Flies to Poop

The Houthis have an email address. You send them your ship's name, your transponder number, and they send you back a bank account. It's all very cultured. And the Iranians could have taken oil to $200 back in March but... They didn't. The Houthis could have flattened the East-West Pipeline seven years ago but... They didn't. So when everybody on Twitter is losing their toupees over Brent at 110, ask the better question: not what could happen, but why it hasn't. This is piracy, not jihad. These guys want to get P - A - I - D.

Plus: Brussels quietly builds a fake 28th country, and Sam Altman melting GPUs is just regulatory capture in a hoodie.

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Timestamps:

(00:00) - Travel-Mode Quick Intro

(00:44) - Pipelines Hit and Houthis Return

(02:24) - Piracy Logic and Getting Paid

(03:18) - Targeting Precision and IRGC Help

(05:15) - China Rumors and BRICS Diplomacy

(06:50) - Backchannel Talks and US Pullback

(09:57) - Oil Prices and Gulf Infighting

(12:04) - Midterms Leverage Debate