2dos

just living

[LEV kiNgg @kiNggfps]

Por fin gané mi corona gracias a este equipazo 👑

3-2 vs @pprxteam Y SOMOS CAMPEONES DE MASTERS LONDON 🩵🩵 gracias por todo el apoyo durante todo este tiempo

Crowned kiNgg

[LEVIATAN @LeviatanGG]

SOMOS CAMPEONES DE #VALORANTMasters

Vencemos a @pprxteam y somos EL MEJOR EQUIPO DEL MUNDO, GRACIAS JUGADORES, GRACIAS STAFF, GRACIAS A TODOS USTEDES POR SU APOYO 😭

#goLEV

[HUASOPEEK @HUASOPEEK]

LO HICIMOSSSSSS, CLASIFICADOS A PLAYOFFS DE COLOGNE ❤️❤️ que lindo equipo que tengo @9zTeam

Gracias Dios🙏

[HUASOPEEK @HUASOPEEK]

2x1 vs Vitality, desde ahora jugamos por un slot en playoffs de Cologne, ggwp a corregir cosas para mañana llegar en buena forma, se me rompió mi tecladito y tuve que jugar con el de @bit1 por eso iba 0-10 …….

@9zTeam

[2dos @Ricar2s_]

@galgata @matiasrivera tiene el link?

[定 @de3dsoul]

POV: You never know the value of the moment until becomes a memory

[🕊️ @lichthauch]

The only advice i would give a son is the world hates you until you become useful. then it pretends it never hated you, and you must remember that it did, or you will start believing the love is real. and that is how they tame you

[10Δ @_10delta_]

3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February.

Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance.

The oil thesis was the obvious layer. However, when you zoom out & view the last four years as a single sequence rather than isolated geopolitical events, the architecture of the grander US plan becomes visible.

1st was Europe, which laid the groundwork.

The Ukraine conflict provided the justification for sanctions that collapsed Russian pipeline gas from 150 billion cubic meters to 40.

Then Nordstream was destroyed, which rewired the entire European energy system permanently. The US went from supplying 28% of Europe's LNG in 2021 to 58% by 2025, exporting a record 111 million MTs, the 1st country in history to break 100 MT.

Europe was transformed from a customer with options into a captive market now purchasing its survival in USD.

2nd was Syria.

The fall of Assad severed the critical node connecting China's Belt & Road Initiative to the Mediterranean.

The trilateral railway linking Iran, Iraq & Syria, designed to bypass Western maritime chokepoints, was completely destroyed.

This isolated Iran geographically & cleared the path for what came next.

3rd was Venezuela.

In January the US effectively took control of the world's largest heavy crude reserves. The US Gulf Coast has the most advanced refining complex on earth, specifically built for heavy sour crude. Phillips 66, Valero & the rest are now positioned to process hundreds of thousands of barrels of Venezuelan crude daily.

The US captured a massive strategic reserve & solidified its position as the dominant exporter of refined petroleum products, an industry worth $110 billion in 2025 alone.

Venezuela & Iran were the two major oil supply channels that existed outside the dollar system. Both produce heavy crude sold primarily to China & evaded US financial supervision. Both now being neutralized within 90 days, which leads us to..

4th is Iran & the Middle East energy shock.

Israel struck Iran's South Pars gas field, the world's largest natural gas reservoir. Iran retaliated against Qatar's Ras Laffan, the single largest LNG facility on earth, responsible for a fifth of global supply. QatarEnergy's own assessment is that 17% of export capacity is gone and recovery will take up to 5 years. The Strait of Hormuz is closed. European gas prices spiked 70%. Asian spot prices doubled.

The only remaining scaled supplier? The United States.

If Iran falls & a successor government is installed that the US controls or influences (the Delcy model described weeks ago) then roughly 40 to 45 million barrels per day of global production out of 103 million is effectively under US control. OPEC becomes irrelevant because the US coalition is now the marginal producer. Now add the gas dimension & it goes beyond oil.

This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They're now locked into the US energy system.

The market confirms this. DXY went from 96 to 101. Gold down ~20% from its January all time high. Bitcoin down 20% on the year. Brent above $100. European & Asian institutions are liquidating precious metals and crypto to buy dollars because they need dollars to buy the only remaining scaled energy supply. The world is selling its gold to buy American energy in American currency. The dollar is now being weaponized through energy dependency.

The structural repricing is happening regardless of how the conflict resolves.

But the US grand strategy goes deeper..

Artificial intelligence is a physical industry. It runs on power and chips. Data centers require massive uninterrupted baseload electricity, primarily provided by natural gas. Semiconductor fabrication requires helium & rare earths.

By choking the Strait of Hormuz & crippling Middle Eastern LNG & helium production, the US is systematically degrading China's ability to power its data centers & fabricate semiconductors at scale.

The US is energy self sufficient, especially with newly captured Venezuelan reserves & expanding Gulf Coast capacity running on domestic gas.

On the other hand, China is import dependent & every joule it imports effectively now transits chokepoints the US Navy controls..

Iran was the Belt & Road's overland energy bypass, the corridor that allowed China to mitigate the Malacca Trap. With Iran neutralized that corridor is severed. China faces a world where its compute infrastructure competes for scraps on a depleted global LNG market, while American data centers run at full capacity on domestic energy.

Russia is next in the sequence. A post-war Iran reopening under US influence competes directly with Russia for the same refineries in China & India at lower cost. Iran's production costs are lower. Russia loses its last structural advantage in heavy crude & its economic lifeline. Additionally, under the Iran war cover, Ukraine has been opportunistically destroying Russian energy infrastructure & all signs point towards Russia being at the end of the line. The message from Washington becomes very simple: we dismantled two regimes in three months, your economy is about to get crushed, sign the Ukraine deal.

Then Trump sits down with Xi holding every card. Complete energy dominance. The hybrid petro/LNG-dollar fortified, Iran cleared, Russia cornered, & China facing the Malacca Trap fully closed with no remaining energy bypass.

Israel & the GCC are absorbing the kinetic cost of a conflict whose primary beneficiary, counter to the mainstream narrative, is actually America (First). Qatar offline for 5 years reprices the entire global gas market in favor of US exporters for the remainder of the decade. The Gulf states face years of rebuilding. Europe faces its 2nd energy crisis in four years.

Sure, the average American might face temporary moderate inflation & higher gas prices. But if you are the architect of the US empire & you view the rise of China & Chinese ASI as an existential winner takes all scenario, the collateral damage is acceptable cost.

Whoever controls the energy corridors controls the monetary system. Whoever controls the monetary system & the energy supply simultaneously controls the compute infrastructure that determines which civilization builds ASI first.

The US is seizing all 3.

[Just a Dude Who Invests @DudeWhoInvests]

Top male canon events:

> Realizing you’re not going pro in your favorite sports
> Best friend moves away
> Trying to change a party girl
> Seeing your mother cry
> Childhood dog dies
> Grandparents die
> Discovering the gym after a break-up
> Seeing your dad start to slow down
> Childhood friend group falls apart
> Realizing your all on your own
> Moving away from your hometown
> Randomly realizing this is the one you will marry
> When video games aren’t fun anymore
> First heartbreak

Anything else??

[flux @fluxtheorist]

@sporadica I am a proud realist/neo realism defender

Domestic politics should always have some amount of idealism in it to guide the future vision of a country, but foreign policy is still a game of realpolitik and power politics, we just aren’t there yet for idealistic grand strategy

[Achilles @Xhej__]

men only want one thing

[Empire-Builders @EmpiresPod]

Just a reminder to all Sensitive Young Men that the best self-help book is the Great Man Biography. Reading about Napoleon, Alexander, or Caesar will set your nerves alight. These books can, have, and will change lives forever.

[Uri Kurlianchik @VerminusM]

Maduro has forgotten the #1 rule of geopolitics, recorded by Thucydides almost 2,500 years ago: " Rules exist between equals. The strong do what they can and the weak suffer what they must."

[signüll @signulll]

geopolitics for dudes is like pure sex.

almost like the male mind was built for this.

[blue @bluewmist]

a mistake that cost me 5 years: thinking preparation was progress. reading every book. taking every course. planning every detail. meanwhile, someone dumber than me started badly and figured it out. preparation feels productive but it's often just fear dressed up as strategy. you learn to swim by getting in the water, not by studying water.

[2dos @Ricar2s_]

@Rixi__ @kimionpole netflix really killed the sport, what a lame fanbase is nowadays 🥀

[2dos @Ricar2s_]

@Yann90786382 @HeyitsNat_A this dude just stole 1 minute of my life whats ts

[Kevin Xu @kevinxu]

My niece turned 1 today.

Everyone else brought toys.
I got her 5 shares of $NVDA.

17 years later, I hope she looks at it and thinks: uncle Kev got me started.

[millán 👑 @Millxn265]

"Charlie Kirk se lo tuvo merecido porque era de derechas y pensaba diferente a mí"

[Ray Dalio @RayDalio]

Perfectionists spend too much time on little differences at the margins at the expense of the important things. There are typically just five to ten important factors to consider when making a decision. It is important to understand these really well, though the marginal gains of studying even the important things past a certain point are limited.

#principleoftheday