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🚨 SOFTBANK'S $20 BILLION SECRET

In 4 days, the largest margin loan in tech history either funds—or implodes.

On Nov 11th 2025, SoftBank quietly disclosed they've pledged $8.5 BILLION against Arm shares.

$11.5B more available.
33 banks participating.
Nobody's talking about this.

Here's what Wall Street is missing:

Masayoshi Son has bet 54.6% of SoftBank's entire $224B NAV on ONE company.

The same man who turned $20M into $200B with Alibaba.
The same man who lost $70B in 14 months during the dot-com crash.
The same man who called WeWork "a stain on my life."

By Dec 31st 2025, he must transfer $22.5B to OpenAI.

If Arm drops 40%, margin calls begin.

The reflexivity is brutal: If traders smell blood, they sell Arm. Arm drops. Margin calls trigger. Forced liquidation. More selling.

This is how Archegos collapsed—except that was $10B.

This is 2x larger.

Son's thesis: Physical infrastructure becomes the binding constraint on AI.

Control the chips (Arm) + the models (OpenAI) + the power (Stargate $500B) = control civilization.

Either he's right and this becomes the greatest trade in venture history.

Or this becomes the margin call of the millennium.

By March 2026, SoftBank either trades at 2x NAV—or faces emergency asset sales.

There is no middle ground.

The fish that got away was $150B Nvidia. The fish he's chasing is bigger. The net is made of borrowed money.

Bookmark this. ⏰

Read the full deep dive full story - open.substack.com/pub/shanakaans…

https://x.com/shanaka86/status/2004930718175297998?s=46&t=R0ivzMnZs2uEIgO9fs-S4Q

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🇺🇦🇺🇸 TRUMP-ZELENSKY MEET AT MAR-A-LAGO - 20-POINT PEACE PLAN "90% DONE" EXCEPT THE 2 PARTS THAT ACTUALLY MATTER

Trump hosts Zelensky at Mar-a-Lago today for their 5th meeting this year. The 20-point peace framework's reportedly 90% agreed.

The other 10%? Just territorial concessions and control of Europe's largest nuclear plant. Minor details.

Here's what's allegedly settled:

What Ukraine gets:

Security guarantees similar to NATO Article 5 (attack triggers allied response)

EU membership pathway confirmed

Military of 800,000 troops in peacetime (up from Russia's demand of 600,000)

What Ukraine gives:

Reaffirms nuclear-free status

Won't join NATO (but won't constitutionalize the ban)

What's still unresolved:

Territorial question: U.S. proposes creating a "free economic zone" in the 25% of Donetsk Oblast that Ukraine still controls.

Zelensky's counter: only if Putin withdraws Russian forces proportionally from the part he controls.

Alternative proposal: freeze current front lines. Zelensky says if Trump won't back Ukraine's position, he'll put the entire 20-point plan to referendum - but only if Russia agrees to 60-day ceasefire first.

Zaporizhzhia nuclear plant: Currently Russian-occupied. Largest in Europe. U.S. suggests three-way management (U.S.-Russia-Ukraine), split the energy output 50/50.

Neither Moscow nor Kyiv wants joint operation.

Zelensky wants Ukrainian state agency running it with U.S. support. Russia wants... Russia hasn't said publicly, but probably total control.

The timing tells you everything:

Yesterday - day before the meeting - Russia launched massive strikes on Kyiv. 2 dead. 1/3 of the capital without power. In winter. While temperatures hover near freezing.

That's Putin's negotiating position. "Here's what happens if you don't accept terms."

Russia's Deputy Foreign Minister Sergei Ryabkov already signaled Moscow won't accept this framework because it deviates from what was discussed previously with the U.S.

In other words: The November plan that leaked - the 28-point version completely favoring Russia - that's what Moscow expects.

This revised 20-point version with actual Ukrainian input? Unacceptable.

Zelensky spent Saturday on calls with Macron, Starmer, Merz, Meloni, Tusk, and von der Leyen. Then met with Canada's PM. He's locking in European support before walking into Mar-a-Lago because he knows Trump could side with Putin on territorial questions.

Here's the actual state of play:

Trump wants this deal done. Personal legacy item. "I ended the Ukraine war" plays well domestically.

Putin wants territorial gains locked in, Ukraine neutralized, and NATO expansion reversed.

Zelensky wants survival with territorial integrity and security guarantees that actually work.

All 3 can't get what they want. So today's meeting decides who compromises and how much.

The 90% that's "agreed"? That's the easy stuff. Security language, troop numbers, EU membership - those cost nothing to promise.

The 10% that remains? That's land and nukes. That's what the war's actually about.

Zelensky's referendum threat is smart politicking. Can't blame him for accepting bad terms if Ukrainian voters approve them democratically.

But it requires 60-day ceasefire Russia won't grant because Putin knows time favors Ukraine preparing defenses.

What happens today?

Either Trump backs Zelensky's position and the plan dies because Russia rejects it, or Trump pressures Zelensky to accept territorial concessions and the plan moves forward over Ukrainian objections.

The meeting "you know how it starts but never how it ends" quote from the article nails it. These negotiations are live ammunition. Outcomes unknown.

Source: El Debate

https://x.com/marionawfal/status/2005253303932956915?s=46&t=R0ivzMnZs2uEIgO9fs-S4Q

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FREE ENERGY!

Japan has successfully tested a system that generates electricity in space and transmits it wirelessly back to Earth. Solar panels placed in orbit collected energy and sent it to a ground station using microwave transmission.

Once received on Earth, the microwave energy was converted back into usable electricity. This demonstrates that power can be harvested beyond the planet and delivered without physical cables or fuel transport.

Unlike ground-based solar power, space-based systems can collect energy continuously without weather, clouds, or night cycles. This makes the concept especially attractive for stable, large-scale renewable energy production.

The test represents an early but critical step toward future space-based solar farms. Engineers believe much larger arrays could eventually provide clean power to cities or remote regions.

Experts see this as a potential shift in how humanity produces energy, blending space technology with climate-focused solutions. While still experimental, the success confirms the concept is technically feasible.

via Paul Koti, LinkedIn

https://x.com/covertress/status/2004910553949483098?s=46&t=R0ivzMnZs2uEIgO9fs-S4Q

https://www.jspacesystems.or.jp/en/project/observation/ssps/?utm_source=chatgpt.com

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⭐️The "quarantine" framing is the warning.

Kennedy used that word in 1962 right before nearly starting WWIII over missiles in Cuba. The Soviet ships turned around because they knew quarantine meant "cross this line and we fire."
Maduro's being told the same thing. The economic noose tightens. Other countries might help, but not enough. And if he doesn't fold by January 2026, the military option becomes the only option because Trump won't accept failure.⭐️

🇺🇸🇻🇪 U.S. CALLS IT "QUARANTINE" NOT "BLOCKADE" - CUBAN MISSILE CRISIS LANGUAGE FOR "WE'RE READY TO SHOOT"

White House confirms military options stay on the table for Venezuela. Current strategy: maximum economic pressure through sanctions, expecting "severe economic strain by January 2026" to force Maduro into political concessions.

The word choice matters. They're calling it "quarantine," not blockade. That's deliberate 1962 Cuban Missile Crisis terminology. Kennedy used "quarantine" because "blockade" is an act of war under international law.

So Washington's deploying act-of-war measures while using language that technically isn't war. The message to Maduro: we're choking you economically, and if you resist, we've got ships and troops ready.

The strategy's math:

Sanction Venezuelan oil sales → economy collapses → population suffers → Maduro forced to negotiate or step down → U.S.-friendly government installed.

Classic regime change playbook. It worked in... actually, when did this work? Iraq took invasion. Libya took NATO bombing. Syria's still fighting. Iran's still there after 45 years of sanctions.

But the White House is betting Venezuela's different. Smaller economy, more dependent on oil exports, weaker military, regional isolation.

The problem:
"Some countries appear ready to financially support Venezuela if it resists U.S. pressure."

That's diplomatic language for: China, Russia, Iran, and possibly others will provide enough economic lifeline to keep Maduro afloat.

If sanctions alone worked, Venezuela would have collapsed years ago. They haven't. Because when superpowers compete, secondary powers use client states as pressure points.

China buys Venezuelan oil at discount. Russia provides military equipment and advisors. Iran shares sanction-evasion expertise. Suddenly the "maximum pressure" strategy has leaks everywhere.

What "military options remain on the table" actually means:

Special forces already positioned. Naval assets deployed. Invasion plans updated. Just waiting for the order or the excuse.

Trump wants Maduro gone. Called him a narco-terrorist. Declared total blockade (sorry, "quarantine"). Said it would be "smart" for Maduro to step down.

That's not diplomatic negotiation. That's ultimatum delivery with military threat backup.

The timeline's the tell:

"Severe economic strain by January 2026."

That's the deadline. One year from now. Either Maduro caves or the pressure escalates beyond economics.

Every modern U.S. military intervention started this way:

- Sanctions and diplomatic isolation
- "All options on the table"
- Building coalition support
- Waiting for provocation or manufacturing one
- "Reluctant" military action to "restore democracy"

Venezuela's on step 2, heading toward 3.

Why this might actually happen:

Unlike Iraq, Libya, or Syria, Venezuela's in America's hemisphere. Monroe Doctrine territory. No peer competitor militarily present. Regional support easier to manufacture. Logistics simpler. Domestic political cost lower because most Americans don't care about Venezuela.

Plus Trump's already committed publicly. Walking back now looks weak. And neocons in his administration never met a regime change they didn't love.

The "quarantine" framing is the warning.

Kennedy used that word in 1962 right before nearly starting WWIII over missiles in Cuba. The Soviet ships turned around because they knew quarantine meant "cross this line and we fire."

Maduro's being told the same thing. The economic noose tightens. Other countries might help, but not enough.

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Dead - 71

KARACHI: Dr. Shamshad Akhtar, the former Governor of the State Bank of Pakistan, passed away in Karachi on Saturday due to cardiac arrest.

Dr. Shamshad Akhtar briefly served as Pakistan’s finance minister in caretaker governments before the 2018 and 2024 elections. She held in-depth knowledge of financial and economic issues across Central and Southeast Asia, including China.
Earlier roles included ten years as an economist at the World Bank’s Pakistan mission and stints with federal and provincial planning departments. Her work encompassed macroeconomic analysis, finance, policy reform, and sectoral development. She authored works on fiscal relations, poverty, FDI, and irrigation systems in Pakistan.

https://abbtakk.tv/ex-governor-state-bank-dr-shamshad-akhtar-passes-away-at-71/

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🇮🇱🇺🇸 NETANYAHU FLIES TO MAR-A-LAGO MONDAY - HIS ENTIRE STRATEGY DEPENDS ON TRUMP IGNORING EVERYONE WHO WORKS FOR HIM

Netanyahu's on a plane to Florida. Fifth U.S. meeting with Trump this year. Agenda: Gaza ceasefire phase 2, Iran/Hezbollah threats.

But here's the actual meeting: Netanyahu betting Trump will override his entire team's position because personal chemistry beats institutional consensus.

Barak Ravid (Axios) just confirmed what we already knew: "All members of Trump's inner circle are tired of Netanyahu, except Trump himself."

That's not hyperbole. That's J.D. Vance, Marco Rubio, Jared Kushner, Steve Witkoff, and the entire foreign policy apparatus united in frustration - while Netanyahu flies in confident he can flip the one person who matters.

What Trump's team wants:

Advance to Phase 2 of ceasefire (Hamas disarmament, international stabilization force, full Israeli withdrawal)

Technocratic Palestinian government

Actual implementation of the October deal Netanyahu signed

What Netanyahu wants:

Stall Phase 2 indefinitely

Maintain military presence

Avoid commitments that limit operations

Keep fighting until Hamas is "eliminated" (undefined timeline)

Monday's meeting decides who wins that argument.

Netanyahu's not traveling with journalists. That's telling. He wants zero public record of what gets discussed.

No Israeli media documenting concessions. Just him and Trump, one-on-one, personal relationship against institutional pressure.

Trump's own words from October when he visited Jerusalem:

"Israel, with our help, has won everything achievable by force of arms. Now is the time to transform these victories against terrorists into peace and prosperity for the entire Middle East."

That was 2 months ago. Netanyahu heard it, nodded, then continued exactly as before. Strikes during ceasefire. Killed Hamas commanders.

Attacked Palestinian civilians. Refused to open Rafah crossing. Slow-walked every implementation step.

Now Trump's team is telling him: Netanyahu played you. He signed the deal, took credit, then sabotaged implementation.

Netanyahu's counter-pitch: Iran's the real threat. Hamas isn't defeated. Give me more time. Trust me over your advisors.

The bet:

If Netanyahu walks out Monday having convinced Trump, he just proved a foreign leader can manipulate U.S. foreign policy by cultivating the president personally while ignoring the entire national security apparatus.

Every future negotiation becomes: skip the bureaucracy, get to Trump, use personal rapport to override institutional analysis.

If Trump sides with his team, Netanyahu goes home empty and has to actually implement what he signed in October.

This is mainly about whether Trump governs through his advisors or through personal relationships with foreign leaders who've figured out how to work him.

Netanyahu's the test case. Monday we find out if the strategy works.

Source: EFE, El Debate

https://x.com/marionawfal/status/2005277557545996493?s=46&t=R0ivzMnZs2uEIgO9fs-S4Q

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🚨 NEXT WEEK’S SCHEDULE IS EXTREMELY VOLATILE!

MONDAY → FED ANNUAL MACRO DATA
TUESDAY → FOMC MEETING
WEDNESDAY → INITIAL JOBLESS CLAIMS
THURSDAY → NEW YEAR HOLIDAY
FRIDAY → MONEY SUPPLY REPORT


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🚨🏦ZIM RV: CONFIRMED NEW ZIG NOTES READY FOR CIRCULATION Q1 2026

The Reserve Bank of Zimbabwe (RBZ) has confirmed that newly designed ZiG banknotes are ready for circulation, with distribution set to take place through banks and authorised outlets once rollout begins.

RBZ Governor Dr John Mushayavanhu said preparations are at an advanced stage, but stressed that the introduction of the new notes will be carefully managed to safeguard price and exchange rate stability.

Gradual Rollout Planned for Early 2026

Speaking in an interview, Dr Mushayavanhu said the release of the new ZiG notes will follow a phased approach guided by economic conditions and actual demand for cash.

He explained that circulation is expected to begin within the first quarter of 2026, allowing authorities to closely monitor market conditions and ensure a smooth transition.

No Expansion of Money Supply

The central bank governor assured the public that the introduction of physical ZiG notes will not increase the amount of money in circulation. Instead, banks will receive cash in exchange for their existing electronic balances held at the RBZ.

This approach, he said, is designed to maintain monetary discipline while improving convenience for cash users.

Public Awareness Campaign to Support Transition

To ensure public confidence, the RBZ plans to roll out a nationwide awareness campaign highlighting the new notes’ security features, durability and the safeguards in place to preserve currency stability.

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RLUSD in 2026

To be used by Blackrock✅


https://x.com/chadsteingraber/status/2005661330175631545?s=46&t=R0ivzMnZs2uEIgO9fs-S4Q

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💥 The Asian Guy Just Dropped the Silver Blueprint 💥

While the internet argues, this guy is encouraging the masses with a simple question: how many ounces will you wish you held before it’s too late?

Silver isn’t a hype trade, it’s a foundation: Stack with discipline. When shelves get empty… you’ll be glad you listened.
#Silver #Stackers #SoundMoney #KWYH #SilverSqueeze

https://x.com/echodatruth/status/2005609748335341797?s=46&t=R0ivzMnZs2uEIgO9fs-S4Q

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🚨🇺🇸 KASH PATEL: MINNESOTA FRAUD IS "TIP OF A VERY LARGE ICEBERG"- FBI SURGED RESOURCES BEFORE NICK SHIRLEY'S VIDEO EVEN DROPPED

The $110 million Nick Shirley found in 1 day is nothing.

"The FBI believes this is just the tip of a very large iceberg. We will continue to follow the money and protect children, and this investigation very much remains ongoing."

Here's the bomb Patel dropped: FBI had already surged personnel and investigative resources to Minnesota BEFORE the viral video. They knew. They were already there. They just weren't telling anyone.

What they've found so far:

Feeding Our Future scam: $250 million stolen from federal food aid meant for children during COVID. 78 indictments, 57 convictions. Defendants included Abdiwahab Ahmed Mohamud, Ahmed Ali, Hussein Farah, Abdullahe Nur Jesow, Asha Farhan Hassan - who used the money to buy properties overseas and personal luxuries.

Fake autism diagnosis scheme: Asha Farhan Hassan defrauded Minnesota of $14 million by paying Somali parents $300-$1,500/month in kickbacks to register kids with fake autism diagnoses, then billing the state for nonexistent services.

Housing fraud: Multiple defendants defrauded Minnesota's Housing Stabilization Service program (meant for disabled people and addicts) to buy BMWs and make real estate investments in Kenya.

Patel's next move? "Many are also being referred to immigration officials for possible further denaturalization and deportation proceedings where eligible."

Meaning, citizenship revocation and removal.

But here's the statement that should terrify every state government:

Assistant U.S. Attorney Joe Thompson said earlier this month: "Of the $18 billion spent on highly vulnerable Medicaid programs in Minnesota since 2018, more than half of the funds could have been fraudulent."

Read that again. $9+ BILLION. Potentially fraudulent. In 1 state. In 6 years.

Thompson added: "You don't see fraud on this scale in other states... every day we look under a rock and find a new $50 million fraud scheme. That shouldn't be the case in a state of our size."

Why Minnesota?

Simple math: Lax oversight + vulnerable programs + concentrated networks = systematic looting.

The fraud is organized operations with interconnected ownership running multiple fake facilities simultaneously, all billing maximum amounts while providing zero services.

Nick Shirley found $110 million day one because he walked to addresses and knocked on doors. FBI's been investigating for months and they're saying it's billions.

The iceberg metaphor's perfect. What's visible - empty daycares, misspelled signs, locked doors - is tiny compared to what's underwater. And they're still digging.

More indictments coming. Denaturalization proceedings starting. Deportations accelerating. And every other state with similar programs is now asking:

"Could this be happening here?"

Spoiler: Yes. It is. Minnesota's just the first state where someone bothered to look.

Source: FBI, Fox News, Daily Caller, Red State
Media: Mint

https://x.com/marionawfal/status/2005573884339454393?s=46&t=R0ivzMnZs2uEIgO9fs-S4Q

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🚨 BREAKING: The United States has just conducted its FIRST land strike against Venezuela, President Trump confirms

The military took out a drug facility, resulting in a “massive explosion”

Things are really heating up.

https://x.com/nicksortor/status/2005710429516095951?s=46&t=R0ivzMnZs2uEIgO9fs-S4Q