So last weekend an incoherent neighbor was trying to bet me 1000 USD that everything the Pentagon is saying about this war is true. I declined because I didn’t believe he would ever believe he was wrong. Last night we had dinner. I started to explain about the Gulf states and the Petrodollar. He is so incurious he doesn’t even understand what the fuck the Petro dollar is. Or how dollars are created and come into the economy. Careful out their kids. You might just be *fucking retarded*. Jesus fucking Christ.

If you think China is DC’s avowed enemy please continue reading: The Scale of Dependency According to Govini's 2024 National Security Scorecard (using DOD spending data): - 9.3% of Tier 1 subcontractors across 9 critical defense sectors are Chinese firms - Chinese suppliers in US defense supply chains quadrupled from ~10,000 to 40,000+ between 2005-2020 - 41% of DOD weapons systems rely on Chinese semiconductors - 91% of Navy weapons use critical minerals dependent on Chinese processing Specific Systems with Chinese Components | Platform | Chinese Content | |----------|-----------------| | F/A-18E/F | ~5,000 Chinese semiconductors | | Arleigh Burke destroyers | ~6,000 Chinese semiconductors | | F-35 | Chinese magnets discovered 2023-24; production paused months | | B-2 bomber, Ohio-class SSBNs | Significant semiconductor presence | | Tomahawk, Patriot, JASSM, JDAM | Chinese components in guidance/detonators | | MQ-9 Reaper drone | Chinese integration in lower sub-tiers | | 155mm artillery ammunition | Chinese sources identified in supply chain | How the Supply Chain Works The structure is: Prime contractors (Lockheed, Raytheon, Northrop) → Tier 1 suppliers → Sub-tier suppliers Chinese components typically enter at the lower tiers through "open market transactions" - US companies buying generic electronics/semiconductors without full traceability. The Federal Procurement Data System provides "limited visibility" into country of origin, and prime contractors aren't contractually obligated to disclose it. Critical Minerals Chokepoint This is the deeper vulnerability: - US was 95% dependent on China for rare earths post-Cold War - China produces 70% of global rare earths, processes 90% - An F-35 carries 435 kg of rare earths; a destroyer needs 4.5 tons; a nuclear sub needs 1.5 tons - In 2024, China restricted gallium and germanium exports - both critical for military electronics What's Being Done - January 2027 deadline: New DOD rules ban Chinese-sourced rare earths from entire defense supply chain - $1B+ direct investment in domestic rare earth processing - $5B Congressional funding for industrial base - Australia partnership for mining/processing - REalloys building metallization facility in Ohio (the processing step that barely exists outside China) The Core Problem As one analyst put it: "1% reliance on China is 100% reliance." If any single input comes from China, the entire production line is vulnerable. The 2027 deadline is aggressive - industry is scrambling to qualify non-Chinese sources. Sources: Govini National Security Scorecard 2024, GAO-25-107283, Defense One, European Security & Defence. Note that Govini is a defense analytics firm with DOD contracts - their data is widely cited but they have institutional interests in highlighting supply chain vulnerabilities.

GM!!! Repetition is key!

Iran is the last major sovereign energy and financial system in the Middle East that operates outside the architecture. It is not connected to SWIFT16. It does not comply with the BIS supervisory framework17. It runs its own energy grid, its own financial settlement system, and its own governance structures. From the perspective of the conditional infrastructure being built across the region — the IMEC corridor connecting India to Europe through the Gulf and Gaza, the Abraham Accords18 integrating financial and trade flows across aligned states, the programmable settlement rails being tested through the BIS Innovation Hub — Iran is an uncleared node. A participant in the regional system whose transactions do not pass through the clearinghouse. The template is consistent: uncleared nodes either comply voluntarily or they are cleared through destruction and conditional reconstruction. —- Iran - by esc - The price of freedom is eternal vigilance.

Iran

The third deployment

A real Coup would be locking up and trying the entire administration and a shitload if Congress

“Oracle Your alarm goes off at 6 AM. There's an email from "Oracle Leadership." You've never gotten a message from that sender before. It says your job is gone, today is your last day, and severance details will arrive by DocuSign. By the time you finish reading, your company laptop is already locked. This happened to up to 30,000 Oracle employees this morning. Oracle reported $17.2 billion in revenue last quarter, its best in 15 years. And it still fired nearly 1 in 5 of its people. The stock went up 6% today. Oracle owes over $108 billion. The company signed a $156 billion deal to build AI data centers over five years, mostly for OpenAI (the company behind ChatGPT). That requires buying roughly 3 million specialized computer chips. Two years ago, Oracle spent $6.9 billion a year on this kind of construction. This year it's $50 billion. The 30,000 people who got that email are funding the gap. Investment bank TD Cowen estimates the layoffs will free up $8 to $10 billion in cash flow, money going straight into chips and construction. Oracle filed a $2.1 billion restructuring plan with regulators in March, and nearly $1 billion had already been spent before the emails went out. Lenders are getting nervous. The cost to insure Oracle's debt against default has spiked to levels last seen during the 2009 financial crisis. Barclays downgraded Oracle's debt in November, warning the company is one step from "junk" status, the point where lenders consider you a serious default risk. Some banks have stopped lending to Oracle for these projects altogether. The gamble gets worse. CNBC reported on March 9 that OpenAI, Oracle's biggest customer for all of this, is already looking at newer, faster chips from Nvidia. Oracle ordered the current generation and spent billions building out a massive Texas facility. OpenAI may not fully expand into it. The chips improve faster than the buildings go up. Larry Ellison, Oracle's founder, owns 41% of the company. In September 2025, Oracle's stock hit $346, and Ellison briefly became the richest person alive at $393 billion. Today, the stock sits around $146. His fortune has dropped to roughly $201 billion in six months. Oracle is spending borrowed money to build data centers that could be outdated before they're finished, for a customer already shopping for newer equipment. 30,000 people woke up to a 6 AM email because that's what it costs to fund a $156 billion bet when your lenders are running out of patience.” Via Rudy Havenstein