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A U.S. Army Major-General just assessed the Iran conflict on @bitsandbips — and the takeaways are not what most people think.
With @ramahluwalia @austincampbell @perkinscr97 + General "Spider" Marks, Head of Geopolitical Strategy at Academy Securities
🛢️ Iran never had the capacity to close the Strait of Hormuz — the US Navy is the only force that could
🎯 The conflict shifted from decapitation to a methodical grind through high-value targets
🕌 The next Iranian leader may not wear a turban
⚓ The submarine strike on an Iranian frigate was a direct message to China
🇺🇸 A new US doctrine is forming: strike decisively, no nation-building — "kill the horse"
Timestamps:
🎤 0:00 Introduction
🌊 2:29 Whether the Strait of Hormuz is truly closed and what it means
🏛️ 15:24 How the Iran conflict could fracture like Yugoslavia — or not
💰 25:26 What oil markets are actually pricing in and why tankers won't move
🌏 33:09 How North Korea and Cuba are reading the new Trump strike doctrine
🐉 37:02 Whether China sees Taiwan differently after watching Iran get hit
⚔️ 43:25 What new battlefield tech — AI targeting, drones, directed energy — proved itself
🤖 46:54 Whether handing autonomous AI systems lethal decision-making is justified
📈 49:46 How crypto and macro markets should be positioned amid the geopolitical chaos
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