Malcolm Nance kept coming back to one word: DECOUPLED. And once he explained it, the whole picture clicked into place. His read is that Trump's U-turn was never about morality or turning on Israel. It was pure economic desperation. Trump admitted it himself at the G7, that the US... was four weeks from an oil-driven economic collapse. Malcolm, an intelligence veteran, called that Trump's black hole moment, the confession he'd avoided for three weeks. But here's the dangerous part. While Trump scrambled to sign his deal, Netanyahu formally decoupled Israel's military strategy from the United States. Trump can threaten his career, dangle the Epstein files, drop him in the polls, 46 points in Israel in three weeks, and it doesn't matter. On Lebanon, Trump no longer controls him. "All of Lebanon must burn" and the leveling of every border village is what decoupling looks like in practice The chilling implication Malcolm raised? A decoupled Israel could try to assassinate Mojtaba Khamenei at his own father's funeral, without waiting for a US green light. Malcolm Nanceshow more

We MUST decouple from Israel. Israel's supposed 'settlers' are VIOLENT terrorists and the IDF protects them. Israel is essentially an apartheid State that has its MILITARY illegally occupying Gaza AND the West Bank AND now they have invaded Lebanon!

I don't like this characterization: It was pure economic desperation. you mean for the mid terms? gas down? Think of this: Trump risked a LOT of political capital to make sure Iran can't get nukes for YEARS. I am grateful Trump is in charge of this war. I trust Trump.

Lmao 🤣 and you believed him.

Honestly the clearest breakdown of this situation I've seen anywhere

Israel struck Beirut two hours before Trump signed the Iran MOU. Trump's public rebuke of Netanyahu wasn't ideological it was transactional. You don't jeopardize a ceasefire that reopens the Strait of Hormuz for a Hezbollah command center. @realDonaldTrump

They were never coupled..

-؛-؛

lol imagine your entire foreign policy pivot being explained in one word by a naval intelligence analyst

Cut off weapons Cut off US $$$$ No merging US military etc with Israeli

Nance always brings receipts. Never just vibes

This is typical of Nance... it's the difference between what Trump envisioned for his second term—a roaring economy clicking on all cylinders—and the kind of muddled, reactive situation critics prefer. Nance would see it clearly if he wasn't infected by TDS, which blurs his vision. The truth is the Trump administration was caught off guard by Israel's early and heavy pivot toward Lebanon right at the outset of the Iran conflict. While the move was likely justified at the time, the White House clearly preferred keeping the focus solely on Iran. During the first ceasefire, Israel shifted its full attention to Lebanon. The administration was okay with that shift in principle, but it had hoped for far more coordination with the Lebanese government. In the end, President Trump essentially concluded: “This isn’t the direction I wanted my administration to go. I didn’t sign up to get dragged into another forever war. Bibi’s emphasis on Lebanon and the resulting strain on the global economy weren’t part of the plan.” So the U.S. has done what it can—short of seizing islands or committing ground troops. Now we’ll test whether Iran is willing to change its behavior. If not, the US can deal with them decisively after the midterms, once the U.S. economy is firing on all cylinders. This pause releases oil to stabilize the market right now, while giving the United States and its GCC partners valuable time to strengthen missile and drone defenses, diversify energy routes, and prepare for any potential future closure of the Strait of Hormuz. Nothing is off the table—everything can be resumed at a moment’s notice, and by then allies will be in a far stronger position. All options remain on the table. Time is on America’s side. The fundamental problem is that Iran’s regime and its core ideology are deeply flawed and incompatible with the 21st century. Still, the Trump Administration figures let’s give them one last chance to change course. If they refuse, the U.S. will choose the time and manner of confrontation—and by then, its partners will be far better positioned to defend themselves with diversified oil routes that reduce reliance on the Strait.

Nance called it perfectly. When the money talks everything else becomes noise

Like once you see the economic angle you literally cannot unsee it

Israel is dependent on our hardware and munitions, Trump caught off the supply. Kabuki