A thread about China ’s Unmanned Ground Vehicle (UGV), and how will it change the PLA amphibious warfare tactics

During the Zhuhai air show, an UGV was on display, it didn’t have a designated name

But its inconspicuous nature hides a revolution…🧵

This particular UGV can retract its tracks, allowing it to travel on water like a speedboat

On land, its 4 articulated tracks can climb steep angles and clear obstacles

Very useful when you need to climb seawalls with a 40 degree slant

When operational, UGVs like these can prove revolutionary for the PLA Marine Corps (PLAMC)

On the surface, UGVs simply lowers the casualties, so what's so special about it?

The key, is that it lowers the threshold for greenlighting an amphibious landing

The PLAMC Combined Arms Brigade (CA-BDE) is the most basic combat unit, made up of 6000men

Containing combat modules of Battalions

A Brigade commander during the battle planning process would pick and choose these modules (Battalions) and combine them into “Combat Groups”

One of the first decisions to make at the strategic level, during an amphibious operation

Is to chose whether to starve the island out through a naval+air blockade, if naval supremacy is achieved, then success is guaranteed

But it risks outside powers from intervening

@cryptocevo @buzz_chronicles save

@buzz_chronicles @UnrollThread

1/ There are 3 stages of a bear market.

We just entered stage 2 🧵

2/ Stage 1: The Unwind

The excitement (and greed) from the bull market still exists.

Mini-narratives pop up for weeks at a time. Assets still have floors. Valuations are cut but companies don't make the tough decisions (kill products, layoffs).

Things seem alright.

3/ Stage 1 doesn't *feel* like a bear market.

It feels like prices have pulled back to "realistic" valuations.

Investors continue allocating, builders keep building...

In general, life is good. Only the weak hands sell.

4/ Stage 2: Forced Capitulation

This is where it gets ugly.

Narratives die. Prices fall 90%... then another 90%. Layoffs across the board.

Mainstream media and cynics rise up in Stage 2. They laugh and shout "I told you!"

5/ Luna sent us into Stage 2.

In Stage 2, diamond hands become forced sellers. They sell not because they want to, but because they have to.

Celsius doesn't want to sell – they might have to sell.

There will be more funds, companies, and individuals like Celsius.

🧵 This may be the most important thread I ever make. Big picture stuff about the major global collapse that is coming.

I will try to help you understand why the future is not what we’re hoping for. It's worse than most can imagine.

Our leaders know.
But what are they planning?

The United States did not have a surplus or a balanced budget since 2001. In the last 50 years the US only had 4 years of profit. In fact all the profit the US had would not be enough to pay for 6 months of the current yearly deficit. So how did the US pay for things?

US spending and debt have spiraled out of control and the Govt can only raise the money it needs by printing it. That causes inflation. It’s like taxing you extra because you pay more for the things you need and all your assets decline in value.

See the US money printing frenzy:

The reason why the US got away with it for so long is because USD is the worlds reserve currency. Nations everywhere hold USD as a secure asset. So when the US Govt prints trillions it's robbing Americans and the entire world. The biggest theft in history.

The problem is that this has been going for decades and there’s now no way to fix it. The reality is that the US has been bankrupt for some time and what’s coming is a nightmare: Mass poverty and a new system of control. Let me explain why this isn’t just doom and gloom talk.

$MAHA AMA ALPHA THREAD

VENEZUELA:

-After many months of negotiations Maha is finally LIVE in Venezuela
-MahaDAO has teams on the ground signing vendors up
-ARTH has been used to buy a burger for the first time
-ARTH wallet is a gasless
-Every Venezuelan will be given $MAHA🚀

$MAHA LENDING PROTOCOL- Important for scaling, and attracting new people.
-Launching in June
-The first lending protocol that lets you lend/borrow staked LP tokens with $ARTH

$MAHA GMU PEG UPDATE:

The GMU peg is COMPLETE 🥳 This will make $ARTH very different than other stablecoins. ARTH will appreciate in a bull market and remain stable in a bear.

Major developments with $MAHA chain:
The world's first L1 with economic incentives created by economists. Speculation this will make Mahachain usage larger than Terra. More details are coming soon. Arth wallet is a gasless wallet and key to adoption.
Cont.

$MAHA NFTS 🚀🥳

Maha is creating NFTs with a usecase not seen in L1s.
-Massive utility: You can vote stake earn rewards/fees and boost yields
-They look really good: 5 NFT artists are working on the NFTs. They will resemble the brand and help grow our community

I've been asked a few times to write a thread about @routerprotocol so here goes, this may take a while I'm not great with twitter /1

Routerprotocol is a crosschain liquidity protocol which will ultimately allow people to build crosschain dapps using their own SDK and route chain /2

Route are backed by the best including coinbase ventures, Almeda capital, wintermute, polygon and more /3

Their mainnet went live last week with an incredibly powerful BSC/Polygon bridge where you can swap any BSC token for any Polygon token providing there is liquidity on pancakeswap on BSC and dfyn exchange on polygon /4

You pay one gas transaction in the native chain and a crosschain fee. Using $route for this fee you pay half the amount. You don't pay any gas on the destination chain /5

1) I made a thread on @FatManTerra the other day. I spent some time thinking about my conclusions, my language, my tone, etc. And I realized something. My take wasn't nuanced enough. However, I am pretty confident @FatManTerra is a malicious actor.

2) He throws out accusations without evidence and uses "evidence" that he interprets wildly and liberally with inflammatory language that preys on anger. He questioned my integrity as soon as I said he was making a leap in logic by assuming things instead of looking at the facts.

3) This followup thread isn't meant to be about FatManTerra though. It's meant to fix the thread I gave before and give a much richer, fuller, more appropriate take on the Terra situation. I'll be blunt. It is NOT a conspiracy that teams try to destroy each other in this space.

4) It is fact. It happened on Terra where projects fought to become dominant forces on Terra. Now imagine the scale of fighting in terms of being in the top ten of the whole space. It's utterly absurd to say something like it's a conspiracy that other chains want Terra to fail.

5) If projects don't synergize with each other or are mutually exclusive or are trying to attract the same target audience, then if they have nothing to offer to each other, when one project sees more capital, another will see less. This is why DeFi communities are very tribal.

1/ Over the last few weeks, we at Jump Crypto have been studying the UST depegging and have three key observations.

2/ First, the episode was triggered by a combination of trades in the UST/3CRV pool during a seventy-five minute window on Saturday, May 7.

3/ These trades involved TFL withdrawing UST liquidity, and two wallets putting large UST sell orders through the pool, upsetting the pool’s balance and depth.

4/ Second, outflows from Anchor — particularly overnight on May 7 and on the morning and early afternoon of May 9 — put substantial pressure on the UST peg.

5/ Large depositors disproportionately drove the outflows. In fact, small depositors increased their exposure during this episode.

1/11 Successfully launch just 2 weeks after the vicious Terra 1 death spiral ✅

Immediately achieve the highest valuation in all of Cosmos ✅

What's next for @Terra_Money 2.0?

Let's discuss the likely Terra 2 roadmap for the next 3 months. 🧵👇

2/11 Most protocols require a DEX with sufficient liquidity, so that comes first.

At this very moment, 4 DEXes are racing to be the first to launch on Terra 2.

@PhoenixFinan, @Astroport_fi, @Terraswap_io, and possibly the Prism Swap DEX by @Prism_Protocol.

3/11 Keep an eye on those Twitter accounts to see who wins the race.

Once we have a DEX, a stablecoin will be crucial. Sounds like USDC via @Axelarcore bridge is a possibility.

According to high-level convos, native USDT is also a possibility. 👀

4/11 (For those who are loath to use a fiat-backed stable, keep in mind that a new decentralized stable could be easily developed in the future.

UST taught us many lessons, and we can improve.

Innovative small-scale algo-stable or collateralized stable are possibilities.)

5/11 Simultaneous with the launch of DEXes will be liquid staking providers.

@StaderLabs, @Prism_Protocol, and the new @Eris_Protocol are all vying to give you a liquid staking derivative of LUNA.

1/9 $LUNA at $8.50. Not too surprising.

LUNA is valuable because it controls the Terra 2 network via governance.

Governance in Terra 2 is actually democratic. No single entity owns a majority of the LUNA, so it makes sense to accumulate LUNA for governance. 🧵

2/9 Most notable thing Terra 2 governance controls is the community pool. At 200MM LUNA, it's already worth more than a billion dollars.

It's reasonable to assume rival entities have their eye on Terra 2, and would like to control it. But to do so they need to buy LUNA.

3/9 For Terra 1, it didn't make sense to accumulate LUNA for governance, as TFL owned 50% of supply and almost always got what they wanted.

Same with AVAX, SOL, etc. Those networks are not democratic. Voting is pointless, as supply is extremely concentrated in few hands.

4/9 With Terra 2, supply is widely distributed, not concentrated. So voting actually means something.

For the first time ever on an alternative smart contract platform it makes sense for entities to accumulate the native asset for the purpose of governance.

5/9 If the powers that controlled Terra 1 want to have the same control over Terra 2, they will have to accumulate significant amounts of new LUNA that was airdropped to retail.

What can you do if you control the network?

Here's an inside glean into company culture at TFL from my interview with Hyungsuk Kang, an ex-TFL employee who left in 2020. "Do Kwon is a disgrace to the blockchain industry. I tried to stop him from initiating these despicable schemes, but nobody else stood up to him." (1/4)

"Do was TFL and TFL was Do. I tried to make people listen, but they were blinded by greed. They told me - 'if you obey him blindly, you will be greatly rewarded.' This disgusted me to the core. I had to leave - I couldn't do it. I had to do what was right." (2/4)

"People of Do's type and nature are brimming with conceit. They think they're royalty. These people are truly worse than the North Koreans - their ego and lack of accountability is boundless. The company culture was abhorrent on multiple levels. They belong in Hell." (3/4)

Hyungsuk Kang is currently working with Korean prosecutors to provide evidence and testimony to help their case against TFL and the damage they have done to Korean society. I have been invited to assist with these efforts and hope to work hand-in-hand with them soon. (4/4)

Some thoughts on TERRA 2.0.

(Probably won’t win me any points with the community and will definitely hurt my bags!)

A thread 🧵…

1/ Crypto is all about a magic combination of:
- identifying ideological problems.
- creating a technology to solve them.
- building a community of passionate developers to build amazing products to solve the problems.
- building a passionate community of investors and users.

2/ $LUNA did all of this around the problem of centralized, collateralized, stable money. Developers, Investors and users all wanted a truly decentralized stable money! (And they also wanted to earn 20% on it risk free 🤣)

3/ A movement was started around a UNIQUE COMMON PURPOSE AND MISSION.
Developers did their thing, passionate VC’s followed with money and investors and users that believed in the mission (or just 20% returns) followed passionately.

4/ The experiment failed! Just like 90% of the other experiments will fail. Only this one failed at size and failed much faster than anyone could have imagined! Anyone! It’s dead.

ATTENTION REFRACTORS: Important information on the upcoming Terra snapshots for Prism $LUNA derivative

The governance proposal for a Terra v2 fork has been passed today. The proposal outlines how tokens for Terra v2 will be distributed, details of which can be found here:

The PRISM vault contained approximately 6m $LUNA at the time of the initial de-peg on 7th May & over 13m $LUNA currently.

It has been confirmed that holders of $cLUNA & $pLUNA at the snapshot dates will qualify for both the pre-attack $LUNA & the post-attack $LUNA snapshots.

This includes any $pLUNA or $cLUNA that was being provided in liquidity pools, $cLUNA in the process of being unbonded & $pLUNA being provided as collateral on Edge Protocol.

Both $cLUNA & $pLUNA will be considered equivalent to 1 $LUNA for the purposes of any snapshot.

Notably $yLUNA is not included in snapshots by those indexing for Terra v2. The reasoning behind this is that $yLUNA represents entitlement to the yield of $LUNA, whereas $pLUNA represents the underlying ownership of $LUNA, as described in the Prism docs.

1/8 Terra 2 airdrop on May 27th. 70% for community airdrop. 30% for comm fund.

Terra 2 = community + decentralization.

How much LUNA will there be at genesis? What will the price be? How much will be dumped? What about the VCs from Terra 1?

Let's talk airdrop allocation. 🧵👇

2/8 First of all, when you receive your airdrop it will be in a bonded state, i.e. it will be staked.

To transfer it you will have to unbond, which takes 21 days.

So for the first 21 days, the only liquid LUNA on the market will be the 5MM from the developer allocation.

3/8 How much supply will hit the market 21 days after launch?

Here's a key piece of info:

For pre-attack LUNA, only addresses that had less than 10K LUNA will get the genesis unlock. That means only 6.45% of LUNA pre-attack is eligible for the genesis unlock.

That means...

4/8 Genesis unlock amounts per category:

pre-attack LUNA: ~6,811,200
pre-attack aUST: 30,000,000
post-attack LUNA: 30,000,000
post-attack UST: 45,000,000

Total genesis unlock: ~111,811,200 (12% of total supply).

(Total supply of new LUNA = 1 billion, by the way.)

5/8 What does this mean?

It means the VCs and whales, who had most of their wealth in LUNA with addresses that had more than 10K, will not get anything until their 1 year cliff hits.

Terra 2 will be 100% community built, owned, and used for the first year.