GeoPulse X
@TheGeoPulseX
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Decoding South Asian security, defense & energy | Healthcare ops manager with an operational lens on geopolitics | Tracking biosecurity trends
Bharath
Joined August 2025
🧵 Why I'm starting @TheGeoPulseX As a healthcare ops manager, I’ve seen how geopolitics shapes vaccine supply chains & medical trade. Now I’m tracking South Asia’s security, defense & energy corridors with an operational lens. What to expect 👇
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“Power rarely announces itself. It simply rearranges the room.”
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The threat isn’t a USD collapse It’s transaction fragmentation Every new bilateral payment rail weakens sanction power & increases friction Weaponized finance has created its own counterforce: a fractured system Which currency or bloc do you think benefits most from this shift?
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To be clear-the USD’s💰 reserve status remains unmatched. Liquidity, legal protection & global trust make it irreplaceable for now But the erosion is structural, not cyclical The era of unquestioned monopoly is ending The world is diversifying trust, not abandoning dollars 3/4
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The evidence: ➡️"Surge in bilateral payment systems (like India–UAE rupee–dirham trade)" ➡️"BRICS exploring a common payment gateway" These are not anti-USD moves-they’re insurance policies against US financial leverage It’s not an economic challenge yet - it’s a strategic one.
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The next financial crisis won’t be about banks. It’ll be about trust. The USD is having its worst year in decades - not because of inflation, but because of geopolitical de-risking. Nations aren’t dumping dollars. They’re hedging against sanctions. Is the Dollar’s dominance
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Dust, not chips, is the new battlefield. China isn’t limiting exports-it’s controlling who can make the tech that runs defense, AI, and EVs. The West must rebuild what it outsourced decades ago
The new "Digital Cold War" isn't about chips; it's about dust. ⚛️ China just expanded export controls on rare earths, lithium batteries & the machinery to process them. This isn’t about selling less - it’s about deciding who can build what, where Why this underreported move is
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History doesn’t repeat. It negotiates the same terms under new names The Kautilya's Rajamandala Returns 🇮🇳 as Quad
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The GeoPulse: Will this shock finally force Allied nations (Japan, India, Australia) to fund the expensive, environmentally challenging, but vital push for industrial independence? @TheGeoPulseX
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China’s response to US chip & AI sanctions: 👉 Turn resource advantage into industrial capability power. The West now faces a silent race - to rebuild midstream refining that it outsourced decades ago.
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The Shift: From Volume control → to Capability control. →Old rules: limit how much rare earth metal leaves China. →New rules: restrict who can refine it - targeting key equipment like separation furnaces, centrifuges & ion-exchange systems. →The Impact: Even if the West mines
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The new "Digital Cold War" isn't about chips; it's about dust. ⚛️ China just expanded export controls on rare earths, lithium batteries & the machinery to process them. This isn’t about selling less - it’s about deciding who can build what, where Why this underreported move is
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💡 WEEKLY TAKEAWAY → China–Pakistan “iron bond” cracking → India investing in sovereignty (ports, hypersonics) → Everyone encircling everyone → Biosecurity - the ignored frontier South Asia isn’t stable. It’s reshuffling. Next week: More fractures or new alignments? 🎯 Follow
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5️⃣ BIOSECURITY: THE INVISIBLE ARMS RACE 🦠 AI + Biotech = democratized bioweapons. DNA printer: $10K AI models: Free Knowledge: Open-source Synthetic biology market: €22B → €172B (by 2034) While everyone tracks missiles, the next WMD might come from a garage lab.
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4️⃣ INDIA’S HYPERSONIC LEAP ⚡ DHVANI test: End-2025 Speed: Mach 21 (25,000 km/h) Range: 5,500 km India will become the 4th nation with operational hypersonic weapons. Enemy response time: minutes, not hours. China has DF-17. Pakistan is chasing. India’s leapfrogging both.
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3️⃣ GEOPOLITICS 101 🌍 Everyone builds rings around rivals: → India = Japan, Vietnam, South Korea → China = Pakistan, Bangladesh → Turkey = Pakistan, Myanmar It’s strategic depth when you do it. It’s encirclement when they do.
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2️⃣ INDIA’S $1 TRILLION MARITIME GAMBLE 🌊 By 2047, India plans to 6× port capacity - 10,000 MT/year. Yet Indian ships carry just 4% of India’s trade. We pay $75B/year to foreign vessels to move our goods. This isn’t infrastructure. It’s sovereignty insurance against economic
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1️⃣ THE “IRON BROTHERS” ARE RUSTING 🇨🇳🇵🇰 CPEC Phase 2 is stalling. Pakistan pleading for support. 50+ attacks on Chinese projects since 2021 - Beijing is hedging bets. Irony: Pakistan built this axis to counter India. Now China keeps trade with India warm… and ghosts Islamabad.
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🧵 WEEKLY WRAP: South Asia Geopolitics (Oct 21–25, 2025) From China-Pakistan cracks to India's trillion-dollar maritime bet - this week redrew power lines. Top 5 stories that reshaped the region 👇 1/7
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