Distilled lecture

History As River, Prophecy As Plan

Game Theory #20: Mid-Term Examination

The midterm turns a ceasefire into a world model: history moves like a river, eschatology makes prophecy into a plan, and the people who survive collapse are not the ones with the best machines but the ones with story, community, will, and the courage to change their minds.

This is a midterm examination, but the answers form one system. The announced U.S.-Iran ceasefire is theater because Mosaic Defense, military momentum, and the Lebanon loophole keep the war alive. Under that surface is the larger model: occultists read history, secret societies turn the reading into networks, agents move the story, and empire replicates itself as mirages like China and the GCC. The practical lesson is harsh: states are elite interests, technology cannot replace people, capital survives chaos, family and community matter more than individual preparation, and personal transformation becomes survival when the old world ends.

Core thesis

This is a midterm examination, but the answers form one system. The announced U.S.-Iran ceasefire is theater because Mosaic Defense, military momentum, and the Lebanon loophole keep the war alive. Under that surface is the larger model: occultists read history, secret societies turn the reading into networks, agents move the story, and empire replicates itself as mirages like China and the GCC. The practical lesson is harsh: states are elite interests, technology cannot replace people, capital survives chaos, family and community matter more than individual preparation, and personal transformation becomes survival when the old world ends.

Core Reading

The lecture begins with a peace deal that cannot become peace. On paper, the ten-point Iranian framework looks like American surrender; in practice, it is a stage set. The United States keeps moving forces, Iran's Mosaic Defense makes command impossible Source trail 3:454:52 will happen is that Israel will launch a false flag against the Americans, which will justify an American attack against Iran. All right. So that's a possible scenario. But again, the question is, if this is really a ce...That's a problem with the Mosaic Defense. Think of the Mosaic Defense as almost a dead man's switch, where if you kill the Ayatollah, the Ayatollah will tell his people to fight to the end. So the Mosaic Defense will on... , and Israel has already found the Lebanon loophole. Then the midterm widens the frame. History is a river. Most people see turbulence; the task is to read the current. Eschatology is what happens when someone turns that current into a story, and the story becomes both prophecy and plan Source trail 11:34 All right. So that's the idea. Okay. But this is all very chaotic. So what happens is that there's certain individuals, we can call them occultists, who try to read the river or try to read historical patterns in histor... .

00:00-09:20

The Ceasefire Is Theater

The apparent U.S.-Iran pause looks like surrender on paper and bad faith in practice.

The ten-point Iranian framework is almost too generous to be believable: no U.S. attack on Iran, Iranian control over Hormuz, enrichment rights, sanctions removal, reparations, U.S. withdrawal, and an end to hostilities against proxies. That is why the deal reads less like peace than bait. If the shopkeeper accepts the absurd opening price, something is wrong. Source trail 0:001:252:49 Today is our midterm examination, a chance for you to question and examine me. Alright, so before we look at the questions for the midterm examination, I want to discuss briefly the ceasefire between the United States a...This is a very big deal. Removal of all secondary sanctions against foreign entities that do business with Iran, end of all United Nations Security Council resolutions against Iran, end of all international atomic energ...

The deeper problem is that politics may no longer control the war. Iran's Mosaic Defense is distributed across provincial units; it resembles a dead man's switch more than a normal command chain. A leader can negotiate, but the units fighting in the provinces may not trust the Americans or Israelis enough to stop. To implement peace, Iran would have to discipline its own Mosaic units, which could mean internal conflict. Source trail 3:454:525:52 will happen is that Israel will launch a false flag against the Americans, which will justify an American attack against Iran. All right. So that's a possible scenario. But again, the question is, if this is really a ce...That's a problem with the Mosaic Defense. Think of the Mosaic Defense as almost a dead man's switch, where if you kill the Ayatollah, the Ayatollah will tell his people to fight to the end. So the Mosaic Defense will on...

Lebanon makes the loophole visible. Iran thought Hezbollah and the Houthis were included; the Americans and Israelis treat Lebanon as outside the deal. That lets Israel keep striking and lets the United States call the disagreement a misunderstanding. The ceasefire does not stop the war. It relocates blame. Source trail 6:588:10 And Iran will continue to battle more and more as the United States and Israel develop a much more coherent strategy against Iran. Another major issue is that as this war drags on, the world economy is going to suffer,...So the Iranians believe that this peace treaty also includes its proxies, specifically Hezbollah in Lebanon and the Houthis in Yemen. But after this peace treaty was announced, Israel launched more than a hundred strike...

09:21-15:19

Read The River

The midterm answer turns secret societies into a theory of story, obligation, and agents.

The first midterm question asks how American decline can coexist with American benefit. The answer is not contradiction but distribution: empire can lose one region while some American interests gain somewhere else. From there the lecture pivots to method. History is messy, but not shapeless. It moves like a river whose current can be read if you stop staring only at the foam. Source trail 9:2110:32 They've already found a loophole. All right. Okay. So let's now go on to the midterm examination. And, um, uh. As I said, YouTube can ask me questions and I will try my best to answer them. This Twitter account, Oris Ap...That's something I will discuss later on. That's number one. What's the role of eschatology in shaping global events? How do you account for the influence of six societies? These are the same question and I'll answer it...

Eschatology is astrology applied to human history. The occultist reads the pattern, turns it into a story about where history ends, and then begins to participate in that ending. This is why eschatology is dangerous: it is not merely prediction. It is a prophecy that becomes a plan. Source trail 10:3211:3412:39 That's something I will discuss later on. That's number one. What's the role of eschatology in shaping global events? How do you account for the influence of six societies? These are the same question and I'll answer it...All right. So that's the idea. Okay. But this is all very chaotic. So what happens is that there's certain individuals, we can call them occultists, who try to read the river or try to read historical patterns in histor...

Secret societies do not need to be an omnipotent puppet master. The model is stranger and more fluid. Rich people join networks because they want access to the story, political advantage, and better positioning. Agents such as Trump and Putin help move the story, but they may also believe they are using the network for a God-given vision of their own. The world is not top-down conspiracy; it is a game of self-interested actors moving inside shared myths. Source trail 12:3914:0115:19 They try to turn the chaotic movement of history into a story that comes to an end in which you can participate in. All right. Okay. Then from these occultists are formed secret societies in order to understand this esc...But the problem is that you need people to actually move towards the ending to propel this eschatology. And these people we can call agents. Okay. Agents. And these agents of course include Donald Trump and Vladimir Put...

15:19-35:53

China As Mirage

China, the GCC, digital currency, renewables, and the Hollywood-Pentagon complex are treated as projections of the same system, not alternatives to it.

Empire creates a rule space, then culture, media, education, science, crime, and intelligence help make the rule space feel natural. Its power is replication. The GCC can be made to look like a vibrant cosmopolitan center; China can be made to look like a modern flourishing economy. But if the imperial system comes under strain, the mirage strains with it. Source trail 16:2417:3319:0420:07 Okay. As long as you're able to figure out their cult is, how they're thinking, if you're able to figure out the story that they want to tell the world, you can basically figure out the general direction of the world in...Okay. And then you have parasitic organizations, science, crime, intelligence, to control the system, but also to draw benefit, to extract value from the system. Now, what we understand is that the beauty of the system...

That is why China is not treated as the system's real competitor. Source trail 20:0721:2122:17 that China is competitor to the system, we need to appreciate that China is really an extension of the system. So if this system comes under strain, China itself comes under strain. That's why China is so desperate, so...If you're in education, you think you're in control. Okay. So everyone just basically lives in his own bubble, in his own fantasy world, about being able to see the bigger picture. And that's why we don't have control a... It is an extension of the system, anxious for Middle East peace because a global-economy collapse would expose how much of China's modernity depends on that order. Digital currency, renewables, and China all appear as alternatives, but here they are projections of the same stressed machine.

The individual survival answer refuses individualism. You cannot navigate resource scarcity alone. You need education, friendship, generosity, community, and family. Children are not a contradiction to collapse; they give energy, purpose, and creative intensity. The point of life is not to maximize consumption but to extend the imagination of the universe Source trail 23:18 And the reason, and you're like, okay, wait a minute here. This is silly because you have said for the longest time, the world is collapsing. This is the end of the world. Why would you have children? And the answer is... .

The same imagination drives geopolitics. Occultists, whether poets or prophets, imagine the world that others act inside. The rich have wealth, but not necessarily imagination. Predictions then become a test of this model, but the lecture includes a self-limitation: once the predictor is famous, he is no longer merely observing the world. He is a player inside it. Source trail 24:1925:2126:2527:16 Okay. I don't really care about the world. All I care about is, are my kids happy and healthy? So, children and family give you a energy, a purpose, a meaning that drives you to greater creative heights. Okay. All right...So, we just live in the world imagined by occultists. Who they are, what they want, how they work is something that we'll discuss after the break. Okay. After today, we're going on a one -week break for the midterms. Th...

35:53-45:00

Agents Are Not Puppets

The lecture complicates puppetry, sketches a multipolar world, and treats nation-states as elite-interest collections.

Politicians can be agents without being puppets. Napoleon, Caesar, Hitler, Stalin, Trump, and Putin can receive support and still develop agency, free will, or a higher calling that breaks from the network that helped them. The world after American unipolarity is therefore not one clean plan. It is a field of competing empires: American Technate, Third Rome, Pax Judaica. Source trail 27:1628:2229:27 And it's hard for me to think clearly, objectively, because I know that whatever I say is to have an impact on global events. Okay. So, this is a major constraint on my capacity to make accurate predictions. I'm no long...They can only be agents. But at the same time, the agents have agency. The agents have free will. So, think of Napoleon and Julius Caesar. And they were obviously supported by secret societies. But they reach a certain...

America's advantage is not that it must run the world forever. Source trail 29:2730:3631:36 It's not sustainable. And it will not last. So, the idea of competing empires, it's much more common in human history. So, yes, you'll have the Technate where America retreats into greater North America, Russia exerts c...America can do that other nations cannot do is basically retreat into its continental fortress and control sea trade. Okay. So, right now, the easiest way to trade is through the sea. And unfortunately, for the world, A... It can retreat into a continental fortress and control sea trade. Iran matters because it is the pivot for the land alternative: without Iran, China's Belt and Road connection across Eurasia and Africa becomes much harder. The war is over the hinge between sea empire and land integration.

War also needs institutional alignment. One man cannot simply decide and move a country. If institutions and factions do not align, they sit back and do nothing. That is how Iran is described before the war, and it leads into the broader claim: nation-states are not real actors. They are collections of elite interests, and the people are resources exploited by those elites. Source trail 31:3632:4733:4034:42 So, you have to challenge Russia to trade with Africa. Okay. All right. I would challenge Professor Zhao on his assessment of why Russia attacked Ukraine. Russia was not prepared for the long war and it adapted. Okay. Y...there are people in America who do have the grand strategy and that's called eschatology but it's not articulated to American people okay and that's why America doesn't really have the political will to sustain this war...

45:00-47:10

Method To The Clowning

Trump's performance, American restructuring, and Jiang's own research method are tied together by strategy under uncertainty.

Hormuz is not the only lever. The larger target is the fragility of a global economy dependent on cheap energy. Pipelines, energy production, and combustible infrastructure all become pressure points. The problem is not a single strait; it is the vulnerability of the whole cheap-energy order. Source trail 35:5336:59 They're much likely to collapse because these are very unstable countries. Whereas countries like Iran that have been isolated, ostracized by the West, are much more cohesive, okay? All right, can the Strait of Hormuz b...Just think about all this gas and oil, right? It's all combustible. So a drone can just blow it up. It's not hard, all right? So again, understand, the point is not the Strait of Hormuz. The point is the vulnerability a...

Trump's erratic performance is read as a strategic weapon. It paralyzes opponents, distracts them from backstage implementation, and preserves flexibility. There is method to the clowning because the clowning keeps everyone looking at the surface while decisions accumulate behind it. Source trail 36:5938:1039:27 Just think about all this gas and oil, right? It's all combustible. So a drone can just blow it up. It's not hard, all right? So again, understand, the point is not the Strait of Hormuz. The point is the vulnerability a...Tomorrow, he's like, let's have peace in the world, guys, okay? He's just unpredictable. It's all a show, okay? And there are three reasons why unpredictability is so powerful. The first reason is that it's paralyzing....

American collapse is reframed as elite revolution. Finance and AI can suffer, finance can be allowed to collapse, AI can be bailed out, and resources plus manufacturing can become the new center of gravity. The goal is not to destroy America but to move power from one elite to another. Source trail 40:2041:3042:37 is the best strategy because if this war continues and it goes badly for America, then Trump can declare martial law and have a lot of powers. Okay? And again, his enemies are too distracted to appreciate that this is s...Okay? So, you have different interest groups. You have AI. You have finance. You have resources. Okay. And so, what matters is the general direction. So, if the economy were to collapse, the main losers would be finance...

The method for seeing through fantasies is doubt, debate, and imagination. Predictions are valuable because they create self-doubt when they fail. Debate keeps the mind open to opposing views. Imagination lets the thinker leap beyond evidence into possibilities that may be true but not yet visible. Source trail 43:5345:0046:00 I'm trying to make is that first of all, most of the money will go to Israel. Why? Because Israel provides the best short -term investment opportunities if you're a trillionaire. Okay? But you're right in that other mon...All right. Okay. So, things that I do that I think are very important is, first of all, doubt. You always want to question yourself. You always want to ask yourself, am I correct? That's why making predictions is import...

47:10-72:03

People Beat Machines

The answers turn from vassal states and civil war to the anti-technological thesis: people with will defeat static machines.

Many countries that look sovereign are described as vassals. Source trail 47:1148:24 Why are these nations passive? Won't these nations intervene? Okay. Again, a lot of this is misconception in that everyone thinks that the nation states are the constituent players in this game, and the nation states ar...And you can tell because of their actions, in that you're absolutely right in that, okay, if you're Australia and you don't have any more jet fuel, well, then you should send your army or... negotiate with Americans or... Australia, Japan, Pakistan, the GCC, and much of Asia can suffer from the conflict and still fail to act independently because their real position is obedience under American policy. Independence is an illusion exposed by action.

If American civil war begins, the winner is not the most refined managerial class but the faction with cohesion, energy, and openness Source trail 49:24 if you look at the history of the Roman Republic, once a civil war starts, it almost never ends, okay? That's just the nature of American society, where America is so vast and people are so energetic and ambitious that... . Texas, Christian nationalism, and AI form the winning cluster in this answer: purpose, dynamism, and technical support against coastal professional-managerial exhaustion.

Nuclear weapons are rejected for Iran because they create both escalation danger and complacency. Source trail 51:5053:0955:2456:34 in art, I don't know, well, you're going to be a clear loser in this war, okay? Often these, what's called professional managerial elite, professional managerial elite living on the coast, these guys are done, okay? Com...America has a thousand. There's one way for Iran to lose this war really quickly, and it's to threaten America with a nuclear weapon because that gives America the justification to use its nuclear arsenal, okay? But the... A tiny arsenal cannot beat America's nuclear stockpile, and threatening with it gives America justification. Worse, feeling protected makes a society less creative, less resilient, less strategically alive.

The strongest military thesis comes through the drone question. Technology complements people; it does not replace them. Machines are static, predictable, and literal. People are dynamic, creative, spontaneous, and willing to die for what they believe. A robot can be lured into the cave. A population with will can keep inventing ways to defeat the machine. Source trail 1:00:561:02:18 So I say, you know. Okay. One of the reasons why cheap drones is with a ground invasion, but America can make even cheaper drones, then wouldn't that solve the problem? And yeah, so the answer is this. We become too obs...So imagine this, okay? You build a robot, and this robot is invincible. Lots of machine guns, nighttime vision, 360 vision, okay? If I fight this robot one -on -one, I'm dead. Right? Okay? But I'm a human being. I'm not...

72:03-83:06

Capital Survives Chaos

The final exchanges clarify why no new global system replaces America, why capital beats youth in chaos, and why transformation becomes survival.

The anti-technology thesis returns to the Iran war: America can spend impossible sums and still lose if it cannot galvanize patriotism and political will. Pax Judaica is then distinguished from Israel. Israel is the host; Pax Judaica, or transnational capital, is the parasite. If the host is damaged, capital can rebuild or move. The host is not the same as the project. Source trail 1:03:281:04:291:08:59 You have to commit your people to total war. You have to find people who are willing to die for what they believe in, and then you'll win this war. And that's why I believe that, ultimately, America will lose this war....And the same thing happened in America, where at the end of the 19th century, you have all this transnational capital coming into America through Wall Street and through manufacturing, the economy. They were able to con...

Chaos transfers wealth upward and backward in time. Source trail 1:05:271:06:38 The answer is, as this war continues, as chaos continues throughout the world, more money will be transferred to the old than to the young. Okay? So all this inequality, this generational inequality that we're seeing in...is that the old, not all the old, but a minority of the old, the old hierarchy have all the capital and the young have nothing. Okay? So it's the young who will give up all their money to the old, and it's the young who... The old hierarchy owns capital; the young have little and are asked to die in the Middle East. Capital can distribute risk across America, Iran, and Israel. Ordinary people with a thousand dollars cannot. In conflict, capital wins because it can see risk, split risk, and exploit risk.

The student question about a successor global order receives a hard answer: the dollar is a contract system backed by enforcement. Someone must absorb global liquidity, inflation, financialization, and the military burden of enforcing contracts anywhere in the world. No one wants to pay the cost of being America. A consortium cannot easily replace empire because members still have to negotiate who benefits. Source trail 1:12:251:13:381:13:451:15:131:16:251:17:141:17:27 So I have like... So my first question is about the global economy. Like in one previous discussion, you argued that the U.S.-centric global economy system would collapse after the Iran war, leading to the re -militariz...The American became the empire that replaced the British. Like, so why won't this happen again?

The spiritual-transformation question makes the survival logic explicit. War and suffering do not transform everyone. Most people remain materialistic. Those who survive are the ones who see collapse, look for comfort, story, and explanation, and turn toward religion or spiritual life. The new world is not entered by optimism; it is entered by changing your mind before reality forces the change. Source trail 1:18:121:18:421:18:461:19:021:19:57 So, my second question is about the value of the culture of the world. As we discussed before, the culture of the world is very important. Before this world today is highly materialistic, with many and the pursuit of ma...Because this will occur through like war or suffering.

The closing returns from world-system anxiety to personal work. Stop worrying about secret societies and the end of the world. Learn, read, ask questions, develop yourself spiritually, intellectually, and emotionally. Then the final answer applies the same rule to Chinese students: globalization is over, the American-degree path is over, and degree-seeking has to give way to passion and love of learning for itself. Source trail 1:20:081:20:371:21:151:21:351:22:34 Yeah. The first is like, he had some questions about ours as individuals in this world. He said that efforts are defined based on the consequentialism of secret society and other definitions. Okay. What is the significa...Yeah. It's absolutely pointless to worry about secret societies. It's absolutely pointless to worry about others. What you can do is live your life to the best of your ability. You can be focused on learning, on develop...

Questions

Why would a new global economic system not replace the U.S.-centric order after collapse?

Jiang answers that the dollar order is not just money but a contract system backed by military enforcement. Source trail 1:12:251:13:381:13:451:15:131:16:251:17:27 So I have like... So my first question is about the global economy. Like in one previous discussion, you argued that the U.S.-centric global economy system would collapse after the Iran war, leading to the re -militariz...The American became the empire that replaced the British. Like, so why won't this happen again? To replace it, another country or coalition would have to absorb global liquidity, inflation, financialization, and the burden of fighting anywhere to enforce contracts. No one wants the cost, so the global economy fractures instead.

How does a materialistic world become more religious if world wars did not already transform values?

Jiang answers that not everyone transforms. Source trail 1:18:121:18:421:18:461:19:021:19:57 So, my second question is about the value of the culture of the world. As we discussed before, the culture of the world is very important. Before this world today is highly materialistic, with many and the pursuit of ma...Because this will occur through like war or suffering. The people who survive collapse are the ones who see the world breaking, seek comfort, story, and explanation, and turn toward religion or spiritual life. Most people remain materialistic and fail to adapt.

How should individuals define effort and value if secret societies and other people define the world?

Jiang answers that worrying about secret societies is pointless. Source trail 1:20:081:20:37 Yeah. The first is like, he had some questions about ours as individuals in this world. He said that efforts are defined based on the consequentialism of secret society and other definitions. Okay. What is the significa...Yeah. It's absolutely pointless to worry about secret societies. It's absolutely pointless to worry about others. What you can do is live your life to the best of your ability. You can be focused on learning, on develop... The practical work is personal transformation: learning, spiritual development, emotional and intellectual growth, reading, and asking questions.

How will Chinese students in the United States be perceived in the future?

Jiang answers by saying the age of globalization is over. Source trail 1:21:151:21:351:22:34 Question is related to the Chinese students. He said that, how do you think Chinese students who are currently studying in the United States, will be perceived in the future while Chinese people discriminate against us,...Look, the reality is that the age of globalization is over. The idea that Chinese students learn English, hop in a plane, go to America to study for four years and come back and get a good job, that era is over. And qui... The path of learning English, studying in America, returning to China, and getting a good job is finished. Chinese students need passion, intrinsic motivation, and love of learning rather than degree-seeking.

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