Miscellanea: The War in Iran

I had a gut feeling the US wasn't serious about the Kurd uprising in Iran when they failed to take PJAK off the terrorist list (Treasury one, not the DoS one), which is necessary to fund them.

You have to be corrected on a few critical things. The US' power doesn't come from it making so many weapons. The structure of the government. The principles it stands for. The geographic perfection it lucked into. The allies it has (which, despite appearances, are still there.) The economic influence it has. The human talent it has soaked up from around the world as people moved to the US.

China can't replicate any of those things in the next 100 years. They are also handicapped by their ideology, which weakens their capacity to work the necessary logic for critical outcomes. They've tried and failed to achieve some kind of belt and road initiative to make up a bit of the difference in their supply chain dependencies. They've tried and failed to clone so many of our technologies, but what gets promoted are the ones they've succeeded at.

One of the admirals in the Pacific said something along the lines of (paraphrasing), "China is complaining that we're trying to contain them. My question to them would be, 'well, do you need to be contained?'"

China constantly contradicts itself about its ambitions. What you need to understand, from all this stuff you've been writing in this thread, is that China is no longer China. That great history, so much of its critical culture from the past. It's all trashed. China is now communist. It's now what communism wants, not what China wants or needs. Taiwan isn't about reunification with a brother, it's about communists crushing democracy.

If you look back at World War 2, it was in large part caused by communism. Comintern believed that communism could not co-exist with capitalism, so communism would have to be established globally. This threatened Japanese and German sovereignty. Granted, the Japanese and Germans had their own ideological problems, but just the threat of global communist expansion was enough to start a race for global resource control.

We downplay this about WW2, but if you want to understand anything about US national strategy, it is that we have been hedging our resource control against a potential flaring up of global communist ambitions again.

Now what is China doing? They're building the largest military in history that has no use other than expanding. Xi Jinping is purging his military like Stalin did before he invaded Poland and Finland.

The contradiction about communist ideology is that it is anti-western and anti-imperialism, but the success of communism is that it has to become western to suck less and it has to manufacture a psychological empire to succeed. Western "empires" have largely been a result of good fortune in water access. The US is the absolute pinnacle of that. Russia and China are worse off and since they are at a disadvantage there, the alternative is psychological expansion.

China is trying to make up the difference by using a massive population, but the entire logic around it is weak. China is easy to choke off and scale down. It would go the same way World War 1 and World War 2 went, except with more turmoil in each other's countries. It's easier now than ever to project power from inside enemy's countries than to need to send ships and missiles thousands of miles to reach them. The issue is that, China is more fragile in this regard than the US is in every regard despite all their social controls.

Nothing he did was really 'glitching' the game. Yes there were unexpected circumstances, but that's exactly what happens in war as well. As the old saying goes - no plan survives first contact with the enemy. The weapons defenses were turned off because they were having difficulty distinguishing between civilian and hostile targets, which is a completely viable scenario in an asymmetric conflict.

The only big surprise was a rapidly closed engagement zone but even that absolutely could happen in real life, even if through different means. Ukraine's early success with suicide boats was precisely because they were unexpected, undetected, and able to get into range rapidly. If they had simultaneously deployed them at a much larger scale, the results would have essentially been a repeat of MC2002.

And more general, the discovery the 'Iranian' general in MC2002 made, some 24 years ago now, is that the future of warfare wasn't going to be giant behemoth vessels, but lots of really cheap asymmetric systems - another thing that the Ukraine war has demonstrated beyond any doubt. Had this lesson been learned it's entirely possible that the US could have ended up on the forefront of advances in war instead of finding itself in a scenario where the bleeding edge of a trillion dollar military budget is literally just cloning Iranian drone tech.

I mean, Gold is an asset. Bitcoin is an asset. Those aren't currencies, even if people like to think of them that way.

As far as the Euro, Europe is not America. The European Union is also not the United States. America has geographic advantages that Europe lacks. The US has structural stability advantages that the EU lacks. People sometimes argue things like, the EU is more of a framework or general agreement, while the US is an actual country.

The amount of USD in circulation dwarfs all other currencies and makes it more cushioned against shocks. It's much more liquid than gold or bitcoin. If you need to get actual things done in the real world and you need to get them done quickly, USD is the currency you want to generally have.

It's also the least likely to simply poof or disappear. China is the only real threat the US has faced since World War 2 and we're handling it pre-emptively. You could argue we were pre-empting the CCP even before World War 2, since we were supporting the anti-communist forces inside China before Japan attacked it and unified them against it.

The outcome of a lot of wars comes down to physics. The physics are on the side of the US. USD isn't going anywhere. Iranian and Venezuelan oil will be traded in USD now as well.

The treaty that would have expired in January 2026 and left Iran with far more resources? Biden gave Iran $6 billion, a month later the Gazans infiltrated Israel with Iranian-funded weaponry.