🧵While St. Petersburg’s governor bragged about washing 5,500 trash bins, 145 kamikaze drones were ripping through Putin’s hometown. 5 million residents learned they were under attack from a local group chat asking if the windows were supposed to shake. 1/🧵
‼️ Russia: “The unexpected loss of access to the websites of Google, Apple, Github, and Samsung that Russian users experienced on Tuesday may be a test run for a blocking of these resources in Russia, according to IT experts.” It would not surprise me at all. ru.themoscowtimes.com/2026/07/14/v...
🧵Inside a July war council, Ukraine’s generals had a problem. The drone campaign was succeeding, but they hated the man running it. The new Defense Minister is a 35-year-old tech executive, and he is treating a bleeding army like a startup. 1/🧵
‼️ 🇷🇺 NWF Update As of May 2026: The liquid portion of the Russian National Welfare Fund holds: 👉 185.2106 Billion Yuan (0 billion) 👉 145.1801 tons of gold (-0.1683 tons) 👉 1.320.8 Billion Rubles (-1.6155 billion) (Totals for April)
‼️ 🇷🇺 NWF Update As of April 2026: The liquid portion of the Russian National Welfare Fund holds: 👉 185.2106 Billion Yuan (-2.8765 billion) 👉 145.3484 tons of gold (-1.8488 tons) 👉 2.9363 Billion Rubles (+1.6404 billion) (Totals for March )
Ukraine 🇺🇦 turned Angry Birds into contactless delivery. The robot ATV brings the FPVs, and Moscow 🇷🇺 will soon report the package was intercepted on the porch.
In memory of Chuck Norris.
Another peaceful evening of Ukrainian 🇺🇦 Angry Birds is breaking out across Russia’s 🇷🇺 refinery belt. One wave is heading toward Tver, with air defense active in Kaluga. Another is moving toward Saratov. Targets: Refineries, Chemical Plants, and Heroic Official Optimism. 💥🔥
Ukrainian 🇺🇦 Angry Birds are back. Russian 🇷🇺 sources say 210 drones are inbound to “improve the motherland.” By morning, Moscow will celebrate a flawless air-defense victory over several highly successful explosions. 💥
Russia 🇷🇺 came to Lyman 🇺🇦 hunting for a breakthrough, only to find a scrapyard instead. Ukraine smashed the assault: 2 tanks, 5 APCs, 7 IFVs, and more than 40 buggies and quad bikes destroyed.
Bakhmut was supposed to be Russia’s 🇷🇺 trophy. Nearly 3 years later, the Russian army is losing a neighborhood in Chasiv Yar next door. That is an astonishing amount of blood and concrete to spend proving you can flatten a city and still lose a fight with the next block.🇺🇦
“The FSB reported the involvement of Polish intelligence services in the assassination attempt on General Alekseev.” www.kommersant.ru/doc/8419383
Everyone has a fantasy ending for the Ukraine war. Here’s the grown-up one: don’t fix Russia—box it in. Freeze the war in place, arm Ukraine to the teeth, and let time chew on Putinism. I make the case in "Caging the Colossus": 👇🎧 open.substack.com/pub/professo...
I also explain why it looks the way it does. There is reason for all of it. So you better read that thread before you ask questions about that graph. I’m happy to answer questions most of the time, but my time is limited, and the answers you seek are probably there.
‼️ Russian Railways October 2025 Loading Update Thread Things look…weird Note: Data tables are provided in the thread
Last month, when reporting September’s loading numbers, Interfax said the loading plan for October 2025 would 3.052 million tons per day 3.052 x 31=94.612 million tons That’s less that what they actually reportedly shipped www.interfax.ru/business/105...
I know I don’t discuss the volumes of these other bonds very often. The government hasn’t been placing them this year and it’s only a fraction of the total. But in case you were curious. Here are the volumes of the AD bonds as of 14 August
Look at propaganda vs what I told you.
“Will Putin react if he imposes tariffs? Most likely not” ~ Olga Skabeeva Most likely, it will either get people to stop buying from Russia or demand even bigger discounts from Russia for the added risk. 🍿 Neither are good for Russia
It is only a matter of time before someone on the interwebs plays the last few minutes of the "summit" with the Curb Your Enthusiasm track. Heck it has probably already happened. It would be funny if it weren't so awful, tragic, and stupid. Many more people are going to suffer and lose their lives.
Lmfao
I also recorded this video last week where we discussed the massive deficit and some auction results. youtu.be/tsD19pAkNqo?...
Russia's economy - The Budget Deficit is HUGE
YouTube video by In the Bunker with Darth Putin KGB
youtu.be
“…The Ministry of Agriculture explained to Kommersant that sugar production in the first half of the year decreased due to the high base effect. The volume of production will exceed the country's needs, they added.” See 👆 🇷🇺: ALL IS WELL!!!!
Here’s what I wish more people understood on a fundamental level. Russia making budget cuts is a problem because all of this stuff was already falling apart. They weren’t paying for the stuff you might think they would. So now image things with even LESS money.
Meanwhile in Russia… “"I'm Just Sure": Russian Mathematician Calculates Year of Completion of SMO” Mathematician Grigory Kvasha “predicted the end of the SMO in 2025” *sigh* ….ok, why? www.mk.ru/politics/202...
💥Overnight, the Novokuybyshevsk Catalysts Plant (LLC) in Russia’s Samara region has been hit in an attack by presumably Ukrainian drones.
‼️ Russian Media: “North Korea arrests three over destroyer launch accident” All three are employees of the Chongjin shipyard. “Kim Jong-un, who attended the ceremony, earlier called the cleanup a matter of political importance.” 😬 “cleanup” sounds ominous… www.kommersant.ru/doc/7753411
“The first post-war MTB trolleybus has been restored in Russia” It’s giving strong Cuba vibes! www.autopilot.ru/doc/7736309
‼️ Russia: “Putin joked about possible annexation of Sumy to Russia” Sure…it was a “joke” www.kommersant.ru/doc/7737372