1/ China x Pakistan
economic corridor is fraught with rising tensions
At stake: competition of internal groups, rebel tribes, security + protection, access to infrastructure, unmet promises + anger over expectations…
in particular GWADAR…
2/ China builds the infrastructure and will get 91% of the revenues from the Gwadar port over the next 40yrs (Chinese Overseas Port Holding Company)—9% will go to Pakistan
Why does this port matter?…
3/ Why does Gwadar port matter?
-near Strait of Hormuz (between Arabian Sea + Gulf of Oman) where 20% of the world’s oil passes (!)
-China’s main goal is to use it to connect China’s Xinjiang (where millions of Muslims are in concentration camps) with the Arabian Sea
MAPS:
4/ Already Pakistan—like other countries that fell into the debt diplomacy trap—has sought debt relief from China.
7/ Pakistani militants (labeled terrorists by China) bombed a bus and killed 9 Chinese nationals on the way to a $2B hydropower project built by state-owned Chinese group China Gezhouba Group…
8/ There is a diplomatic and economic opportunity for US-Pakistan alliance to more ethically + fairly build infastructure in the interest of Pakistani people (and in US interest to thwart China dominance and control of ports + access routes)
• • •
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with so many short-sighted, self-interested, greedy domestic* political + financial + media opportunists who profit by manipulating, provoking, stoking anger, fear, disdain that DIVIDES “us”
*foreign enemies seek to foment US civil war too—
2/
If I were Xi or Putin—i would have full-time intel agents exploiting democracy + free speech in the US
finding + exploiting EVERY possible US identity division
-Left x Right
-Rich x Poor
-Woke x Non
-Young x Old
-Future v Past
-Religion x Religion
-Capitalist x Socialist
3/
If i were Xi or Putin—I’d sow seeds of dissent + divide with rabble-rousing, publishing op-eds, endless TV guest provocations, organizing protests, chip away at institutions + authority—stoke distrust + disdain for ‘other’ + rip + fray the social fabric to destabilize the US
1/ A repeating rhyme of history is never ending competition between EXPLORERS vs EXPLOITERS
(Exploiters here doesn’t mean taking advantage of others—it means settlers extracting some form of yield from a previously explored + discovered opportunity—but sometimes results in it)
2/ And a feature of EXPLORERS is there are branches ENTREPRENEURS + EXPERIMENTERS + ECCENTRICS
Notably root words of
‘entre-preneur’(undertake; to grasp/seize)
‘ex-pert’ (out of; to try/risk)
‘eccentric (odd, whimsical)
All find the un- (or not yet-) known…
3/
Some may find it via TIGHT process + reason + logic (mathematicians, chemists, computer scientists)
Others via LOOSE imagination + dreams + drugs
(shamans, lost souls seeking community— and parties)
2/ The fun thing about making lots of money in VC + crypto + any asset or security that makes money by selling it for more than you paid for it is this:
you don’t NEED it to profitable business—
you only NEED others to buy it for more
A 🔑 difference between TSLA + BRK…
3/ And if you don’t need the business underlying your investment to be profitable 💵(because you just need others to believe that others will believe that others will believe 📈)…
You might not NEED to know 💁♂️what actually makes a business profitable….