Recent well liked threads

May 5, 2019
日本語で発信されるアメリカでの仕事の事情って、優秀な人の話が多いから底辺に近いエリアの話って全然伝わってないと思うんですよね。

で、その層で生きている人たちって情報発信しないしさ。

だから、今日はその辺を話したいと思います。
Read 2 tweets
Jan 19, 2020
十数年前、高速道路を走行中、この動画の0:44からみたいにボンネットから煙が吹き出した

慌てて高速から降りたもののどうして良いか分からずに呆然としていると。。。

後ろを走っていたらしい車がついてきてドライバーが

「早くボンネットを開けろ!!」

と。開けてみるとバッテリーから火が上がっており大炎上。それをみた彼は着ていたシャツを脱ぎ水たまりに浸して消火してくれ、熱で溶けたケーブルの皮膜をナイフで綺麗に削ぎ落として絶縁テープを巻いてくれ
「ちょっと待ってろ」

と言い、車でどこかに行って戻って来たと思ったら新品のバッテリーを買って来てくれて。。。

「エンジンかかるけど、あくまで応急処置だから直ぐに修理工場にに行けよ」

と言って颯爽と去っていった。1セントも請求せずに
Read 14 tweets
Dec 30, 2023
昔「つまんない人生だねぇ」って言われたことがあった。その人は日本の会社からアメリカに駐在員としてやってきていた人だった。飲みの席での会話で僕がキャバクラに行った事が無いと言ったところ冒頭の発言が
そこから彼のキャバクラ体験談が繰り広げられ「今度日本に来た時には連れてってあげるよー」と上機嫌。更にいかに会社の中でグレーなことをやってきたかを饒舌に語ってた。多分、当時の彼は40代前半で、そこの会社一筋で生きてきた人
「へぇー」「まじすかー」「えぇー」と適当な相槌を打っていたんだけど、なんか向こうは満足したみたいで上機嫌だった。「男は遊ばないと仕事出来るようにならないよ。もっと遊びなよー」という有難いお言葉を頂いて解散した様な記憶がある。その当時、僕はまだホームレスから脱却したばかりで
Read 9 tweets
Feb 1
Read the essay “In Praise of Polytheism” by Odo Marquard. In this essay he speaks of the inherent, alien tyranny of monotheism (that is bolstered by Monomythic thinking) and the pluralist nature of polytheism (of the kind that developed from polymythic thinking).
He theorizes that the notion of the separation of powers and that the ‘genesis of the individual’ had come about from polytheism. This individualism had been understood implicitly through the practice of polytheism, but that this fact had been overlooked by prior scholars.
But Marquard states that the modern conception of the ‘individual’ had come from the specific antagonizing of the individual by monotheism. Monotheism had ‘provoked’ the discovery of the individual by being its most profound threat.
Read 9 tweets
Jul 28
As a highly concentrated investor, I rarely initiate new sizable positions.

However, over the past few weeks, I’ve been steadily buying $PGY.

I believe it could be an asymmetric opportunity over the next 12–24 months.

Here’s a Deep Dive explaining my investment thesis: 🧵👇🏻 Image
1. Origins

$PGY was founded in 2016 in Israel by Gal Krubiner (CEO), Avital Pardo (CTO), and Yahav Yulzari (CBO), three longtime friends and entrepreneurs who had already worked together on real estate and finance ventures prior to starting the company. Their friendship and shared entrepreneurial spirit laid the groundwork for what would later become one of Israel’s most notable fintech success stories.

The inspiration for $PGY emerged not from a single idea, but from a deep, ongoing conversation between the three co-founders about the future of finance. As Gal Krubiner recalled in an interview, a pivotal phone call changed their trajectory: “Real estate is nice, finance is nice, but tech is where the magic is happening.” They realized that to truly build something impactful and scalable, they had to move beyond traditional asset classes and embrace the power of technology, particularly AI and data science.

Their entry point into tech-enabled finance began with peer-to-peer lending, which at the time was a nascent and loosely defined segment. As they studied it more closely, the opportunity became clear: consumer credit was a $4T market, and yet it was underserved by traditional financial institutions and largely ignored by institutional asset managers. The trio saw a massive gap between demand and access, particularly among consumers who were deemed “unscorable” by legacy credit systems.

The company’s name, Pagaya, is derived from the Hebrew word פגיעה (pagiah), meaning “impact” or “connection.” This reflects the firm’s mission: to bridge the disconnect between borrowers and lenders, data and decision-making, capital and opportunity.

Founding Philosophy: Data Over FICO

$PGY's core insight was that legacy credit scoring systems, especially the widely used FICO model, were not equipped to assess modern credit risk. FICO is static, backward-looking, and rule-based, relying on a limited set of historical variables. This leaves out entire segments of the population: immigrants, gig workers, young professionals, or anyone without a long credit history. These consumers may be creditworthy, but the system fails to recognize their potential.

$PGY's founders believed that machine learning and alternative data could unlock access to credit for these underserved individuals. Drawing from Avital Pardo’s experience as the first data scientist at Fundbox, the team built AI models capable of ingesting hundreds of variables per applicant, including bank transactions, income patterns, job history, and behavioral indicators, to assess creditworthiness in real time.

Rather than becoming a lender themselves, they envisioned $PGY as a B2B2C infrastructure layer. The idea was to embed their AI models directly into the origination workflows of banks, credit unions, and fintech lenders. This would allow financial institutions to say “yes” more often while maintaining risk discipline, and without $PGY needing a banking license or large balance sheet.

Early Days and Initial Capital

$PGY launched its first major product in personal loans, initially under an asset management model that used AI to guide investment decisions. The company raised capital to manage on behalf of institutions and launched the Pagaya Opportunity Fund in 2018. Early investors believed the technology had the potential to one day manage sovereign-level capital.

However, as the founders would later acknowledge, the initial business model had limitations. The market for electronic, AI-driven asset management was not yet mature enough to support rapid scaling. By 2019, the team made a decisive pivot: rather than solely managing money, $PGY would offer its AI infrastructure directly to U.S. lenders to improve underwriting decisions. That transition, from AI-driven asset management to an embedded lending platform, was a defining moment in the company’s journey.

Growth and Transition to the U.S.

From that inflection point, $PGY rapidly expanded across the U.S. consumer credit market. The U.S. offered scale, regulatory fragmentation, and a deep ABS market, all favorable conditions for $PGY's model. The company soon began diversifying beyond personal loans into auto lending and point-of-sale (POS) financing. In 2024, it relocated its headquarters to New York City, a strategic move to strengthen relationships with institutional investors and reinforce its presence in the U.S. financial ecosystem.

$PGY's API-based integration allowed banks and fintechs to embed its AI underwriting tools seamlessly into their lending flows. The result was a frictionless experience for consumers, and a powerful tool for lenders to expand credit access responsibly.

One of $PGY's most important early milestones was partnering with U.S. Bank, one of the top five banks in the country. This institutional validation unlocked further growth and helped attract other top-tier financial partners.

SPAC Merger and Public Listing

In June 2022, $PGY went public via a SPAC merger with EJF Acquisition Corp, in a deal that valued the company at $8.5B on a pro forma basis. The listing was one of the largest fintech SPAC transactions to date and provided Pagaya with significant capital to scale its AI platform, expand lending partnerships, and deepen its U.S. presence.

Shortly after going public, $PGY became the subject of intense market speculation. In late July 2022, a dramatic short squeeze sent the stock surging by more than 1,000% in a matter of days, briefly making it one of the most talked-about SPAC stocks of the year. The float was extremely limited due to the high redemption rate by SPAC shareholders prior to the merger, which contributed to the sharp volatility and attracted retail trading interest.

However, the rally was short-lived. As the float gradually increased and liquidity returned, $PGY's stock price collapsed almost as quickly as it had risen. The extreme volatility drew scrutiny and contributed to broader skepticism surrounding SPAC structures, especially in the fintech space.

Compounding this were difficult macroeconomic conditions. Rising interest rates, tightening liquidity, and a sharp slowdown in consumer lending activity weighed on $PGY's core business. The company faced several problems that created significant pressure on reported earnings and sentiment, further exacerbating the stock’s decline throughout 2022 and into 2023.

Despite these headwinds, $PGY remained focused on strengthening its platform fundamentals. The company continued to expand its network of bank and fintech partners, and refined its AI-driven underwriting models. This strategic focus, coupled with a shift toward more capital-efficient structures, positioned the company to emerge from the downturn as a more resilient and scalable infrastructure provider.

“That experience matured us. Emotionally, it was a rollercoaster. For employees, it was the dream and its collapse, and all the noise made it hard to focus. But we came through it. There’s now a strong understanding and connection between the team and our business results. Ultimately, we’re helping people get access to credit, and that clarified our mission.”Image
2. Business Model (Executive Summary)

$PGY operates a distinct B2B2C fintech platform that leverages AI to underwrite consumer credit at scale. Unlike traditional lenders, $PGY neither originates loans nor holds significant long-term exposure to them. Instead, its core business revolves around using proprietary AI models to assess credit applications, enable seamless loan origination through banking partners, and monetize the process via fee income tied to both underwriting and capital markets activities.

This model, asset-light, fee-driven, and data-centric, positions $PGY as a "technology-first enabler" in the lending ecosystem. It combines AI-driven underwriting with capital markets structuring to serve a dual customer base: (1) lending institutions seeking better loan decisioning and (2) institutional investors looking for yield-generating consumer credit exposure.Image
Read 17 tweets
Aug 29
Underlying cause: the median voter getting dumber, mostly thanks to immigration. Not a middle-class white small business owner any more, working class or pensioner. Appealing to fiscal responsibility doesn't work with a low-foresight electorate. Therefore: Trump.
I love this plot by AnechoicMedia. This is a PCA plot, those are principal components from GSS questions. There's a white cluster, an Asian cluster, and a NAM cluster. The Median voter has gotten much more NAM in recent years. Spaniards are NAM-shifted, Jews Asian-shifted. Image
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Read 4 tweets
Oct 17
Nach zwei Jahren Krieg und Genozid sind die Lebensgrundlagen von über 2 Mio. Menschen in #Gaza zerstört. Das Töten mag nun hoffentlich ein Ende finden. Niemand sollte sich jedoch der Illusion hingeben, dass damit auch das Sterben aufhören wird. 1/4
medico.de/nothilfe-gaza"Das ist kein Frieden": Gaza in Trümmern
Tonnenweise Lieferungen an Medikamenten & medizinischen Gütern wurden in den vergangenen Monaten blockiert. Die israelische Armee entscheidet weiter darüber, ob und wann Menschen auf lebenswichtige Medikamente zugreifen können – und damit über Leben und Tod. 2/4
Ungehinderte Hilfslieferungen müssen endlich durchgesetzt werden. Noch ist unklar, wie die Zugänge nach Gaza sich künftig gestalten werden. Unsere Partner:innen kämpfen weiter, um Hunger und Infektionskrankheiten einzudämmen. Mit einer Spende kannst du sie unterstützen. 3/4 medico-Partnerorganisation Mayasem verteilt Trinkwasser in Gaza
Read 4 tweets
Oct 17
Ghosts in the Machine

1/
You are watching the most sophisticated psychological and spiritual operation in human history.

The Great Awakening isn’t coming – it’s unfolding right now, in real time, as the storm sweeps across every institution on Earth.

From the courtroom to the newsroom to the global stage – everything you see collapsing was built to fall.

And behind it all are the silent warriors who’ve been helping manifest this awakening from the shadows since well before President Trump’s first term..

Let’s continue… 🧵👇🏼Image
2/
When Trump said “The calm before the storm” – it wasn’t a throwaway line.

It was a coded transmission.

Perhaps he was signaling that a military operation was already in motion – one that would expose, dismantle, and replace the old world order without waking the sheep too soon.

The storm is not chaos. It’s controlled demolition.
3/
This is why everything feels like a movie.

Actors, optics, and staged events play their part in a psychological war designed to red-pill the masses without collapsing society overnight.

But make no mistake – though it looks like a movie, the consequences and the way society reacts are very real.

This is war – fought with information instead of bullets, and perception instead of bombs.

It’s far better to endure a storm of illusions than a battlefield of destruction.
Read 17 tweets
Oct 18
He didn’t know Sanskrit, yet somehow earned a PhD in Vedic outrage. Ambedkar was proving that you can critique an entire civilization without reading its original texts.

Here’s a thread exposing the colonial and Christian roots of Ambedkar’s “Hindu criticism” :

(0/n)

Dr. Ambedkar’s entire understanding of Hinduism and Buddhism came not from authentic Sanskrit and Pali sources, but from colonial translators and Christian missionaries.

Hence, almost his entire understanding and criticism of Hindu religion falls flat on it's face. His ideology is just a product of British - Christian colonialism. Presently, Missionaries along with the Leftists are using Ambedkarism as a tool to divide the Hindu society and destroy Bharatiya Civilisation.Image
(1/n):

Sources of Ambedkar’s textual knowledge.

Ambedkar almost never worked directly from Sanskrit or Pali manuscripts. In his own prefaces he thanks or cites:

•G. Bühler’s The Laws of Manu (Oxford, 1886)
•Max Müller’s Sacred Books of the East series
•T. W. Rhys Davids and other members of the Pāli Text Society
•Monier-Williams, P. V. Kane, and Colebrooke

These Indologists were trained in the British Orientalist tradition; their editions were produced to serve colonial legal and missionary purposes.
(2/n):

The outlook of those translators

British Indology in the late 1800s tended to:
•Treat Indian texts as evidence of moral or racial backwardness.
•Divide Indian history into a “golden Buddhist age” and a “decadent Brahminical age.”
•Use scripture to justify the “civilizing mission” of the Raj.

So the English versions Ambedkar read already carried a story-line:

“Brahminism = oppression; Buddhism = rational reform.”

Ambedkar’s later historical narrative mirrors this structure almost exactly.
Read 17 tweets
Oct 18
Do you know that, Both Kuber ji and Mata Lakshmi are linked to wealth and prosperity, yet they differ in their roles and significance.
Let's explore more in this thread 🧵 Image
While both Kubera and Goddess Lakshmi are deities associated with wealth and prosperity in Hinduism, they represent different aspects of it.
Lakshmi is the goddess of wealth and fortune, embodying prosperity, abundance, and auspiciousness. Kubera, on the other hand, is the god of wealth, specifically the guardian and treasurer of wealth, ensuring its protection and wise distribution.
Read 18 tweets
Oct 18
BHIMTAS challenged me to give 100 BRAHMIN names.

If Only I open the list of Bengal , 500 is nothing.
In short time I listed 75 names.

Not Congress type
BUT
Those BRAHMIN armed revolutionaries
who were Hanged/ In Kalapani/ or life Imprisonment

BHIMTAS COPE.

THREAD 1/6Image
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TO ALL,
I never see revolutionaries through caste lens.
I am sorry i had to post this because they forced me ..

START WITH THE BIG NAMES ..

Mangal Pandey
Chandrashekhar Azad
Jatindra Nath Mukherjee
Shivram Rajguru
Shachindra Nath Sanyal
Vinayak Savarkar Image
BENGALI BRAHMINS IN CELLULAR JAIL (KALAPANI)..
( 31 Brahmins)

Abani bhshan chakraborty
Abinash bhattacharya
Ashutosh lahiri
Harwendra bhattacharya
Nani gopal mukherjee
Anukul chatterjee
Satish chandra chatterjee
Tailokyo nath chakraborty
Upendra nath banerjee
Prabir goswami

P0rofullo narayan sanyal
Pran gopal mukherjee
Pran krishna chakraborty
Prabhat chandra chakroborty
Punya goswami
Rabindra banerjee
Mokhshoda ranjan chakraborty
Mrintunjay banerjee
Murari goswami
Nibaran chakrabory

Nirendra barua
Dharani chakraborty
Dhirendra bhattacharjee
Dhirendra nath chakraborty
Dhirendra chandra chakraborty
Drubesh chatterjee
Gopal acharjee
Prafulla narayan sanyal
Pran gopal mukherjee
Pran krishna chakraboerty
Priyada ranjan chakrabortyImage
Read 6 tweets
Oct 18
𝑰 𝒎𝒂𝒅𝒆 >$7.3𝑴 𝑷𝑹𝑶𝑭𝑻𝑰𝑺 𝒔𝒊𝒏𝒄𝒆 2024 𝒔𝒆𝒍𝒍𝒊𝒏𝒈 𝒅𝒊𝒈𝒊𝒕𝒂𝒍 𝒑𝒓𝒐𝒅𝒖𝒄𝒕𝒔

Here's how in 35 steps:

1. Create a new Twitter/X account (takes 5 sec).
2. Add PFP and banner using AI tools like Midjourney or Leonardo (2 min).
3. Write a 160-character bio with your niche and authority (30 sec).
4. Add a Notion or Typeform link for lead capture (1 min).
5. Pin a post with a free guide CTA (“Comment ‘guide’ for free resource”) — boosts engagement 10x.
6. Connect TweetHunter or Typefully for automated posting (2 min).
7. Create a Google Sheet or Notion CRM to track every comment → lead.
8. Pick a profitable niche: ecom, AI tools, sales, or agency growth.
9. Find top 3 influencers with over 100K followers in that niche (10 sec each).
10. Scrape their top 100 tweets each (300 total).
11. Feed them into ChatGPT or Claude: “Rewrite these into 500 viral-style tweets.”
12. Now you have 300–500 tweets ready to post for 30+ days.
13. Use TweetHunter’s scheduler to auto-post 10 per day.
14. That’s 3,000+ tweets per month, leading to 1M–5M monthly impressions minimum.
15. Add reply automation for keywords like “guide,” “ebook,” or “how.”
16. Automatically DM users your free guide link via Zapier (100–500/day).
17. Your free guide acts as the magnet → collects emails, Telegram, and SMS.
18. Each 1M views equals roughly 1,000 comments → 600 opt-ins → 60 hot leads.
19. Use Zapier to auto-send their emails to ConvertKit or ActiveCampaign.
20. Send a 3-email sequence promoting your paid course or mentorship.
21. Expect 20–30% open rate and 5–10% click rate.
22. At this point, about 400 people visit your checkout page per month.
23. Use ChatGPT or Gemini to outline 5 eBooks (200 pages each) in under 10 minutes.
24. Use Notion → export → PDF, or Canva eBook templates for visuals.
25. Each book can be completed in 30–40 minutes, all AI-assisted.
26. Now you have a $20,000+ value library of digital assets.
27. Bundle them into a $300–$500 digital course or “starter pack.”
28. Or sell each individually for $49–$99, depending on your upsell ladder.
29. Connect your Stripe and PayPal accounts to handle global payments.
30. Use Whop or Skool for delivery and community backend.
31. Create 2–3 upsells (for example, $997 mentorship, $2K partner program).
32. If 20 out of 400 buyers purchase at $500, that’s $10,000 per month baseline.
33. Scale to 10 accounts → $100K per month, all automated.
34. Hire setters and closers to handle high-ticket DMs (4–10% conversion).
35. Reinvest profits into more accounts and paid promo to compound 10x growth.

- Within 3 months u reach $10K/month.
- Within 6 months u reach $100K/month.
- Within 12 months u surpass $3.5M+ annualized.

All with zero ad spend, AI-written content, and 100% automation.

If my 17 yr old student with no business experience can do $78K per month, then so can you.

Note that I made $556K in last 2 months.
obviously there is more details to this biz so...

if u want the full 5 module bootcamp AND a 65 page PDF blueprint on how I built this business,

𝐂𝐎𝐌𝐌𝐄𝐍𝐓 << 𝐏𝐃𝐅 >> 𝐚𝐧𝐝 𝐢'𝐥𝐥 𝐬𝐞𝐧𝐝 𝐢𝐭

Must be following + Retweet to receive the guide.Image
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join my telegram channel if you want my full free course, resources, and latest updates

t.me/xxxmillionaire…
follow my instagram to see day in the life (behind the scenes) of a 22 yr old millionaire

instagram.com/insta_finalboss
Read 4 tweets
Oct 18
2010 - Obama DOJ employee, Jack Smith, initiated the IRS targeting of conservatives, although Lerner was the one to become famous. And he solicited and accepted a huge GRANT from an unnamed billionaire WHILE AT THE DOJ. I want to find more on this. 🤔

He was brought into the Obama admin by a trusted Clinton Loyalist. He also worked with Soros Open Society and ACLU Etc lawyers.

“The Justice Department convened a meeting with former IRS official Lois Lerner in October 2010 to discuss how the IRS could assist in the criminal enforcement of campaign-finance laws against politically active nonprofits. This meeting was arranged at the direction of Public Integrity Section Chief Jack Smith.”

“According to the Republican National Lawyers Association, "Public Integrity Section Chief Jack Smith told investigators that officials at the Justice Department discussed targeting conservative nonprofit groups with Lerner as early as October 2010."

Smith was picked as the Specialist Prosecutor for the Yugoslavia war crimes trials by European Union Rule of Law Mission in Kosovo mission head, Alexandra Papadopoulou. Who later became a Biden ambassador to Greece.

(Have I ever told you about Obama’s links to Kosovo? Kosovo is also a fake state created by the CIA to destabilize pro-Russian Serbia. Perhaps I should…)

Smith had been handpicked to run the DOJ's public integrity section by Lanny Breuer.

Lanny, a trusted Clinton friend that was widely disliked, distrusted and hated even by fellow Democrats and lefties over his connections and client list, a man whom no one in D.C. believed had an ounce of integrity, then brought in Jack Smith to do some of his dirty work.

Lanny Breuer, Bill Clinton's Special Counsel who defended him during his impeachment hearings, and then Sandy Berger, after he stole classified documents from the National Archives to cover up Clinton's actions, had been brought in by Obama to head up DOJ's criminal division.

The Clintons had been fixated on seizing control of the DOJ and punishing their political enemies. And that is what the DOJ began to do from Hillary's abuse of FBI files to Russiagate.

When Jack Smith became a Harvard Wasserstein Fellow, even while, unironically, serving as head of the Department of Justice's Public Integrity Section, seemingly soliciting and accepting a grant funded by a leftist billionaire, he joined a list of leftist activist lawyers working for the ACLU, Earthjustice, the National Gay and Lesbian Task Force, Soros' Open Society, Catholic Charities and the UN.

After Trumps win, Jack Smith became the head of litigation for the Hospital Corporation of America (HCA). Where Nancy-Ann DeParle, the architect of Obamacare, became an HCA director. This was to protect Obamacare.

There’s much more inside the article on Clinton connections.

And I’m off to find out about this billionaire Grant while serving under the DOJ.

gatestoneinstitute.org/19199/jack-smi…Image
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Jack Smith initiated the IRS targeting meeting on October 8, 2010, with Pilger and Lois Lerner.

Jack smith also regularly met with the FBI on this too.

“In the ensuing weeks, the Public Integrity Section (Jack Smith headed this) began to discuss possible actions on
non-profits engaged in political speech. Smith convened meetings on a “possible 501/campaign finance investigation.” At Smith’s direction, Pilger arranged a meeting with Lerner and the
IRS to discuss the “evolving legal landscape” of campaign-finance law after the Citizens United decision.

Pilger intended to engage with Lerner about being “more vigilant to the opportunities from more crime in the . . . 501(c)(4) area.” He also sought to better understand the “practicalities” of criminally enforcing non-profit political speech, such as whether the IRS could review donor lists of 501(c)(4) organizations for potential violations of campaign-finance law.

Similarly, the IRS sought to “walk [the Justice Department] through the basic civil rules
within [the IRS’s] jurisdiction and find out what if anything else they are looking for. . . . These are not tax people so [Lerner] may also take [IRS employee] Joe Urban to do clear perimeters about tax info should they want to do any 6103 fishing (as opposed to public record 6104
info).”

“Public Integrity Section Chief Jack Smith testified to the Committee that his team
continued an investigatory “dialogue” with the FBI about non-profits engaged in political
speech.”

web.archive.org/web/2014122504…Image
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Here, Norm Eisens Democracy 21 was feeding Eric Holders DOJ info to target five leading republican presidential candidate-specific
Super PACs. This included the Santorum presidential campaign.

It seems Norm Eisens Democracy 21 was involved in the IRS scandal to target republicans.

Inside they also cc’d Jack Smith and Lanny Breuer.

web.archive.org/web/2015093018…Image
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Read 4 tweets
Oct 18
1/ So, What’s Happening in Gaza?
How did we reach this agreement? And where does this ceasefire leave both sides?

Beyond the competing narratives and politically motivated spins, a complex and layered set of factors led to this ceasefire - and possibly, the end of the war.

Israel had been pressing Hamas militarily, targeting what remains its most important asset: Gaza City. Within Gaza, pressure was mounting as well - from the Palestinian population and from Hamas operatives urging their leadership to end the war. Netanyahu was constantly discussing the 'break point' of Hamas, promissing a 'total victory'. Yet at the same time, as I've written here several times, the scenario was always of Beirut 1982, when Israel led to the exile of the PLO and Arafat following a short siege.

However, Israel was facing growing international pressure and isolation, which has reached emergency proportations. The United States and President Trump aspired to bring the conflict to a close by the end of 2025. The President himself has said as much, telling Netanyahu, in essence, that Israel cannot fight with the entire world (lookd for his interview to Fox News, right after the agreement was reached).

Washington managed to enlist Qatar and Turkey to help pressure Hamas; both of these countries got substantial returns for that. This left Hamas with no real option, with all its regional allies demanding it compromised on a cease fire.
The failed Israeli assassination attempt in Qatar became a catalyst - an opportunity to turn crisis into leverage and push the process forward.

There’s another dynamic often overlooked: wars have a way of maturing. They reach a point of exhaustion, where both sides lose public support at home and recognize the need to pause, if not end, the fighting. This war, too, had reached that point. No doubt, Israel had the upper hand.

Now: What Was Achieved - and Why It Matters
2/ Let’s start with what this agreement actually achieved.
It’s inaccurate to portray this as a master plan conceived in Jerusalem and implemented through Washington’s good offices. It’s equally wrong to suggest that the same deal was always on the table and could have been reached a year ago.

Again. Two flawed narratives are circulating.

The first is that this was always Israel’s plan — a carefully choreographed “master strategy” by Netanyahu and Dermer. That is false. Israel was seeking a breaking point for Hamas, not a negotiated settlement.

The second is that this deal was always available, that it could have been secured long ago. Also false. Time, pressure, and changing realities made this agreement possible now — not before.

Here’s what’s different.

The first and perhaps most significant achievement is that all hostages were released alive and at once - rather than in a drawn-out, phased process - while the IDF still maintains control over much of the Gaza Strip.

The second achievement lies in the regional and U.S. endorsement of the principle that Hamas will be disarmed. For now, this commitment is theoretical, but it remains a valuable precedent for the future.

What’s the difference between this agreement and what might have been possible 15 or 16 months ago? Then, Hamas insisted it would only release hostages after Israel withdrew entirely from Gaza - to the last inch of Gazan territory. That would have stripped Israel of all leverage. It also rejected any discussion of disarmament, even in principle.

Today, Israel retains a military presence inside Gaza, and Hamas -at least on paper - has agreed to the notion of disarmament. That’s the delta between then and now.

But there is also a cost. The price paid over those 15 months- in lives lost, in Israel's legitimacy eroded to a point never seen before, in the devastation wrought - will be debated for years. Was it worth it? That question remains open. But This is, with no doubt, better than past agreements pitched to Israel.

As to the previous agreements, the Biden administration has told Netanyahu’s government that Israel retains the right to resume military action if Hamas violates the agreement. “Your right to self-defense will not be infringed,” officials said a clear assurance that the ceasefire does not bind Israel’s hands indefinitely.

We need to mark a clear distinction between the principle of the 'hostages freed first' and phase 2 of the deal. That phase has been in the works since the Biden administration. Much of this was done by the UAE with the two respective administrations. In all of the drafts, Hamas does not rule Gaza, there's a sort of a Palestinian-rule that isn't exactly the PA, and a measure of de-militarization.
3/ Where Things Stand Now
Israel has withdrawn to what’s known as the “yellow line.” It now controls roughly half of Gaza, including all of Rafah and most of Khan Yunis - areas that once housed over a million residents. That’s a severe blow to Hamas.

Under the agreement, Hamas must now return the bodies of hostages - people murdered on October 7 or who died in captivity. Israeli intelligence believes Hamas can deliver many more remains immediately. Yet Hamas appears to be stalling, exploiting Israel’s acute sensitivity around the hostages’ families.

Meanwhile, under Trump’s 21-point plan, Israel is expected to gradually hand over territory - even if Hamas fails to meet its obligations- to an international security force. Who will make up this force remains unclear. Talks currently involve Egypt, Turkey, possibly Indonesia, Azerbaijan, and others. One former senior U.S. official warned that such a composition should concern Israel, given the record of similar peacekeeping missions.

A core issue remains Hamas’s disarmament. No one seriously expects full disarmament - not of rifles, not of regular arms. The discussion now focuses on heavier weapons: rockets, mortars, explosive labs, and offensive tunnels. Hamas doesn’t need more than light weapons to control Gaza.

Another major gap is the need to establish the promised technocratic government in Gaza, supported by a non-Hamas Palestinian force and backed by the ISF. In the absence of both, Hamas continues to rule.

This vacuum deters regional investment. Neither the UAE nor Saudi Arabia will pour billions into reconstruction while Hamas is poised to rebuild and rearm. These governments also fear empowering a branch of the Muslim Brotherhood, which remains popular in their own societies.

That’s why Vice President J.D. Vance and Jared Kushner are now traveling to the region - to prevent the agreement from collapsing and to work through its details. And everything, now, depends on those details.

The key challenges now are fourfold: ensuring Hamas actually returns the bodies of Israeli hostages, creating a functioning Palestinian technocratic government to replace Hamas’s rule, assembling and deploying an effective international security force, and managing a continued, orderly withdrawal of IDF forces.

Yet no one in the region expects any force other than the IDF to be capable of confronting Hamas militarily; if a different actor were to successfully challenge Hamas, it would come as a genuine and welcome surprise.

The Deeper Lessons:
Read 4 tweets
Oct 19
🧵 Finally watched Kantara Chapter 1 - a film that understands Sanatana, not just shows it.
I don’t usually write reviews or post on X.
But this one deserves it.
Because Kantara Chapter 1 isn’t just a movie - it’s spiritual truth made visible.
Most “spiritual” films rely on chants, CGI, and filters.
Kantara doesn’t. It feels the divine - because its creator knows what Sanatana is, not just how to decorate it.
Read 12 tweets
Oct 19
@TrudoJo @non_npc_furry This was from tonight (Oct 18) Image
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@TrudoJo @non_npc_furry Image
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This one in and of itself is evidence of another crime, or at least enough for more investigation to take place. Lying about this like he did, is a HUGE **middle finger** to the legal system and the rule of law, and everyone who actually has a law license.

He later stonewalled me.

This is the same guy who demands truth and consistency in others. SMOKING GUN.Image
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Read 6 tweets