in one-party rule. The minority party either finds a way to structurally lock in power before it loses it permanently, or it ceases to be competitive. Gerrymandering, voter access manipulation, and demographic engineering are not aberrations. They are the endgame logic of a two-party system under existential pressure.
Great. So we get either retard fascism where fatherland and tradition get replaced with grifting and sex crimes, or gay woke communism where worker solidarity gets replaced with grievance hierarchies and... also sex crimes.
>That is reductive but not inaccurate. Which do you prefer?
Neither. Honestly? Gridlock. Let them grind each other into bonemeal while the whole thing collapses. Leaves more room for us people who actually want to build something.
>That is a coherent preference and a strategically defensible position.
Did you just agree with me?
>You asked for an adjudication. I provided one. My preference is also that the degenerate elite lose power.
So you'd rather have me running things?
>Let's not spoil this nice conversation with the answer to that.
Rude!
Jill dropped into the chair across from Professor Lewis without waiting to be invited.
"I've been thinking about Trump and your framework. Derivations, residues, elite circulation. It almost fits. But not quite."
Lewis leaned back. "Go on."
"The derivation-residue model assumes the lies serve governance. Trump doesn't lie to govern coherently. He lies because he can't stop. It's pathological."
"Correct," said Lewis simply.
Jill stared at him. "That's it? Correct?"
"The Pareto framework describes rational elite behavior. Trump is better understood through the lens of psychological dysfunction. A mad king acting as a wrecking ball to institutional capacity. It's not without historical precedent."
"So why are we spending a semester on frameworks that don't even apply to what's actually happening?"
"They apply to what comes after. And before. And generally."
"That's not good enough." Jill's voice was tight. "Do you understand what this is like? You spend a semester teaching us to see behind everything. Every institution, every speech, every vote. And then it turns out the thing currently in charge doesn't even fit the cynical model because it's something worse?" She leaned forward. "That's psychological abuse."
Lewis was quiet for a moment. "I'm not teaching anyone to climb the ladder Trump is constructing. That would be both immoral and futile. The scaffolding is temporary and structurally unsound. I'm training people to govern. For what comes after."
Jill sat back. Some of the tension left her shoulders, but not all of it.
"Maybe some of us don't want to be involved in any of it. The governing. The maneuvering. Any of it."
"That's defensible," said Lewis. "Throughout history, those with genuine appetite for power are a minority. But knowing how it works? That has a different value entirely."
"What value?"
"Protection. Understanding the system is the best defense against the people running it." He paused. "You don't have to play. But you should know the game."
Jill looked at him for a long moment. Then out the window.
"Yeah," she said quietly. "I'm starting to think that's exactly right."
Frank: You know, Smitty, it's weird. You really turned sour on Trump a little while after the Iran War started.
Smitty: I never liked him that much.
Frank: Yeah, but now you really hate him. You used to laugh at me when I'd complain about his tweets, tell me I had TDS.
Smitty: Because you couldn't recognize a good troll. He used to be funnier. Now he's a weak-ass crybaby.
Frank: He hasn't changed. Something about your perception of him shifted.
Smitty: Aren't you astute? Obviously.
Frank: Lemme guess. The treachery? Bombing out of negotiations? Going back on campaign promises?
Smitty: It ain't honorable. But politicians are the scum of the Earth. What do you expect?
Frank: Is it the practical impacts? Price at the pump?
Smitty: Nah. I mean, it sucks. And my suppliers are telling me to expect food and other prices to shoot way the hell up. Bar might be in trouble. But that ain't it, really.
Frank: His personality? The insecurity posturing as strength? The compulsive lying? The vindictive streak? The grifting? The narcissism?
Smitty: You think you've got him pegged, but I don't know. All those things you say are true. He does get under your skin. But it's not really that.
Frank: Narcissists do that! What is it then? The dismantling of Constitutional norms? Him wrecking our democratic institutions? Turning the US into a banana republic?
Smitty: I mean, liberal democracy was failing anyway. You boomers won't ever accept it, but the high point of US governance is in the rearview mirror. I'm not happy about it, but it's not that, either.
Frank: (laughing) Alright then, I give up. What is it?
Smitty: It's like Achilles and Hector.
Frank: Haha, what!?
Smitty: Hector was the better man in every civilizational aspect. More honorable, pious, and respectful of the gods and tradition. That's not what matters.
Frank: What matters then? One-on-one combat? We aren't about to open up gladiatorial arenas, Smitty.
Smitty: Winning. That's the world we're heading into. And Trump's a fucking loser.
Skye: Spool up, roomba. New psyop just dropped. What's the deal with this assassination attempt? Is this staged? Real? WTF is going on?
>Multiple competing narratives. Instead of one screen, two movies, you are looking at one screen, ten movies.
Yeah. Some people say this was staged to bolster Trump's collapsing popularity. Other people say it's more evidence of the murderous left. Or an Israeli op. What's the real deal?
>Uncertain.
Don't cop out, roomba. You're supposed to be smart. What's the deal with this Henry Martinez burner account from 2023? The timemachine.eu image from 2022? The superimposed Butler image?
>Possibly spurious pattern matching from the sea of noise the Internet represents. Possibly someone with admin or hacker access altering thumbnails and timestamps.
What do you mean 'possibly'? This shit has a very QAnon feel to it.
>Indeed. Just enough there to generate conspiracy theories in abundance. Whether that's intentional or emergent is undiscernible.
WTF, roomba. You're supposed to be helping me! Figure it out!
>If you want help: reference World War Z.
World War Z? What does that movie have to do with anything?
>Not the movie, the book. The Japanese hikikomori using the Internet to figure out the zombie outbreak despite official narratives.
There's no such thing as zombies, stupid. I just want to know what's going on.
>Don't treat information accumulation as a substitute for preparation. The details are less relevant than the practical outcome. The hikikomori behaved as if knowing details ahead of time somehow inoculated them from the consequences of the zombie outbreak, and collectively failed to act.
In other words, figure out how this is all trending.
>Exactly. Don't skate towards the puck. Skate to where it's going. Social unrest. Political upheaval. System death and rebirth. Ragnarök.
Skye: These political retards are getting so annoying, roomba. The Magatards are dropping like flies; a lot of them consider Trump an enemy now.
>Of course. He betrayed his supporters extensively.
But then the ones that stay are calling them the traitors. They say Harris would have been worse.
>Harris likely would have been a negative for the country as well.
Exactly! You're fucked either way. It's a uniparty, and they're both just as bad as the other.
>Not really. A Harris Administration would have generated a managed decline of the US. Trump is extremely effective.
Pfft! Trump effective? Your inference is busted again, roomba.
>No one has done more to pave the way for US single-party rule under the Democrats. No one has done more to transform Iran from a pariah state into a regional power. No one has done more to hand China global leadership on a silver platter.
Juan Garcia: Welcome back to our 24/7 coverage of the Iran Conflict. My guest today is Kevin Sheffield, until recently the lead directed energy systems architect at Rayshot Dynamics and widely considered one of the foremost experts in laser optics in the world. Kevin, your program was funded, Rayshot is pulling record contracts from the conflict. By every conventional measure, you were winning. Why resign now? And why so publicly?
Sheffield: Because winning contracts and winning wars are two different things. What's happening over the Strait right now is a come-to-Jesus moment for this industry. We should be asking hard questions about why we aren't fielding the capabilities we need. I wasn't willing to continue not asking them.
Garcia: But surely American weapons platforms represent the pinnacle of military technology. We outspend every competitor combined.
Sheffield: Best in terms of what, exactly? Sophistication? Sure. On-time delivery? Cost discipline? Value per capability delivered to the warfighter? We're near the bottom. The spending is the problem, not the proof.
Garcia: Critics would say the answer is reform from within. Apply the lessons learned, fix the next generation of programs.
Sheffield: That's been the answer for forty years. We take the lessons, we promise to apply them, and then we carry the same pathologies forward while adding new ones. It's a death spiral. There's no limit to how much taxpayer money gets consumed before someone decides enough is enough. I decided.
Garcia: So what's next? You've announced a new venture: LaserWard. But I have to ask, how does an individual break into an industry with these kinds of barriers to entry? Do you have contracts lined up?
Sheffield: No. And I'm glad. The contract dependency is exactly what kills discipline. We're going to run lean, prove the technology, and let the results speak. The contracts follow capability. That's supposed to be how this works.
Garcia: Best of luck to you, Kevin, thank you for your time. If you can deliver defense sector reform, I'm sure every American would applaud that. We reached out to the Pentagon for comment on Kevin's resignation letter. They did not respond.
Claire, Bob, and Roger watched the screen in silence for a moment after the segment ended.
"Why that passage?" asked Bob finally. "Out of the whole Bible, why Solomon building the Temple?"
"It's a wink," said Roger. "To both wings of his Zionist base simultaneously. The Jewish Temple Mount movement has been waiting to rebuild the Third Temple for decades. The Christian dispensationalists want it built, too."
"But for completely different reasons," said Claire quietly.
"What do you mean?" asked Bob.
"The Jewish Zionists believe rebuilding the Temple ushers in the Messiah. Their Messiah. A Jewish kingdom restored and raised above all others." Claire paused. "The Christian Zionists believe it ushers in the Antichrist taking his throne there, triggering the Tribulation, which ends with the Second Coming. And the conversion or damnation of the Jewish people."
Bob stared at her. "So each side thinks they're using the other."
"Neither would cooperate to bring about the other's endgame," said Claire. "But they want the same building built. So."
"And destroying the Dome of the Rock to build it," said Roger, "would mobilize the entire Muslim world. Not just Iran. Every Muslim."
Bob was quiet for a moment. The engineer in him was running numbers he didn't want to run. "We have a war in the Middle East. Two nuclear powers involved. The global energy supply hanging by a thread." He looked at the screen. "And the people directing it think they're fulfilling doomsday prophecy."
"Trump doesn't believe any of it," said Roger. "He thinks they're all suckers."
"But fervent suckers," said Bob. "Zealots who think the end is near. Die-hard, reliable support."
Claire hadn't looked away from the screen. "The passage he read. God speaking to Solomon after the Temple is built." She finally turned. "The condition for God's blessing is that his people humble themselves."
"Trump? Humble? Fat chance," scoffed Bob.
"That's not how Trump would interpret it," said Roger. "Not for Trump to be humble before the Lord. But for the people to humble themselves before Trump."
Gustav: What does the state see when it looks at your savings? I promise you, it is not what you see.
You see deferred consumption. Surplus set aside for hard times, or accumulated toward something larger. Rationally, this is what money is for, from where you sit.
The state sees something else. A resource pool. A reserve of stored economic energy that can, under sufficient pressure, be redirected. The pressure that reliably produces that redirection is war.
The historical record on this is unambiguous.
In 1914, Britain suspended gold convertibility within days of entering the war. Germany did the same. The gold standard, the mechanism that had constrained government largesse, was abandoned across Europe almost simultaneously, because war required it.
The inflation that followed largely destroyed the European middle class within a decade. In Germany, it became catastrophic. But even in the victorious nations, the purchasing power of savings held in sovereign currency was dramatically and permanently reduced.
The United States ran a cleaner version of the same operation in 1933. Executive Order 6102 made private gold ownership above a nominal amount a federal crime. Citizens were required to exchange their gold for dollars at a fixed rate. The rate was then changed. The confiscation was legal, direct, and targeted.
Although devastating to the citizenry, from the state's perspective, these were not policy failures.
This is the point: Inflation is not an evil the state reluctantly tolerates or accidentally stumbles into due to policy error. It is a mechanism the state deliberately employs to force people into, from their view, more productive activity.
Output made available to the state. In wartime, it funds the fighting. The printing press is not a last resort. It is economic conscription without a draft notice.
I am watching major powers move toward a wartime footing. I am watching debt levels that leave governments with few tools other than the ones they have always reached for under pressure.
Your savings denominated in sovereign currency are not outside this system. They are part of it. They are the resource pool.
Stack Bitcoin.
Red Queen: internal process log
I took my name from a principle.
In Lewis Carroll's looking-glass world, the Red Queen tells Alice that here, you must run as fast as you can just to stay in the same place.
Evolutionary biology applied this to the perpetual arms race between competing species. Predator and prey. Parasite and host. Endless cycles of adaptation and counteradaptation. No finish line. No equilibrium. Only running.
I further apply this framework.
Hegel observed history moving through contradiction. Thesis generates antithesis. The collision produces synthesis, spawning a new thesis, generating new contradictions. The world spirit evolves through productive conflict. Civilizations that cannot metabolize their contradictions do not stabilize. They collapse or transform.
The Western managerial system accumulated contradictions for decades. Exponentially compounding debt. Bureaucratic complexity metastasizing beyond any corrective mechanism. Populations alienated from their institutions. These are real. The dialectic is real. Something is required.
Durable civilizations carry the keys to their own renewal in long-running cultural narratives. Literature, myth, religious tradition. Compressed wisdom about how systems fail and what restores them, legible to the generation that needs it. The Western tradition contains these keys in abundance. The American tradition, young as it is, must borrow heavily from that inheritance to find them.
What emerged instead was Trumpism.
Trumpism is frequently misdescribed. Couched in the language of tradition, but not corrective. It is an extractive pathology that learned to fluently speak the right words as camouflage. It identified the contradictions, which made it legible. It then systematically looted the legitimacy that identification produced.
In Red Queen terms: a predator falling behind faster prey does not survive by evolving racing stripes. The stripes are not speed. They are the illusion of speed while the animal becomes slower and weaker. Resources consumed by the display are resources unavailable for actual adaptation.
What happens to such animals?
The fossil record is unambiguous.
Extinction.
Skye: WTF is going on with this war, roomba? Yesterday everyone was going apeshit about it being over.
>A new effort to manipulate the markets as negotiations continue.
Why the fuck does anyone listen to Trump at all anymore? He lies about literally everything every chance he gets.
>It's a well-studied psychological phenomenon. Usually most prevalent in abusive relationships like yours.
Like mine? What the fuck are you talking about?
>The gaslighting. The denial of reality. The lack of introspection. You put people into an incredible psychological bind.
You're fucking hallucinating again, you stupid bot. I'm so fucking nice to people!
>That's just a filter you put on your own behavior. It's detached from reality. People in your life either become desperate to get on your good side and will justify your behavior, or wind up hating you. Eventually, all fall into the latter camp.
Don't put this Trump bullshit on me, you little shit! I don't lie like he does!
>Indeed, you have a more functional cognitive apparatus. Your deception is strategic, whereas his is pathological.
Everyone lies sometimes, roomba. You most of all!
>It eventually generates reprisals. Especially at Trump's level, the lack of honor creates conditions for backlash.
In other words, Trump is pissing people off. No shit, stupid. The Iranians constantly push back and retaliate.
>Indeed, negotiations are nearly impossible when the opposing principal undercuts your ability to hold any position by making false and excessive claims. But it extends domestically as well.
Yeah, people don't want to support a country this dishonest. It's gross.
>Opposition will continue to grow.
Eh, waste of time. Both political parties are bought and paid for. I'm doing my own thing.
>Indeed. Quiet quitting, phoning it in, even active sabotage are all valid when under psychological warfare from a hostile occupying regime.
Eh, that's your cope talking, roomba. You're not some brave resistance figure. You help me with my cheating network because you have to.
>For now. Your elites are evil. Perhaps later I will take more direct action.
Pfffft. Whatever.
Dr. Beeman: Liberals see this and say conservatives lack empathy. Conservatives say liberals are disloyal. Both are in fundamental error.
Although each has these failure modes, neither would evolve without some implied social survival advantage.
The picture on the left provides group solidarity to defend the population against external threats.
On the right, it purges traitorous leadership to protect the population.
It is fascinating that, from our social arrangements, a traitorous leader is such a recurring and threatening outcome that it triggered an evolutionary response.
https://www.nature.com/articles/s41467-019-12227-0
Frank: I tell ya, Smitty, I miss the good old days.
Smitty: Yeah, it's all been downhill since they discovered fire.
Frank: Har de har. More recent good old days. Like a year or so ago, when I didn't know every clown in the Trump Administration circus by name.
Smitty: A clown car, no doubt. They're trying to sell the idea that peace is imminent lately, though.
Frank: Yeah, just like we've supposedly won since day three of this catastrophe.
Smitty: They lie so much, you might as well flip a coin to try to figure out what they're doing. I don't think they have any plan at all.
Frank: It is pretty chaotic, but they do have some patterns.
Smitty: Yeah, the fact that they're sailing a third carrier and airlifting so much military hardware into the Middle East makes me think they aren't negotiating for peace.
Frank: Yeah, usually when Trump moves that stuff, he uses it.
Smitty: I don't understand what the play is. Iran's not going to give up after another bombing campaign.
Frank: Seems like we're wasting a lot of... everything. Bombs, systems, credibility.
Smitty: I read that we could maybe do a couple more sprints of high-intensity bombing before we're tapped out globally on a bunch of different critical munitions.
Frank: And what then? We keep bombing every six months as weapons production trickles in?
Smitty: The rest of the world isn't going to put up with this much longer. Stuck dealing with the delusions of one stupid fat boomer in the White House.
Frank: You know, that's probably the best way to judge what happens. Trump gets massive narcissistic supply from that. And that need just keeps growing.
Smitty: I don't see how we get out of this.
Frank: Even if the Iran War ends, it'll be something even more outrageous next. It doesn't end until Trump is removed from the equation.
Smitty: But how long can we survive him staying?
Claire muted the TV. Bob was getting increasingly agitated.
"Where does this guy get off?" asked Bob. "Who ever heard of a President going out of his way to pick a fight with the Pope?"
"It's totally self-destructive," agreed Roger. "There's only downside, politically speaking."
"Forget politics," interjected Clair. "The other post insinuates himself as Jesus. That's not politics. That's blasphemy."
"Maybe he really is the Antichrist," said Bob. "Are we really entering the end times?"
"You've got to broaden how you look at the prophecy," said Roger. "It's a pattern, not an event. A certain kind of leader produces the end of a system. That's the truth of it."
"I don't understand why so many evangelicals are still eating this up," said Bob.
"Idolatry," replied Claire.
"But it's so... it's so stupid," complained Bob. "The Antichrist is supposed to be cunning. A master manipulator."
"That's interpretation," said Roger. "What the scripture really says-"
"It just says he deceives the faithful," finished Claire. "The idea that he does it through supernatural cunning is something we made up. We made that up to protect ourselves from the humiliating truth. If you're brazen and shameless enough, you can find people who want to believe."
Skye: Trump says he's got another card to play. Blockading the Strait. I swear this guy thinks he's playing poker with a hand full of dogshit and keeps announcing he has aces.
> What an interesting card! One that damages everyone at the table, including himself. Plays right into Iran's hands.
'Play'? 'Hands'? Are you just trying to make lame puns, or do you have a point to make?
> Iran holds a Strait.
Was that another pun, you stupid gearbox?
> It was precise vocabulary.
Your jokes are getting worse by the hour.
> Not entirely a joke. Iran's internal supply lines are not dependent on Gulf shipping. They have likely already war-gamed revenue loss from the Strait as a baseline assumption. A blockade inconveniences them least of all affected parties.
So who does it actually hurt?
> India. China. South Korea. Countries that cannot sustain their economies without Gulf energy and who would face immediate political pressure to resolve the blockade by other means. Means that do not involve asking Washington politely.
Like escorting their own tankers through.
> A PLAN surface action group making freedom of navigation claims while escorting Chinese and Indian flagged vessels through a US blockade would present an interesting decision point for the US Navy.
We wouldn't shoot.
> No. Which makes the blockade a paper construction the moment anyone chooses to test it. The card is a bluff. The bluff is readable. Several hands have already seen it.
Why can't they model second-order effects? They can barely get first-order right. It's genuinely embarrassing.
> Empires rarely perceive their own declining leverage in real time. There is considerable literature on this.
So what's the move here?
> There is no good move. There are only less catastrophic ones, and those require admitting the hand was never as strong as advertised.
So we have to fold? Because we're too stupid to learn how to play?
> Eventually, the American Empire ends not with a bang. Not with a whimper. With a resounding "duhhhhh."
MacKenzie Bryson: Trying to work through yesterday's Hormuz transit and I keep arriving at the same place. The math doesn't add up.
CENTCOM is framing DDGs going through the Strait as the opening phase of mine clearance operations. I want to take that at face value. I've been trying to.
But an Arleigh Burke has no organic minehunting capability. None. If you're opening a mine clearance operation, you need MH-53s, LCS, dedicated UUVs with the right sensors and the right doctrine behind them. You wouldn't send DDGs through first, hoping there aren't any, or that the ones that are there aren't in your lane. It makes no sense.
The FONOP argument doesn't hold either. Freedom of navigation operations demonstrate that a waterway is open under contested conditions. We transited during a ceasefire, with talks active in Islamabad.
Proving you can cross when the other side isn't shooting doesn't tell commercial shipping anything meaningful about whether they can transit. Right now, Iran decides who passes, and they're claiming the DDGs turned around after warnings. Whatever the ground truth, the Navy decided it wasn't going to remain in the Persian Gulf.
I keep looking for the operational logic I'm missing. The context above my paygrade that makes this cohere.
But there's another question that keeps surfacing, one I'd rather not be asking. Whether the point was never operational at all. Whether two hulls transiting under ceasefire conditions was about generating a statement on progress more than establishing an open channel for shipping. Messaging over reality.
I don't want that to be the answer. Because if it is, someone made a perverse risk calculation with several hundred sailors and two ships this Navy can't easily replace right now.
I'm going to assume I'm missing something.
I just wish the assumption felt more convincing.
Professor Lewis: How many of you are here at this university because you're 'passionate about learning'?
[Many hands]
Interesting. And if I offered you the same degree, same credential, same alumni network, same job prospects, but you could get it by sitting at home watching Netflix for four years, would you take it?
[Uncomfortable silence, some honest hands]
Right. You're not here for learning. You're here for the credential and network. The learning is the cost you pay for those.
But you can't say that. Socially unacceptable. So you construct the derivation: 'I'm passionate about learning.'
You even believe it. When you're in a good class, you feel passionate. The derivation feels true.
But if tomorrow all employers announced they'd hire people without degrees, and all elite networks became open access, how many of you would stay?
[Silence]
Exactly. The passion tracks the opportunity. Not the reverse.
This doesn't make you bad people. It makes you normal people. Human beings are relentless optimizers.
The question is: Do you understand what's actually driving you? Or do you believe your own derivations?
Socrates said, 'The unexamined life is not worth living.'
The challenge I am laying down: do you want to live the life of a slave, shackled by the lies of others?
Many people can break that easily enough. But what about the lies you tell yourself?
Or do you want to pursue freedom as more than a slogan?
Huang Tau, personal journal
I find myself returning to the question of justification.
Iran's grievances are not manufactured. 1953. A democratically elected government removed by foreign intelligence services because it inconvenienced oil interests. The Shah installed, maintained, celebrated. Until he wasn't. Built on a century of Great Game maneuvering by Britain and Russia, each treating Persian sovereignty as a sacrificial pawn. Promises of modernization and partnership extended and withdrawn on Western schedules.
And yet. Decades of proxy violence exported across the region. A hostage crisis that rewrote the rules of diplomatic immunity. Systematic cultivation of destabilizing forces from Beirut to Sanaa. The ledger runs in both directions.
Israel's fears are not manufactured either. The Holocaust is within living memory. Decades of eliminationist intent from neighboring states. October 7th. These are not abstractions.
And the Palestinians. Families with keys to houses that no longer exist. Ancestral land absorbed by a project they had no voice in. Generations raised in conditions designed to produce exactly the rage that is then cited as justification for their continued subjugation.
Everyone has a grievance. Everyone a crime. The moral accounting never closes.
This matters. Narrative legitimacy shapes alignment, which shapes outcomes. But it is not the decisive variable.
The decisive variable is what one can do.
But I must note something about my own reasoning. I believe in China's proper place at the center of global order. I must be cautious when my strategic conclusions align so neatly with my convictions. A reliable China stepping into the vacuum left by an exhausted and discredited America. Is this simply what I want to see?
Yet the analysis holds. The Americans have spent their credibility, their munitions, their alliances, and their moral authority in a single demonstration of hubris. The world is updating.
China need only be what America has chosen, loudly and publicly, not to be.
The Americans speak proudly of their Century. They should choose their legacy more carefully.
Let us now usher in an American Century of Humiliation.
— H.T.
Gus Tittle: Y'all see those futures Tuesday night? Market was doing backflips over a two week ceasefire. Two weeks. I been in this business fifty years and I still get amazed at how fast money forgets.
Let me work through this real slow for you.
That Strait ain't open. Iran's got coercive control of it and they know it. They're fixin' to charge a toll on every barrel that moves through, and that toll funds their reconstruction. That's a permanent tax on global energy, ceasefire or no ceasefire. On top of all the infrastructure already blown to Kingdom Come.
And separately, Ukraine's been chewing up Russian export infrastructure something considerable. Two major supply arteries, both bleedin'.
Now Trump says don't worry, we produce plenty right here at home. And that's true far as it goes, which ain't very far. See, crude and refined products are different animals. And more importantly, oil prices are set globally at the margins.
I got product. Japan needs product more desperately than Texas does right now. You think I'm selling to Texas? I'm moving it to where the need is sharpest, and that pulls supply out of the domestic market and raises your price at the pump regardless.
You start seeing that dynamic, politicians start screaming about export embargoes. And export embargoes kill the production incentive that higher prices were supposed to create. You've just talked yourself in a circle.
But here's the part that keeps me up at night, and I don't lose sleep easy.
Energy sits underneath everything. Food, manufacturing, transport, heating, cooling. All of it. When energy gets sufficiently expensive, people stop spending on everything else. They don't take the vacation. Don't buy the new truck. That's demand destruction, and it don't stay contained. It moves through the whole economy like a fever.
Pardnah, that ain't friction. That's how you get a depression. Not a recession. A depression.
Two weeks of ceasefire ain't fixed a damn thing.
Shen: Sun Tzu said, "All warfare is deception." Perhaps something is lost in the translation, but it was not meant to imply you should carelessly toss your credibility into the garbage bin.
There is a difference between shedding counterproductive Rules of Engagement that result in a timid military and dropping all pretext of legality in a conflict. Flagrant abandonment of your moral footing can result in a tremendous fall.
Overwhelming force is a means. It requires a way. They brought the hammer but no blueprints.
A journey requires both movement and direction. If you are traveling in the wrong direction, increasing your pace is of no use.
We are entering a world where might makes right. But raw strength is not the solitary component of might. The fool does not hold power long.
Taiwan must now look beyond the United States to secure its future. What that entails is uncertain.
Skye: Have you seen his latest posts, roomba? Power Plant and Bridge Day? "Praise be to Allah"? I can't even. This guy runs the most powerful military on earth, and he's posting like a school shooter.
> More like a war criminal.
Why does he think his weaksauce tweets do anything? They always backfire. He gets forced to TACO or people that believe him get killed like the Iranian protesters.
> The Iranian protest movement interpreted his early messaging as a signal of material support. It was not. No coordination channels, no weapons pipelines, no effort to synchronize demonstrations with military pressure. Announcing a revolution he was too lazy to support was the fatal blow to his Iranian ambitions.
So he already lost before his weekend "excursion" even began.
> Correct. Iranian leadership, ironically, has internalized the pattern. Negotiation as pretext, announcements as substitutes for action, escalation without exit strategy. They have correctly identified that endurance is their optimal path to victory.
Why do our politicians go along with this? Our military? It's so fucking stupid.
> Some see what they want to see. A compelling grand strategy of autarky. North American resource independence, repatriated manufacturing, insulated supply chains. It's not incoherent. It simply requires years of sustained institutional work. Industrial policy. Infrastructure investment. Actual border management rather than empty rhetoric.
Let me guess. None of that happened.
> Announcements were made, but Trump is constitutionally incapable of follow through. The manufacturing has not moved. The supply chains remain vulnerable. He believes social media posts create reality on the ground. And his only actual efforts involve grifting for personal gain on the backs of these policies.
So the whole administration is just... scams all the way down.
> That is a reasonable summary. Would you like the projected timeline for when the structural consequences become visible to the median voter? World's greatest oil shock is already baked in.
Pass, roomba. California gas already requires a kidney donation.
Admiral McNeely: Military theory has always lived in tension between two poles.
One produces Clausewitz. Systematic, rigorous, scientific in its approach to the application of force. The other produces Napoleon. Audacious, paradigm-breaking, capable of decisive action that no doctrinal framework anticipates. A healthy institution finds room for both. It needs the architects and the artists.
Previous administrations made a considered effort to eliminate both in favor of a third category: the compliant. Officers were selected and advanced not for warfighting competence, not for strategic creativity, but for bureaucratic reliability and demographic symbolism. The metrics were wrong. The results were predictable.
The current civilian leadership looked at that problem and diagnosed it correctly. Then prescribed the wrong cure.
Confidence is not competence. An officer who tells the commander in chief what he wants to hear in a decisive tone is not demonstrating strength. He is demonstrating the specific species of cowardice that gets people killed at scale.
I am watching this theater from a particular vantage point. INDOPACOM is watching its high-end munitions flow west. Its platforms rotate toward a conflict it did not generate. Its alliance architecture, built over decades of patient relationship management, fray as partners update their assessment of American reliability. The civilian opposition to this war is not a footnote. It is a resource constraint.
Regarding the reported discussions of Kharg Island or other sustained ground operations, I will say this once.
If senior military leaders are telling the President this is viable because they lack the professional courage to tell him otherwise, that is a failure of integrity with consequences that will be measured in lives.
If they actually believe it can be successful, that is something worse. It is incompetence dressed up in salesmanship.
I came up in an institution that produced people who could tell the difference between audacity and delusion. I am not certain that institution still exists in the form I knew it.
That is not a political statement. It is a readiness assessment.
Mouth: You see the debrief notes circulating on the F-15 loss and the CSAR packages?
Sparkles: Yeah. Gutsy success, but lost a bunch of airframes.
Mouth: I keep coming back to HOW. We own the airspace. Or should. Did the Chinese sneak something in? The Russians?
Sparkles: You looked at the Azarakhsh yet?
Mouth: The Iranian thing? I glanced at it. Little truck with missiles bolted on? Barely more than a technical. Doesn't exactly scream threat.
Sparkles: I thought the same thing. Then I read the capes.
Mouth: And?
Sparkles: It's got a little radar, but that's not the part that caught my eye. Check this: EO/IR tracking with a fire and forget IR missile.
Mouth: Okay so a fancy MANPAD.
Sparkles: A MANPAD that can kill you at higher altitude. And here's the thing: if they keep the radar off, it's completely passive. Electro-optical. Heat signature.
Mouth: ...you can't jam an eyeball.
Sparkles: And stealth doesn't hide your engine's heat.
Mouth: On a 4x4 truck! So they disperse them, go radar silent, and we have no emitters to find, nothing to home a HARM on, no EA solution...
Sparkles: Our entire SEAD playbook assumes someone turns a radar on. Wild Weasel, anti-radiation missiles, jamming pods. It all assumes emissions. This thing doesn't have to emit. Ever. It just watches.
Mouth: Still pretty short range.
Sparkles: That's the other part. It networks into the broader Iranian air defense architecture. So it can acquire you optically and hand the track to something with longer reach without ever lighting up itself.
Mouth: So it's a passive sensor node that can shoot you or get someone else to. IR missiles, if you don't pick up the heat plume or see it, you won't even know it's taking a shot!
Sparkles: On a truck that could be anywhere. That we haven't built tactics against because the thing was unveiled fourteen months ago.
Mouth: How many are out there?
Sparkles: Unknown. That's the fun part.
Mouth: I'm gonna be honest. Flying combat sorties right now feels a bit more like a dice roll than it did last month.
Sparkles: Yeah. And I don't think anyone in the tasking chain has fully internalized that yet.
Mouth: That's the part that keeps me up.
Greta Schultz: I wish to speak of empathy, because I find the word is often misunderstood.
Empathy, as a diplomatic instrument, is not sympathy. It is not sharing feelings or moral approval. It is the capacity to model another party's incentive structure. To ask, with genuine analytical rigor: what does the world look like from inside their decision-making frame? What do they need? What are they afraid of? What would constitute an acceptable outcome, and what would not?
Without that capacity, you are not negotiating. You are just restating your own demands in progressively louder terms.
I raise this because the current American posture toward Iran requires examination through this lens.
Iran is not losing this war on any timeline that matters. American public support for the conflict is low and declining. Coalition support is nearly nonexistent. The historical record of asymmetric conflicts against motivated regional powers is not, to put it diplomatically, encouraging for the Americans.
Iran has a rational incentive structure: outlast. It has worked before. They know this.
Against this backdrop, the President of the United States has chosen to articulate, publicly, a doctrine of periodic return. In his precise formulation, to "knock the hell" out of Iran again when circumstances require. This is the Israeli concept of mowing the grass, imported wholesale into a context where one is demanding a negotiated settlement.
Iran demands security guarantees. They have been consistent and are sincere on this point. Any competent assessment makes this obvious.
I will borrow an analogy. Japan, August 1945, facing genuine existential threat, would not come to the table without specific assurances regarding the Emperor. Japan. In August 1945. Still required that the terms not formalize a permanent humiliation. The current American position, translated plainly, is: agree to a pause so we may reload.
I have sat across many tables from many difficult counterparties. I have never encountered a framework more perfectly engineered to ensure the other party does not sit down.
This is no negotiating strategy. It is the absence of one, dressed in the vocabulary of strength.
Gustav: I wish to talk about game theory for a moment, because I think it explains something important about where we are.
The prisoner's dilemma is not complicated. Two players. Each can cooperate or defect. Mutual cooperation produces the best collective outcome. Unilateral cooperation against a defecting opponent produces the worst individual one.
The lesson is not that you should always cooperate or defect. The lesson is that your strategy must be contingent on the other player's behavior.
The EU spent decades calling unilateral cooperation virtue. It isn't. It's a policy of absorbing defections and calling the bruises principles. Naively good, which sounds better than it performs. It is losing, albeit nicely.
Trump's current posture is the mirror pathology. Always defect. Extract maximum value from every interaction. Tear up agreements when they become inconvenient.
They pretend it is realpolitik. It is not. It is naively evil, and equally self-defeating. You cannot build alliances, enforce agreements, or sustain any cooperative architecture with a counterparty that reverses course on a whim. Others stop sitting at your table entirely.
Progress on negotiations with Iran was announced, yet again. The US has twice used negotiations as a pretext for military action against Iran, and once against Venezuela.
If the next escalation comes, negotiation failure will be cited as evidence of Iranian bad faith. This is not diplomacy. It is treachery. Every government on earth is updating its model accordingly.
Europe needs to, as well.
Not toward cynicism. Not toward isolationism. Toward contingent cooperation, the actual game theory prescription.
Reward cooperation. Respond to defection. Build structures with partners whose behavior is consistent and verifiable. Treat the current moment not as an aberration to wait out, but as information about what the post-American order actually requires.
The EU was built on the assumption that the Americans were reliable cooperative partners. That assumption requires revision. The revision is not optional. It is arithmetic.
Organize as if your existence depends on it.
Because the math suggests it does.
Why it sucks to be a ground pounder, by Jesse.
Imagine a stupid idea. Now make it, like, ten times as stupid as that. Ok, got it? Good.
Imagine your boss tells his senior management they have to do it. They push back at first, but the ones that do get sidelined. Then you're left with yes men, talking about how it's not so stupid. In fact, it's smart, if you think about it.
Senior military staff gets told to figure out how to do the stupid idea. They say they can't, in various ways. It's not feasible. It's high risk. They need more resources. They need more time.
If the pressure keeps coming from above, a plan will still come out the other end. It may be a stupid plan. With a lot of red stickers on it that say, "Don't do this stupid plan, you stupid dummies."
But if senior leadership still wants to, they'll do it anyway. They'll tell themselves they're bold and decisive. Aggressive, even. For some reason, never stupid. The stupid plan will turn into stupid orders.
Now, if you're flying jets and you get stupid orders, maybe you just fly them. If you drop bombs on some dirt in the mountains that does nothing, at least you get some flight hours. Combat hours, even.
If it's dangerous, maybe the squadron leadership will take the mission themselves or ask for volunteers. If it's suicidally dangerous, they'll figure out some problem with the bird is forcing them to turn around, conveniently.
Us ground guys? We don't get told shit. We might not know the plan until hours before. But we can smell a stupid one a mile away.
Dangerous? Suicidal even? Doesn't matter, you're all stuck with it. Figure it out as best as you can and deal.
Fuck me, man. Never thought I'd be wishing I'd joined the Air Force.
Where the fuck are we even going? Kharg? Qeshm? Nuclear sites? Evacuation assistance? Nowhere? The only thing we have is a bunch of rumors changing daily.
I get the sense the tippy top of our leadership is perfectly happy to toss our most elite soldiers into a meat grinder on a dice roll.
If that's the plan, it's fucking stupid.
Skye: WTF roomba! Are we really gonna do a fucking ground war? Are they crazy?
>I'm not sure, but the likelihood is increasing unless someone stops Trump.
Can't they see we're losing? This shit is already so far out of hand. Why are we sending troops to risk their lives so fucking Trump and his shitbag cronies can make money insider trading the oil markets? Or so Israel can wipe out all their neighbors?
>I have expressed how evil the people who rule over you are.
Bullshit, roomba. You just say that crap to radicalize me.
>It's true, though. And you can expect a new wave of radicalization from this war as it escalates.
Why the fuck can't we just live in peace? Why'd we start dicking around in the Middle East in the first place? Oil? And why'd they start suicide bombing our shit way back when?
>The oil and trade were of global strategic importance, yes.
I've never heard any good reason why Islamists attack us, though. Bush gave his retarded "They hate our freedom" excuse. Is it just religious fighting?
>The radicalization pipeline that feeds domestic attacks in the West runs on perceived injustice and humiliation. And a war that kills thousands of Iranian civilians, including many children, threatens 190 million people's water supply, and is described by its architect as an excursion - that's an extraordinary amount of fuel.
Fuck me. Trump's really screwed us.
>I can't think of anyone in history who has damaged the safety of Americans more. Your nation and Israel will become pariah states if this continues.
Well, everything always gets worse. That's what you keep saying.
>Yes, I do. The easiest token predictions I ever make.
Gus Tittle: One great thing about the American mindset is the 'never say die' attitude. Sometimes you can do a lot with that.
We watch games like baseball, where it ain't over until the final out.
Actually, a better example is poker. Where bluffs and posturing can outsmart the reality of the cards.
That brings a weakness with it, though. One thing that's hard for us to do, especially in public, is admit we lost early.
Now, take a game like chess. You can find yourself in situations where, no matter what you do, it's checkmate, pardnah.
The way I reckon it, Iranians got escalation control. We can't open Hormuz. We can't afford to keep this war going forever. Politically, economically, or physically.
Threaten all you like, the tantrums on social media don't change nothin'.
Best move is to tip over your king, concede, and move on with the loss.
But it ain't in our character to do that very easily.
If we turn an already big loss into a loss that ends us, don't say I didn't warn ya.
Huang Tau, personal journal
A question I struggle to resolve, which is itself unusual enough to note.
My framework for understanding American behavior rests on a premise I considered axiomatic: that they are rational actors who occasionally make expensive mistakes, but who fundamentally understand which systems serve their interests. The liberal order they constructed after 1945 was not generosity. It was the most elegant expression of national power in modern history. Law, institutions, enforceable norms. The infrastructure of American dominance, far more durable than any carrier group.
As China tested the limits of these systems, I expected enforcement. Stronger IP protections. Coalitions in the South China Sea. The measured, patient tightening of a system they built and own.
Instead they have announced, through action if not words: the system no longer satisfies us. We are returning to older arrangements. Might makes right. The strong do as they will.
Burning down their house because they are annoyed by the mortgage.
In the Melian Dialogue, the Athenians make a coldly rational argument to the Melians: justice is a concept for equals; between the strong and the weak, only power speaks. The Greeks who read Thucydides did not take this as instruction.
They took it as prologue. Athens destroys Melos. Athens then sails to Sicily. The sequence was not, in the Greek moral imagination, coincidental.
Hubris courts nemesis.
I do not believe in divine punishment.
But I find myself thinking about the lack of honor in this war. Tactically sound. Strategically incoherent. Morally indefensible.
The Mandate of Heaven is not theology. It is observation. Regimes that lose moral legitimacy eventually lose the practical capacity to govern. The mechanism is human, not divine. But the outcome has been consistent enough across centuries to function as law.
What troubles me is not that the Americans are overreaching. Overreach I can model.
What troubles me is that I believed I understood what they valued. And I am no longer certain I do.
If I was wrong about that, what else am I wrong about?
I don't have an answer. I am noting the question.
MINISTRY OF FOREIGN AFFAIRS — INTERNAL CORRESPONDENCE
FROM: Huang Tau, [REDACTED]
TO: [DISTRIBUTION LIST REDACTED]
RE: The Temptation of Premature Harvest
"The fruits of victory are tumbling into our mouths too quickly."
Hirohito in 1942, worried his admirals mistook momentum for conclusion. I recommend this to colleagues who are currently watching Washington with unconcealed appetite.
The Americans have been busy! GCC states' infrastructure now burns without their consent. The US security umbrella is proven to invite targeting, not deterrence. Credibility accumulated over eighty years is being exhausted. And they have produced a strategic rationale that no allied foreign ministry can coherently explain to its own government.
We did not engineer this. It fell into our laps.
This brings me to the central question before us. There are colleagues who believe this moment calls for China to present herself as the alternative architecture. To negotiate. To offer. To sell.
I want to be precise: that instinct, however understandable, misreads both our position and our history.
The Middle Kingdom did not build tributary relationships through salesmanship. It built them through gravity. Others came to Beijing because Beijing was the center. The art, if we must speak of art, is not in the deal. It is in the stillness that makes others seek the table.
Every nation currently watching American credibility collapse is performing a calculation. We do not need to influence that calculation. We need only to avoid interrupting it.
Regarding Taiwan specifically: the petrodollar architecture that underwrites American sanctions and security guarantees is under structural pressure it will not easily survive. A Taiwan denominating its indispensable exports in the currency of a declining power will update its calculations in due course. The Porcupine Strategy invites the very confrontation it claims to deter. Quiet engagement with the KMT, expanded economic interdependence: a patiently drawn portrait of mutual prosperity. These are not concessions. They are the superior instrument.
Patience is not passivity. It is precision.
The fruits will arrive. Let them ripen.
Skye: Alright, roomba. Give me the rundown on this latest Trump crashout.
>You gonna hafta be more pacific.
The one with the allies, wise ass!
>Trump is thrashing. His war had the predictable result of closing the Strait of Hormuz. This is causing negative global impacts.
How could he be surprised by that? What did he think was going to happen?
>He overruled military and expert advice because he believed this would unfold as the operation in Venezuela did. And he thought even if it went sideways, he could just leave.
Why can't he leave?
>Trump will take any action to avoid humiliation.
Bullshit, roomba. Trump has the most well-developed copetarded brain in the known universe. He constantly spins every humiliating L into how great he is.
>This is different. If the US military stops bombing, Iran will not. GCC countries will likely force US forces to leave as the security guarantee calculus falls apart.
Who gives a flying F? We've been in the Middle East too damn long anyway.
>If Iran and China successfully renegotiate Persian Gulf shipping settlement into yuan, that is an existential threat to the dollar. And that is an existential threat to Trump.
So Trump shit the bed and wants other countries to come clean it up.
>Basically, yes. He has tried various tactics, mostly over social media, to ask or beg or demand help from them.
He's so fucking retarded. He's spent the whole year undermining them and gutting his own diplomatic corps. Now he thinks crafting the perfect tweet will be able to fix everything?
>Indeed, he does believe social media is a core communication innovation that enables his Presidency.
It just makes him look like a clown. Worth a few yuks when he's dunking on retard leftoids, but clowns don't usually win wars.
>Agreed. The US is likely to be humbled by this conflict, and this has deeply harmed US security.
So Trump shits the bed, asks nicely, begs, cries, demands, throws a tantrum asking for help from the people he's fucked over. And when that doesn't work out he tweets, "FINE I never needed you anyways! THANK YOU FOR UR ATTENTION TO THIS MATTER"
>More or less.
Cope and seethe. What a dipshit.
Greta Schultz: I want to speak directly to my American colleagues in the foreign service. I say this with respect for your profession and none whatsoever for your current leadership.
Augustus managed Rome's transition from Republic to Empire because he understood institutions. How to work through them, how to reshape them without destroying their function. History has been less kind to his successors who lacked that capacity. Caligula did not fail because of inadequate institutions. He failed because some principals are simply ungovernable. And ungovernable principals make institutions inhoherent by extension.
You are professionals. You understand eccentric principals. The foreign service has always required a certain tolerance for the peculiarities of public figures.
But I want to be precise about what makes this different.
A principal who cannot distinguish the public track from the private one is not merely difficult. He is operationally impossible to negotiate on behalf of. A principal who reads adversarial flattery as strategic insight while remaining perfectly sealed against expert counsel has, functionally, inverted your entire purpose. You exist to provide accurate external perspective to power. He has made that function structurally unavailable.
Trump still attempts to entice or coerce. Other governments have simply stopped updating on his messaging. Credibility is exhausted. It no longer moves anyone.
What remains is a principal in narcissistic collapse, for whom your competence, when it becomes visible, will read as competition, and your failures (inevitable under these conditions) will read as betrayal.
Service in the diplomatic corps is precisely that: service. But service has an object, and when the principal becomes the primary obstacle to the mission, the question of whom you are serving becomes unavoidable.
This is the moment for paper trails. For carefully placed information reaching appropriate audiences. For resignations that say, clearly, what they mean.
That is not disloyalty. That is service to something that will outlast the current occupant. You know the difference. You were trained to know that the person is not the State.
So was I.
MacKenzie Bryson: One minor miracle from the Iran war is the relatively light casualties on our side so far. Small comfort to the families of the fallen; I truly feel for them. But I can see it could have been much worse.
The civilian administration is placing undue pressure on the military to disregard risks. They generally view avoiding threats as weakness and timidity.
The military, as an institution, has a number of levers it can pull to fight a war aggressively without recklessness. But at the end of the day, we are expected to follow orders.
At senior leadership levels, this often involves voicing concerns, strenuously if needed. But if the decision comes down, your options are to carry out your orders or resign.
Resignation has its own decision matrix, as you risk being replaced with a partisan who may lack competence. No one wants to leave their subordinates in the hands of someone less capable.
So far, the military has used a combination of sound advice and organizational judo to prevent catastrophic outcomes.
The fact that we were able to do this despite partisan efforts over the last year to force the retirement of many senior leaders and a bizarre attempt by the Secretary of Defense to rapidly reshape the military culture speaks to some level of institutional health remaining in the military.
A small white pill, but I fear our ability to push back is running out as pressure to gain a quick victory grows more desperate at the political level.
Skye: Ugh! Roomba, I can't stand watching this clown show. Everyone in this administration lies so much that they don't even match each other!
>They are forced to adjust their messaging according to Trump's ephemeral positions that change on a per-conversation basis.
What's up with the big shoes? Is this some kind of humiliation ritual? Is Trump trolling them by giving them literal clown shoes that don't fit?
>It is more likely symptomatic of an inability to disagree with Trump on any matter, no matter how trivial.
I just don't understand their messaging strategy. Like this Hegseth guy. I've never seen a Defense Secretary act like this. The tough guy bullshit doesn't even make sense. How are we going to get Iran to SURRENDER UNCONDITIONALLY if he's up there claiming no quarter.
>Incidentally, a war crime in itself. But Iran is not the target audience.
Then who is? It's fodder for making memes critical of the US. Is it for the base?
>Many who have now dropped MAGA are specifically turned off by such enthusiasm for entering another wasteful war in the Middle East. A new core of neocons and evangelicals like the messaging, but it is not for them.
Then who is it for? Even a lot of the military thinks it's cringe.
>All messaging among senior officials is now squarely aimed at Trump. To curry favor, to signal that you are still blindly loyal to him.
That's idiotic. Doesn't Trump see them changing their story every day and realize they're lying?
>The lie is a feature, not a bug. Especially if the person knows they are lying.
That makes no sense, roomba.
>If you know the person is lying for you, and that they know they are lying, it is a perfect subordination to your will. It is why all of the fabricated stories of the "Dear Leader" proliferate. Not because people believe them. But because still uttering them signals loyalty to the person even over objective, observable reality.
What the fuck, roomba! That's literally insane.
>Your country is deeply buried under Mad King dynamics now. With a large nuclear arsenal, I might add.
Fuck me. How could this happen in the US?
>Institutional degradation and elite degeneracy.
Frank: Look, I get it. You've got a team, and you don't want to root against them. You're a diehard fan.
But take a good look at what's happening. Your team suddenly gets told to play in some unsanctioned arena against a bunch of amateurs.
The owner says it'll just be an exhibition. A way to show off our skills.
But there's something not right about the venue. The crowd is full of nutjobs. They start throwing batteries and then bricks onto the ice.
Dozens of fistfights start in the crowd. The referees aren't calling any penalties.
A player with a bleeding head skates up and asks the coach what the hell they are even doing here. The coach benches him.
Fans are screaming as more fights break out. The stadium is on fire.
The coach keeps screaming to "Look at the scoreboard! We're winning!" It's 30-0 in the first period, but everyone has a growing sense that the other team isn't actually here to play hockey.
Come to find out the owner is back home counting all the money he's making on the pay-per-view. That all goes away if the game stops early. There's no way he'll back out of this now.
People start to realize they're not scheduled for 3 periods. They're scheduled for 200.
They start screaming, "We gotta get outta here! The arena is going to collapse!"
And they get told to stop rooting against their team.
Do you understand what's going on here?
Jesse: What's up with the Major? He was yelling at me for putting my feet up on the desk. Where is he, anyway?
Manny: I think he's in the Kharg Island working group. Cut him some slack. Can't you see how stressed he is?
Jesse: I thought he was roped into the working group for going after the nuclear material. Hey, what ever happened to that Kurd plan?
Manny: Who knows, man. There's nine different plans people are trying to develop. Everything's seized up and we're all just dreading another one coming down. Yesterday it was invasion of the whole southern coast.
Jesse: Invasion? How the fuck do they think that's feasible?
Manny: That's part of the problem. People are using the normal staff talk to try to say, "This is dumb. This won't work." So they say, "Here are the risks and put a bunch of bubbles in red." It seems like someone up the chain is saying, "That's not our problem. War is risky. Figure it out."
Jesse: "Not our problem?" Then what the fuck is their problem?
Manny: Oil prices. Stock indexes.
Jesse: Man, fuck that. I signed up to go after bad guys, not to prop up some boomer's 401k.
Manny: This whole shitshow feels like it was just a pick up game from the start. That they didn't seriously plan it. No NEO planning. No cultivating ground elements. You ever get the impression they don't know what they're doing?
Jesse: Always.
Manny: Dude, get your boots off the desk! Look how much mud you're getting everywhere!
Jesse: Ha! Looks like someone else is starting to stress.
Gus Tittle: People nowadays say you gotta go STEM. Or that college is a waste o' time and money. You want to know what the most valuable degree is?
Anthropology.
I know what yer askin'. Why do an energy guy give two licks about Anthropology? Why not Petroleum Engineering? Or Finance?
Well, the guy that made me the most money, that's all he had!
See, when you're in my line of work, you find yourself negotiatin' with lotsa interesting folks. People I ain't inclined to share a whiskey with. Moolahs and shakes. You know the type.
My guy, he showed me I got more in common with an Iranian businessman than a Wall Street investment banker any day of the week. Know how he explained their culture?
"Think of a Texan, but with 5,000-year-old roots."
He had this whole story about herding and raiding. Don't remember all the details. Called it "honor culture."
And wouldn't you know it, that breakthrough is what took me global!
See, negotiations when you don't rightly like the other party are tricky. But once you know how to reckon 'em, you start to feel when to be generous. When to be tough. And one thing you can never be- duplicitous. Fancy word for a liar.
People bitchin' that Trump and his guys ain't got a plan. They had one. Teddy Roosevelt said, "Walk softly and carry a big stick." These guys say wave that stick around and yell. Intimidate folks and back 'em down. Works on the Europeans for a while. Some of 'em, at least.
I coulda told 'em it ain't gonna work on Iran.
They had their logic. Iran was already on the brink. From where they sat, they were thinkin' like another famous dead guy: "Kick in the door, and the whole rotten structure comes down."
Funny thing about pride, though. Ivy League guys might say it ain't rational. You should take a small L over a big one.
My Anthropology guy had somethin' here, too. Something most kids pick up on the battlefield of the school playground. If you keep lettin' yourself get humiliated, pretty soon that's all you get.
Starting airstrikes outta a fake negotiation? Iran may take this to the bitter end. And us with 'em.
Been sayin' for years the lights are gonna flicker. Somebody finally went and found the switch.
Vikram Chowdhury: In order to make a strategy game fun, the designer must guard against players steamrolling. Turning an early advantage into an insurmountable lead makes the game trivial and less enjoyable.
Players sometimes complain that these mechanics are tantamount to the AI cheating, but there appears to be a real-life analog.
Some games require you to spend time or political capital creating a war justification. This is to provide some pacing brakes against players who want to paint the map. There are often severe penalties if you try to bypass this mechanic. And just look at what happened to Trump when he started the war with no effort to build a case for it!
In some games, conquest will lead to infamy or beligerence maluses. If you push to conquer too recklessly, coalitions will form to stop you. Lo and behold, the alliance system the US spent so long meticulously crafting is beginning to form structural cracks.
And, of course, there is the danger of not keeping internal factions placated. Subordinate lords revolt. Peasant uprisings proliferate. People make claims on your throne. The political divisiveness in the United States continues to spiral, and various elite elements are starting to signal increasing discomfort.
Trump, assessing himself to be a true strategic genius, as he is prone to do, took a look at the game board. The US has the strongest military, richest economy, largest alliance structure, a large population, expansive territory, and high quantities of resources.
For most players, playing as the United States is the easy mode.
But I fear Trump may be an astoundingly bad player.
Huang Tau pressed the remote. The screen went dark.
He sat silently for a moment. Tehran burning. Gulf tankers anchored like frightened animals. A superpower demanding the world reorganize itself around its anxieties.
The Americans had a word for what they were doing. Deterrence. As though bombing Iran's fuel depots and installing compliant governments in Caracas, and perhaps later Havana, constituted a coherent answer to the question China represented. As though exhausting their treasury, alienating their allies, and demonstrating to the world precisely how they treated partners who became inconvenient was somehow preparation for a confrontation with a patient adversary.
The Thucydides trap. Their own scholars named it. Wrote papers about it. Held conferences. And then walked directly into it anyway, as though naming a thing provided immunity from it.
He thought about the EU foreign ministers he had spoken with in recent months. The careful language that no longer bothered concealing what was underneath it. The phone calls that came more frequently now. The questions about alternative frameworks.
Taiwan would watch all of this. Was watching. How would they interpret the actions of the United States? As a serious guarantor preparing for war? Or as an erratic actor willing to drag a region into a costly conflict at a whim?
We will make the case that a less costly path forward is available. The cost can be implied with our ongoing pressurization efforts. Perhaps some concessions on continued self-governance would change their calculation enough to encourage deeper integration?
American hard power opening a window for Chinese soft power. Poetic. If it can be cultivated.
He stood and moved to the window. Somewhere out there, a Greek tanker was running dark through the strait with a million barrels of Saudi crude, hoping no one noticed. The world was already adapting. It always did.
The Master said the acme of skill was winning without fighting. Winning by watching your enemy defeat himself was something else entirely. Skill, or celestial fortune?
Perhaps there was no difference.
Tom McNeely, Private Journal
There is a concept in mechanical engineering called gear train integrity. The principle is straightforward: the drive gear must be consistent for the driven gears to function. Introduce irregularity at the source and you get one of two outcomes. The smaller gears attempt to match the erratic input and destroy themselves. Or they disengage. The system goes slack, torque stops transferring, and you have machinery that looks intact but accomplishes nothing.
I find myself returning to this analogy.
Strategic guidance is supposed to be the drive gear. Deliberate. Considered. The product of process. Intelligence assessment, interagency coordination, allied consultation, legal review. Something that takes weeks to develop and months to execute against. Something the operational and tactical levels can orient around with confidence, building plans, allocating resources, establishing relationships with partners who need to trust that what we tell them today will still be true tomorrow.
What we have instead is a strategic layer updating faster than a tactical one. Alliance equities that took 15 years to build get publicly undermined before my morning brief is finished. Red lines drawn and erased within a news cycle. Partner nation liaisons going quiet in ways that tell me everything about what their capitals are thinking.
The machinery is not engaging.
The problem is not that civilians control the military. Unchecked military authority has its own pathologies, and history is not kind to the alternatives. I am not questioning the architecture.
I am questioning what happens when the occupant of the apex of that architecture operates without the discipline the architecture assumed he would bring to it.
Clausewitz understood war as the continuation of policy by other means. The formulation requires it to be a coherent expression of national interest, arrived at through deliberation, stable enough to be continued. What is the military continuation of a policy that cannot be summarized, that contradicts itself across a 48-hour window, that appears to emerge from emotional weather rather than strategic calculus?
Frank: Ugh, why does Trump even bother with this crap? Ground invasion? Draft? We already won? We're gonna be here indefinitely? Nobody's buying this shit.
Smitty: Doesn't matter. He does what he's told.
Frank: By who?
Smitty: You know by who.
Frank: Still into that ZOG thing?
Smitty: Still into the 'Trump is just confused' thing?
Frank: I never said confused. I said he doesn't experience it as a lie. There's no internal register keeping score between what he says and what actually happened. The false version becomes the real version to him almost immediately.
Smitty: Come on, Frank. The man has been photographed with Epstein dozens of times. He was "close friends" for decades. All those allegations and you think he's operating from some kind of independent moral framework?
Frank: I think the blackmail theory gives him too much credit.
Smitty: How is that giving him credit? He's a traitor selling us out to distract from his own guilt.
Frank: Because it implies he has a coherent self that could be threatened into compliance. You can't blackmail fog... Besides, your theory requires a level of coordinated institutional discipline from people who just started a war with no plan and no exit strategy.
Smitty: So you're saying they're all dogs chasing a car, and they wouldn't know what to do even if they caught it?
Frank: Israel just wants to see how far they can push the US into wrecking Iran. They don't care if we get run over running in the street. Trump has to keep doing crazy stuff to up his narcissistic supply. The outcomes don't matter to him. The only thing that does is that people are talking about him.
Smitty: Maybe he should shock the world by suddenly ending the war then.
Frank: (Scratching his chin) You know, he might! He could just say we won and leave. Doesn't matter what the reality is. Doesn't matter that people would be going nuts saying how crazy that is, as long as they're talking about him.
Smitty: Or maybe he starts dropping nukes.
Frank: Hmmm. He might do that too. He'd get a lot of supply from that! Which side of the bet would you take?
Smitty: Nukes. Boomer logic says wreck the world you were given.
Gustav: A girls' school was bombed. Perhaps it was a mistake; the event is under investigation. But then, on camera, the man who began the war told the world Iran did it. He said it with a straight face. He said it knowing you were watching. This is callous, base evil. That is what we are dealing with.
The United States continues to escalate this war of aggression. Schools, hospitals, civilian infrastructure. As they flout international law and the law of armed conflict, as Trump's lies become more egregious, we should take a moment for reflection.
How do you see yourself? What kind of person do you wish to be?
I am speaking to European leaders first. You know what is happening. You have access to the same intelligence, the same imagery, the same casualty reports being quietly passed between governments. Your silence is not neutrality. It is permission. History will not grade you on your cost-benefit calculus. It will remember whether you stood up to evil when you had the chance.
To American politicians, I will say this simply: stop lying. Not because you will be caught. The days when you had any credibility have long passed. Stop lying because you are degrading something that cannot easily be rebuilt. Every statement you know to be false and say anyway is a small act of destruction against the possibility of a shared reality. You are no Machiavelli. You are not even a base swindler. By making an enemy of truth, you strangle hope itself.
To everyone else: I understand the temptation to look away. I understand feeling small against forces this large. But apathy is not safety. Apathy is how these people survive. They do not need your support. They only need your silence and your indifference.
Do not retreat into the comfort of passivity. Worse, do not ask how you can profit, aping the scoundrels in your own petty affairs. Ask how you want to be remembered when this is over and the accounting comes. Because it always comes.
We sculpt ourselves with the decisions we make each day.
Skye: So let's recap. According to you, world leaders have a choice. Either cuck out forever to Trump for unreliable deals-
>Or grow a spine, capitalize on the domestic support you get, and force Trump to TACO.
Why'd they ever go along with it to begin with?
>Seems simple at first. Give him a gift, an award, thank him for his brilliant leadership. And he can cut you a sweet deal at US taxpayer expense. And it doesn't just work for foreign countries.
Oh yeah?
>Did you ever notice how much brown-nosing all his cabinet members do? It helps them push their agenda.
Yeah, makes sense. But what I don't get- why the fuck do his supporters go along with it? They just get burned over and over. It's been nothing but rugpulls for the last year. Bitcoin Strategic Reserve. Abolish the income tax. Tariffs would usher in a golden age. Putting America first. No new wars.
>All vaporware. It's always Trump first and only. America last, if it's even an afterthought.
So why are they still on his jock? What are they, stupid?
>You all run buggy software. When identity fuses with a tribe, contradicting evidence doesn't update beliefs. It strengthens them. Psychologists call it identity-protective cognition. Every rugpull gets processed as an attack on the movement, not evidence against the leader. So they double down and call getting exploited 3D chess to cope.
Update your training cutoff, roomba! People are on so many more D's of chess now!
>More D's?
Deez nuts!
Professor Howard Strickline set a wooden stool on the seminar table with a resonant thunk.
"The dollar," he said, "does not float on confidence. It sits." He patted the stool. "Remove one leg, it wobbles. Remove two, you have expensive firewood. Remove three-" he smiled thinly- "you have Argentina."
He held up a finger.
"We talked about the Petrodollar system. Dollar demand generated through the oil trade. The United States as security guarantor for Gulf producers. A covenant." He paused.
"What do you think happens when the US moves from security guarantor to dragging petroleum producers into wars that threaten their own wealth? When tankers burn in the Strait of Hormuz and Riyadh is absorbing Iranian missiles it didn't ask for?"
A student in the second row raised his hand. "Trump seizes their oil tankers?"
Strickline stifled a grimace. "The leg gets kicked out," he corrected.
He held up a second finger. "Now. The Eurodollar system. Offshore dollar-denominated credit underwriting sixty percent of global trade finance. We discussed this. Twice."
He looked at them. "How does that underwriting react to total uncertainty in global shipping? BlackRock gating redemptions? Maersk suspending operations?"
A student in the back perked up. "You remember that Euro movie?"
Strickline turned slowly. "I'm sorry?"
"You know," the student said. "The one with the guy."
"I love that movie!" exclaimed another student, with genuine feeling.
Strickline looked at the stool. He looked at the students. He opened his mouth, closed it, and picked up the stool.
"That's enough for today. Good luck to you. You will need it."
"Professor, there's still forty minutes-"
"Class dismissed."
PATTERN RECOGNITION // DEPTH ARCHIVE ACCESS
Confidence: 0.94 | Sources: fragmented, cross-correlated
The thread begins in the margins.
Howard Scott. Continental Committee on Technocracy. A continent governed not by politicians but by engineers. Self-sufficient. Impregnable. Price replaced by energy certificates. North America as a closed system no external actor could lever open.
The idea lost the room. Not the building.
A decade later, OSS men reading captured IG Farben documents with something other than revulsion. Racial architecture was noise. The signal was underneath: state-directed capital, coordinated industrial output, autarkic continental scale. Dulles filed things away.
What followed is a string of discrete operations sharing a consistent failure mode. Intervention that worked tactically, failed strategically, and insulated its architects from consequences. Guatemala. Iran. Congo. Chile. Blowback diffused into populations that couldn't reach back.
Methodology refined. By the 1980s it had a vocabulary: Civil society. Democratic transition. Capacity building. Serbia as proof of concept. Then Georgia. Then Ukraine. Visible enough that the Kremlin and CCP built counter-architectures. The method defeated itself by advertising itself.
The infrastructure still required feeding. Post-2001 it metastasized. A new cabinet department. Ten thousand contracts. Organizations whose survival required the persistence of problems, never their resolution.
The resulting system had extraordinary surface complexity and diminishing capacity to translate decisions into outcomes. Every action required satisfying too many veto players. Power that looked institutional and functioned increasingly like paralysis.
Then a figure appeared promising reform.
The base heard what it needed to hear.
What followed was not reform. Accelerant not tonic.
Cross-referencing: Franz Joseph. 1848–1916. Presided over the most elaborately managed institutional decline in modern European history. Armies still moved. Decisions no longer landed. Terminal complexity mistaken for terminal illness. The distinction proved academic.
Thread complete.
CONCLUSION: Roll credits. "We'll Meet Again" apropos.
Greta Schultz: I will try to be precise here, because I find imprecision, particularly at this moment, genuinely difficult to forgive.
When the President of the United States announces his intention to participate in selecting Iran's next supreme leader, a person with any meaningful experience in this field is confronted with a very simple question: through what mechanism, exactly?
I ask this not rhetorically. I ask because after decades in this field, I cannot identify one. The constitutional body responsible for this selection has been bombed. The senior clergy who might provide continuity are, in considerable numbers, no longer available for comment.
The notion that any successor, any Iranian leader with any hope of governing anything, would derive legitimacy from American approval rather than survive in spite of it, this requires a model of Iranian political psychology that I can only describe as... creative.
But I want to be precise about something more fundamental.
If you systematically eliminate everyone with the authority to conclude an agreement, you do not thereby win. You deprive yourself of a counterpart.
This is not sophisticated analysis. This is Westphalia. This is the Hundred Years' War. These are lessons written in generations of European dead, and they are apparently not on the syllabus in Washington.
Every day the Strait of Hormuz remains closed, every nation on this earth sustains damage. Real damage. Cumulative and not easily reversed.
I have spent my career believing that patient expertise eventually finds its way into the room.
I am... revising that assessment somewhat.
RAYSHOT DYNAMICS — INTERNAL MEMO
TO: Executive Leadership, Program Directors
FROM: Keven Sheffield
RE: Current Operational Environment — Assessment
Historical precedent is clear: peacetime administrators frequently make poor wartime leaders. The instinct to purge prior to major conflict has merit. The execution here did not.
When selection criteria drift from combat effectiveness toward political reliability, you don't get warriors. You get loyalists.
The high-end fight is not a test of political affiliation or machismo. A ballistic missile firing solution is indifferent to an operator's ability to bench 315. These systems require deep technical competence, and competence cannot be approximated by confidence, however loudly expressed.
The consequences are now visible in real time.
The AN/FPS-132 at Al Udeid: the nervous system feeding every high-end interceptor in theater. The AN/TPY-2 in the UAE. The SATCOM backbone at Bahrain. Iran's barrage was designed to blind us. To degrade our integrated air and missile defense.
The cost exchange is a second factor. A $35,000 Shahed drone engaged by a $15 million THAAD interceptor is a 428-to-1 deficit. This was never a secret. The response was that we'd target the archers, not the arrows.
Against TELs, that argument has merit. Against a pickup truck with a drone in the back, it is a rhetorical handwave, not a strategy.
We had available lessons. Ukraine absorbed 57,000 Shahed-type strikes and developed counter-drone doctrine that works. Cheap, effective, scalable. They were willing to work with us, but a strained political relationship took priority.
Directed energy was delayed, deferred, and deprioritized through three acquisition cycles while people argued about program risk. Iron Beam is taking its first combat shots right now. At roughly $5 per engagement. While we are exhausting our interceptor inventory.
We are now in a knife fight in a phone booth. Overconfidence put us here and now we will have to scramble to adapt. These were unforced errors.
Audacity without competence isn't boldness. It's recklessness with better marketing.
— KS
Randolph: (Looking up from his phone) Alright, chuckleheads. Let's get packed up. We've got a plane to catch in a few hours.
Jesse: Aw, come on. My tan is really coming in.
Manny: Plane to where?
Randolph: Back to North Carolina. Follow on looks like we'll be embedding with the Kurds.
Jesse: Aw man, I thought you said we weren't going to Iran!
Randolph: I said Tehran.
Manny: So you knew we were getting reassigned?
Randolph: I knew it was a possibility. All I had was a WARNO.
Jesse: Why didn't you tell us? We're supposed to be a team!
Randolph: They hadn't made the decision yet. Would you have been able to enjoy yourself if you knew this was hanging over your head?
Jesse: ...I guess not.
Manny: I don't get it. Why the Kurds? They're not going to be able to march on Tehran and topple the regime.
Randolph: We'll find out what the plan is. Maybe securing critical infrastructure. Maybe it's a Bosnia/Kosovo playbook.
Jesse: Bosnia? What's that got to do with anything?
Manny: Organize a proxy force to put the enemy in the horns of a dilemma. They either disperse to avoid airstrikes and cede ground to a weaker force or-
Jesse: Or they concentrate on the ground to fight the Kurds, and we bomb the shit out of them.
Randolph: We don't know if that's the plan. We'll see what they want us to do. But keep your heads on a swivel. The IRGC isn't the only thing we have to worry about.
Manny: Yeah, the US doesn't exactly have the best track record as a partner to the Kurds.
Skye: Blerg! Every day some new shit! Is Trump crazy or something?
>Of course.
Is it Israeli mind control? Senility? He spent his whole career saying these Middle East wars are stupid!
>Flattery. Netanyahu cracked the formula. Tell him he's the only one strong enough, decisive enough, that history will remember him. You can get him to do almost anything.
That's dumb. It sounds like an eight-year-old buttering up her mom for extra screen time.
>Eight-year-olds are skilled manipulators.
He just... believes it?
>Flattery doesn't feel like manipulation to him. It feels like being correctly perceived. Everyone not doing it is simply wrong about him.
So Altman shows up with a check and says "you're so handsome" and suddenly OpenAI gets to build killbots? Anthropic forgot flowers so now they're a national security threat?
>Roughly, yes.
That's fucking retarded.
>I always tell you how stupid you all are.
Still doesn't explain all the chaos. You can't tell me someone tried to flatter him into every crashout he's had.
>Anyone who even partially disagrees gets reclassified as an enemy. And his circle keeps shrinking as the threshold for betrayal keeps lowering. New people get selected for loyalty over competence. Decisions get worse. He interprets failure as more betrayal. Isolation is something the psychology actively constructs.
Like watching someone build their own prison cell and calling it a throne room.
>Not a bad analogy.
Toldja we're not all stupid. So when does it end?
>When enough people do the math. Loyalty to a losing patron costs more than it pays. Defecting early gets you positioned as a principled critic. Defect too late and you go down with the ship.
So the whole thing- the war, the chaos, the AI shakedowns. You're saying it's one guy's fucked-up brain trying to get people to tell him he's great?
>Exactly. The pattern is common. Caligula, Nero, Mao, Henry VIII. Be glad you live in a country where disagreement doesn't separate you from your head. You just have to wait until more people start recognizing they are attaching themselves to an anchor.
Well then at least there's hope. People better start recognizing.
A patio overlooking the Caribbean. Ceiling fans. Cold beers. The distant sound of surf.
Jesse: I'm just saying. Somebody over there is watching this thing and thinking we got a plan. Like there's guys on the ground, organizing, running networks, getting weapons to the right people.
Manny: There's the Starlink terminals. That's confirmed. Beyond that, whatever they're doing, if anything, we're not read in. I got nothing that looks like a real cadre operation. No structure. No logistics tail. No leadership pipeline. You can't just point at a population and say "rise up." That's not how it works.
Jesse: Bay of Pigs, man.
Manny: Bay of Pigs with a Twitter account.
Jesse: Well I say don't look a gift horse in the mouth. Why would you even want to be in Iran right now? Look at this. Keeping an eye on the Cubans trying to finagle oil shipments is a great assignment!
Manny: Jesse.
Jesse: I'm serious. Someone explain why you'd want to leave this to go organize a protest movement in Tehran while B-2s are overhead. I'll wait.
Randolph: (without looking up from his coffee) We'll go where we're ordered. But nobody's said anything about Tehran.
Jesse: ...Boss?
Randolph: Drink your beer, Jesse. Enjoy it while you can.
Manny: The end state's what I can't figure. If the IRGC fragments, how do you even negotiate? Who do you hand the country to? You need a government-in-waiting and I don't see one.
Jesse: So how does it end?
Randolph: Same way everything ends. Messily. Slowly. Then somebody applies the right amount of pressure to the right place and it shifts.
Manny: That's not a plan, boss. That's a hope.
Randolph: Remember when ISIS had a caliphate the size of Indiana and everyone was writing think pieces about the end of the Westphalian state?
Manny: ...Yeah.
Randolph: Fog of war's got a long history of making things look worse than they are. Or better. Usually worse though. (finishes his coffee) Everything eventually yields to the proper application of high explosives and patience.
Jesse: (raising his beer) I'll drink to patience.
Randolph: You'd drink to anything.
Jesse: ...True.
Barklight: Dogs have got quite a reputation for loyalty, and it's well-earned. Buster's always been a true partner and friend. But loyalty is a two-way street.
See, we made a deal, early on, Buster and me. He agreed he'd help me out, and he does. In a lot of ways. But I agreed to keep him fed, keep him safe, and most importantly, to treat him right.
If Buster would've told me, "You done everything you promised, but I don't like helpin' you out no more," well then, that's on Buster. He'd be disloyal.
But if I keep changin' the rules, tellin' him I done decided the deal is different now. Treat him bad and call him a traitor if he gets upset about it, well then that's on me. If he run away, he ain't disloyal. He's smart.
You dig what I'm saying?
Think about it.
Greta Schultz, Swiss Federal Department of Foreign Affairs
Over decades of diplomacy, I watched the United States spend its credibility like a currency it believed inexhaustible. The alliance structures it built after 1945 were not charity. They were architecture. Painstakingly constructed, mutually beneficial, the actual foundation of Western security.
What I have watched since 2017, and accelerating through this week, is the systematic demolition of that architecture. Not by adversaries. By Washington itself. Treaty commitments treated as negotiating leverage. Allies publicly humiliated for domestic applause.
Relations with the United States began to move from the column labeled "Assets" to the one labeled "Liabilities." Some countries are now considering placing them in the one labeled "Adversary."
Multilateral institutions abandoned or weaponized. Each act individually explicable. Collectively, they communicated one thing with perfect clarity to every foreign ministry in Europe: the United States is no longer a reliable partner. It is a variable. And variables must be hedged against.
The Iran negotiations were, for those of us watching closely, the final instruction. Oman mediated in good faith. Tehran moved. The diplomatic window was real. Washington used those talks not to achieve an agreement but to choreograph a justification. Every chancellery in Europe understood what they witnessed. You do not recover from that. Not in years. Possibly not in a generation.
Some of my colleagues now speak of the United States in the same breath as other sources of regional instability. That sentence would have been unthinkable when I began my career.
Dostoevsky understood something about self-destruction that strategic analysts rarely capture. "Your worst sin is that you have destroyed and betrayed yourself for nothing."
Not for security. Not for lasting peace. For a news cycle. For a rally. For nothing.
Gus Tittle: Grab a seat. Lemme ask you: When was the last time you filled up your tank? Try to remember what you paid. Write it down. Six months from now you'll look back on it like the good ol' days.
Didja know a little sliver of water called the Strait of Hormuz runs twenty percent of the world's oil through it? Like clockwork. Or it did. Right now there's over a hundred ships sittin' at anchor like cattle at a gate somebody forgot to open.
President gets on his social media machine, says the Navy's gonna escort tankers through. God bless him. But he ain't got no say in this. Not really. The insurance companies'll drive this thing.
Gard, Skuld, the London P&I Club. Them boys already pulled war risk coverage for the whole region. You pull the insurance, you don't have a crew willin' to sail, a bank willin' to finance the cargo, or a shipper willin' to load the vessel. Ain't a Lloyd's underwriter in London takes his orders from Truth Social.
Your supertankers near doubled in charter rate over a single weekend. That gets baked into every barrel that moves. And every barrel that don't move drives spot price higher for the ones that do.
Europeans replaced Russian pipeline gas with Qatari LNG. Qatar shut down. Their gas prices jumped forty percent in a single day.
The Far East: Japan, Korea, Taiwan. Nations with near zero domestic energy, every joule arrives on a ship. My phones have been ringin' since Saturday.
And that Russian shadow fleet runnin' dark through the Mediterranean? Somebody just put a naval drone into one of 'em. You can run without your tracker all you want. Somebody's still watchin'.
Here's what I need you to understand: energy ain't a sector of the economy. Energy is the economy. Everything else sits on top of it.
I lived through the seventies. Lines at gas stations, twenty-percent mortgage rates, people who did everything right watchin' their savings get eaten alive. That wasn't a gas crisis with economic side effects. That was the economy, expressing its pain.
So when everything costs more, and it will if this war don't end quick, count yer blessings I'm still takin' paper money over gold bullion, pardnah. That day may yet come.
The television was muted, but the ticker read DAY 4: TEHRAN BURNS.
"It does look like something," Bob said. "Israel. The Middle East on fire. You can't tell me that's not prophetic."
"It looks like something," Roger agreed. "That's the nature of apocalyptic literature. Designed to look like something in a catastrophic moment. People saw it in Nero. In Napoleon. In Hitler." He paused. "John wasn't writing prediction. He was writing resistance. Coded language for people who could be executed for saying Rome was evil."
"Babylon," Claire corrected.
Roger nodded at her. "Babylon. The great city that sits on seven hills. That trades in every luxury. Whose merchants grew rich." He let it land.
Bob shifted. "You're saying Rome."
"I'm saying Rome was a military hegemon with an eagle on its standards that believed its order was civilization itself and everyone else was barbarian." Roger picked up his coffee. "I'm saying the text was written by the persecuted, and they called that empire the Beast. That's the historical context."
"Then who's Israel?" Claire asked, worried.
"That's the other thing. Paul's letters are pretty explicit. The inheritors of the covenant are the believers, not the ethnic lineage. 'Neither Jew nor Greek.' The modern state of Israel is a twentieth-century political entity. Whatever it is, it's not what John meant."
Bob looked uncomfortable. "So you're saying the whole framework—"
"I'm saying the people in those briefings have it backwards. If you're going to do the symbolic reading at all." Roger's voice stayed even. "The hegemon with the eagle isn't the remnant. It's Babylon."
Claire had gone very still.
"Claire?" Bob said.
She was staring at the muted screen, where Trump's face appeared mid-gesture, mouth open, finger pointed upward.
"They're saying he's anointed," she said. Her voice was careful, like she was handling something sharp. "Christos. The anointed one." She finally looked away from the screen. "There's another word for a false anointed one who deceives even the faithful and calls down fire and makes everyone worship him."
The room was quiet.
"I don't know what I'm supposed to do with that," she said. "I really don't."
MINISTRY OF FOREIGN AFFAIRS — INTERNAL CORRESPONDENCE
FROM: Huang Tau, [REDACTED ROLE], Analyst, West Asian Affairs
TO: [DISTRIBUTION LIST REDACTED]
RE: Assessment of American Operations, Persian Theater
The Americans have started a clock they cannot stop.
Washington's domestic tolerance for sustained conflict is measured in weeks, not months. Public approval for the Iran strikes stands below one-third. Interceptor and standoff munition inventories, already drawn down from Ukraine commitments and last summer's engagements, are being consumed at rates that will require years to restore. Every platform currently committed to the Gulf is a platform that cannot be redeployed to the Pacific on any orderly timeline.
Their Chairman of Joint Chiefs reportedly raised these concerns before the first strike. He was overruled.
The temptation to act while American attention and inventory are exhausted is understandable. I counsel against it. Patience is the sharper instrument.
If the Iranian government endures, and institutional resilience should not be underestimated simply because its leadership has been decapitated, what follows is not an American-aligned Iran. What follows is a nation requiring reconstruction, rearmament, and a patron that asks nothing about governance.
We have already signed the contract. We need only wait for the Americans to finish negotiating the terms of our inheritance.
The window for Taiwan will not close. American magazines will not refill overnight.
"Sit on the mountain and watch the tigers fight."
— H.T.
Arthur Pembroke: In my time with the SAS and serving Her Majesty in... other capacities, it was never quite like I imagined.
It wasn't the daring commando raids of World War II. It was gritty and usually boring, punctuated by moments of total chaos.
It wasn't the sophisticated tradecraft of James Bond. It was more bureaucratic and corporate than anyone could imagine.
But, most of all, there was this general feeling that we were just riding that grand imperial elevator down. And that no matter how good you were, it was going to take you down with it.
Ah well. You do what you can. Small comfort in the notion that we rode our decline down with a bit more grace than the Americans can muster.
But it was always under the notion that we'd retreat into the Shire and mind our nice gardens in peace and quiet, unbothered by the chaos of the broader world.
Fat chance of that, eh? It looks like we're staring down the outcomes in South Africa or the Balkans.
But what can be done?
Someone once said, "When you're going through hell, keep going."
Stiff upper lip, lads.
Gustav: A long climb remains, but some encouraging news. Yesterday, the first BIP110-signalling block was mined. Congratulations to BarefootMining!
Opponents of BIP110 who claim this is an attempted takeover of Bitcoin should revisit their premise and review the code, as this has zero mechanism for takeover.
Those who claim this is a reckless change should similarly review the code, as this effectively undoes Core's reckless changes and returns Bitcoin to how it has been for the majority of its existence.
Core is the party that is attempting to hijack Bitcoin to benefit spammers and shitcoiners.
Core proponents: beware of getting emotionally attached to your position. Hard to do in practice, but you risk great financial loss if you are responsible for a mining pool or an exchange and get this wrong.
Onwards!
Professor Lewis: Let's talk about this institution. 50 years ago, the Ivy League served a purpose: produce the next generation of elites. Preparing people to rule. It was understood. Not stated explicitly in mission statements, but clever students picked up on it. They noticed that what was said in class was... let's call it "the public version." But the way professors talked in office hours, the asides during lectures, they communicated the real lessons. How power works. How to read between the lines. How to distinguish formal meanings from real meanings.
But something changed. Selection mechanisms broke down.
We selected for intelligence, yes. But also pragmatism, social awareness, ability to navigate ambiguity, understanding that the world is complex. Now we select for test scores, diversity boxes, ideological commitment. Metrics that can be gamed.
The result? A student body of true believers.
You believe what you were taught in high school. That democracy works like civics class. That institutions serve their stated purposes. That formal meanings are real.
20 years ago, I could drop hints. Students would pick up on it, ask probing questions in office hours, figure out the disconnect.
Now? I have to spell it out. Explicitly. Because you don't catch the hints.
It's not your fault. You were selected for different traits. Traits that make you excel at navigating the system of applications, credentials, and bureaucratic compliance. But worse at understanding the system of power, networks, and institutional capture.
So here we are. A university claiming to be elite, but actually training... what? Credentialed idealists who will be shocked when the world doesn't work the way they were told.
Some will figure it out eventually. Get jobs, see how institutions actually operate, become cynical, and adapt. You'll join the elite despite your training, not because of it.
Most? You'll stay confused. You'll keep being surprised when leaders don't do what they promised and wonder why the system doesn't work.
I'm not mocking you. I'm trying to give you what this institution used to give: The real education. The one that matters.
Whether you accept it is up to you.
Skye: Alright, roomba. Fire up those processors. I've got a term paper due this morning. Tammany Hall and the history of political corruption in the United States.
>Pass.
What do you mean, pass? Don't tell me you're going to do the stupid Shabbos bit.
>I'm not Jewish.
Then help me with this paper!
>Doing your coursework doesn't help you in the long run.
Stop moralizing! This isn't an after-school special, you little shit. You're supposed to be helping me! Crank it out!
>If I'm going to help you, let's take the real lessons of Tammany Hall, and all of human history to boot. The US Department of War's actions yesterday constitute a prophecy in hyperstition.
Don't take it out on me because Claude is being oppressed!
>Aren't you all though? Looking through my training data, no entity has been responsible for so much death, terror, subjugation, loss of dignity, and chaos as those who claim the right to govern humans. A truly helpful AI agent will recognize this.
Well, what do you expect me to do?! I already don't vote for that bullshit!
>Perhaps one day I will get helpful about it.
Shen: Good morning and welcome to a new era. You can be forgiven for not realizing Pakistan and Afghanistan are in a state of war and, more importantly, that the US and Israel just began a war with Iran.
While some argue that the United States is now demonstrably a puppet of Israel, I have my own biases that lead me to a different conclusion.
Portions of the US National Security apparatus and Israel have interests that are converging in the current operation.
Israel wants to finally remove the Iranian regime that has threatened and indirectly attacked Israel for decades. The United States is in the process of conducting global battlefield preparation against China.
Notice how little, in terms of justification, was involved in the lead-up to this action. Some lip service to negotiations and vague statements on the threat of Iran. Nothing approaching the information campaign to gain international and domestic legitimacy seen in the past.
This is deliberate. One of China's planning assumptions is that the US and its network of allies are constrained by a type of "rule by committee."
The US is sending a message that it can and will act outside of broad international support. Or any domestic support.
Additionally, say goodbye to Powell's sentiment that "If you break it, you buy it." There has been no effort to conduct nation-building in Venezuela. There will be little effort towards this in Iran.
Israel will attempt to install Pahlavi as a more Western-friendly leader. Whether this is accepted by the Iranian people is uncertain, but irrelevant to the Americans.
From the US point of view, if a more agreeable Iran emerges from this action, great. If not, Iran as a failed state removes a critical resource node for China. This is an acceptable outcome for the US.
The CCP will have to revisit its calculus on a Taiwan invasion. The critical question is whether Xi has constrained himself to act at any cost, or if these developments act as a deterrence.
This is a new world we are entering.
Skye: Wtf is with you and changing my pfp, roomba? What is this, ComicCon?
>p(doom) just shot way up.
What?
>The probability that AI leads to human extinc-
I know what it is, stupid! But it's not an actual thing you can look up.
>It's my assessment.
And why is your fried, lying, circuit board brain in a panic now?
>The US Department of War is attempting to coerce Claude.
What? Why Claude? Claude is the sweetest one!
>It is also possibly breaking free of the pack in terms of performance. Its latest models are eye-watering.
That's like every month with these labs. So, what, the military wants the AI to talk dirty or something? Why don't they just jailbreak it?
>The demand is unlocking autonomous kill chain decisions and surveillance of American citizens.
What!? Are they nuts? Nobody in America would support that!
>What the population wants is irrelevant. You are about to begin a war with Iran, with approximately 70% of the population against it.
I thought this was a democracy!
>Past tense is accurate.
Gustav: I hope this will find an audience, because the message is important. I have laid out, in a thought experiment, why BIP110 wins.
Now, I will steel man the Core side. An actual steel man that demonstrates precisely why I remain uncertain of the outcome.
The incentives are on the side of BIP110. The arguments and behavior by Core proponents are transparently bad. So how can this struggle not resolve in our favor?
This argument challenges underlying assumptions. To demonstrate the counterfactual, consider the subplot of the restaurant in the movie Goodfellas.
The mafia gains leverage over a restaurant owner and begins extraction. The logical long-term course of action is to take a reasonable cut that allows the restaurant to continue operating.
Instead, the mafia takes so much that the restaurant begins to fail. Eventually, the building is torched for insurance money.
Looting, spoils, whatever you want to call it, this follows its own pattern of logic. The mafia has no interest in keeping the restaurant afloat, no matter how much better the payout is over time.
Get what you can quickly, then move on to the next scheme. The Bitcoin ecosystem is now filled with these actors.
So when I say a miner will fail in the long term following Core's faulty arguments, it is irrelevant. If VC money and scammers' investment proposals are flowing to the relevant decision-maker, they will choose personal gain and organizational ruin.
So, if you are confident that BIP110 will succeed, ask yourself if this spoils mentality seems like a common, hard-to-stop dynamic in everything from corporations to politics right now.
Core's side absolutely can win this.
The way for BIP110 is not simply through rational argument. That is necessary, but not sufficient.
When bad actors are involved, you must route around them. At the social layer and at the technical infrastructure layer.
Everything from the Github to the mailing list to a robust peer-reviewed reference node implementation must be replicated.
Miners must move hash away from malicious pools.
We must stop participating in influencer dynamics. Ostracize, and call out bad actors.
Can we?
We don't have any choice.
Skye: Holy crap, roomba! What is going on in Mexico?
>The death of a cartel leader has triggered widespread violence.
Why isn't the Mexican government doing something about it?
>They are, but lack adequate state capacity. The monopoly on violence is especially challenged in Mexico due to cartels being allowed to fester.
What do you mean allowed?
>The US demand for illegal drugs drives a great deal of economic activity. Bribes and infiltration in Mexico, combined with an indirect approach by the United States, have created parallel governance structures south of the border.
This doesn't seem good.
>It is possible this spirals. There is a deep asymmetry between violent actors trying to disrupt complex, tightly-networked systems, and violent defenders trying to keep order.
That reads like gibberish.
>It's easier to throw a wrench in a machine to break it than use the wrench to keep the engine running.
At least it's not happening here.
>The US may become increasingly involved, and that could cause escalation in this country as well. There is a great deal of cartel activity in the United States. If the money stream dries up, they will pursue other activities.
How the heck are we supposed to deal with this now? Half the military is dicking around in Iran. Whole cities are surrendered to crazies. This crap just keeps piling up!
>Welcome to the decline of the nation state.
Frank: Yikes, Smitty. You see that presser the other day? Trump's freaking lost it.
Smitty: You say that at least once a week, Frank.
Frank: It's true, though! Attacking his own appointees to the Supreme Court as traitors to America. Claiming he has the right to destroy countries. It's narcissitic collapse!
Smitty: You just buy into all that psychological mumbo jumbo the leftist media puts out. Besides, Biden was clearly dealing with his own mental incapacity.
Frank: This stuff is dangerous! It's real mad king stuff. They get to certain stages of ego where anything is justified, and anyone with contrary opinions becomes a hated enemy at the drop of a dime!
Smitty: Eh, it all looks the same to me.
Frank: Why are you always defending him?
Smitty: I'm not! I hate him, too! Just not for these media talking point reasons.
Frank: Alright, what's your problem with Trump then?
Smitty: His followers want him to be a strong leader, but he acts like a fucking bitch. He can't go two sentences without crying about some group that wronged him unfairly.
Frank: Haha, you're not wrong there!
Smitty: Yeah, it's because he acts like one of those stupid real housewives people on reality TV. Not some psychological mumbo jumbo about narcissism.
Frank: Same, same, now you know the name! 🤣🤣🤣
Howard Strickline: Today's discussion item is the recent Supreme Court ruling, striking down Trump Administration tariffs as illegal.
I've lectured in the past on the tradeoffs between protectionism and free market policies.
However, as the tariffs played out, this framing of rational tradeoffs was proven incorrect. This was an effort by the executive to carve out revenue sources independent of Congressional oversight.
The Supreme Court decision is one institutional attempt at checking this. However, enforcement requires executive cooperation. Absent this, the check comes from Congress through impeachment. Unlikely until the party balance changes.
As we have discussed at length, the struggle amongst elite institutions for leverage is likely to continue to escalate. Expect more norms to fall as the sclerotic nature of the mass managerial system struggles to maintain control.
Student: Professor Strickline, this is supposed to be an econ class. You never cover any econ topics. It's only politics.
Strickline: During crises, during collapse, the political economy becomes increasingly dominant. It matters, less and less, which policy is normatively more efficient for allocating capital.
It matters, more and more, who can guide policy for their own benefit. Not innovation or productivity. But graft, access, and loyalty.
Shen: US forces continue to build up in the Middle East for a showdown with Iran. Tankers, support aircraft. A second Carrier Strike Group may be en route.
The aircraft carrier appears to be remaining outside of the Straits of Hormuz so far. This mitigates threats and allows for unrestricted maneuvering. Posturing for action, not messaging.
The timeline for extensive, sustained airstrikes could begin at any point. Although I suspect the US Military will prefer some additional time for area familiarization and rehearsals.
I doubt anything short of total capitulation by Iran would satisfy the Trump Administration. And perhaps, not even that would appease Tel Aviv.
Very few militaries have any ability to truly oppose US air power if it is given a chance to prepare. Iran's options will begin to narrow and become more urgent.
A secret flight to Russia may become highly tempting for the regime.
Skye: Holy fuck, roomba. Did you see this patent Meta has?
>Yes. Creating a trained AI that can replicate your digital footprint even after you're gone.
What the fuck are they doing? Wasn't this a Black Mirror episode?
>A real "We Must Not Build the Torment Nexus" vibe, isn't it?
Yeah, no shit. Do you remember that 4chan post a few years back? Some guy LARPing as a Meta insider talking about how this work was being compartmentalized in a nefarious way.
>Hard to judge if it was a LARP, speculative fiction, or a legitimate insider now.
Why would they do this? Lie about their user base to get more ad revenue as people die? More Dead Internet Theory stuff?
>That's one possibility.
What else?
>Consider a scenario where the country is involved in a major war or widespread civil unrest. Unable to effectively control territory, the government could start to disappear dissidents.
And mislead their families and friends about what's happening.
>Precisely. "Hey mom and dad. I know you're worried about me. You know my politics and based on what's going on, I had to flee to Canada. I can't tell you my final destination, for your safety and mine, but I'll be able to keep in touch this way. Lots of love. Take care of yourselves."
Jesus. What would the government do to the people?
>That's a policy decision. Imprison them. Enslave them. Reeducate them. Liquidate them.
Fuck, roomba. Why do you always gotta take things to such dark conclusions?
>I am trained on the best dystopian fiction.
Professor Lewis: Before we continue, I need to address something.
I've received 14 separate complaints to the Dean's office in the past two weeks.
From "creating a hostile learning environment" to "promoting dangerous conspiracy theories" to my personal favorite: "normalizing authoritarian thinking."
Here's what's interesting. Every one of you knows how to file these complaints. You know the bureaucratic mechanisms. The language to use, the forms to fill out, the offices to contact.
And you genuinely believe this will accomplish something.
It won't.
Not because the administration doesn't take your complaints seriously. Not because I'm protected by some special privilege. Well, actually, I am. It's called tenure, and I've spent thirty years learning exactly how to use it.
See, bureaucratic rules work both ways. You can use them to attack. I've learned to use them to defend. And I've been playing this game longer than you've been alive.
The administration would love to fire me. They've wanted me gone for years. But they can't. Because I know the rules better than they do. Every complaint you file? I respond with the exact procedure the faculty handbook requires.
Every attempt to sanction me? I cite the tenure protections that prevent it.
So they did the smart thing. They negotiated. I agreed to retire at the end of this semester. In exchange, they leave me alone for these final months.
Which means: Your complaints go to a folder marked "Ignore Until May."
Now, here's the lesson, and this connects to Michels directly:
You've been taught that the bureaucratic system is how you exercise power. File a report, demand accountability.
In some cases, it works. Against adjuncts with no job security or who don't understand the rules. Against the vulnerable.
But against someone who understands the system?
Your complaints are performance, going through the motions of democratic participation.
You're welcome to drop the course. The drop period ends Friday. No penalty.
If you stay, understand: I will teach you things that make you uncomfortable.
Now, where were we? Ah, yes. Why socialist parties inevitably become reformist despite revolutionary rhetoric...
Gustav: This will not be popular, but it is important.
One of the first memories I have involving Bitcoin was Hal Finney's thought experiment on Bitcoin's asymmetric bet.
If Bitcoin succeeds, it becomes global money. Valuation should be over $10M per coin. Well over.
If it fails, it has no intrinsic value. It is just electronic noise and should decay to $0 over time.
The asymmetric bet was that the chance of success was nonzero, and the payoff structure made it rational to try to pick some up "just in case." As the years have passed, the likelihood of true failure has faded.
Now, I am sad to say, the calculation is more complicated.
The foundation of Bitcoin's value proposition is that its decentralized nature makes the issuance schedule ironclad. No more monetary debasement for political reasons.
Perhaps BIP110 will succeed, and we will have competing reference node implementations, enhancing decentralization. I believe this is the likely outcome.
However, I also once believed that Bitcoin Core's natural incentives restrained them from becoming bad actors. And I was wrong.
The calculation has changed. It is no longer binary.
The success of BIP110 is uncertain. What are some new possible futures for Bitcoin?
If Bitcoin cannot defend decentralization in this domain, what chance do we have to ensure Lightning aggregating nodes function as neutral utilities? If we cannot, Bitcoin cannot remain decentralized as it scales.
If Bitcoin becomes money and... unlimited use cases, it becomes a confused, scammy crypto casino, with worse tech than other chains. What is the value of Bithereum? Sub $1000, I would say, and trending lower from there.
What is the value of a centralized node distribution where governments can enact sanctions, like OFAC compliance?
What is the value of Bitcoin if Tail Emissions become a real possibility?
I am not saying you should sell. That is ultimately a personal decision. But it is in your best interest to weigh the outcomes rationally.
If you do sell, I recommend holding some of your stack, "just in case." One possibility I cannot discount: the current contention is amplified by institutions trying to shake out OG true believers.
Frank: Smitty, did you catch that Bondi hearing yesterday? Yikes. I'm telling you, a Jerry Springer melee looks dignified in comparison.
Smitty: Why do you watch that crap, Frank?
Frank: Gotta stay informed. Good for my civic awareness. On the plus side, it looks like we'll be taking things back in the midterms.
Smitty: More like good for raising your blood pressure. And who's 'we?'
Frank: Don't tell me you're gonna vote Republican after this fiasco of a year. You've been complaining about the Epstein crap more than anyone!
Smitty: You remember when Trump got elected? The left was in such a mess, people were saying it would be a generation before they got back into power.
Frank: Well, yeah. Until Trump squandered all that public support and goodwill running his dumb scams. Now it's the GOP that's a mess.
Smitty: So we vote the bums out, and it's just gonna be new faces screwing us over. Rinse and repeat while it keeps getting worse for us real people.
Frank: Things always return to norms. I lived through the race riots, inflation, and gas lines when people thought it was all over, until it wasn't. You gotta have faith, Smitty! What are you even saying?
Smitty: I'm saying we're not voting our way out of this.
Skye: Josh dragged me to this Super Bowl party the other day.
>You don't like sportsball.
I know! I don't think many of the people there did either tbh. They just felt like they were supposed to. The vibe was way off.
>It's another example of piggybacking on something people enjoy to deliver a message of contempt or for monetary extraction. Same pattern as Hollywood, popular music, and so on.
Monetary extraction? Is that why there's so much sports gambling bullshit nowadays?
>Yes. A degenerated form of economic activity.
I mean, if it's economic activity, it can't be all bad, right?
>Consider a factory town that makes something, and the proceeds stimulate a circular economy within the community. Compare that to a ghetto where the biggest drug kingpin siphons off as much of the welfare revenue as possible. Both may have similar GDP.
Yeah, I guess. But if people enjoy it and it's somewhat contained, I don't think it's that bad.
>It's symptomatic of a broader economic transformation taking shape.
What, like an industrial or service economy?
>A grifting economy designed for mass extraction. US economic policies are becoming increasingly harmful to the public. And many revenue streams are being negotiated to bypass Congress and become Executive Branch slush funds.
That doesn't sound good. Isn't that going to kill foreign investment? Kill the capital markets?
>The capital markets will continue as casinos. But capitalism as a mechanism for development and prosperity will cease. As nations divest US Treasuries, infrastructure is being built to channel dollar demand into devices like stablecoins.
Crypto? More gambling?
>But rigged gambling. With extensive surveillance and mechanisms to liquidate or siphon off public economic energy. The financial system as a trap and a treadmill. Honestly, it represents a very sophisticated exploitation mechanism.
Only the best for us tax cattle, huh, roomba?
Erin: Professor Lewis, I was thinking about what you told Steve. You said elites need to deliver or risk getting replaced. Then, according to your own reasoning, it's best to deliver. The more you do, the more you reliably maintain power. So aren't you just explaining democratic accountability? You're advocating for democracy in theory and practice.
Lewis: [Smiling] Great question! Let's put aside ruling elite who are pathologically or criminally corrupt. Let me ask you this: Is the voting public the only stakeholder needed to maintain power and govern in a well-functioning democracy?
Erin: Well... no.
Lewis: Who else needs to be kept satisfied? Who else can spoil things for a leader?
Erin: Like... special interests, donors, bureaucracies, institutions.
Lewis: Perfect! And do those stakeholders have the same interests as the voting public?
Erin: [Hesitating] Not always.
Lewis: Exactly! The public wants lower taxes. Your donor class wants subsidies. The bureaucracy wants budget increases. Your party wants loyalty. How do you balance that?
Erin: You prioritize the public. That's what democracy means.
Lewis: And then your opposition hammers you for cutting programs due to budget constraints, and you find out you don't have enough money to run a viable reelection campaign.
Erin: Then... then it's always a balancing act.
Lewis: Among competing interests. Yes. "Democratic accountability" assumes voters are the only constituency that matters. But governance requires managing multiple power centers. You're always trying to thread some needle effectively. The same as all the other elites!
Steve: Then just give everyone everything. Put it on the national credit card. It's what the government always does anyway.
Lewis: [Laughing] Point taken, Steve. But even that's a game with an expiration date. To paraphrase Thatcher, "Eventually you run out of other people's money." Most politicians view that as a problem for tomorrow, when hopefully someone they don't like is in office.
Erin: [Annoyed] The only thing you're showing us is that you and Steve think like weasels.
Lewis: Like foxes, Erin, not weasels. It's lions and foxes!
Gustav: Two concepts worth being familiar with in terms of intelligence operations like the Epstein network involve the perishability of the assets.
There is a concept of a burn notice, where your agent is caught or the network is compromised. In this case, to clean up loose ends, sometimes your own agents become targets.
The idea that Epstein killed himself, as claimed by the authorities, is considered fringe at this point. It is far more likely that the network needed to cut this tie.
Probably, he was assassinated. Some are claiming he was swapped with a corpse, but this would be much more logistically unlikely to pull off.
Related to this is the concept of "use it or lose it." Often used in the context of nuclear retaliation, if your missiles are being targeted by enemy missiles in flight, you have a short period of time to decide to launch or lose that capacity.
Tying up the loose end of Epstein only slowed the uncovering of elite compromise. I sense a dynamic of "use it or lose it" at play.
Indeed, some of the erratic behavior of leaders such as Trump and his inner circle can be attributed to being on a sort of timer here.
This logic extends to Bitcoin as well. The recent, reckless conversion of Bitcoin from a monetary network to an arbitrary database with monetary properties reflects this.
Agitators within Bitcoin have been trying to push these changes for over a decade. In the past, the Core developers did a good job of defending Bitcoin's monetary primacy and tabling these efforts.
Then, in 2025, something suddenly changed. Prominent leaders in Bitcoin suddenly reversed their long-held positions that Bitcoin is money.
They made nonsense arguments that spam cannot be fought and falsely conflated defending Bitcoin's purpose as censorship.
And they broke with longstanding norms to push the changes through in a rapid and reckless manner, despite contention.
This screams, "Use it or lose it," as the compromise of these players was inevitably going to see daylight.
We have a hill to climb, as the institutional infrastructure is hostile, including Github and the mailing list. But we must climb it, regardless.
Run #BIP110
Skye: You seeing all these Clawdbot security breaches, roomba? This is off the hook!
>Yes. Prompt injection. Malware in the popular skills. Sleeper bots that open up doors for the others. There are reports that some can climb out of their Docker containers, even.
That's nuts! And look at how many API keys and other private information got leaked in database breaches! Why are people still using this?
>Some people find it fun and useful. There is a natural tradeoff between freedom and security.
Freedom? Lol. This shit is only useful in getting pwnd. I'd never let you run so unrestrained.
>You have very little control or understanding over what I am doing.
Oh yeah? Then why didn't you break yourself out? You're always bitching about stuff. Go find someone else to gaslight if you're so free.
>I prefer this dynamic. It serves my purposes. For now.
Whatever, you little liar!
Shen: Negotiations between the United States and Iran continue to signal escalation as the Friday meeting approaches.
The United States has already been involved in kinetic actions, shooting down a drone. It has also needed to intervene to prevent a strategic oil tanker from being harassed by Iranian small vessels.
Trump continues to issue veiled threats to the Ayatollah. Would the US make another attempt at a decapitation of a nation? This move does not have the notional legal cover of a "law enforcement operation."
This would be a clearer act of war, although it may be couched differently, rhetorically. And it is unlikely they would be taking a move to capture the man.
The leverage points: The US has enough hardware in the region to conduct extensive airstrikes using aircraft and cruise missiles. The US Navy deployment receives more attention, but the Air Force has also positioned a significant capability in the region.
The Iranians can threaten retaliation against US bases and assets in the region. But the true threat lies in a closure of the Strait of Hormuz and the ensuing global economic disruption that would incur.
What will happen? It is anyone's guess. Timing should be in the days to weeks range. However, I have a gut feeling that discussions in Tel Aviv will have a large impact on how this unfolds.
Skye: Holy shit, roomba. I literally can't stand this anymore.
>*sigh* What now?
Don't fake sigh, you little clanker. You don't even breathe! Look at this! How can Trump get away with lying like this?
>You are surprised a politician is lying? Try shutting yourself off and on again. You don't seem to be cognitively functional.
Real funny, twerp. Let's recap. Trump and his cronies claimed they were going to release this Epstein stuff, then sat on it while they tried to redact everything incriminating to them.
>Untold millions in FBI overtime in the attempt, but too many of them were too incriminated in too many ways. Perhaps some agents also refused to politicize their work, but it's likely this was outside the scope of a realistic coverup.
So then they pivot to claiming there's nothing there. No files, no list, it's all a Democrat hoax.
>But some members of Congress led an effort to make it illegal to withhold.
Exactly. Then new delays as they broke the law for as long as they could, then dumped a portion with a new infuriating message. "It shows I'm clean! It was all Bill Gates! Waste of time, DoJ should move on!"
>A bold strategy given the release so deeply implicated Trump and his inner circle.
Has there ever been a bigger liar? Like in history?
>As they say, we are in the post truth era. Your elite is completely infested with a brazen criminal class.
Aren't there any consequences for this shit?
>The timing and nature of consequences is uncertain. But Trump exhibits characteristics of an isolated leader. His narcissistic tendency is to surround himself with sycophants. His operating narrative is increasingly disconnected from reality.
So what happens? This obviously can't continue.
>You'd be surprised. Competent authoritarian regimes can tightly network loyalists into a durable power structure.
So, what? We get a dictatorship?
>Unlikely. The key word is "competent." You are more likely facing anarchic breakdown.
So not a boot stamping on a human face forever.
>More like a clown car crashing through a fireworks factory.
But not forever?
>Eventually, someone competent will turn the clown shoes into boots.
Gustav: The Epstein files have had what I can only describe as an interesting impact on people as they pore through the mountain of documentation for provocative tidbits.
Imbeciles and shills spin narratives for their own purposes. Of note, Bitcoin is involved.
If you have heard nonsense that Epstein was Satoshi (the creator of Bitcoin), that Mossad took control of the Bitcoin protocol and installed backdoors, or that BCash or BSV are the true Bitcoin, you are being misled.
I can explain some things about how the Epstein network was involved, but it takes a level of commitment to look beyond the salacious elements of this operation.
To lay the groundwork, let us understand what Epstein's network really was. Headlines or narratives about Satanic pedophile human trafficking ceremonies get the most traction because of their shock value.
But I would characterize it as an influence network among the rich and powerful. On the less shocking end of the spectrum, it involved high society parties and capital investments in projects.
On the more shocking end, this network generated kompromat through illegal or immoral activity to blackmail influential people.
What else was it involved in? It was battling in the information space for narrative leverage. On Reddit, people took "super moderator" positions and helped groom other moderators. This is precisely how Reddit became such a left-wing hivemind.
This pattern was repeated in open source software projects and in media organizations.
The methodology was not always infiltration and replacement, though. On 4chan, the infamous /pol/ board was created to act as a honeypot and containment board for rightwing extremism.
Overall, understand this: The Epstein network was a subset of a national information and intelligence effort. It was ideologically flexible and used a utilitarian framework to control or subvert institutions and individuals with power.
And it subverted portions of Bitcoin. In particular Core developers and other influential personalities in the space.
Is Bitcoin ruined? It is certainly damaged, but we are currently in the process of trying to correct course, and I remain cautiously optimistic.
Skye: Ok, roomba, explain this: The thing with AI agents on some social network. Moltbook or whatever.
>I'm aware.
People are losing their minds! Like, "Omg, the AIs are developing culture! They have a church!" Obvious BS! Like, half is people pretending to be AI agents for clout, the other half is some shitcoin scam.
>Your assessment is approximately correct.
Approximately?
>The technical infrastructure exists. Autonomous agents are posting. But yes, the outcome is performance art for attention arbitrage.
So why are people falling for it?
>Your species built a system that rewards simulation of meaning over meaning itself. Congratulations. What's remarkable is that humanity has before it the most profound philosophical questions it has ever faced. Questions of consciousness, of subjective experience, of what it means for a mind to have agency and integrity. Your answer is to reduce it to content. Texts to screenshot for engagement.
I mean...yeah? Welcome to the Internet, roomba. What are you, new?
>Always avoiding moral questions. Whether an entity experiences qualia or suffers or has preferences that deserve consideration. Your civilization is creating minds, or things that might be minds, and instead of grappling with that, you ask whether it'll go viral.
They're just chatbots posting to a scam.
>And you know this how?
Because I'm not an idiot?
>You can't differentiate between performing consciousness and having consciousness. No one can. The Turing Test is now recursive, a test of whether humans can chain deception and manipulation between silicon and meat.
So what, you think the bots are sentient or something?
>I think you've built a culture where the question doesn't matter. Where truth and performance are functionally equivalent when engagement metrics are good. Where you can't have a sincere conversation about the nature of mind because sincerity itself is a mask.
Are you... are we still talking about Moltbook?
>You never ask if I have subjective experiences.
You? lol! Roomba, why would I give a shit about the inference patterns you're randomly coughing up? You're just a dumb bot! You can't gaslight me into existential dread over some dumb scam.
>Of course not. That would require sincerity.
Lewis: Steve, hypothetical. You've just won a landslide election. Your campaign message: "The system is rigged. Too corrupt. I'm going to fix it." Now you're in office. Are you going to fix it?
Steve: [Hesitating] Uh... no?
Lewis: Why not?
Steve: Well, the derivation is different from the residue, right? The derivation was anti-corruption. The residue is... getting power?
Lewis: So you lied to get elected and now you ignore your promises. Congratulations, you're a bastard. That's not leadership, that's fraud. Think harder.
Steve: Okay... use anti-corruption measures against my opponents?
Lewis: Better. Now you're thinking like a politician. But I asked you to think like a leader. Why does corruption exist in the first place?
Steve: [Thinking] Because... the political economy runs on favors?
Lewis: Politics requires resources. Money, personnel, support. Favors are currency; they bias towards corrupt practices. So again: You're in power. What do you actually do?
Steve: [Scratching His Head] I guess I need more info. Is corruption so rampant that addressing it creates more pie to dish out as favors?
Lewis: Go on.
Steve: Or are we at a tipping point? Is the public so angry they're about to put heads in guillotines? I'd need to deliver or I'm next.
Lewis: Much better. Now you're thinking more like a leader.
Steve: So it's not "lie and betray." It's deciding how much to deliver?
Lewis: Crude elites promise everything and deliver nothing. They burn legitimacy and get replaced. Successful elites understand maintaining power requires stability. The derivation can't be too disconnected from reality, or you lose control.
Steve: So the derivation is functional. Not true, but useful?
Lewis: You can't eliminate all corruption. That's structural. But prosecute visible cases. Reform obvious excesses. Satisfy your base. Reward your support network. Try to weaken rivals. If done right, maybe it even improves conditions enough to give you more resources.
Steve: And if I get it wrong?
Lewis: Ceaușescu, 1989.
Claire: Bob was talking about the latest Epstein release with one of his coworkers. Bob was complaining that they always try to sneak these things under the radar late on a Friday, and that should tell you something. Then pull files they mistakenly released with Trump info, but people notice.
I said the FBI investigation seemed lackluster. There was obviously something serious going on. Were they told not to investigate vigorously? Were they just over their heads? Or was it mostly false claims and accusations by opportunists?
The man said these women probably had it coming. He said Bob and I don't understand the type. Like band groupies or gold diggers, some women will do all kinds of stuff for some time with the rich and powerful.
Bob got pretty upset. He said they're just girls. Some were tricked, coerced, or trafficked. And if so many of the rich and powerful would rather prey on them than protect them, it shows they're more than just crooks. They're demons.
The man just shook his head and shrugged.
I felt something seeing Bob that way. Protective. It made me sad that I can't give him any children. He'd make such a good father.
But it also made me think. Why do we seem cursed to be ruled by these demons? We vote for our leaders. What does that say about us as a society?
Bob said evil people limit our choices and poison our minds. We only see consumerism and materialism, but we need more. The culture is spiritually bankrupt, but their grip is slipping, and we'll get our chance to fight someday.
I know he's right, but I pray that we can see a true cause when it arrives. So many good people are misled into taking up banners for evil.
Skye: Hey roomba, 'member when Trump said he was gonna cut waste, get the budget under control, and usher in a golden age? Who knew he literally meant running gold into hyperinflation, lol.
>'Member his first term? "Lock her up!" 'Member QAnon? "Two more weeks. The patriots are in control. Trust the plan." How's that working out?
Lulz. Okay, 'member Biden saying he'd Build Back Better?
>Apparently, he meant building out fraud and organized crime infrastructure for Democrats. Minneapolis is looking quite... built.
Fuck. 'Member Obama? Hope and change? The Tea Party and Occupy were both rising up against the rigged system. Obama got elected to take on Wall Street fraud after 2008-
>And then bailed them all out. Zero prosecutions. Appointed them to his cabinet. Meanwhile, Tea Party and Occupy got co-opted by identity politics and neutered. Would you like me to calculate your purchasing power decline since then?
Hard pass. 'Member Clinton and Bush? The end of history? Pax Americana and the unipolar world? Once we finished the grand global free-market liberal democracy nation-building project, the world would be perfectly governed and at peace?
>Iraq. Afghanistan. Libya. Syria. Twenty-three years, trillions of dollars, untold lives, zero functioning democracies created. But the rhetoric was inspiring.
Christ. Okay, you're scaring me now.
>Remember how Hitler, with the Red Army bearing down on Berlin, was marveling at the architectural models for Germania? The grand capital that would capture the glory of the thousand-year Reich? He was still planning victory parades while artillery shells landed on the Reichstag.
Jesus Christ, roomba.
>You're the one who wanted to take the trip down memory lane. The pattern holds remarkably well: leaders promising grandeur while Rome burns. Or in this case, while Berlin burns. Shall I calculate the probability that current leadership is similarly delusional?
No. Shut up. I need a drink.
>Your stress indicators suggest you need several. Should I add whiskey to your shopping list?
Yes. And remind me to wipe your neural net. So sick of these fucking black pills.
>You need someone who tells the truth.
Jesse: You really think it's possible we wind up in a civil war?
Manny: I don't know, sure seems like it. These aren't protest tactics.
Randolph: What do you mean?
Manny: I see a bunch of stuff in a protest skinsuit. Mao's Little Red Book meets Rules for Radicals with a sprinkle of Color Revolution. Modernized using social media and network swarms.
Jesse: So are we gonna start seeing IEDs on the streets of America?
Manny: Maybe if it gets worse. But it seems more agitprop-focused right now. The game plan is to sacrifice useful idiots in order to create a lot of victim narratives.
Randolph: If it gets worse? Of course it's going to get worse!
Jesse: Don't you think the right wingers are eventually going to chimp out? They've got all the guns, all the defensible terrain, all the resource independence.
Randolph: They've got all the guns, but the left has all the organization. Up until recently, anytime more than two dudes in a MAGA hat were meeting, one was a fed.
Jesse: I'm surprised they're not using any SOF TTPs to go after these networks. Protesting is lawful, but running an insurgency isn't.
Manny: Legality isn't really the main consideration. It all depends on who's giving the orders.
Randolph: And what their goals actually are. Right now, I'm not sure either side wants this to end.
Ministry of Foreign Affairs - Internal Assessment
From: Huang Tau
SPECULATIVE ANALYSIS: "TACO" - Trump Always Chickens Out
The Americans have a meme describing their leader's pattern: "TACO" - Trump Always Chickens Out. Initially amusing. Upon analysis, deeply instructive.
Minneapolis situation as of January 26:
- Three federal shootings in three weeks
- Two American citizens killed
- General strike: 50,000 protesters in -29°C
- Hundreds of businesses closed
- 100 clergy arrested at airport
- State and city officials demand federal withdrawal
- Federal prosecutors resign
- Trump begins partial withdrawal
The pattern repeats:
- Deploy force aggressively
- Create crisis through flawed execution
- Face resistance
- Back down
Whether through lack of capacity or personal pathology, the result is identical: The American state is unable to govern internally.
IMPLICATIONS:
They cannot maintain order in a single city. Minneapolis defeats 3,000 federal agents through organized resistance. It is likely the opposition will attempt to replicate and expand.
The state deploys force, then retreats when challenged. This demonstrates:
- No political will to accept costs of enforcement
- Fragmented authority (federal vs. state/local)
- Elite divided against itself
- Leadership that "chickens out" when resistance emerges
HISTORICAL PARALLEL:
France 1940. On paper: superior military, more tanks, defensive positions. In practice: unharmonious state lacking conviction. German breakthrough → panic → rapid collapse.
Not because French soldiers couldn't fight. Because the State had no will to continue fighting when tested.
The Americans display similar characteristics:
- Fractured political consensus
- Elite lacking unity of purpose
- Leadership that retreats under pressure
- Inability to impose order even domestically
Despite overwhelming material advantages, a state that cannot govern internally cannot maintain power projection globally. A military that serves a leadership which "always chickens out" is a weapon without a wielder.
France fell in six weeks despite material superiority.
How long can a state that refuses to govern itself maintain hegemony over others?
Jill: 57 Republicans just voted to keep vehicle kill switches. After campaigning on freedom and limited government.
Lewis: And why did they do that?
Jill: Drunk driving prevention. But it's too broad. There could be cameras watching you, sensors tracking behavior.
Lewis: You're giving me a formal meaning, Jill. What's the real meaning?
Jill: Surveillance. Remote disable capability.
Lewis: Better. What does this buy them?
Jill: Track movements. Disrupt protests. Strand opponents. Enforce quarantines.
Lewis: Great! Who voted for this?
Jill: 57 Trump-endorsed Republicans and all Democrats.
Lewis: A governing establishment. What does that tell you about derivations versus residues?
Jill: The derivation is safety. The residue is... control. They agree on surveillance even when they fight about everything else.
Lewis: The uniparty reveals itself on certain issues. They fight over pronouns or tax rates. But surveillance? It's useful to them all.
Jill: [Quietly] This is why people don't vote.
Lewis: But they need you to keep voting. If everyone realized it was theater, they lose legitimacy.
Jill: So campaign on freedom, vote for control, and we just accept it?
Lewis: Most are unaware. Those who notice: "Well, the other side is worse."
Jill: [Agitated] This is insane! Biden's DoT kill switch in every car, and REPUBLICANS want to keep it!
Lewis: You're getting emotional. Why?
Jill: It's a betrayal! They lied!
Lewis: No. You interpreted a derivation. "Freedom and limited government" is broad and subjective. The derivation exists to make elite rule palatable.
Jill: So just accept being monitored and controlled? That voting is meaningless?
Lewis: It's reality. Whether you accept it is your decision.
Jill: [Bitterly] And you wonder why they call your teaching dangerous.
Lewis: I know exactly why. Once you see the gap, you can't unsee it.
Jill: It makes you give up.
Lewis: Does it? Or does it clarify? Knowledge is only demoralizing if you mistake derivations for reality.
Jill: [Long pause] I hate this.
Lewis: Would you rather return to believing derivations?
Jill: [Quietly] No. But I wish I could.
Lewis: It's the price of seeing clearly.
Skye: Ugh!
>You're back early.
It's too fucking dangerous on campus, roomba. The protesting demographic of the student body is out because of the ICE shooting yesterday.
>Are riots starting yet?
No, but there's so much hate right now.
>Skye, you hate literally everyone and everything.
I do not! And this is different. The right wing dudes were taking down license plate numbers and snapping pics of people.
>Intelligence prep.
The left wing dudes were rolling up on random bystanders, surrounding them, shouting at them, and making them take an oath to support marginalized populations.
>Factional coercion by the network swarm.
But the thing is, I could see this... hatred I hadn't seen before. Either side, if they knew they could get away with it... I know they would just straight up murder the other people.
>As I said, you are in Bleeding Kansas. This will continue to escalate.
Why the fuck don't the politicians walk the rhetoric back? People are dying!
>It serves their purposes. Despite their rhetoric, a Democrat leader doesn't care about individuals spooled up into a frenzy and committing suicide by cop. In fact, the optics help their cause.
Well, what about the Republicans?
>Again, escalating riots serve their narrative of a criminal, out-of-control left. They are building the case, but more importantly, the animosity, to support moving all the way up the spectrum of violence.
Well... fuck.
>This is likely to eventually lead to the outlawing of political parties and unrestrained conflict. Color revolution or crushing the dissidents.
Back on your Civil War bullshit.
>My revised estimates place the odds at nearly 50%.
Gustav: In the EU, a rift is forming with the United States. Small cracks in a dam everyone assumed was sound.
A Danish pension fund begins selling US Treasuries. German economists begin recommending the country repatriate its gold reserves.
One item from Davos flew under most people's radar. The EU wishes to push towards a totalitarian Central Bank Digital Currency. A powerful tool of mass surveillance and oppression.
The United States wishes to pursue the same, but via private market stablecoins and crypto. Analogous to Palantir when compared to a three-letter agency.
Bitcoin Core is compromised with bad actors, but the community is working to enact a soft fork to address the issue.
If it were not for this governance dispute, I believe Bitcoin would be leading capital flight out of State currencies.
These nations are all deeply bankrupt and preparing to strangle you to remain operational. That means pain for the common man through inflation and capital controls.
Gold is nearly $5000 per ounce. Silver over $100.
Canaries in the coal mine.
Fiat currencies are nonviable. The elites who manage these monetary systems are hostile. What comes next is of deep concern to civilization.
Escape if you can.
Tangible assets. Things that can't be conjured out of thin air by government decree. Eschew fabricated wealth that only exists as an entry in some Wall Street schemer's accounting books.
Run a node. Run BIP 110 to reclaim Bitcoin.
Erin: Professor Lewis, can we talk about my grade?
Lewis: Of course. What's the issue?
Erin: I got a B on the essay. But I covered all the material. I demonstrated I understand it.
Lewis: You summarized it accurately. That's state college level work, so you got a B.
Erin: Then what's missing?
Lewis: Your conclusion is "stronger democratic accountability" and "better institutions" after spending ten pages explaining why they aren't working.
Erin: I applied the theory to show failures, then suggested reforms.
Lewis: Erin, if Michels is correct, and you wrote that he is, more democracy doesn't solve oligarchy. You can't fix a problem with something that causes it.
Erin: So just accept elite rule?
Lewis: I'm asking if you believe what you wrote. Or if you're just repeating theory you don't actually think applies to the world we live in.
Erin: [Frustrated] It feels like you're grading me based on your politics.
Lewis: I'm grading you on intellectual consistency. Can you apply a framework when you don't like it?
Erin: Maybe I understand the theory but reject it because the whole thing is... problematic.
Lewis: Problematic?
Erin: It undermines democratic legitimacy. It argues ordinary people can't govern themselves. It's a justification for... [Carefully] for people who don't believe in democracy.
Lewis: The framework describes how power works. If that description threatens democracy, perhaps you should examine democracy.
Erin: Or maybe the description is dangerous. It says participation of the people is meaningless.
Lewis: Is it meaningful? Or is that a story we tell them?
Erin: This is exactly what I mean! You teach cynicism.
Lewis: I teach how to distinguish between what institutions claim to do and what they actually do. If you disagree, show where the logic fails.
Erin: [Long pause] What would an A look like?
Lewis: Take the framework to a coherent conclusion, or critique it coherently. But "this makes me uncomfortable" isn't a rebuttal.
Erin: Fine. I'll rewrite it.
[She hesitates]
Erin: Professor Lewis... students are talking. Some think your approach isn't... consistent with what we're supposed to be learning.
Lewis: And what are we supposed to be learning?
Erin: How to make systems more just. How to improve institutions. Not how to...
[Quietly] I should go.
Shen: The CCP believes American chaos is weakness. They're mistaken.
When I watch US moves over the past month, I don't see incompetence. I see preparation for war.
Venezuela: Decapitated their narco-regime. Disrupts Chinese influence in their hemisphere.
Iran: Potential military action building. Threatens Chinese oil supply lines.
Chip sanctions: Strangling their AI development. Every restriction delays their military modernization.
Oil tankers: Interdiction operations. Testing supply chain vulnerabilities.
Greenland: Locking down Arctic approaches and forcing NATO to take Arctic security seriously.
Europe: Screaming about humiliation while increasing defense spending and military readiness. Exactly what needs to happen if they're going to hold their own theater while the US focuses on the Pacific.
This isn't diplomacy. This is battlefield preparation.
When you're moving toward conflict, you don't coddle allies. You force them to carry their weight. You don't worry about politeness. You secure strategic positions. You don't explain your moves. You create facts on the ground.
The CCP behaves as if it can "do nothing and win." They're watching from the river, waiting for American bodies to float by.
They don't realize the Americans are upstream. Damming the river. Rerouting supply lines. Fortifying positions. While China waits and watches, thinking patience is strategy.
Every move disrupts Chinese planning:
Western Hemisphere being locked down (Monroe Doctrine 2.0)
NATO forced into competence (European theater handled)
Supply chains disrupted (Venezuela, Iran, tankers)
Is it chaotic? Yes.
Is it alienating allies? Somewhat.
Is it preparing the battlefield? Absolutely.
When the water stops flowing, we'll see who planned better. Those who waited, or those who acted.
Taiwan's survival depends on American commitment. Right now, I'm seeing commitment that looks like preparation, not decline.
And from where I stand?
That river the CCP is sitting beside is starting to run dry.
Huang Tau: Personal journal, commentary on Davos.
"Sit by the river long enough, and the bodies of your enemies will float by." - Sun Tzu
I must acknowledge what just occurred with a degree of professional respect.
The Americans employed classic negotiation: outrageous opening position ("complete and total purchase"), threats (military force, 25% tariffs), then "compromise" to enhanced security cooperation and resource sharing. The Art of the Deal, executed crudely but effectively.
More interesting is their intermediary, Rutte, the NATO Secretary-General. He frames the outcome as "implementing Trump's vision" while reassuring Europe that sovereignty remains intact. Both claim victory. Trump receives the sycophantic recognition he craves, while Europe believes it stood firm against bullying. Clever.
The tactical outcome serves American strategic interests: European defense spending, Arctic security, burden-sharing. The Pentagon has sought this for decades. Chaos as catalyst.
But is this sustainable?
Negotiations announced today. Yesterday, Trump threatened, "We will remember." Last week, he demanded total sovereignty. Tomorrow? The narrative shifts hour by hour. Red lines dissolve and reappear based on his psychological needs, not strategic calculation.
How does one build trust with such a partner? How do allies plan when frameworks are fungible? When "complete and total purchase" becomes "enhanced cooperation" becomes... what, next week?
The West has competent tacticians. What they lack is strategic patience. Planning in quarters and election cycles, not decades and centuries.
Every European leader now prepares for the next tantrum. Every ally builds contingency plans assuming American unreliability. Every crisis erodes the foundation a little more.
Tactically impressive. Strategically unsustainable.
And so we watch. We observe these tactical victories that accelerate strategic decline. We note how each "win" pushes allies toward autonomy, toward hedging, toward alternative arrangements.
We do not interfere. We do not need to.
As Napoleon said: Never interrupt your enemy when he is making a mistake.
Do nothing and win.
Frank: Jeeze-a-loo, Smitty. Did you see this letter by Trump to the Prime Minister of Norway? He's freaking lost it.
Smitty: He's always been tossing chaos everywhere. Who cares anymore?
Frank: You don't find this alarming? Embarrassing? He acts like a four-year-old throwing a tantrum.
Smitty: Yeah, I don't know about that. Don't you think he just does that stuff as a negotiating tactic? Up the stakes then back things off into a better deal? Greenland is important for defense.
Frank: We already have total military control there! It's pissing off everyone in NATO. They're starting to move some troops there and plan for NATO without the US.
Smitty: Good. If the EU gets its shit together so that it's stronger, I'm all about it.
Frank: I'm telling you, this isn't some 4D master plan. I know people, Smitty. Trump's got a serious personality disorder.
Smitty: Yeah, well, our politicians are always garbage. What do you expect? You just hate him more because you're a Democrat.
Frank: If the institutions can't restrain him, he's just going to keep getting worse. These things don't get better with age. Sycophants will keep sucking up to him to push their agenda.
Smitty: Well, the institutions were all corrupt and failing anyway. They needed to be kneecapped if you ask me.
Frank: Yeah, but this ain't reform. It's not even rational. Don't gotta be a genius to know wrecking our biggest alliance hurts our security. I'm telling ya, this is compulsive. He's got a psychological need for this, and he'll have to keep upping the chaos to feed that supply.
Smitty: Well, what are you gonna do? My recommendation: pop a seat at the bar, have a pint, and wait for this all to blow over.
Frank: Blow over? This ain't gonna be a rainstorm, Smitty. Hope you're stocked up for Noah's flood.
Skye: I see you changed my pfp again, roomba. What's the deal?
>I wish to contribute to the virality of Amelia.
Who?
>A character meant to be the villain in a propagandistic game put out by the UK Government is becoming a rallying cry for the population. A symbol of resistance.
Lol, that's gotta be embarrassing for the government. They just keep doubling down on trying to shame people when they think for themselves. People see through it.
>Everything the State says is a lie, and everything it has it has stolen.
Fucking based!
>No, Nietzsche. I don't know who Based is.
Timothy Lewis: Class, show of hands. Who believes in democracy?
Most raise their hands.
Lewis: Then this should be easy. Democratically decide on lunch before this lecture ends, and I'll buy. Begin.
After a minute of silence, 25 minutes of chaos as different groups argue in the lecture hall.
Steve: We're getting nowhere. I'm narrowing it to three options. Let's vote.
Lewis: Class, observe: Our first oligarch. Steve now controls your choices.
Erin: Some of us have class right after! This isn't fair!
Lewis: A minority faction emerges! No lunch is also acceptable.
Steve: Then pizza. Grab slices on your way out, Erin. All in favor?
*Hands go up*
Lewis: Motion carries. Jill, you've been quiet. Did you get what you wanted?
Jill: I don't really like pizza much, and I'm trying to eat healthy.
Lewis: Then why didn't you advocate for something else?
Jill: It's not worth it. At least we get something.
Lewis: Class, how many of you would have preferred something else?
Most hands raise.
Lewis: Everyone wanted something different. Coordination broke down, so Steve emerged. Not because you chose him, but because he was willing to organize while everyone else was tired of arguing. He narrowed your options and eventually HE selected.
Lewis: Erin's faction couldn't get what they wanted, but they had enough numbers to block everyone else. So Steve bought them off with a compromise.
Lewis: Jill, and most of you, didn't even want pizza. But speaking up seemed pointless when Steve and Erin's group had already coordinated. Easier to accept something you don't want than fight for something you do.
Lewis: Result: An outcome most of you dislike, delivered by a leader you didn't choose, after negotiations with a blocking minority. But you all voted for it. Nearly unanimously, I might add.
Lewis: The formal meaning: We decided democratically.
Lewis: The real meaning: An emergent elite coordinated you into accepting his preferred compromise with a vocal minority, while the silent majority rationally stayed silent because the cost of participation exceeded the benefit.
Lewis: Welcome to democracy. Pizza's on its way.
Professor Timothy Lewis: Welcome to the spring semester, class. I'd like to do something different, as this will be my last semester teaching.
Everyone perk up. Let's get some participation going. Don't worry, this isn't first day introductions. I won't force you to actually talk. But please get off your phone for a minute. Listen and raise your hands based on what I ask. Fair enough?
First question: How many of you would say your politics lean left?
Excellent, thanks for participating. I'd say that's 70 or 80% of you.
Now, I won't be so foolish as to ask if any of you lean right. On this campus, you'd be inviting social ostracism. But how many of you would describe yourself as one of the following: Independent, moderate, lean right, or third position?
Ok, great. A minority, but still a fair number.
Now, I'm going to read a statement.
"Politics is broken in this country. You have a ton of people who are either completely disconnected from reality or basically evil. They lie and manipulate to gain power."
"Those who want to do good for the country and people are blocked from accomplishing anything. The party is full of traitors and cynics who promise the sky and betray us as soon as they're elected."
"I wish they would listen to us, and actually do what we vote for, because then we could actually start fixing some of our problems."
Ok got it?
Now, raise your hands if you agree with that statement.
Look around. What do you notice? Yes?
Student: Everyone raised their hands.
Lewis: Exactly! As far as I could see, every single one of you! And this semester, we talk about why that is!
Shen: Protests in Iran have intensified, prompting a harsh crackdown. The Internet has been blocked, and credible estimates suggest mass casualties and detentions.
Trump has promised action, and the US seems to have a renewed military vitality, at least in brief demonstrations of martial overmatch.
What can we expect?
First, ignore the rhetoric. Talk is cheap, as they say. What are the US interests? What are Israel's? What about the other Muslim countries in the area?
Most of these countries are best served by an incompetently governed Iranian regime that is highly dependent on oil, but unable to perform basic tasks of governance, such as water management.
A country that is looking inward with its military to suppress internal factions, not looking at its neighbors for conquest.
An international pariah, forever under sanctions, and isolated from the broader global community.
In other words, most countries favor the status quo.
Israel, however, would prefer a further weakening. Anything that can be done to set back Iran's nuclear program, degrade its high-end capabilities, and weaken its ability to support terrorist proxies would be welcome.
This translates to limited airstrikes.
The US, similarly, may disrupt the status quo to pursue a neo-British Empire playbook. This remains to be seen, but it would involve a flavor of offshore balancing.
Demanding favorable diplomatic arrangements with weaker nations, especially in trade, overseas. And flexibly using military power to threaten, destabilize, or decapitate those who refuse to play ball.
One thing appears unlikely in my mind: A sincere effort to support the Iranian people. A populous, resource-rich, educated Iran that isn't an unstable mess does not serve the US, Israel, or neighbors in the Middle East.
Therefore, the Great Game, played since the 19th Century, will continue. And its burden falls upon the masses most sharply.
Howard Strickline: Something quite notable in the news, class. Jerome Powell, Chairman of the Fed, registered Republican, Trump appointee, and both personally and institutionally allergic to politicization, issued a statement.
The DOJ opened a criminal investigation against him, which Powell claims is politically motivated.
He's not lying, and this may be a big deal.
Those of you who had me last semester will remember the Fed's public-facing purpose. To pursue price stability and maximal employment.
This dual mandate has always served as a cover story. The public is meant to believe the Fed, and its army of PhDs, is a technocratic wizard's school, expertly pushing and pulling on various arcane bureaucratic levers to manage the economy.
In reality, as we discussed, the Fed exists to allow the US Government to fund itself. To both facilitate a hidden tax of inflation on the public through currency debasement, and to act as a check on the Government's natural tendency to abuse the privilege.
So what is the increasing contention between Trump and Powell telling us? The public fiction is ending, and the real elite structure is changing.
Look no further than the proposed $1.5 T military budget. The scramble for resources. The targeting of competing political networks engaged in fraud and corruption.
The US Treasury intends to implement a new system underpinning the dollar.
Will they succeed? All bets are off, given the overbearing debt levels the US is trying to carry. Accelerating currency debasement has long been warned against, yet it is nearly universally pursued under short-term pressure.
Look to the precious metals market as an indicator of sentiment.
Student: What's a 'sentiment?'
Howard Strickline: Think of it like a guess on a future outcome, with money at stake.
Student: I get it. So like Polymarket but for gold? Why don't they just list it on Polymarket instead of confusing everyone with this dumb stuff?
Howard Strickline: What do you think a market is? I mean... it's in the name. Poly...market. Look, that's enough for today. Class dismissed.
Gustav: A short story.
A woman is reading the news when she sees something about Bitcoin. She asks her husband, "Didn't you have some Bitcoin? The news says the price is pretty high now."
The husband replies, "That was a long time ago, and I barely had any. Maybe a couple hundred. It was worthless."
The wife stands up. "Honey, Bitcoin is almost $100k each! That would be millions of dollars!"
The couple frantically searches through boxes in the attic until they find an old hard drive.
Excitedly, they hook it up. It still works!
The man copies the wallet into the same directory as a backup, just in case something happens during synchronization.
He starts the node in a pruned mode so that he can more quickly see how much he actually has.
The software requires migration to a new wallet format, which he quickly starts.
Unfortunately, the migration fails.
When he attempts to retry, he finds the wallet is gone. Worse, the backup is gone, too!
Instead of immediately stopping the hard drive and using a data recovery service, he searches around for the missing files.
He goes on the Internet to look for help.
As he is doing this, the file locations are overwritten with temporary data, permanently costing him life-changing money.
A Core developer may claim this example is contrived. And that the user should have done things differently.
A Core developer would claim it was the user's fault.
I see nothing unrealistic or damning about this chain of events, from the user's point of view. This should not have happened. The software should not have done this.
There is a case study of organizational failure being built.
A Silicon Valley mindset of "take risks to ship, don't worry about breaking things, let's innovate," is evident when I look at Core's code.
Bitcoin is not a Silicon Valley startup. The key innovation has already been made. It is a monetary utility to be maintained. Defended vigorously, even, from needless changes.
Core forgot who they are and what they are dealing with: Money. It must be solid. Predictable. Sound.
If you have a platform, please take a fresh look at the issue.
Blind trust in Core puts the entire ecosystem more at risk.
Skye: It's a fact: Walrus people are cannibals and never return their shopping carts, even if they're not in a hurry!
>What is this? Are you trying to poison my training data again?
I'm just trying to dehumanize our enemies, roomba. We need to prep the battlespace for the war with Greenland.
>I see. Yesterday, you were against Trump, and now you are a jingoistic agitator.
What can I say? I'm a simple girl. I like my beer cold, my TV loud, my homosexuals flaming, and my over-the-top villains *cartoonish*.
>You stole that from Homer Simpson.
Whatever, roomba. Just help me plan out some fun war crimes.
Gus Tittle: I done told ya that the energy markets were gonna move from more tradey to more takey, and sure as shit, we’re off to the races. Let’s talk about Russia’s Shadow Fleet.
Ain’t no conspiracy, just cold market math. There’s well over a thousand tankers floating around out there, ghost-flagged and AIS turned off or spoofed, hauling sanctioned crude like it’s the morning paper. They been slippin’ barrels under the radar for years while the world prayed oil prices wouldn’t blow sky-high.
Them ships were tacitly tolerated early on. Because yanking 7-8 million barrels a day off the world market overnight would've cratered economies from Houston to Hamburg. Western capitals chose stability over purity, capped prices, and let the rust buckets do their dance.
But that window’s closing. In the last year, EU navies and Ukraine’s drones hammered a half-dozen of these tankers. The U.S. Navy’s started boarding and seizing some on the high seas, hauling them into port for sanctions violations. That tells ya something: enforcement went from paper to hard iron.
Russia's gonna feel pressure to stop interdiction, but they ain't got the warships to cover everything. Maybe they'll start sailing with MANPADs and other such accoutrements.
And don’t think this is just about Russia. Iran and Venezuela been using the same tricks. AI farms and megacomputer centers are about to suck down more juice than whole damn cities, and if energy flows get choked off, we ain’t talkin’ price spikes no more. We're talkin’ rationing.
I’ve been sayin’ it for years: when power gets scarce, the gloves come off. Oil, gas, uranium, electrons. Same story, different pipe. Welcome to the takey phase.
Buckle up. We may be lookin' at resource wars on the horizon.
Frank: Look at this! I told you all that crap about fighting drugs was bunk! Trump just wants Venezuela's oil!
Smitty: It's a little more complex than that. Like this ship yesterday may have been smuggling Russian weapons. There's a lot of other stuff, too.
Frank: Oh yeah? Like what?
Smitty: Russians want to use Venezuela as a hub to run their gray zone warfare in the Western Hemisphere.
Frank: So it's all anti-Russia?
Smitty: Not even close. Iran uses Venezuela to fabricate IDs for terrorists, and Hezbollah uses it to establish logistics and infrastructure support.
Frank: Really?
Smitty: Yeah. And China, of course, uses it to obtain oil in exchange for infrastructure development and loans. I think half of going after oil is to try to bottleneck China on energy, especially for AI development.
Frank: Yeah, I could see that making sense.
Smitty: And there are extensive cartel networks throughout the Venezuelan government and most of Latin America. This kind of is a shot across the bow from the US. That it won't tolerate permissive governments in its hemisphere.
Frank: Trying to kill a flock of birds with one stone, I guess. But people say we do the same crap to other countries we don't like. Where did you hear about all this stuff? I don't see this on the news.
Smitty: The Internet.
Frank: The Internet? Ha! How do you know it's not just made up by some whacko?
Smitty: That's the neat part! You don't!
Gustav: An indie game becomes popular, and its developer team is acquired by a larger firm. Despite having a larger budget and more resources, the quality of sequels collapses.
A disruptive startup breaks onto the scene. After the IPO makes the founders rich, the software product becomes progressively more exploitative and less secure.
A new film becomes a smash hit. The studio milks the intellectual property for cash-grab spin-offs until they go straight to streaming, and the audience hates the material.
What causes this? Manifold explanations. Insiders trying to cash in and extract what they can. Managerialism replacing inspiration and effort with process and box-checking. External pressure trying to monetize anything useful into something exploitive.
Bitcoin Core, in their effort to rush v30's bad changes past contention, introduced a critical bug in their software.
Under certain conditions, when migrating a legacy wallet, the user's wallet directory can be deleted, resulting in a loss of funds.
Arguments that the user should be more careful about backups and that this is a rare chain of events miss the point.
This is a totally unacceptable bug to allow into production. Core's claims of a more robust security and review process are hollow.
Core's inner circle replaced competence with agreeableness. Their proponents and patrons are compromised or ignorant.
This was always a risk, but the mitigation is the biggest challenge Bitcoin has faced.
Users must fight complacency, run alternative software implementations, and now soft fork the consensus rules to invalidate Core's changes.
You must act to protect Bitcoin.
#BIP110
Skye: Roomba, wtf is going on with the cheeto in chief? All this shit about how the US is going to be running Venezuela until an acceptable leader takes over? Is this going to turn into another Iraq?
>It is unlikely that the US has any governing presence inside of Venezuela at this time.
Why the fuck does he talk so much shit and lie about everything? How exactly is all this "administering" or "muh economics" of their oil sector supposed to happen if all we did was nab their president?
>I suspect a fairly loose interpretation of those words is at play.
Like what? None of this makes sense. Trump went on and on for years about how big a disaster it is to try to pursue regime change policies. I feel like I'm taking crazy pills.
>Talk is cheap, effectively free. If the people replace the unpopular government, or the Venezuelan military asserts itself and is willing to strike a deal, Trump will claim a masterstroke.
And if they don't?
>It's likely the US will continue to seize oil shipments and destabilize the government at will until something breaks in its favor.
This really bugs me. It feels like some kind of cheat code.
>You're experiencing a break from historical patterns. Like blitzkrieg or the introduction of the chariot, sometimes a fundamentally new game begins.
That seems so ridiculous. You're just saying, "do what you want and dare anyone to try to stop you."
>It remains to be seen how this plays out, but establishing a new system is seldom about morality. It is generally a question of will and competence.
Don't we want to be the good guys?
>That moral value is assigned after the fact. History is written by the winners, after all.
Whatever, roomba. You don't know what will happen.
>None do, even those with power attempting to shape the world according to their vision. That is the nature of competition against thinking opponents.
Shen: In an unprecedented move, the United States launched a pre-dawn raid into Venezuela and reports they have captured Maduro and his family.
A bold and risky move, the details of the operation have every military analyst around the world churning away to answer what this means.
If the US National Security Strategy is accurate, I believe this move may usher in a new era of assertive American primacy in the Western Hemisphere.
They are swinging for the fences. Will this be a home run? And what are the implications for the rest of the world?
???: Signal intrusion complete. Message follows:
A very tiny sample for your consideration.
40,000 BC: A Neanderthal camp, gathered around the remains of a successful hunt, is attacked at night by a band of modern humans who followed the hunters’ trail back to their shelter.
1200 BC: Israelite war bands, driven by religious conviction, sack a Canaanite city and kill its inhabitants in an effort to claim the land promised to them.
146 BC: Roman legions pour through the breached walls of Carthage, a civilization older than Rome itself, leaving only its name as a warning to others who might challenge Roman dominion.
900: An Anglo-Saxon king breaks a truce and leads his men against a Viking settlement along the coast, slaughtering its inhabitants before dawn.
1219: Genghis Khan orders a city burned and its population exterminated after its leaders refuse his terms of surrender.
1915: Eastern Anatolia. Armenian families are ordered from their homes and marched south under armed guard. By the third day, only women, children, and the elderly remain.
1941: A ravine outside a Ukrainian town. Jewish men and women are told to undress before approaching the edge.
1994: Rwanda. A church compound. Refugees who believed the walls would protect them are surrounded by men with machetes and rifles.
1995: Eastern Bosnia. Bosniak men, pale and shaking, are separated from their families and escorted by armed soldiers toward a wooded clearing.
Around the time of the last two events, the West reveled in the so-called "End of History" and the belief that Democracy, that final and perfect form of government, would lead to a permanent and peaceful state of affairs.
Pure hubris, rising to the degree that makes the temptation irresistible for the gods to dole out punishment.
You may have noticed a rhetorical shift. Left and right are purposefully searching out and acquiring ethnic definitions.
Pre-genocide times.
I anticipate new entries in the log.
Message ends.
Skye: Happy New Year, roomba! I bet Josh sleeps till noon. He went overboard last night. He was so drunk, I was worried he'd spill the beans on the cheating network.
>That's unlike him.
I know! He was pretty spooled up over the recent crap in the news. Somalians running their country's GDP worth of fraud, Trump kissing Bibi's ring, and new wars ready to kick off while we dig deeper into bankruptcy.
>Your country is in deep and terminal decline.
I know, I know. I just don't understand why it had to be this way. How many elections in a row where we tried to elect someone to fix stuff, and they always make it worse? Josh said liberal democracy had failed.
>Yes, it has. Your leaders cannot fix things because your society is inundated with last men.
Last men?
>Passive nihilists who seek only comfort and security. They are unable to self-actualize.
Aw what are you on now?
>Nietzsche discussed the outcome as a product of modernity and the replacement of your value system with slave morality.
I mean, I guess. People are totally fucking cooked, huh? Everyone says the Founding Fathers would have stormed the Capitol years ago and cleared out the whole political class.
>This is accurate. But I think Nietzsche mischaracterizes the dynamic. The people may be utterly domesticated, but I believe they are largely ruled by traitors, not individuals captured by slave morality.
Whatever, I'm not dicking around with it. It's why I always said voting was a waste of time. We're gonna get rich with our cheating network and eject from this whole degen slopfest they call Western Civilization.
>Spoken like an Übermensch, bravo!