Wave of cyber attacks and tension with Iran fuels debate on AI, power and new world order

The theft of around US$6 billion at Binance, attributed for now to North Korea, opened the conversation on PrimoCast 545, on the channel O Primo Rico, about a week of cyber attacks, government warnings and tension between the United States and Iran. The guest, Daniel Lopez, journalist and geopolitical analyst, stated that the authorship has not yet been confirmed and that the episode indicates the use of artificial intelligence to find loopholes.

According to Lopez, the case occurs while Anthropic, according to his account, is preparing documents for an initial public offering (IPO). He assessed that attacks of this type tend to value companies capable of hacking or protecting systems, and that cybersecurity is "the order of the day". Lopez also cited behind-the-scenes rumors, without proof presented, that OpenAI had already broken cryptocurrency encryption.

Shortage alerts and the risk of collapse

The analyst cited attacks on freezer servers in France and other countries, which would have raised the temperature of the equipment, and recalled the World Economic Forum's Cyber Polygon project, which simulated a cyber attack in 2020. He also said that the British government advises the population to stock up on food, that the Pentagon issued Operation Fortaleza so that bases have 90 days of supplies and that more than 33 countries issue similar alerts. The numbers and facts are attributed to Lopez and have not been verified in the conversation.

For him, a prolonged electricity and internet blackout is possible, including in Brazil, and part of the alarm would be aimed at generating fear. Lopez, who said he worked in psychological operations in the Army, related the scenario to the World Economic Forum's "great reset" concept, which he described as the combination of the fourth industrial revolution and stakeholder capitalism. In his assessment, the logic could lead to technocracy and the loss of representative democracy.

Oil, AI bubble and the role of the State

In the geopolitical field, the analyst said that President Donald Trump had promised to attack Iran after the American midterm elections, on November 3, and that his statements on the subject caused oil to fluctuate. According to Lopez, the barrel fell when Trump said he would not attack before the date and rose after action in the Strait of Hormuz region, which would benefit those who operate oil. He also reported the crash of a jet near Mar-a-Lago and raised hypotheses, which he classified as speculation, about the case being linked to statements by Tucker Carlson.

Regarding artificial intelligence, Lopez stated that "today it's kind of proven that it's a bubble", with made-up numbers, leveraged companies and lack of profit. According to him, OpenAI would have annual revenue of US$12 billion and around US$1 trillion in contracted expenses, and the solution would be for the American government to buy shares in companies like OpenAI and Anthropic, under national security justification, with access to confidential military budgets. He recalled that the Stargate project, announced by Trump, would mobilize half a trillion dollars.

In the dispute with China, Lopez assessed that the Asian country appears ahead in what is official, citing the lower cost of DeepSeek, but said he believes that the United States leads in confidential projects. For him, the American policy of monetary expansion and sanctions can deliberately weaken the dominance of the dollar, and the so-called Donroe doctrine, an updated version of the Monroe doctrine, seeks to consolidate control of the Western Hemisphere. The analysis is that of the guest and does not represent the position of The X-Trader News; the transcription ends before he completes his reasoning.

Automatically translated from Portuguese.