🚨🇾🇪🇸🇦🚢 Another commercial vessel has been sunk in the Red Sea as the Houthis intensify their maritime campaign. The latest attack marks a further escalation in the threat to one of the world's most critical shipping routes.

A commercial ship sank approximately 9 nautical miles southwest of Al Mokha, Yemen, after being struck by a Houthi unmanned surface vessel (USV). The attack ignited a fire on board before the vessel eventually went down.

All crew members were successfully rescued by local authorities and are reported to be safe.

According to available information, the vessel is believed to be the Indian cargo ship that was reported to have come under attack a day earlier.

The Houthis claimed responsibility for the strike, saying it was part of their ongoing maritime blockade campaign against Saudi Arabia. The group stated that this was the eighth commercial vessel linked to Saudi Arabia that they have successfully sunk since launching the blockade.

The continued attacks underscore the growing risks to commercial shipping in the Red Sea and highlight the increasing threat posed by unmanned naval systems to global maritime trade.

China and the United States are locked in a battle over the mega-project of Bishoftu Airport in Ethiopia.

They both want to control what will become Africa's largest airport.

China is negotiating the financing and construction, while the United States is seeking to involve its companies.

The $12.5 billion project, led by Ethiopian Airlines, is slated to become Africa's largest airport, with a capacity of 110 million passengers per year and the backing of international lenders.

Ethiopia is poised to become an air hub rivaling Istanbul or airports specializing in Europe-Asia connections, such as Doha or Dubai, whose security situation has deteriorated in recent months.

A strategic power play unfolds behind the scenes.

The Morocco-Israel-United States axis against the sovereignty of the Strait.

A true geopolitical vise.

The Ceuta migration crisis has transformed into a multidimensional conflict.

It is no longer simply a desperate flow of people, but a high-level international political power struggle.

Morocco, supported by powerful global allies, is acting to try to control North Africa. The complex network of interests behind this pressure on the Spanish borders can be broken down into three key areas:

1. The Abraham Accords and Western Sahara.

The rapprochement between Morocco and Israel has completely altered the power dynamics in the Maghreb.

The Abraham Accords allowed the United States and Israel to recognize Moroccan sovereignty over Western Sahara in exchange for the normalization of diplomatic relations between Rabat and Tel Aviv.

Morocco’s mistrust of Spain’s recent and close relationship with Algeria (Rabat’s main gas supplier and historical rival) has accelerated Moroccan aggression.

Boosted by American and Israeli support, Morocco has raised its demands for territorial integrity, directly designating Ceuta and Melilla as “occupied territories” or colonial enclaves awaiting decolonization.

2. Israel’s revenge for Spain’s positioning.

The crisis at the Ceuta border provided the perfect stage for Tel Aviv to settle scores with Spanish diplomacy.

Gaza as the main trigger. Spain has positioned itself internationally as one of the strongest European leaders against the Israeli military intervention in the Gaza Strip.

Following the migration crisis, high-level figures like Israel’s ambassador to the UN, Danny Danon, counterattacked on social media and in global forums, demanding that Spain “explain why it maintains settlements in Africa” before offering moral lessons.

Various experts believe that Tel Aviv and the most conservative sectors in Washington are using the current vulnerability of Spain’s borders as a tool for punishment and political warning.

3. Military Technology Transfer and the New Asymmetry of the Strait

The collaboration between Rabat and Tel Aviv has ceased to be purely diplomatic and has become a top-tier security agreement.

The ongoing supply of Israeli defense military technology to the Moroccan armed forces includes advanced cyber-intelligence drones.

These surveillance systems allow Morocco to monitor every inch of the border and the Strait of Gibraltar with millimeter precision, giving it total control over when to present an impenetrable wall and when to allow massive infiltrations that overwhelm the resources of the Civil Guard and the National Police.

Spain's membership in NATO does not deter these maneuvers, as the North African flank remains legally unprotected under the treaty, forcing Madrid to manage the situation bilaterally in the face of this emerging geopolitical bloc.

Morocco's possible plan to strangle Ceuta: economic asphyxiation.

It rests on three key elements:

- The end of atypical trade and the border blockade.

- The giant Tangier Med port as a weapon.

- The phantom customs service as diplomatic blackmail.

Let me explain 👇🏽

The trade blockade and the asymmetrical infrastructure in the region are linked by three lethal financial vectors that have already begun to operate:

1. The end of "atypical trade" and the border blockade.

Rabat has destroyed, in one fell swoop, the traditional economic engine that supported the two border areas.

Morocco has completely banned the carrying of goods at the Tarajal crossing, a trade that generated more than 700 million euros annually for the local economy.

Customs restrictions prevent Moroccan citizens from bringing even minimal personal purchases made in Ceuta into their country.

The retail sector in the autonomous city lost its main customer overnight: the upper-middle class of the Tetouan province.

2. The Tangier Med giant as a port replacement weapon.

Massive Moroccan investment in infrastructure aims to render the historic port of Ceuta entirely irrelevant to its logistics.

The Moroccan port complex Tangier Med has established itself as the port with the largest freight and container capacity in the entire Mediterranean Sea, competing with ports like Valencia, Algeciras, and Barcelona.

The mega-port directly competes on maritime fuel prices to wrest the lucrative business of refueling ships in the Strait of Gibraltar from Ceuta.

The strategy aims to ensure that international trade routes bypass the port of Ceuta, reducing its activity to a mere passenger terminal connecting it to Algeciras.

3. The phantom customs office as diplomatic blackmail.

The promise to open a regulated commercial customs post in Tarajal is repeatedly used as a geopolitical control mechanism.

Following the Spanish government's reversal on Western Sahara, Morocco pledged to open a legal commercial customs post in Ceuta, something unprecedented in its modern history.

Rabat is only conducting sporadic and restrictive "pilot tests," delaying its full opening to maintain economic uncertainty.

The customs post remains unactivated because Morocco refuses to implicitly recognize Spanish sovereignty over the land and waters of Ceuta, using it as an endless bargaining chip.

A whole game still unfolding.

Nasdaq $NDX update: What do you see here?

Politics is a complete waste of time. The only thing that matters is money and leverage.

Either you run the day, or the day runs you

A PACK OF ROBOT DOGS JUST RAN A GROUP MOBILITY TEST THROUGH MUD AND STANDING WATER.

Black quadrupeds, marked G01, tactical operators in black gear crouched around one on a wet, overcast field before the run starts.

Then the label hits: RECON UNIT MOBILITY TEST — GROUP RUN.

Several units take off together across churned mud and puddles. They don’t break formation. No slipping, no falling behind, no unit losing its footing on the uneven ground.

This isn’t a single robot proving it can walk. It’s a coordinated group run — the kind of test that matters for scouting terrain a human patrol would move through slower and louder.

The honest catch: bulkier, more armored builds than consumer platforms like Unitree’s Go1 usually mean less speed and battery life traded for durability. This isn’t a sprinting demo, it’s a ruggedness one.

Ten years ago “robot dog” meant a single unit trotting across a clean lab floor. This is a pack of them holding formation through mud a human squad would curse at.

Would a mud field even slow one of these down?

🇪🇺🇰🇿 Kazakhstan is Europe’s future.

Kazakhstan is Europe’s main priority in Central Asia.

🔸 Kazakhstan produces 21 of the EU’s 34 critical raw materials.

🔸 These represent around 62% of the materials essential to Europe’s green and digital transitions.

🔸 The EU absorbs 40% of Kazakhstan’s exports, more than China and Russia combined.

Continuing to devastate Russia’s economy is essential to prevent interference in this future partnership.

Europe must expand commercially eastward to secure key resources and reduce strategic dependencies.

Kazakhstan is key to it.

Is this too much for a home defense 🤣

Listen very carefully to what Trump said last night.

Reporter: Where are we with Iran?

Trump: "We'll know in 48 hours" (August 6th) 🚨

FIFA President Gianni Infantino wants to deny Spain the 2030 World Cup final, having reportedly offered Morocco the right to host the final at the planned Hassan II Stadium in Casablanca in exchange for a public, written statement of political support after his proposal to sell private equity stakes in FIFA tournaments failed and calls for his resignation followed. —The Times

🐛 FIFA’s Freshest Produce: One Grub, Ethically Grown Where It Matters Least

Football’s gardeners have finally spotted the maggot in the greens, and everyone wants it plucked out.

Ukraine found its bottleneck and now it may have found its fix. The FP‑5 Flamingo has long relied on aging Soviet AI‑25 engines, a supply shrinking faster than Russia’s fuel reserves. New reports suggest Ukraine is now integrating British‑made turbojet engines into the latest variants.
This means:
higher production rates
reduced dependence on Soviet leftovers
long‑term sustainability for Ukraine’s long‑range strike program

Flamingo already proved Ukraine can build precision long‑range missiles capable of hitting deep inside Russia. With new engines, production can shift from “limited batches” to steady industrial output.

Defense observers see this as a meaningful step toward expanded domestic manufacturing capacity — exactly what Ukraine needs as demand for long‑range capability keeps rising.
Soviet engines: “We’re done.” Ukraine: “Great, we’ll take British ones.” Russia: “This feels… concerning.”

In short:The engine transition could become Flamingo’s turbo literally and strategically.

Oregon-based startup Panthalassa is developing floating AI data centers powered by wave energy.

The 85-meter-long system uses seawater to cool AI chips while turbines generate electricity from ocean waves.

A prototype called Ocean-3 is already being tested off the coast of Washington, with AI data transmitted through SpaceX's Starlink network.

Realizing it's easier to make $1 million selling trading courses than actually trading.

Game theory teaches us that a predictable opponent is already half-neutralized. Every habit you reveal, every intention you announce, every reaction that becomes automatic provides others with the information they need to anticipate your moves. Predictability reduces uncertainty, and any reduced uncertainty benefits only those playing against you. Don't systematically reveal your plans. Vary your routines. Above all, learn to leave some questions unanswered. The harder it becomes to predict you, the harder it becomes to build a strategy against you.

Vladimir Putin has been leading Russia for over 25 years. He has outlived five US presidents, massive sanctions, and an armed rebellion.

Understanding his mind is impossible. But 25 years of decisions have left a clear imprint.

I've dissected the man. Here's the exact mechanism his actions repeat:

🧵

1. What the Streets Taught Him

He was born in 1952 into a family devastated by the war.

His older brother died during the Siege of Leningrad, his mother nearly starved to death, and his father returned home mutilated.

Three families lived together in a communal apartment.

Small and thin, he was constantly fighting. He described himself as a thug in his autobiography.

And one day, he publicly summarized the rule he had learned in the Leningrad courts:

“If combat is unavoidable, strike first.”

This wasn’t a childhood memory. It was a doctrine he applied in Chechnya, Georgia, and Ukraine.

2. The Mindset of a Spy

His time in the KGB shaped his psychology:

Observe without being observed.
Manipulate information.
Identify and exploit the weaknesses of others.

This made him cold, calculating, and a master of timing.

An intelligence officer quickly learns a fundamental rule: truth is irrelevant; only effectiveness matters.

3. Judo, or the Economy of Movement

Having practiced judo and sambo since the age of twelve, he has developed a comprehensive approach: using the opponent's force rather than opposing it with his own, waiting for imbalance instead of forcing it, and striking only once when the opening appears.

This paints the profile of a patient opportunist.

He doesn't always anticipate better than others; he simply waits longer.

4. Silence as a Tool

He speaks little, slowly, and his face remains impenetrable.

When faced with an interlocutor, this opacity has a mechanical effect: it is the other person who fills the void, who explains themselves, and who ultimately reveals their limitations.

You cannot negotiate effectively with someone whose intentions you cannot decipher.

And he is the one who understands this perfectly.

5. The Foundational Wound

In 2005, he declared that the collapse of the USSR was the greatest geopolitical catastrophe of the century. This statement is the cornerstone of his politics.

It fosters in him: A form of messianism (he sees himself as the savior of Russia).

A contempt for the West (perceived as arrogant, decadent, and condescending).

An enormous tolerance for suffering (his own and that of others).

6. Hidden Flaws

Behind the image of the strongman, in my observations, he remains marked by three major vulnerabilities:

1- A fear of betrayal (a legacy of the KGB).

2- Extreme loneliness (he lives trapped in his role).

3- A constant need for historical recognition (he wants to be seen as the man who resurrected Russia).

BREAKING: Western Digital $WDC falls 10% after earnings beat, following an announcement that they're cutting CapEx spending 🚨

EPS of $3.56 vs est 3.30
Revenue $3.75B vs est $3.7B