🧵 China’s population collapse is now mathematically irreversible.
There simply aren’t enough women left of childbearing age.
Even if the fertility rate magically returned to replacement level (2.1 children per woman) tomorrow, the country would still lose more than 40% of its population by 2100.
It won't. The real number is 75%. There's nothing like it in history. 🧵
2/ Official estimates say China has only ~190 million women of childbearing age. That number is much higher than reality.
The One Child Policy (1980–2016) and its echoes slashed entire generations. Sex-selective abortions made it worse.
The cohorts now entering prime childbearing years are themselves the children of the one-child policy — already a drastically smaller group.
Each generation compounds the previous deficit.
3/ The numbers are brutal.
Population has fallen for four straight years. In 2025: just 7.92 million births vs. 11.31 million deaths — a record natural decline outside Mao’s famine.
Births dropped another 17% in 2025, hitting the lowest level since 1949. Total fertility rate is now ~0.92 (some estimates as low as 0.84).
4/ Projections paint a dire picture:
• Rhodium Group: annual decline widens to 7.6 million by 2035 → nearly 60 million lost in a decade (size of France).
• UN: could fall as low as 663 million by 2100
• More realistic demographers like @fuxianyi put it at just ~310 million.
That means the U.S. will be larger than China. And it's too late to reverse course.
5/ Major cities show the future.
Beijing’s 20–29 age group collapsed from 4.6 million (2015) to 2.5 million (2024). Shanghai had 107k births vs. 164k deaths in 2025.
Coastal provinces are only “growing” via internal migration, not births.
The elderly tsunami (211 million aged 65+ plus 325 million aged 50–64) is just beginning.
@fuxianyi 6/ The CCP knows this. Xi has pushed marriage, cash bonuses, extended maternity leave — even removed tax breaks for contraceptives.
None of it has worked. You can't subsidize women who were never born into existence.
And there simply aren't enough women.
7/ This is not just a demographic crisis. It’s the end of China’s superpower dream.
A shrinking workforce, collapsing taxpayer base, exploding retiree burden, and a hollowed-out consumer market.
The One Child Policy was horribly immoral. But it may also have been the CCP’s greatest strategic mistake — and one with no fix.
Read all the details on my site. Link in bio.
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🧵The USS Nimitz — America’s oldest aircraft carrier, laid down in 1968 and scheduled for decommissioning this month — just showed up off Cuba’s coast instead.
Raul Castro better watch out. There's a cell beside Maduro's!
Trump isn’t letting old ships rust. He’s using them to project power. 🧵
2/ The Navy extended the Nimitz’s service life by ~10 months.
Now the Nimitz Carrier Strike Group is in the Caribbean, sending a clear message to Havana.
“Welcome to the Caribbean, Nimitz!” — U.S. Southern Command.
It comes after the Justice Department indicted 94-year-old former Cuban dictator Raúl Castro.
Cuba is in free fall, cut off from Venezuelan oil money. Ordinary citizens are burning wood and charcoal to cook while the regime maintains fuel for its military and and lavish lifestyles for its "Communist" leaders.
🧵A single uranium pellet the size of a gummy bear equals the energy of 140 barrels of oil.
Nuclear is the cleanest, safest, densest energy source on Earth. And now, it can be produced with zero chance of meltdown or radiation leaks.
So why isn’t it powering everything? We buried a miracle under 50 years of regulation. That’s changing fast. 🧵
2/ From 1974 to 2025, the NRC approved zero new reactor designs.
Only two reactors came online in that entire period.
Trump’s executive orders are blowing this open: goal to quadruple America’s nuclear fleet by 2050, 18-month licensing timelines, and three new microreactors online by July 4, 2026.
Nuclear entrepreneurs say regulation is finally becoming a solved problem.
3/ The breakthrough making “zero meltdown or radiation leaks” possible is TRISO fuel.
These snooker-ball-sized ceramic pebbles trap radiation inside — even if you turn off all coolant systems. China tested it: the reactor simply cooled down naturally. Wow!
Microreactors using TRISO are small enough to fit in a living room.
🧵84 years ago this week, the Battle of Midway changed history.
But what if America had lost — as it very nearly did?
People have no idea how close we came to a Japanese victory that would have cost the Allies both the Pacific and Europe.
It was that close. 🧵
2/ Had Japan won at Midway, they would have destroyed three U.S. carriers while keeping their fleet intact.
Nothing could have stopped them from seizing key South Pacific islands, building airfields, and creating an impregnable defensive perimeter from Samoa to Midway to the Aleutians.
U.S. supply lines to Australia would have been severed. A Pacific offensive delayed until mid-1943 or later.
But that's just the beginning....
3/ An isolated, vulnerable Australia would have had to bring home its own critical troops from North Africa.
Their 7th Division was decisive at El Alamein. Without them, Britain likely would have lost the Suez Canal, the Mediterranean, and India.
Without options, Australia might have even been forced into a neutrality pact with Japan — trading raw materials for safety.
🧵The EU is finally waking up: Donald Trump was right about China.
Europe’s industrial base could be obliterated in less than a decade by China’s predatory export machine.
Brussels ignored the warnings. Now they’re facing the consequences. 🧵
2/ China is doubling down on massive over-investment and dumping excess capacity on the world while pursuing autarky at home.
Effect: it's exporting deflation and unemployment as a means to stay in power by destroying your job.
The Rhodium Group warns this “China Shock 2.0” is bigger and more sophisticated than the first one that hollowed out America’s Rust Belt.
3/ Europe is the soft target this time.
China runs a €1 billion DAILY trade surplus with the EU. Without action, the deficit could hit €500 billion by 2027.
As Trump’s tariffs blocked China from flooding the U.S. market, the tsunami of cheap goods shifted to Europe — hitting Germany, France, and beyond with devastating force.
🧵Leftist, progressive lawyers are fleeing the Trump administration in large numbers.
According to the NYT, more than 10,000 have left federal agencies since the beginning of 2025, according to a New York Times analysis.
The federal government has lost an incredible 17% of its civilian lawyers in just 15 months. Bwuhahahahahaha!
This isn’t random attrition. It’s a self-revelation. 🧵
2/ The numbers are stark.
The Department of Education lost more than half its lawyers. The Departments of Housing and Urban Development, Labor, Energy, and Agriculture all saw steep declines. DOJ is down 24%.
The Deep State saboteurs are leaving. Trump is getting to replace them. But he's hiring fewer.
Despite agencies hiring about 3,200 lawyers during this period, departures still vastly outpaced recruitment.
3/ There's one major exception.
The Department of Homeland Security increased its legal staff by 21% as the administration ramped up immigration enforcement.
The agencies most focused on Trump’s core priorities — border security and reducing regulatory overreach — are either holding steady or growing.
The ones most aligned with the old administrative state are emptying out.