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UKRAIŃSKIE MEDIA: KONIEC POLSKIEGO WSPARCIA, AI WYKRADA PIENIĄDZE Z BANKÓW, CHIŃSKA GIEŁDA W ZAPAŚCI — Transcript

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0:00"Wipe out purely Polish villages, burn
0:01down mixed villages, destroy only the
0:03Polish population"—that is what Roman
0:05Shukhevych, commander of the UPA and
0:07responsible for the deaths of tens of
0:08thousands of Poles, said. Lviv has just
0:11declared 2027 his year, and Ukrainian
0:13media report that Poland, in response
0:15to this insult, may withhold aid to
0:17Ukraine. Is this true, and what should
0:20we actually do to temper the ambitions
0:22of Ukrainian chauvinists? According to
0:24media leaks, Trump is supposedly
0:25planning to push for peace in Ukraine
0:27at the upcoming summit in Miami. In the
0:29Polish public sphere, people have
0:30already started calling this Yalta 2.0.
0:33Will Kyiv really sit down at the
0:34negotiating table with Moscow, and will
0:36the West sell us out again on the altar
0:38of its own interests? The third topic
0:40will be about Thursday's market
0:42massacre. The Chinese stock market is
0:44in a bear market, with 2.5 trillion
0:46dollars evaporating from Asia. Bitcoin
0:48is falling to 81,000 dollars. NVIDIA is
0:51down 4.5%, SpaceX down 9%, and the
0:54Nasdaq 100 is in the red. Worst of all,
0:57bond yields are falling at the same
0:58time. This can only mean one thing, and
1:01it is certainly nothing good. And
1:03finally, the four largest American
1:05banks reported that they have
1:06encountered unauthorized activity by AI
1:08agents on their clients 'accounts. The
1:11head of security at Anthropic comments
1:13that this is just the beginning and
1:14that the situation will get much, much
1:16worse in the coming months. I invite
1:18you to learn exactly what is behind
1:20this major security crisis of recent
1:21years. The Polish government has halted
1:28talks on further support for Ukraine.
1:30Unofficially. The information comes
1:32from two Ukrainian editorial outlets:
1:35European Pravda and RBC Ukraine. Both
1:37cite an anonymous, well-informed source
1:39, with the former pointing to the
1:41Ukrainian government. Has Poland really
1:43ended the shipment of equipment to
1:45Ukraine following this latest slap in
1:47the face? And is that actually a good
1:48thing? Should we continue sending
1:50weapons to the Ukrainians, or should we
1:52stop out of a sense of honor? I have a
1:54rather unique opinion on this, but
1:55let's go step by step. First, we must
1:57start with the fact that it is an
1:59absolute sensation how brazen they have
2:01become. I mean, they have always been
2:03brazen, but the level it has reached
2:05now defies all imagination. First, a
2:08Ukrainian drone violates our airspace
2:10for 200 km, flying literally over
2:12Lublin without our consent. Now, the
2:15Banderites in Lviv are declaring 2027
2:18the year of Shukhevych. We are going to
2:20dive into the whole topic, because you
2:22need to be well-informed about the
2:23state of relations with our eastern
2:24neighbor. On Thursday, October 22, Lviv
2:27Regional Council member Sviatoslav
2:29Sheremeta responded to Minister
2:31Sikorski that Poland's reaction to
2:33declaring 2027 the year of the UPA and
2:35Roman Shukhevych is, to say the least,
2:38strange. Strange. For a man who honors
2:41the commander of a formation
2:43responsible for the massacre of 60 to
2:45100,000 Poles, our reaction is strange.
2:48Let me recall here the words spoken by
2:50Roman Shukhevych, who was directly
2:52responsible for the Volhynia massacre.
2:54"Wipe out purely Polish villages, burn
2:56down mixed villages, destroy only the
2:58Polish population." Let me tell you,
3:00you boor, what is truly strange. It is
3:03strange that Ukraine is currently the
3:05only country in the world where Nazi
3:07war criminals and genocidaires are
3:08revered. It's as if Munich were to
3:12declare 2027 the year of Mengele or
3:14Himmler. That is strange. It is also
3:18strange that days earlier, on October
3:2020th, that same Sheremeta pushed
3:22through a resolution with 52 votes. A
3:26resolution in which an UPA commander,
3:28the person responsible for the
3:29displacement and elimination of Poles
3:32in 2027, becomes a hero of Lviv,
3:33because that is primarily where this
3:35whole affair flared up again. And now,
3:38viewer, imagine the scale of this
3:40absurdity. You are the mayor of Lviv.
3:42Your country has been at war for almost
3:43five years. You rely on Polish
3:45financial, military, and above all,
3:47logistical aid. You know that without
3:49Poland, your weak country would have
3:50fallen in the very first months of the
3:52invasion. Your president just caused a
3:53massive scandal in relations with
3:55Poland by naming a unit after the UPA
3:57in his own country. Every day you bow
3:59down to criminals who did terrible
4:01things to the Poles. But the scandal
4:03with the Poles is fading a bit. Poland
4:05continues to help Ukraine. The Polish
4:07government is giving away Polish
4:08missiles for Patriot batteries, for
4:09which it is taking a terrible beating
4:11in the polls. And to all this, you as
4:13the mayor of Lviv react by deciding to
4:15infuriate the entire Polish public
4:17again by declaring 2027 the year of
4:19Shukhevych in Lviv. I know we have a
4:23low opinion of our own politicians, but
4:25just think of the dregs of power they
4:27have there in Ukraine. They are pushing
4:30them straight under the train. In any
4:31case, at least a few countries have had
4:33enough of cooperating with Kyiv and
4:35with Ukrainian political leaders. The
4:37freshest example: Bulgaria is turning
4:39away from Ukraine. End of military aid.
4:42South Korea, after Zelensky's rude
4:44behavior, is closing its diplomatic
4:46mission in Kyiv and breaking ties with
4:48such a bottom-tier country as Ukraine.
4:50Hungary, in turn, recently refused
4:52Ukraine's entry into the European Union
4:54. They don't want them there. Basically
4:55, 3/4 of the countries in our region
4:57have had enough of Zelensky because of
4:59his arrogance. And now look. The
5:00decisions of the Lviv authorities are
5:02being made at a time when over 90%of
5:04all Western military aid for this state
5:06is passing through Poland. Through
5:08Jasionka near Rzeszow, through our
5:09railways, through our warehouses, when
5:11Trump and Putin are publicly kicking a
5:13fallen Zelensky in Washington and
5:15Moscow, and yet Poland still stands as
5:17a wall behind Kyiv. What does Lviv do
5:19in this situation? Its mayor and
5:21councilors, instead of saying thank you
5:23to the Poles and worshipping their hero
5:25—meaning the devil—in the privacy
5:27of their homes, they have to go and
5:28provoke the Poles again. They chopped
5:31up our relatives like wood. They got
5:32away with it. They used us to the bone
5:35after 2022. They got away with it. So
5:38what now? They keep hitting the Poles
5:40because they see that our guard is down
5:41. A few days ago, a Ukrainian drone
5:43violated Polish airspace, flew over the
5:46Lublin region, and only exploded in
5:48Lithuania, damaging a civilian car. The
5:50Lithuanian Prime Minister says the
5:52drone flew in from Poland. He denies it
5:54. A formal letter was sent to Kyiv
5:56asking what this is all about. And what
5:58happened? After such an international
6:00scandal, four days later Lviv declares
6:01the year of the UPA. Unofficially,
6:04Ukrainian media reported on Wednesday
6:06that Poland has halted another military
6:08aid package for Ukraine precisely
6:09because of this Shukhevych year. Our
6:11Ministry of National Defense denies it.
6:13Deputy Minister Tomczyk says that
6:15Poland is helping and will continue to
6:17help, but you know what? For once, this
6:19mediocrity of our authorities will work
6:21to our advantage. Let me tell you how
6:23the fact that this government continues
6:25to send aid to Ukraine will ultimately
6:27turn out better for us, because the
6:29longer this war lasts, the better it is
6:30for the Republic. Minister Sikorski
6:32came up with a quite sensible proposal
6:34here. I have signed a motion to place
6:37on the list of undesirable persons in
6:39the Republic of Poland, Lviv Oblast
6:41Councilor Sheremeta, a reenactor of
6:43Galicia Waffen-SS, author of the idea
6:45to establish 2027 as the year of Roman
6:47Shukhevych, the UPA commander who
6:49issued orders to displace and murder
6:51Poles. What is the response to this
6:53from one of the Ukrainian politicians?
6:55I know he is running a campaign like
6:57this because elections are won on
6:59anti-Polish sentiments in Tel Aviv,
7:01Kyiv, Minsk, Berlin, and many, many
7:03other places. But all things considered
7:05, you have to admit that the boor has
7:06gone too far. And here is the response
7:08of the Ukrainian councilor from Lviv to
7:10the Poles' outrage. Not only will 2027
7:12be the year of UPA and Shukhevych, but
7:14we will also rebuild the Shukhevych
7:16museum and erect a grand monument to
7:18him. Go ahead and put up whatever
7:21monuments you want there. Just know
7:27that you are digging your own grave,
7:28because the resentment that will remain
7:30in our hearts toward you will last for
7:32generations and may turn against you in
7:34the coming decades, because I remind
7:36you, you are historically weak, even
7:38for your very short 203-year history of
7:39statehood. Alright, just when you think
7:46it couldn't get any worse, Minister
7:48Marta Cienkowska approaches the
7:49microphone and says words that make
7:51your head explode. How could this have
7:54even happened?
7:55>> We have been hearing for some time that
7:57there will be a change, there will be a
7:59change, there are exhumations, and
8:00suddenly—bang—the guy comes out and
8:02throws: "Here we are exhuming victims,
8:04and here we are declaring the year of
8:06the UPA."
8:07>> I am shocked by this action because I
8:08had the impression that we had reached
8:10some kind of agreement. However, it
8:12must be noted that this is, after all,
8:14a local activist, a nationalist with
8:16whom we have de facto had difficult
8:18relations from the very beginning. He
8:20already received,
8:23>> he already received a ban on entering
8:25Poland in 2017, I remind you, at the
8:27moment when he also organized a funeral
8:30for a veteran of the Galicia SS.
8:34Therefore, we know who we are dealing
8:36with. The problem and challenge for us
8:40is that he is the person responsible
8:41for the commemoration commission on the
8:43Ukrainian side.
8:47>> The problem and challenge for us is
8:48that he is the person in charge of the
8:50commemoration commission. He is the
8:54owner of one of the three firms that
8:56carry out exhumations in cooperation
8:57with us on the Ukrainian side. Excuse
9:00me? If you conduct exhumations with
9:03people like that, it's no wonder that
9:05for years they haven't been exhumations
9:06, but a disaster. No, honestly, I have
9:09to admit, that’s tough. A guy who is
9:11a great fan of Shukhevych is helping us
9:13locate and then dig up the bodies of
9:15Shukhevych's victims. If this is how
9:17our cooperation with the Ukrainians on
9:19exhumations is set up, we now know why
9:21they’ve been dragging on since '91
9:22and still aren't finished. Now for the
9:24second gem. Gdańsk. In June 2026,
9:27Mayor Dulkiewicz signs an agreement
9:29with the mayor of Lviv, Sadovyi—a
9:31known Banderite—to support the "
9:34Unbroken" project, a Lviv medical and
9:36rehabilitation center for war victims,
9:38with 1 million zlotys. I quote
9:41Dulkiewicz's words. A friend in need is
9:43a friend indeed. Well, those friends
9:46are now declaring 2027 the year of
9:47finishing off the Poles. With friends
9:50like these, who needs enemies? My
9:54personal opinion on what we should do
9:56now is this: although the Polish
9:58state's aid to Ukraine most likely
9:59hasn't been stopped, even if Tusk's
10:01government did stop it, we shouldn't
10:03withhold it. We should continue this
10:08aid. Why? Because the longer the
10:10shipment of weapons to Ukraine lasts,
10:12the longer this war will drag on. And
10:14the longer this war lasts, the better
10:16it is for Poland's national interest.
10:18President Zelensky has announced
10:19fighting Russia to the last soldier,
10:21and from our point of view, that is
10:23actually a very good decision. Mr.
10:25Zelensky, you’re speaking well. You
10:28should fight until you regain every
10:30square meter of lost territory. Full
10:32agreement. What, however, should we do
10:34to rein in people like Sheremeta?
10:37Impose personal sanctions, tough ones,
10:39that would make it impossible for
10:41Sheremeta and his likes to escape
10:42Ukraine through Poland, which will soon
10:44be a very important plan for many of
10:46them. In fact, the Polish government
10:49should make a deal with the Slovaks,
10:51Romanians, Hungarians, and Moldova so
10:52that such a person couldn't enter their
10:54countries either. Let him swim across
10:57the Black Sea or go through Belarus.
10:59That is the language these gentlemen
11:01will understand immediately. A ban on
11:03travel through our countries for them
11:04and their families. That would make
11:06them change their tune real fast. And
11:08what can we, ordinary citizens, do
11:09right now in this situation? It’s
11:11very simple. Boycott. For example,
11:13Roshen sweets—the company of former
11:15president Poroshenko—found in
11:17practically every Polish store. Do not
11:19buy them under any circumstances. Let
11:22them rot on the store shelves. Their
11:24preserves, juices, beer, whatever.
11:27Don't pick them up. Choose Polish
11:28products. One more thing. Drunken
11:30Cherry. A franchise of the Ukrainian
11:33Fest Group, which runs the Kryjivka
11:35restaurant in Lviv that promotes UPA's
11:37Shukhevych. In Poland, their locations
11:39are in Warsaw at Nowy Świat 39 and at
11:41the corner of Emilii Plater and
11:43Świętokrzyska. In Poznań at Stary
11:45Rynek 66, in Wrocław at Rynek 45, and
11:48in Sopot at Bohaterów Monte Cassino 41
11:51. They are also in Kraków, Rzeszów,
11:53Łódź, Lublin, Gdańsk, and
11:55Świnoujście. This Ukrainian
11:57corporation builds its business
11:59directly on the people responsible for
12:00murdering Poles. And we go there, smile
12:04, and drink their cherry liqueur. We
12:06pay them money. It’s time to end this
12:08. Stop lining their pockets. May all
12:11these places just shut the hell down.
12:13And shame on all Polish partner cities
12:15of Lviv that have not yet broken off
12:17relations with this Banderite city. Let
12:19me remind you, Lviv is a partner city
12:21of Wrocław, Kraków, Łódź, Poznań,
12:24Rzeszów, Przemyśl, and Katowice.
12:26Przemyśl has rethought this and,
12:28fortunately, has come to its senses.
12:29Bravo, Przemyśl. The city terminated
12:32its 1995 cooperation agreement with
12:34Lviv. End of partnership. Łukasz
12:37Gibała, the new mayor of Kraków, also
12:39wants to suspend his city's partnership
12:40with Lviv. I support it 200%. It's time
12:43for other cities. What are you waiting
12:45for? Finally, a few words on the matter
12:47of exhumations from Leszek Miller, and
12:49we’ll wrap up this topic.
12:50>> Let's start with the exhumations. You
12:53are not doing us a favor by letting us
12:59bury the bones of Poles together hidden
13:05in forests, drowned in rivers, in
13:07meadows, and so on and so forth. And
13:12don't do us any favors, because every
13:14civilized country allows the dead to be
13:16buried. The fact that you do not allow
13:20it is a sign of your barbarity and
13:22savagery.
13:23>> Now, about Yalta 2.0, meaning the peace
13:26in Ukraine prepared by Trump. The
13:28Atlantic, a rather serious media outlet
13:30, citing its sources, claims that Trump
13:32wants to reach a peace agreement on
13:34Ukraine in December during the G20
13:36summit. The U.S. President reportedly
13:38wants to sign the documents at his golf
13:40club in Miami, even if it requires
13:42forcing Kyiv to make concessions. Are
13:45we witnessing a second Yalta, i.e., the
13:47West selling our part of Europe to
13:49Moscow? Let's break it down into prime
13:51factors. On Wednesday, October 21st,
13:53Putin's advisor Yuri Ushakov announced
13:55that China has already begun
13:57preparations for a trilateral
13:58Trump-Xi-Putin meeting, which is to
14:00take place in Shenzhen on November
14:0218-19 on the sidelines of the APEC
14:04summit. The idea came from Putin
14:06himself during a phone call with Trump
14:08on October 9th. The conservative
14:10American press, namely The Wall Street
14:12Journal, has already called it Yalta
14:142.0. But is that certain? Isn't that an
14:16overstatement? Is it Yalta 2.0, or just
14:19Yalta light? The meeting formula
14:21proposed by the Kremlin looks as
14:22follows. China, the United States, and
14:25Russia without Zelensky, without the
14:26Union, and without European states. The
14:29subject of the talks according to
14:30Moscow is, quote: Ending the war in
14:32Ukraine on terms favorable to Russia.
14:34Trump says he is open to it, but mainly
14:36to talk about denuclearization, not
14:38Ukraine. The Chinese Foreign Ministry
14:41officially denies having information
14:42about such a meeting, distancing itself
14:44; it's as if the meeting might happen,
14:46but not everyone is that keen on it, or
14:48at least that's what they are
14:49communicating. And that is exactly the
14:53biggest problem with this whole "Yalta
14:552.0" concept, because you see, the real
14:57Yalta of 1945 took place mainly because
14:59the Red Army was already standing on
15:01the Oder near Berlin. It was known that
15:05the Russians would not only be the
15:07first to enter the Reichstag, but would
15:09also swallow all of Central, Eastern,
15:10and Southern Europe as far as Greece.
15:12That is why Moscow could then dictate
15:14terms to the West from a position of
15:16strength. The West sold us out for its
15:18own interests because it had no other
15:20cards, it had no choice. What influence
15:22did the Americans or the British have
15:23on the fact that Stalin had already
15:25mastered Poland and taken
15:26Czechoslovakia? Only the Russians had
15:28real forces in Europe then. The
15:32Americans and British did have their
15:33troops on the old continent, which
15:35could balance the Russian advantage,
15:37but they were unable to maintain that
15:38contingent for years or decades. Stalin
15:43negotiated from the position of a
15:44leader of a superpower whose troops
15:46occupied a huge part of Europe, and
15:48Roosevelt knew he couldn't afford
15:50anything similar because the United
15:51States is far across the ocean. Besides
15:54, as I said, when the original Yalta
15:56was taking place, the Kremlin already
15:58had a large part of Europe under its
16:00boot. Now it is totally different.
16:03Their power of influence and reach are
16:05much, much smaller. Their army is
16:07fighting over 1,000 km further away
16:09than the USSR's army stood when they
16:11talked in Yalta. They are not going on
16:13a great offensive toward Berlin. They
16:15have been stuck in Ukraine for over
16:16four years now. The Russian military
16:18has not won a single strategic battle
16:20in over a year. And now the fundamental
16:22question. What should Poles be afraid
16:24of? Yalta 2.0 is unlikely to happen,
16:29because the Russians have too few cards
16:31to dictate terms to the West. Maybe
16:34there will be some kind of ceasefire,
16:35though I doubt it. We have heard about
16:37so many peace plans, and somehow none
16:39of them have worked so far. The mere
16:41signing of signatures by three
16:43presidents does not mean that other
16:44countries will submit to their
16:46arrangements. This does not mean,
16:48however, that the threat to Poland of
16:50some deal unfavorable to us does not
16:52exist. The most difficult position, of
16:54course, is that of Ukraine itself,
16:56because it is its territory, its
16:58security, and its future that could
17:00become the subject of some deal. That
17:02is what the powers would mainly be
17:03dividing. Not our territory, but
17:05Ukrainian territory. Not whether Poland
17:07will be in the Russian sphere of
17:09influence, but whether Ukraine will be.
17:11Poland is today the only sensible
17:12foothold for the Americans in Europe.
17:15Why would they hand us over to Putin,
17:16when Putin can't even ask for Poland,
17:18because he has no leverage over it? I
17:20don't hold it against the American
17:22president that he prioritizes the
17:23interests of the United States.
17:25That’s what voters expect of him, the
17:27ones who want cheaper diesel. He could
17:28have chosen not to attack Iran, as that
17:30was the main reason oil prices spiked.
17:32If he hadn't been playing nice with
17:33Netanyahu back then, there wouldn't be
17:35such lamenting at the fuel pumps now.
17:36But we know, Trump probably had no
17:38choice and had to submit to the will of
17:40Tel Aviv. And the fact that the powers
17:42will be talking to each other at the
17:43summit everywhere is a good thing. It
17:45doesn't just mean bad things. Talks
17:47between powers can reduce the risk of
17:49war, curb the arms race, and pave the
17:50way for ending the fighting in the east
17:52. It is worth making use of such
17:54opportunities. It is possible, however,
17:56that Ukraine will still be present when
17:58negotiating the peace deal and what it
18:00implies for everyone. Information from
18:03literally a moment ago. The Russian
18:05president has agreed to resume
18:06trilateral peace talks with Ukraine and
18:08the United States. This is something no
18:11previous administration has achieved in
18:12almost five years of this war. Russia
18:14has agreed to sit at the same table
18:16with Ukraine and the USA. An American
18:19official claims that Witkoff and
18:21Kushner proposed a technical-level
18:22meeting where representatives of those
18:24three countries will meet. Ukraine
18:27already accepted the proposal during
18:28Wednesday's talks in Oslo. Russia, in
18:30turn, expressed its consent a day later
18:32during Thursday's meetings with Witkoff
18:34in St. Petersburg. CNN reports that
18:36Moscow is ready to resume trilateral
18:38talks: Russia, USA, Ukraine. Even
18:40though serious differences regarding
18:42territory and security guarantees still
18:44exist. This would allow representatives
18:47of all three countries to sit directly
18:48at the negotiating table. And that
18:51actually is something new. And do you
18:53know what is the funniest thing about
18:54all of this? That the Ukrainian elites,
18:57masters of 5D chess, played it so that
18:59they are in an even worse position than
19:00they were at the start of this war.
19:03Zelensky just said in an interview with
19:06Fox News that he is willing to give
19:07Russia 25%of Ukraine's territory just
19:09to end the war. That is a bit shocking,
19:12considering that Zelensky could have
19:14had a much better deal if he had
19:15accepted Istanbul Plus. However, he let
19:17himself be talked into it by Boris
19:19Johnson and Biden, who dissuaded him
19:21from it at the time. Back then, there
19:23was a deal to give up 10%. Instead of
19:26giving up 10%then, they want to give up
19:2825%now. And factor in an additional
19:31million casualties, and a Ukraine even
19:33more destroyed after years of war. The
19:35genius of geostrategy, Zelensky. Who is
19:38the "Russian boot" at the end of the
19:40day, Mr. Volodymyr? It turns out it's
19:43you, because ultimately you are giving
19:44the Russians even more. A little plot
19:47twist to this story. Very bad news from
19:49the eastern markets. On Thursday,
19:51October 22nd, China's CSI 300 entered a
19:54bear market. A 20%drop from the June
19:57peak, 10 weeks of consecutive declines.
20:00The longest such streak in the history
20:02of the Chinese index. A reminder that
20:04the CSI 300 consists of the 300 largest
20:06companies from the Shanghai and
20:08Shenzhen exchanges; it’s basically
20:10China’s S&P 500. It is a
20:11representation of the Chinese economy.
20:13And that representation is currently
20:14getting punched in the face. In total,
20:16since the May peak, Chinese stocks have
20:18wiped out nearly $ 2.5 trillion in
20:20market capitalization. That is
20:22equivalent to about 2.5 to 3.5 times
20:24Poland’s annual GDP. That much has
20:26vanished, dissolved into thin air. But
20:28it wasn’t just China that got crushed
20:30on Thursday. Japan's Nikkei down 2.6%,
20:33Korea down 4%, Taiwan down 2.3%. A
20:38total of over $ 600 billion was wiped
20:40off Asian stocks in just one Thursday.
20:43But it isn't only in Asia that the
20:45ground is shaking. In the US, we saw
20:46drops that day that we haven't seen in
20:48months. Meta down 7.76%, SpaceX down
20:539.19%, Nvidia down 4.56%, Amazon down
20:575.15%, Micron down 6.72%. What happened
21:01? Overall, probably nothing significant
21:03enough to trigger such massive drops.
21:05Or maybe there's something we don't
21:07know. And that is very disturbing. Many
21:10analysts today are wondering if
21:11something truly dangerous is happening
21:13behind the scenes, because capital is
21:15flowing out of all markets and flooding
21:17into bonds, whose yields have dropped
21:18sharply. The yield on 10-year US
21:22Treasuries is falling below 5%, which
21:24is very surprising. There must be a lot
21:27of bond buyers for the interest rates
21:29to have dropped that much, and remember
21:30, until now there were almost no takers
21:32. It reminds me a bit of the sea
21:35receding before an incoming tsunami. I
21:37don’t want to spread panic, of course
21:38, because it’s definitely too early
21:40for that. But a situation where gold is
21:42falling, silver is falling, bitcoin is
21:44falling, stocks are falling, markets
21:46are falling, and bonds are rising—
21:48well, that doesn't look good. Maybe
21:50investors were spooked by what is
21:52happening with AI. The AI bubble in the
21:54US isn't bursting just yet, but it is
21:56starting to hiss. We learned that bad
21:59debt from AI data centers is currently
22:02being repackaged and sold to pension
22:04funds, just like toxic mortgages were
22:06repackaged in 2007. Kalsi reports that
22:10nearly half of all bonds financing
22:12American AI data centers already have
22:14junk status this year. They are
22:17junk-rated. Half of the debt incurred
22:21for data centers is unrecoverable. On
22:24top of that, Meta raised its capex
22:25guidance last week—meaning how much
22:27it intends to spend on data centers and
22:29chips—but without a concrete answer
22:31on when it will all pay off, or if it
22:33will at all. Tesla, NVIDIA, and Meta
22:35are under enormous pressure in the US.
22:37In Asia, semiconductors are falling in
22:39their wake. Another issue: oil. Trump
22:42said point-blank on Wednesday: "We are
22:43not negotiating with Iran." The market
22:45interpreted this as an escalation, and
22:48Brent jumped above $ 114 per barrel.
22:50That is already very high. When oil
22:51prices rise, inflation returns. Banks
22:54aren't cutting rates, and an old,
22:55unwelcome stranger is back: higher
22:57inflation for longer. For Polish
22:59mortgage borrowers, this is also bad
23:01news. Another issue that may have
23:02caused the recent drops is that China
23:04has some skeletons in its closet.
23:06According to HSBC, 90%of daily turnover
23:08on Chinese stock exchanges comes from
23:09retail investors—meaning Mrs. Zhou
23:11and Mr. Chen on their phone apps after
23:13work. For comparison, on the New York
23:16Stock Exchange, that figure is 20-25%.
23:20This means that a Chinese panic, if it
23:22happens, can spread much faster than
23:24anywhere else, because retail investors
23:26sell in 5 minutes, unlike hedge funds
23:28that offload billions over 5 days.
23:32Western markets took a slight hit, too.
23:34At Thursday’s close, the Nasdaq fell
23:36by as much as 2.9%, its worst result
23:39since June. Bitcoin slid to 81,000
23:42dollars, just hours after storming the
23:4485k level, so this isn't just a
23:46rotation from one sector to another.
23:49It’s classic risk-off; investors are
23:51dumping risk altogether and fleeing to
23:53US bonds as a safe haven. So, how have
23:55I been playing this over the last few
23:57days with help from the guys at CST Pro
23:58? Well, I was supposed to update you on
24:00my trading adventure. How much of that
24:02movement did we catch? Listen, Kuba and
24:04I entered a long position on Bitcoin
24:06from the 80,890 level. Dollars. The
24:09target for this position is the 90,000
24:11dollar level for Bitcoin, which
24:13obviously hasn't arrived yet, but
24:15starting from 80,000, I already began
24:17taking profits at the 84,000 level. So,
24:19along the way, I made nearly 5%, but
24:21since it was on 100x leverage, that
24:23came out to just under 500%. But with a
24:26small contribution, so it’s not like
24:27I’m set for life or anything. The
24:30further path to gains for Bitcoin
24:31depends on breaking through that 84,000
24:34–85,000 mark and staying above it.
24:37Additionally, on Wednesday evening, we
24:39decided during the live stream to open
24:40a short position in parallel, playing
24:42the opposite of our long position from
24:44the bottom. This decision was made
24:47right when we were testing that 85,000
24:49level. We saw a rather strong drop in
24:52momentum and the first signs of the
24:54uptrend weakening, suggesting we might
24:56not break through 85k. I managed to
24:58gain 159 dollars that way, which is
25:01about 500 PLN. We are simply trying to
25:03catch the movement in both directions.
25:04And what should we watch out for in the
25:06coming weeks? Next Wednesday, October
25:0828th, the US central bank will make a
25:10decision on interest rates. We are, of
25:13course, also observing other
25:14macroeconomic factors and market
25:16sentiment, making decisions in
25:18real-time. If anyone wants to see how
25:20it looks, even without putting money in
25:22, just to take a look, come join the
25:24CST Discord. The link will be in the
25:26description. To get onto the CST
25:27Discord, you just need to be registered
25:30on OKX using my link. I’m leaving
25:31that in the description as well, of
25:33course. Okay, now we are moving on to
25:35the final topic. On Thursday, October
25:3722nd, Axios revealed something that
25:39should be the headline of every evening
25:41news broadcast. The world's largest
25:43banks, such as JP Morgan, Bank of
25:45America, Wells Fargo, Morgan Stanley,
25:47and Citi, have detected unauthorized AI
25:49agents in their customers 'accounts—
25:51meaning artificial intelligence that
25:53logs into your bank account (often
25:55using your own password that you
25:57previously gave it) and takes action
25:59without your consent—simply moving
26:01your money. Fortunately, this is not so
26:05much about hackers breaking into
26:07citizens' accounts, but rather a
26:09situation where you yourself gave an AI
26:11agent access to your account to pay for
26:13trash collection, groceries,
26:15electricity, gas, or anything else.
26:18Jamie Dimon, CEO of JP Morgan, said
26:20bluntly during the third-quarter
26:22earnings call: "There could be
26:24thousands of such rogue agents." And
26:26now pay attention, because this is
26:28important. If you were the one who
26:30authorized an external AI agent to
26:31transfer your money and it made a
26:33mistake, sent it to the wrong place,
26:35you, not the bank, are responsible for
26:37it. This is a so-called liability
26:39transfer. The bank says: "You gave it
26:41access, not us." Remember that sentence
26:45, because if it ever crosses your mind
26:47to connect ChatGPT, Perplexity, or
26:49another model to your account at mBank,
26:51Millennium, or PKO, you are on your own
26:53. But that's not the end. On Wednesday,
26:56other news traveled around the world.
26:58AI discovered a vulnerability in PHP,
27:00the programming language that powers up
27:02to 70%of websites worldwide. The
27:04vulnerability has been hidden in the
27:06code for over 10 years. They called it
27:08PHP-TShell. It allows a hacker to take
27:11control, steal data, and install
27:12malicious software. The governments of
27:15France, Germany, the Netherlands,
27:16Belgium, Finland, and Denmark have
27:18taken their government websites offline
27:20. In Poland, the Ministry of Digital
27:22Affairs issued an urgent recommendation
27:24to update software to patch the hole.
27:26And now for the most disturbing element
27:28. Jason Clinton, one of the top
27:30security officers at the company that
27:31makes the Claude model, publishes a
27:33comment. Is it as bad as the last four
27:36days have shown? It will get much worse
27:39before it gets better. For about 18
27:41months, AI models have been getting
27:43better and better at finding, analyzing
27:45, and exploiting vulnerabilities. The
27:48speed at which AI finds a vulnerability
27:50will exceed the rate at which a human
27:52will be able to patch it. I know it's
27:54terrifying, but don't say nobody warned
27:56you. Finally, I leave you with a short
28:00message from Klaus Schwab, who as early
28:02as July 2020 warned against a
28:03global-scale cyberattack that would
28:05paralyze our lives—as he gracefully
28:08put it: a cyber-pandemic. We all know,
28:17but we still pay too little attention
28:19to the terrifying scenario of a massive
28:21cyberattack that would completely
28:23paralyze power supplies, transport,
28:25hospitals, and our entire society. The
28:37COVID-19 crisis would, in this respect,
28:39be a mere minor disruption compared to
28:42a major cyberattack. We must use the
28:53COVID-19 crisis as a perfect
28:55opportunity to draw lessons for the
28:56cybersecurity community and better
28:58prepare for a potential cyberpandemic.
29:06The world has gone crazy, so let's hang
29:08in there. It’s good to have you, and
29:10see you next time.

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