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Sep 12 12 tweets 7 min read Read on X
Operation Sindoor 2.0 Loading....

It won't be a military action.

It won't be about POJK.

Neither it will be a reactive measure.

Read this thread till the end as there many connecting dots to understand.

This time, it will be of the people, by the people, for the.. Image
.... people of Pakistan.

Asim Munir is heading toward's KP Oli's fate but in even worst possible way.

I had predicted long back that US eyeing Pakistan's mineral reserve that's why Trump claimed credit for ceasefire to Asim Munir's face.

That came true when Pakistan signed $500 Mn deal.

Munir doesn't know he has signed warrant of his ouster.

How?

Munir's Pakistan is sitting on time bomb made of:

1. Mobilised political base around Imran Khan,
2. Freedom Movement in peripheries (Balochistan, KPK) fueled by Pakistani Army's actions,
...Image
...3. Anger of Pakistanis from inflation, flood, surveillance
4. Balancing act between US-China over minerals and security.
5. Corruption and royal life style of Pakistani Generals and ministers.

Taken together at scale of Pakistani population can cause much worse situation than Nepal.

Imran Khan’s 2022 ouster still defines the landscape. Removed via no-confidence, he didn’t vanish, he radicalised his base.

He was removed by US and powerful military setup when he started to make his own decisions and aligning with Russia.

Time and again there have been news of Imran Khan getting assaulted in jail have radicalised his support base.

He has become open critique of Asim Munir than his political rival.

Mass rallies, arrests, and violent clashes kept PTI supporters in the headlines through 2024–25.

His followers are organised, digitally ....Image
.... savvy, and waiting for an opportunity.

Every police crackdown risks re-igniting nationwide protests. Like Oli in Nepal, who underestimated the power of youth-led mobilisation, Munir faces a base that refuses to back down.

The difference? Pakistan’s base is much larger, angrier, and more experienced in sustained agitation.

There is another big fuel to mass fire.

Wasn't it strange that so many intimate videos were leaked online in Pakistan?

Amnesty reports show Pakistan expanding surveillance: mass phone tapping, internet restrictions, spyware-level monitoring to clamp down dissent of mass after Imran Khan was removed.

Citizens whisper about being watched even in private chats...Image
...But here’s the paradox: fear breeds anger, not silence.

Nepal’s youth revolted when Oli tried clamping down on social media they saw it as elite control over their voice.

Pakistan’s young, wired population is even less forgiving.

Every snooping scandal chips away at trust. Munir’s challenge is not just protesters in the streets , it’s millions online, refusing to be gagged.

Imran Khan is going to cash in on this report and make people aware of what Pakistani establishment is upto.

If you are wondering why a financially struggling state is investing so much in surveillance, you must...Image
... understand the long term plan to control mass as per the need of military establishments.

But things are not as much in control as Pakistan wanted.

Zoom out to the peripheries.

Pakistan's lust and greed of resources has put Balochistan and KPK on fire.

Balochistan burns with insurgency and freedom movements, as fighters hit Pakistani convoys and Chinese engineers.

US in desperation declared BLA as terrorist organization. It has further detoriated the situation.

Khyber Pakhtunkhwa is also showing strong signs of dissent towards military actions of Pakistan.

It remains a sanctuary for Taliban-linked networks are more culturally connected KPK than Pakistan.

The state’s answer? Crackdowns, checkpoints, and surveillance.

But every raid deepens...Image
....resentment. Locals see soldiers not as protectors but occupiers. Add foreign workers and mega-projects, and the anger compounds.

This isn’t just “law and order.” It’s a slow erosion of legitimacy. Oli’s fall was sudden. Pakistan’s unrest is different: long-simmering, structural, and waiting for one big shock to tip it over.

Now layer in the resource race. Pakistan’s vast reserves of rare earths have suddenly made it a darling for Washington.

New MoUs and investments promise dollars but also dilemmas. China, Pakistan’s old patron, has already sunk billions into CPEC and won’t tolerate second place.

The minerals sit in volatile provinces, where locals feel excluded from the spoils.

It’s a geopolitical tug-of-war played ...Image
...on Pakistani soil.

Munir is walking the same tightrope between Beijing & Washington.

There is split of loyalty between Pakistani Military and Political leadership.

Munir has sidelined with Trump and betting to win big by getting Trump REE extraction rights and WLF crypto deal while political leadership wants to continue relations with CCP.

There have been multiple visits of Munir, Sharif to China recently Zardari made visit to but things don't look stable.

China has one strong tool to pull off strings ie its debt trap. Pakistan is well deep into it.

Here lies the hardest balance: Washington or Beijing? China has poured billions into CPEC and now demands better security for its citizens.

The U.S. arrives fresh, withImage
...shiny mineral deals and strategic interest. Both want priority. Pakistan can’t satisfy both. Reports suggest the army leans West, while civilian leadership still signals loyalty East.

This split is dangerous.
On one side there is years of investment and help on international stages, on the other side there is lot of sudden money.

Munir is now in the bind with superpowers who treat Pakistan like a chessboard square, not a partner.

Of course, nothing inflames revolt faster than empty kitchens....Image
Food inflation is hitting Pakistan harder than politics. Wheat, rice, cooking oil daily essentials have doubled for many.

Floods wiped harvests, subsidies shrank, and the rupee staggers.

For the poor, it’s survival, not ideology.

And when they turn on the TV, they see generals’ families holidaying abroad, politicians’ kids in London, and lavish estates expanding. Two worlds in one country.

Nepal’s protests had the same core: inequality and betrayal. Pakistan’s scale is bigger. Hungry crowds don’t negotiate — they erupt.
Could this all snap into an “Oli moment”? In Nepal...Image
.... it was a social media ban that tipped youth anger into mass protests, collapsing Oli’s rule overnight.

Pakistan would need a similar flashpoint: a food riot after subsidy cuts, a deadly crackdown on PTI, or a high-profile attack on foreign workers that enrages both locals and patrons. But unlike Nepal, Pakistan’s military is stronger, more entrenched.

Collapse here won’t be neat or sudden. It’s more likely to be messy, drawn-out — a grinding contest between street, insurgents, and elite power.

So What's next?
Watch five signals:
1. US China fight over regions and resources
2. Insurgent strikes on Chinese and US projects,
3. Mass PTI protests,
4. Social media blackouts,
5. and fractures among generals and political leadership.

Each one is a potential trigger.

Globally, the U.S. will guard mineral access and sea lanes, China will demand CPEC protection, Iran & Russia will look for openings.

And India will hedge its bets and make its move to ensure it has peaceful border and broken adversary.

Everyone wants something, nobody fully trusts or needs Islamabad's stabilty.

It was going pretty well with China but sudden lust of power and greed for money has brough Pakistan to major upheaval.

It is not just going to end the militarry suppression but also going to limit Pakistan to Punjab and Sindh.

That's why Op Sindoor 2.0 is not ballestic, kinetic war but an automatic sequence of events.Image

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More from @deepdownanlyz

Sep 10
🚨 Nepal is boiling.

But Wait..
Is the world’s only Hindu Rashtra making a comeback?

What began as a Gen-Z outcry against a social media ban has turned into something far bigger anger at corruption, misgovernance & failed democracy.

Now, with protesters demanding a “Modi-like PM” and the Nepal's Army Chief addressing Nation under the portrait of Nepal’s first King…Image
Image
On September 4, KP Oli govt announced ban on Social Media.

And unrest irrupted.

The immediate spark was a sudden ban on 26 social-media platforms Facebook, X, Instagram, YouTube and others — which removed the primary organizing and grievance-sharing channels for the youngest Nepalis.

But the protests weren’t only about apps: Gen-Z crowds were expressing long-standing frustration with corruption, nepotism, cronyism, youth unemployment and economic stagnation.

The unrest turned deadly: dozens killed and hundreds injured during clashes, and the government quickly rolled back the ban amid mounting pressure.

But damage was done.Image
What began as student-led street actions escalated very quickly. Protesters pushed toward the federal parliament, clashes produced live rounds, rubber bullets and mass arrests, and in several spots government buildings and senior officials’ residences were torched or vandalized.

The army’s intervention and the symbolism of a king’s portrait:Image
Read 13 tweets
Sep 9
Nepal’s Gen-Z Uprising: Wake Up Warning for India?

Imran Khan Removal in Pakistan

Sri Lanka "Economic Crisis"

Bangladesh's coup ,

US's new $500mn Critical Mineral Deal in Pakistan,

If last 1-2 years has anything for India to realize then it has to be:

India can’t treat this pattern as “someone else’s problem.”
👇Image
India's backyard is shifting.

Let's look at our closest neighbour:

Nepal: The spark and the scale of protest was such that within days even wife of ex-PM was burnt to death.

Student-led protests against a government social-media ban and alleged elite corruption exploded into country-wide unrest; police firing killed at least 19 people, parliament and senior politicians’ homes were attacked, and Prime Minister K.P. Sharma Oli resigned as the crisis spread.

What began as a censorship fight quickly exposed deeper governance failures — young people, joblessness, corruption and anger at elite privilege.

The speed and violence of this collapse matters because it shows how fragile political equilibrium can be when social media bans, trust deficits and youth mobilization meet heavy-handed policing.

But this is not the first and won't be last:Image
...look at Bangladesh (2024) and Sri Lanka (2022).

Bangladesh’s large student protests over the quota system in mid-2024 escalated into nationwide unrest and a harsh state response that revealed simmering economic and social grievances.

It was fueled by external interests which wasn't entertained by Sheikh Hasina govt.

Sri Lanka’s 2022 “Aragalaya” began as protests over economic collapse and rapidly toppled entrenched political elites.

The common thread: a young, connected population pushing back on corruption, inequality and governance failure — and foreign actors watching and sometimes leaning in, overtly or through economic leverage.

These precedents show how domestic grievance can become geopolitical leverage.

Should India be worried with this:Image
Read 14 tweets
Sep 8
Ohh Wait....

Is this US shifting its $35 Trillion debt onto the world?

Tariffs as the opening act, crypto as the reset.

To give you a heads up, remember what happened in :

1. 1930: US confiscated citizens’ gold → debt reduced.

2. 1973: Nixon ended gold standard → dollar became world currency, US printed freely.

Now Putin advisor Anton Kobyakov warned that the US is preparing a way to push part of its huge $35 trillion debt into crypto and gold markets and...Image
.... then devalue it leaving the loss to other holders.

That claim sounds dramatic, but when you stitch together two real trends — an aggressive tariff policy that raises huge sums and a White House-friendly push to make digital dollars and stablecoins mainstream — the scenario becomes plausible as a high-stakes strategy.

This thread walks step-by-step through how tariffs can be the short-term weapon, how non-dollar settlement & local currency trades give cover, why crypto rails matter, and how Trump’s own crypto stakes could personally profit if this plays out.Image
Image
Tariffs: short-term cash and political cover:

Tariffs are simple: They tax imports and bring immediate cash into the Treasury.

In 2025 the U.S. has already collected record monthly tariff hauls and year-to-date customs revenue in the low hundreds of billions — a real boost to government receipts and political cover for “paying down” pressures.

But tariffs are also blunt instruments: they distort trade, raise consumer prices, and signal to big trading partners that the U.S. will weaponize trade policy.

That signal is useful politically — and strategically — if the aim is to force other economies to test non-dollar settlement arrangements or to accept alternative payment rails.

The recent surge in tariff collections shows the tool is working as a revenue and leverage mechanism.

But it creates...Image
Read 13 tweets
Sep 6
India’s Journey: From Tax Jungle to One Nation, One Tax

Read this data backed thread to understand how GST has become backbone of Indian Economy .

Before 2017, India’s tax system was chaos:
17 different taxes,
13 cesses,
double taxation,
endless paperwork,
and corruption at every step.

Every state felt like crossing a border, with new levies, new rates, and higher prices for the common man.

Then Modi Govt under FM Nirmala Sitharaman dropped a bombshell—GST.

A single tax that rewired India’s economy forever. In this thread, backed by hard numbers and facts, I’ll show you how GST turned a fragmented mess into the backbone of New India’s growth:Image
Image
Before GST: VAT Chaos

VAT was supposed to simplify taxes but became a nightmare.

Every state had different rates: toothpaste at 12.5% in one state, 4% in another.

States imposed extra levies like entry tax despite promises not to. Refunds worth crores were delayed for months, suffocating small traders.

Input Tax Credit was misused due to weak oversight. Some manufacturers even kept MRP high despite lower VAT, pocketing the difference. Digital loopholes let traders evade tax easily.

Net result: double taxation, high compliance burden, unstable rules, and higher costs for citizensImage
GST Rollout: The Big Reform
On 1st July 2017, PM Modi rolled out GST—merging 17 taxes and 13 cesses into a single levy.

No more multiple state barriers, no more cascading tax-on-tax. GST gave input tax credit seamlessly, introduced uniform procedures nationwide, and digitised returns to reduce corruption.

Businesses could move goods across states without delays, and consumers saw simpler bills. It wasn’t just tax reform—it stitched together India’s economy, removing fragmentation.

GST was a milestone, making “One Nation, One Tax” a reality.

For the first time, India became a truly unified common market.Image
Read 8 tweets
Sep 4
Has Economic Liberalisation 2.0 started?

PM Modi in Japan: "It doesn't matter if currency is black or white as long as it is used to manufacture in India"

Union Budget 2025- Income Tax Cut till INR 12.75 lakh

Now GST 2.0: Much more than just tax reduction

Read 👇 Image
Image
India’s GST revamp led by FM Nirmala Sitharaman is being called GST 2.0.

By cutting slabs to just 5% & 18%, slashing rates on essentials, and simplifying compliance, it strengthens India’s economy across multiple fronts.

Lower consumer prices, higher household spending, steady tax collections, stronger small businesses, and greater investor confidence all come together.

Even with a global export hit of ~$30B from tariffs, GST 2.0 gives India a cushion to keep growth steady. Let’s break down how this reform can reshape India’s growth story.
Earlier, GST had 4 main slabs — 5%, 12%, 18%, 28%. Now, nearly 90% of goods fall into just 5% or 18%, while luxury and sin goods stay higher.

For consumers, this means clarity. For businesses, this means fewer disputes.

For investors, it signals policy stability. Simpler taxes reduce compliance costs and legal uncertainty, which improves India’s “Ease of Doing Business.” When the rules are transparent and predictable, capital flows in more confidently.

A streamlined GST is not just good governance — it’s a magnet for investment.Image
Read 11 tweets
Sep 2
Trump's Trade War is Not Chaos but a fake "Facade".

It is a design to achieve what Trump wanted since long.

Trump will come out the biggest winner from it.

It was never about Trade imbalance, tariffs etc.

It has been always about Trump.

SCO Meeting in Tianjin what has brought him closer to his goal.

Read this thread till the end and you will understand it.Image
Trump’s Trade War is not random chaos. It is a carefully staged drama.

Do you remember Trump's spat with JP Morgan CEO and Bank of American in 2018-19 he accused JP Morgan and Bank Of America of denying keeping his money?

It hurt Trump's ego same way when Obama made fun of him during a white house dinner in 2013/14.

Do you really think US's biggest strength is export?

It is its monopolistic companies like Apple, Google, NVIDIA, Meta etc.

The “trade imbalance” story is a cover. Trump's personal business and wealth ambition have lot to do with all of this. Let's start with...Image
Trump talks about wanting a “strong dollar,” but his personal empire benefits from the opposite.

A weaker dollar makes real estate prices go up, makes it easier to pay off big debts, and raises the value of gold, oil, and commodities.

Foreign investors also find U.S. assets cheaper when the dollar falls. Trump’s wealth is tied to real estate and debt-heavy businesses.

That means when the dollar weakens, he personally wins. His “strong dollar” talk is for markets and media. But behind the scenes, his real incentive is a weaker dollar.Image
Read 12 tweets

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