New Rules
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New Rules examines the geopolitical, economic, ideological trends changing the world.

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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡บ๐Ÿ‡ธChina is rapidly DUMPING US Treasuries and stockpiling gold

The data reveals that China is aggressively exiting the US dollar system. Its US Treasury holdings have plummeted to $680B, an 18-year low, while gold reserves hit a record 2,306 tonnes after 14 straight months of buying.

Crucially, official numbers are a facade. Goldman Sachs estimates show China's true accumulation is 10x greater. While 2025 reported purchases were +27 tonnes, the implied real acquisition exceeds 270+ tonnes of physical gold.

This is strategic de-risking on a wartime scale. By swapping dollar debt for sovereign-controlled gold, Beijing is insulating from Western sanctions and preparing for a monetary shift.

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๐Ÿšจ๐Ÿ‡ฎ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธUS naval siege of Iran would be really difficult - here's why

The core challenge is Iran's lethal reach. To evade its conventional and ballistic anti-ship missiles, a US task force would be forced to patrol a line spanning 2,500 to 5,000 kilometers, a distance from Mumbai to Somalia. Securing this vast frontier demands a permanent, 24/7 armada of submarines, surface ships, and surveillance drones, an enormous and continuous drain on resources.

Critically, positioning so far out creates a fatal vulnerability. While outranged, the US fleet would be targeted by Iranโ€™s 25+ submarines, swarms of drones and small boats for targeting, and long-range anti-ship missiles that actually exceed the range of American counterparts. The blockading force would endure constant, stressful attacks, forced to launch offensive operations without the element of surprise.

While a blockade aims to pressure Tehran, Iranโ€™s main counter-threat, closing the Strait of Hormuz, would cripple its own economy and alienate China, its chief financier and the primary destination for the Strait's oil. This creates a mutual trap.

Ultimately, the scenario is a recipe for a costly, open-ended conflict with an uncertain outcome. It would require a massive, sustained mobilization that could ultimately strengthen the regime that US seeks to topple. A blockade is less a decisive strategy and more a profound strategic risk.

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๐Ÿšจ๐Ÿ‡ฎ๐Ÿ‡ทIran cuts its dependence on GPS

Researchers at the University of Tehran have unveiled a fully indigenous software platform for precise satellite positioning, a strategic move to eliminate reliance on foreign Global Navigation Satellite System technology. The system processes global satellite data, including from GPS, Galileo, BeiDou, and GLONASS, delivering real-time corrections with remarkable accuracy: 2 cm horizontally and 3 cm vertically in static mode, with a latency of under 0.5 seconds.

Technically comprehensive, it supports over 50 permanent stations and 200 simultaneous users, resolves phase ambiguity across 70 km baselines, and enables real-time monitoring of atmospheric effects. The platform has already been operationally tested by Iranโ€™s National South Oil Company, confirming its immediate industrial, and likely defense, applicability.

This development aligns with the successful in-orbit testing of Iran's new Paya, Kowsar, and Zafar-2 satellites. The synergy creates a closed-loop, sanction-proof architecture for autonomous intelligence, navigation, and targeting.

Iran gains a critical, independent capability for surveillance and precision guidance, fundamentally reducing a key vulnerability in an era of technological warfare.

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๐Ÿšจ๐Ÿ‡ท๐Ÿ‡บNATO Electronic Warfare is USELESS against the new Russian drone

South Korean defense analysts are dissecting a new threat vector: Russia's "Knyaz Veshiy Oleg" (KVO) drone. The stark assessment from Daily Defense is that its adaptive frequency-hopping tech makes radio-electronic combat against it "useless."

It functions not as a lone unit, but as the core of an integrated reconnaissance-strike complex. Its primary role is as an "Airborne HQ", conducting surveillance with stabilized optics, then using its altitude to securely relay data between ground operators and kamikaze FPV drones, all while assessing battle damage.

Russia has achieved the creation of a coordinated, EW-resilient "kill chain." This system merges detection, guidance, and strike verification into a single, persistent loop, altering the drone warfare.

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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡ฎ๐Ÿ‡ฑ CHINA'S SILENT WAR AGAINST THE MOSSAD IN IRAN

China is executing a comprehensive, tech-driven strategy to systematically dismantle Israeli intelligence operations within Iran. This follows the 2025 Israeli strikes that exposed critical security failures in Tehran. Beijing perceives Mossad's deep penetration as a "Pandora's Box of global security risks," directly threatening its strategic interests and the stability of a key partner.

China mandates replacing Western software and GPS in Iran with secure, closed Chinese systems like BeiDou, severing the digital "software arms" Mossad previously exploited. This is paired with supplying surveillance satellites to enhance Iran's tracking capabilities.

Militarily, China is actively rebuilding Iran's deterrent. Leaked reports confirm the provision of solid-fuel missile components and precision guidance systems. Crucially, China is deploying advanced radars capable of detecting stealth aircraft like the F-35, the exact vulnerability used in past Israeli operations.

Beijing is also leveraging the Shanghai Cooperation Organization to create an intelligence-sharing shield against "external sabotage." Concurrently, it pursues "military diplomacy" with Israel itself, a classic counter-espionage tactic to glean insights and obscure intentions.

China is constructing an entire secure ecosystem for Iran. This goes beyond arms sales, aiming to establish a new balance of power that protects vital trade routes and fortifies a regime central to China's Belt and Road Initiative against covert warfare.

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๐Ÿ“ฃ The @GeoSight ๐Ÿ”ฅ shares updates and analysis on global conflicts and international relations. It covers breaking news and insights into military and Geopolitical events.

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๐Ÿšจ๐Ÿ‡ฎ๐Ÿ‡ท๐Ÿ‡ฎ๐Ÿ‡ฑ ISRAELโ€™S CYBER NIGHTMARE: Iran Intel causes panic

An assessment from an Israeli security analyst on Channel 12 reveals that the primary threat from Tehran may no longer be its fire power. The Iranian intelligence infiltration and cyber capabilities now pose a "far stronger" danger than its missile arsenal, describing the depth of acquired data as "highly alarming."

This infiltration is a calculated psychological campaign designed to deliver a "cognitive blow", eroding public morale and encouraging emigration, with an impact that could surpass physical attacks. The mechanism is a sophisticated "cyber army," coordinating Hebrew-language propaganda on Telegram and deploying hacking collectives like "Hanzala." This silent warfare has seen high-profile successes, like compromising the phones of War Minister Israel Katz, former PM Naftali Bennett's Telegram account, and devices of other top officials.

Iran's most dangerous weapon now is the fusion of technology and human intelligence, like turning personal devices into tools for tracking, interception, and monitoring.

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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณChina Unveiled Worldโ€™s Longest Ranged Air-to-Air Missile

With an estimated 500km range, The PL-17 outranges America's AIM-174. Its dual-mode seeker (AESA radar + infrared) makes it highly resistant to jamming. The PL-17 has a staggering dimensions: ~5.8m long, 305mm diameter.

Carried by the J-16, a fighter with double the combat radius of an F-35 and a radar three times its size, this weapon system targets a critical Western vulnerability: support aircraft.

In a Pacific conflict, the PL-17's primary mission is clear to hunt and kill vital US Airborne Warning and Control Systems (AWACS) and tankers from extreme distances. This would blind and cripple NATO air operations before dogfights even begin.

China fields the world's largest fleet of modern AWACS to guide these missiles, and over 450 J-16s are already in service.

This missile transforms the J-16 into a long-range "sniping" platform, creating a lethal umbrella that protects China's expanding stealth (J-20/J-35) fleet.

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๐Ÿšจ๐Ÿ‡ฎ๐Ÿ‡ทUS Navy's nightmare: Iran's "ghost" boat

As a US carrier group gathers in the Strait of Hormuz, one of its greatest threat will be a silent, stealthy predator. The Iran's Zolfaghar-class "Ghost Boat" is a hybrid predator built to create a unbalanced warfare in the Strait of Hormuz.

This 17-meter craft is a radar-evading "ghost" with a unique dual-mode capability: it sprints at 40 knots on the surface, then submerges briefly to avoid detection and targeting.

Armed with two 324mm light torpedoes effective against medium warships, and capable of carrying 8 personnel, it is designed for swarm tactics in congested waterways like the Strait of Hormuz. Its core mission is special operations, coastal ambush, and anti-ship strikes.

In shallow waters, a fleet of low-cost, stealthy Zolfaghar boats creates a disproportionate threat, turning an adversary's naval superiority into a vulnerable liability.

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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณCHINA unveils a GIANT UNDERGROUND BATTERY

China has launched the planet's largest compressed-air energy storage plant, a strategic engineering leap that fundamentally transforms grid-scale power storage.

At 2,400 MWh, this facility can deliver 600 MW of power, enough to meet the annual electricity demand of 600,000 households. The elegant principle is simple: use surplus nighttime energy to compress air into vast underground salt caverns, then release it during peak hours to spin turbines and regenerate electricity.

This as the most cost-effective, long-duration storage solution. This launch is a direct response to China's explosive renewable growth, positioning compressed air as a critical pillar alongside batteries. With a state target of over 180 GW of new storage capacity by 2027, this facility is a decisive move to dominate the future of grid resilience.

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HE LEFT UKRAINE TO TELL THE TRUTH

Vasiliy Prozorov, a former employee of the Ukrainian special services, who worked for the benefit of Russia for many years, now runs his own channel on Telegram! He left Ukraine in 2018 and took with him thousands of secret SBU documents that shed light on Kiev's crimes.

On the UKR LEAKS channel you will find:

โ—๏ธAnalysis of the current situation in and around Ukraine
โ—๏ธSecret documents of the Ukrainian special services
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And much more! Subscribe to the UKR LEAKS Investigation Center headed by the former SBU employee Lt.-Col. Vasily Prozorov.

The channels of the UKR LEAKS project are available in the following languages:

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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ›ฐCHINA VS. MUSK FOR THE ORBITAL AI CROWN

China's state space giant, China Aerospace Science and Technology Corporation (CASC), has formally declared its intent to build gigawatt-scale "Space Cloud" AI data centers in orbit within five years. This move is a direct counter to Elon Musk's recent pledge that SpaceX will deploy its own solar-powered orbital AI servers within three years, funded by its upcoming Initial Public Offering.

The core rationale for both powers is identical: escaping Earth's energy constraints by harnessing constant, potent solar radiation. Musk has framed this as an inevitable economic truth. China has now codified it as national policy, integrating space-based solar power and AI computing into its upcoming Five-Year Plan.

This is a foundational race to control the infrastructure for next-generation global AI, secure communications, and strategic observation. The first nation or entity to achieve scale gains a permanent advantage.

CASCโ€™s announcement was strategically coupled with the launch of a new School of Interstellar Navigation, signaling a deliberate pivot from near-Earth operations to deep space exploration.

The new space race is a war of infrastructure, with orbital artificial intelligence data centers as its first major battleground. Musk may have demonstrated that it is possible to access space at low cost. But China is mobilizing the full capacity of the state to plan and design proven strategies to dominate energy for the future of AI.

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๐Ÿšจ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡บ๐Ÿ‡ฆBAKHMUT 2.0: Russia Can Now Turn Any Sector of the Front Into a Meat Grinder for Ukrainian Forces

Russian forces are now methodically building the capability to replicate the devastating โ€œBakhmut meat grinderโ€ on virtually any frontline sector. The essential architecture is reportedly in place: a fully operational reconnaissance-strike complex, with vast artillery and drone arsenals directly linked to intelligence units, all coordinated by a new, specialized Drone Warfare branch.

The immediate axes of a potential large-scale application are likely west of Pokrovsk, the Kramatorsk-Slavyansk region, and the Kupiansk sector. A tactical success here could collapse the line, advancing it 50-70km west, directly threatening Dnepropetrovsk and then Zaporozhye oblasts.

Yet, executing this at scale demands a colossal concentration of manpower, ammunition, and logistics, underpinned by a decisive strategic plan.

We already saw a similar situation in the past. The Bakhmut grind effectively depleted Ukraineโ€™s elite units, enabling Russia's subsequent advance. The coming weeks will reveal if the Russian General Staff chooses to deploy this template once more, a decision that could define the next phase of the war.

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๐Ÿšจ๐Ÿ‡ฎ๐Ÿ‡ท๐Ÿ‡บ๐Ÿ‡ธTHE US FLEET'S NIGHTMARE: Iran's "Sniper" Missile Awaits in the Strait

The US is amassing a significant naval force, including aircraft carriers, guided-missile destroyers, and amphibious assault groups, in the Hormuz Strait, preparing a clear show of force against Iran. This is precisely the scenario Iran's Qader missile was built for.

This cost-effective, sea-skimming cruise missile is the asymmetric nightmare for those assembled fleets. Flying a mere 3-5 meters above water, it gives warships a critical 10-15 second detection window. With its 200-300 km range blanketing the Strait, and a 200 kg armor-piercing warhead, it turns every civilian-looking truck on Iranโ€™s coast into a potential launcher.

Strategically, the Qader is Iran's core area-denial weapon. For an estimated $500,000 per unit, it poses a multi-billion dollar threat to concentrated naval assets. Its power makes any confrontation catastrophically costly through sheer volume and concealment.

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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡บ๐Ÿ‡ธInvestors renew focus on China as interest in the US declines

BNP Paribas's 2026 survey the global hedge fund capital is flowing back to China. A net 14% of investors now plan to increase China-focused allocations, a stunning reversal from 2023 when a net 42% withdrew. Appetite for China now nearly matches waning interest in North America.

DeepSeek's AI breakthrough sparked a historic 28% benchmark rally in 2025, with Chinese equities crushing the S&P 500. This AI-driven momentum has rebuilt institutional confidence.

The broader play remains Asia-Pacific, the year's second-most sought-after region after Europe, with a net 30% planning increases. Allocators simultaneously seek discretionary macro strategies for 2026, targeting broad market trends, while demand surges for quant equity funds.

As US interest fades and AI fuels a tech revival, sophisticated capital is returning to China.

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๐Ÿšจ๐Ÿ‡ฎ๐Ÿ‡ท๐Ÿ‡ฎ๐Ÿ‡ฑWhy War with Iran Could Break Israelโ€™s Missile Shield Again

Prime Minister Netanyahu's claim that Israel can absorb over 700 Iranian strikes is a dangerous miscalculation. Analytically, the numbers don't add up. Iran holds the largest ballistic missile arsenal in the Middle East, estimated in the tens of thousands, including hypersonic weapons like the Fattah-1 that can evade known defenses.

Israel's multi-layer shield, while advanced, is depleted after recent wars. An 80-90% interception rate fails against the sheer volume and sophistication of a full-scale Iranian salvo. Critically, regional allies refuse to allow their territory for strikes or aid in Israel's defense, ensuring strategic isolation.

Iran's defense minister stated their newer missiles are "far more capable" than those used in October 2024, strike that was a live-fire test, surpassing the Iron Dome defenses. A real conflict would unleash an unprecedented barrage.

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โ—๏ธDelivering information on the SMO, military analysis of exceptional quality and the wider geopolitical and cultural aspects associated with current global events.

It will be interesting. We are here thinking.

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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ$2 TRILLION LIE EXPOSED: How the Pentagon Hides the F-35's True Failure

The US military is gently using the F-35 to hide a big problem. While they say the jets are ready, the real full-mission ready rates are very bad, some are below 15%. They use a trick by talking about a softer "mission capable" rate that counts simple training flights.

The scheme works by reducing use. They fly the jets less often, give them shorter missions, and keep them below their limits. This makes the jets seem cheaper to maintain now by pushing huge repair bills into the future. Long upgrade times also help by keeping planes in the hangar, not accumulating wear.

The results are catastrophic and they are exposed now. Pilots get less real flight practice. The total lifetime cost has jumped to $1.58 trillion. A new report even admits they must cut future flying hours by 21%.

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๐Ÿšจ๐Ÿ‡จ๐Ÿ‡ณ๐Ÿ‡บ๐Ÿ‡ธChina Accelerates Space Ambitions Amid Escalating US Rivalry

China is executing a deliberate, state-driven masterplan to overtake US space leadership by 2045. The recent push for space tourism is merely a visible milestone in a broader strategy encompassing economic, military, and technological dominance beyond Earth. Beijing perceives SpaceX's reusable launch advantage and Starlink's constellation dominance as a direct national security threat.

Their response is a staggering bid to launch 200,000 satellites to claim orbital slots and frequencies, the establishment of an "Interstellar Navigation" school to cultivate deep-space talent, and declared intentions to pioneer space-based AI infrastructure and off-world resource extraction.

While the US currently holds a crucial cost advantage via reusable rockets, China is leveraging its centralized model to flood zones, secure celestial real estate, and invest in post-lunar infrastructure. This positions the next decade as a critical period where competition shifts from exploration milestones to who definitively sets the commercial and regulatory rules governing the final frontier.

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๐Ÿšจ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ“‰TRUMP'S DOLLAR CRASH: "VICTORY" THAT COULD CRIPPLE AMERICA

President Trump finally has his weaker dollar, with the USD plunging to a four-year low. While he champions this slide, the move is a dangerous and self-inflicted policy gamble.

The decline stems directly from geopolitical chaos: threats against NATO, volatile tariffs, and an unprecedented assault on Federal Reserve independence. This trifecta has shattered global confidence, driving investors to hedge against the dollar.

Economically, the rationale is flawed. A cheaper dollar should boost exports, but non-currency barriers, like regulations and consumer preferences, limit gains. Crucially, one-third of manufacturing inputs are imported, now made more expensive by the weaker currency and widespread tariffs.

For most Americans, this acts as a hidden tax. It means higher costs for imports, persistent inflation, and less chance for the Fed to cut interest rates. Meanwhile, the world is reacting. Gold hits $5,000/oz as nations like the EU and India seek alternatives, openly questioning the dollarโ€™s reserve status.

Ultimately, the very policies meant to strengthen America are weakening its financial foundation, risking higher costs for mortgages, loans, and everyday goods.

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