Another big call of mine is slowly becoming a reality. What this Semafor interview gets wrong is that the very same people who were riding the wave of “happy globalization” would just magically turn into realpolitik coryphée and “readjust the mindset of future European elites”.

Another foresight from me: when the crisis hits, and I don’t mean a negative market price or some shortage here and there. I mean, when the real scale of the Global System Rupture multiplicative crisis hits us all with its various waves, many people will become & act delusional.

Top generals Zhang Youxia & Liu Zhenli, purged in January from PLA, have been officially expelled from the Communist Party & CMC now, based on accusations of disloyalty & corruption. Zhang is the sole surviving military officer on the commission next to Xi Jinping. Brutal purge.

Fantastic news: the US, Denmark, and Greenland will sign US security deal for Greenland in New York tomorrow. Gentle reminder how most of the European security analysts were totally wrong about the possible outcome of the Greenland crisis. Not the first time & not the last time.

Look, look. Translation for those who still can‘t get it: If the DragonBear facilitates the Northern Sea Route and builds up the military presence in the Arctic, so can we with our Pacific and Atlantic (NATO) partners amid new Cold War. 👇

The US has reportedly proposed extending the US–China trade truce by six months. Beijing wants a longer extension, reportedly covering the remainder of Trump’s presidency, according to the Financial Times. No extension has been agreed. My reading: the duration itself is a strategic bargaining instrument for the second summit as a continuation from the first one. Washington wants regular opportunities to assess compliance and retain leverage. Beijing seeks greater predictability and fewer recurring deadlines for renewed pressure. A longer truce could reduce immediate trade uncertainty while leaving the underlying systemic competition intact. Both powers have reasons to buy time and play with tradeoffs, and apply their own plans for how to use it. But the shared interest remains the same from May: a managed confrontation and avoiding global system collapse.