9 March 2025
LK
14:36
Lucas Kohorst
/role Lucas - works at DCG a very large investment firm that owns a few subsidiaries like grayscale on the liquid token investing team and venture team along with working at adjacent as a side project which is a prediction market and forecasting data project
g
14:36
grim
@lucaskohorst is now Lucas (works at DCG a very large investment firm that owns a few subsidiaries like grayscale on the liquid token investing team and venture team along with working at adjacent as a side project which is a prediction market and forecasting data project)
LK
14:37
Lucas Kohorst
g
14:37
grim
Starting new scenario…
14:37
# Starting DateTime
2025-10-15T08:00:00Z

# Current DateTime
2025-10-15T08:00:00Z

# Time Offset
T+0

# Scenario

## GLOBAL SITUATION: RUSSIA-UKRAINE CONFLICT PERSISTS

After nearly four years of conflict, the Russia-Ukraine war has settled into a grinding stalemate despite multiple diplomatic initiatives. President Trump's administration has held five separate high-profile summits since January 2025—three with Putin in Riyadh, Geneva, and Mar-a-Lago, and two with Zelenskyy in Washington—yet tangible progress remains elusive.

### Current Military Situation

Russia continues to occupy approximately 20% of Ukrainian territory, including Crimea and portions of Donetsk, Luhansk, Zaporizhzhia, and Kherson oblasts. The front lines have barely shifted since early 2025, with both sides entrenched in defensive positions. Ukraine maintains its foothold in Russia's Kursk region, which it captured in August 2024, using it as a bargaining chip in negotiations.

The most recent ceasefire, brokered by Trump and announced with fanfare at the "Peace Summit" in Geneva on August 28, 2025, collapsed after just 17 days—the longest of four attempted ceasefires this year. Russian forces resumed artillery strikes near Pokrovsk on October 2, while Ukraine reported renewed drone attacks on Kyiv and Odesa infrastructure.

### Political Developments

President Zelenskyy remains in power under martial law provisions, now 17 months past his constitutional term limit. His approval ratings have stabilized around 48% according to the latest Kyiv International Institute of Sociology poll released yesterday. Former Commander-in-Chief Valerii Zaluzhnyi, dismissed by Zelenskyy in February 2024, has emerged as the head of a new political movement called "Renewal Ukraine," which has gained traction by advocating for elections even during wartime.

In Russia, Putin has consolidated power further following constitutional amendments passed in June 2025 that removed the two-consecutive-term limit, effectively allowing him to remain president until 2036.

### International Response

The Trump administration has grown increasingly frustrated with the lack of progress. Secretary of State Marco Rubio stated last week that "Ukraine needs to be realistic about what victory looks like," hinting at pressure for territorial concessions. The White House has delayed a $4.8 billion military aid package approved by Congress, citing "strategic reassessment."

European support remains divided. The UK under Prime Minister Starmer and Poland have announced a new £3.2 billion joint military assistance program for Ukraine, while Germany and France have pushed for a "realistic compromise solution" that would freeze the conflict along current lines with international security guarantees.

### Breaking News

This morning, reports emerged of a significant explosion at the Zaporizhzhia Nuclear Power Plant, which has been under Russian control since 2022. Both sides are blaming each other for the incident. The IAEA has called for immediate access to assess the situation, with preliminary reports suggesting damage to cooling systems but no radiation leaks detected so far.

Meanwhile, The Washington Post has published leaked details of Trump's "Ultimate Deal" proposal, allegedly presented to both Putin and Zelenskyy in separate meetings last month. The proposal reportedly includes Ukraine ceding currently occupied territories, a 30-year moratorium on NATO membership, and a $650 billion "reconstruction and compensation" package funded primarily by European nations and Russia's frozen assets.

Financial markets have reacted nervously to both developments, with European natural gas futures jumping 8% in early trading and defense stocks seeing significant gains.
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Initial state saved with hash:
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LK
14:38
Lucas Kohorst
/action can you produce the entire Ultimate Deal proposal along with commentary on how top leaders around the world are reacting to it
g
14:38
grim
Action queued. Use /process to process all pending actions.

Current queue:
1. Lucas - ACTION: can you produce the entire Ultimate Deal proposal along with commentary on how top leaders around the world are reacting to it
LK
14:39
Lucas Kohorst
g
14:39
grim
Processing actions… Please don't add any more actions until the response arrives.
14:39
# Current DateTime
2025-10-15T10:00:00Z

# Time Offset
T+2hours

# Result of Player Interactions

## ACTION
Lucas requested details on the "Ultimate Deal" proposal and global leadership reactions. After reaching out to contacts and gathering information from various sources, you've obtained partial details of the proposal and some international reactions.

# Narrative Update

## THE "ULTIMATE DEAL" PROPOSAL: LEAKED DETAILS AND GLOBAL REACTIONS

Based on information from multiple sources including the Washington Post's initial reporting, diplomatic cables, and statements from officials familiar with the negotiations, you've assembled the following outline of President Trump's "Ultimate Deal" proposal:

### KEY COMPONENTS OF THE "ULTIMATE DEAL"

1. **Territorial Arrangements**:
- Russia would retain control of Crimea with full international recognition
- A "special administrative status" for currently occupied areas of Donetsk and Luhansk with joint Russian-Ukrainian governance for 15 years, followed by internationally monitored referendums
- Russian withdrawal from Zaporizhzhia and Kherson regions except for a "security corridor" connecting mainland Russia to Crimea
- Ukraine's withdrawal from Russia's Kursk region

2. **Security Provisions**:
- Ukraine agrees to a 30-year moratorium on NATO membership
- Ukraine permitted to join the EU after a 10-year transition period
- Demilitarized zones extending 50km on both sides of new borders
- International peacekeeping force deployed along contact lines
- Ukraine limited to a defensive military of no more than 150,000 active personnel

3. **Economic Package**:
- $650 billion "Ukraine Reconstruction and Development Fund" over 20 years
- Funding sources: $300 billion from unfrozen Russian assets, $200 billion from EU/UK/Japan, $100 billion from US, $50 billion from Russia
- Russia to provide discounted natural gas to Ukraine for 25 years
- Removal of most Western sanctions on Russia in three phases over 5 years

4. **Implementation Timeline**:
- Immediate and permanent ceasefire upon signing
- Russian troop withdrawals to begin within 30 days
- International administration of disputed territories during transition
- Full implementation expected within 3 years

### GLOBAL LEADERSHIP REACTIONS

**United States**:
President Trump has not officially confirmed the leak but stated yesterday: "We're very close to something big, maybe the biggest peace deal ever. Ukraine and Russia both know they can't win everything, and smart negotiators know when to make a deal."

**Ukraine**:
President Zelenskyy has not directly addressed the leaked proposal but said in a speech this morning: "Ukraine's sovereignty is not negotiable. Any peace must respect our territorial integrity and provide real security guarantees, not paper promises." Foreign Minister Dmytro Kuleba called the leaked terms "fundamentally problematic" and denied that Ukraine had agreed to any such framework.

**Russia**:
Kremlin spokesman Dmitry Peskov stated: "We do not comment on media leaks, but President Putin has always been open to reasonable solutions that respect Russia's security interests and the rights of Russian-speaking populations." Russian Foreign Minister Sergei Lavrov noted that "certain elements of the reported proposal could form a basis for discussion."

**European Union**:
European Commission President Ursula von der Leyen expressed concern: "Any sustainable peace must be in line with UN principles and cannot reward aggression." However, divisions have emerged among member states:

- **Germany**: Chancellor Olaf Scholz called the proposal "a serious framework that deserves careful consideration" while emphasizing that "Ukraine's future must be decided by Ukrainians."

- **France**: President Emmanuel Macron stated the proposal contains "constructive elements" but "requires significant modifications to ensure Ukraine's sovereignty and European security."
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- **Poland**: Prime Minister Donald Tusk strongly rejected the proposal: "This is not a peace plan but a surrender document that would reward Putin's aggression and guarantee future conflicts."

**United Kingdom**:
Prime Minister Keir Starmer stated: "While we all desire peace, it cannot come at the expense of international law and Ukraine's right to self-determination. The UK cannot support arrangements that legitimize illegal annexations."

**China**:
Foreign Ministry spokesperson stated: "China welcomes all efforts conducive to de-escalation and political settlement," adding that "the legitimate security concerns of all parties should be addressed."

Analysts note that the proposal remains highly controversial, with significant opposition from Ukraine and Eastern European NATO members. The leak itself may be a strategic move to test public reaction before formal presentation. The ongoing situation at the Zaporizhzhia Nuclear Power Plant has further complicated diplomatic efforts, with emergency IAEA inspectors currently en route to the facility.
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State saved with hash:
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LK
14:41
Lucas Kohorst
/action spend some time talking to top political experts on why the war ending wouldn’t have Ukraine in nato
g
14:41
grim
Action queued. Use /process to process all pending actions.

Current queue:
1. Lucas - ACTION: spend some time talking to top political experts on why the war ending wouldn’t have Ukraine in nato
LK
14:43
Lucas Kohorst
g
14:43
grim
Processing actions… Please don't add any more actions until the response arrives.
14:43
# Current DateTime
2025-10-15T14:00:00Z

# Time Offset
T+6hours

# Result of Player Interactions

## ACTION
Lucas spent time consulting with top political experts regarding why peace proposals exclude Ukraine's NATO membership. After several hours of conversations with high-level sources including a former NATO deputy secretary general, a senior fellow at a prominent European security think tank, and a retired U.S. diplomat with Ukraine policy experience, Lucas has gathered significant insights on this question.

# Narrative Update

## EXPERT PERSPECTIVES: WHY UKRAINE'S NATO EXCLUSION FEATURES IN PEACE PROPOSALS

Your conversations with security and diplomatic experts have yielded several key insights into why Ukraine's NATO membership remains a sticking point in peace negotiations:

### STRATEGIC REALITIES

Dr. Helena Mortensen, former NATO Deputy Secretary General (2016-2020), explained: "Russia views NATO expansion as an existential threat, particularly regarding Ukraine. Putin has consistently identified this as his primary security concern since at least 2007. While we may disagree with this perception, ignoring it doesn't make it disappear as a negotiating factor."

She continued: "The reality is that NATO operates by consensus, and several member states have privately indicated they would veto Ukrainian membership for the foreseeable future, fearing it would trigger Article 5 obligations in an active conflict zone. This isn't publicly acknowledged often, but it's a fundamental constraint on negotiations."

### DIPLOMATIC PRAGMATISM

Ambassador Richard Holden, who served as U.S. Special Envoy to Ukraine (2019-2021), offered a more pragmatic assessment: "Peace negotiations ultimately reflect power realities, not ideal outcomes. Russia has demonstrated its willingness to sustain enormous costs to prevent Ukrainian NATO membership. The West has demonstrated limits to its support. These parameters shape what's achievable."

He added: "The 30-year moratorium in Trump's proposal isn't about fairness—it's about finding a timeframe long enough for Russia to claim a strategic victory while giving Ukraine a theoretical path forward that doesn't completely abandon their aspirations. It's a face-saving mechanism for both sides."

### SECURITY ALTERNATIVES

Dr. Sophia Kovalenko, Senior Fellow at the European Security Institute, emphasized alternative security frameworks: "The focus on binary NATO membership obscures more creative security arrangements. Finland existed for decades with strong Western integration and defense capabilities without NATO membership. Austria and Switzerland maintain robust security without alliance membership."

She elaborated: "What Ukraine needs most is not necessarily NATO's Article 5, but predictable security guarantees, defense industrial cooperation, intelligence sharing, and economic integration with the West. The Biden administration began developing this framework with the bilateral security agreements signed in 2024, which could be expanded into a more robust arrangement."

### HISTORICAL CONTEXT

Professor James Blackwell, historian of Cold War diplomacy at Georgetown University, provided historical perspective: "We've seen this pattern before. The settlement of the Cuban Missile Crisis involved unannounced U.S. concessions on Jupiter missiles in Turkey. German reunification proceeded with guarantees against NATO expansion eastward—though whether these were formal promises remains disputed."

He continued: "Great power competitions often end with face-saving compromises rather than absolute victories. The question isn't whether Ukraine deserves NATO membership—many believe they've more than earned it—but whether insisting on this principle prolongs a devastating war with diminishing Western support."

### INTERNAL NATO DYNAMICS
14:43
A current European defense official, speaking on condition of anonymity, revealed: "There's significant concern within NATO about absorbing a country with ongoing territorial disputes and war damage. The alliance has never admitted a member in active conflict, and Ukraine would immediately become the most vulnerable flank, requiring massive NATO deployments."

They added: "Several Southern European members privately question whether the alliance should continue its eastern focus rather than addressing Mediterranean security challenges. These internal tensions aren't publicly discussed but significantly influence the negotiating position."

### PUBLIC VS. PRIVATE POSITIONS

Multiple experts noted the gap between public and private stances. Ambassador Holden observed: "Western leaders publicly maintain that 'Ukraine will decide its own future' while privately acknowledging certain outcomes are simply not on the table. This diplomatic double-speak is necessary but creates unrealistic expectations among Ukrainians."

Dr. Mortensen concurred: "NATO's Vilnius Summit declaration in 2023 stated Ukraine's 'irreversible path to NATO' while simultaneously making clear it wouldn't happen during the war. This constructive ambiguity has become increasingly difficult to maintain as the conflict drags on."

### THE PATH FORWARD

The experts generally agreed that some form of robust security guarantees short of full NATO membership represents the most realistic path forward. Dr. Kovalenko suggested: "The focus should be on creating a 'Finland-plus' model for Ukraine—militarily capable, Western-integrated, but with specific arrangements acknowledging the geopolitical realities."

Ambassador Holden concluded: "The ultimate question isn't whether Ukraine joins NATO, but whether Ukrainians can build a secure, prosperous, democratic state firmly anchored to Europe. NATO membership is one path to that goal, but not the only one. The challenge is finding security arrangements robust enough to prevent future Russian aggression while acknowledging Moscow's core concerns."

As your conversations concluded, breaking news indicated that IAEA inspectors had reached the Zaporizhzhia Nuclear Power Plant and confirmed damage to auxiliary cooling systems but no immediate radiation threats. Meanwhile, President Zelenskyy has called an emergency meeting of his National Security Council for tomorrow morning, fueling speculation about Ukraine's response to the leaked peace proposal.
14:43
State saved with hash:
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LK
14:49
Lucas Kohorst
/action move forward in time to see where this treaty lands between the parties
g
14:49
grim
Action queued. Use /process to process all pending actions.

Current queue:
1. Lucas - ACTION: move forward in time to see where this treaty lands between the parties
LK
14:49
Lucas Kohorst
g
14:49
grim
Processing actions… Please don't add any more actions until the response arrives.
14:49
# Current DateTime
2026-04-18T14:00:00Z

# Time Offset
T+6months,3days,6hours

# Result of Player Interactions

## ACTION
Lucas requested to move forward in time to see the outcome of treaty negotiations. After six months, we've arrived at the signing of a modified version of the "Ultimate Deal."

# Narrative Update

## "THE KYIV ACCORDS": RUSSIA-UKRAINE PEACE AGREEMENT SIGNED

After six months of intense negotiations, marathon diplomatic sessions, and multiple near-collapses of talks, Russian President Vladimir Putin and Ukrainian President Volodymyr Zelenskyy signed the "Kyiv Accords" yesterday in a ceremony hosted by neutral Switzerland. The agreement, mediated primarily by the United States with support from China, Turkey, and the European Union, represents the most significant diplomatic breakthrough since the conflict began in February 2022.

### FINAL AGREEMENT TERMS

The signed agreement differs substantially from the leaked "Ultimate Deal" proposal from October 2025, reflecting Ukraine's stronger negotiating position following a successful winter defensive campaign and increased European support:

1. **Territorial Arrangements**:
- Russia retains control of Crimea, with Ukraine "postponing but not relinquishing" its claims
- Special autonomous status for occupied portions of Donetsk and Luhansk with joint administration under OSCE supervision for 7 years, followed by internationally monitored referendums
- Complete Russian withdrawal from Zaporizhzhia and Kherson regions within 18 months
- Ukraine's immediate withdrawal from Russia's Kursk region
- Creation of a demilitarized zone extending 30km on both sides of the contact line

2. **Security Provisions**:
- Ukraine agrees to a 15-year moratorium on NATO membership (reduced from the initially proposed 30 years)
- Enhanced bilateral security agreements with the United States, United Kingdom, France, and Poland including training, equipment, intelligence sharing, and rapid response mechanisms
- Ukraine permitted to join the European Union following an accelerated accession process
- International peacekeeping force of 25,000 personnel from neutral countries to monitor compliance
- Ukraine permitted to maintain armed forces of up to 300,000 personnel with defensive weapons systems

3. **Economic Package**:
- $500 billion "Ukraine Recovery and Modernization Fund" over 15 years
- Funding sources: $250 billion from unfrozen Russian assets, $150 billion from EU/UK/Japan, $75 billion from US, $25 billion from other international partners
- Gradual lifting of Western sanctions on Russia tied to implementation milestones
- Guaranteed energy transit agreements and normalized trade relations

4. **Implementation Timeline**:
- Immediate and permanent ceasefire (already in effect since April 10)
- Russian troop withdrawals to begin within 60 days, completed in phases by 2028
- International verification mechanism with satellite monitoring and on-site inspections
- Joint commission to address humanitarian issues including prisoner exchanges, missing persons, and refugee return

### REACTIONS FROM KEY FIGURES

**President Zelenskyy** called the agreement "not perfect, but necessary" in his address to the Ukrainian people: "After more than four years of heroic resistance, Ukraine has secured its independence, its European future, and a pathway to recovery. We have not compromised on our sovereignty. We have not surrendered. We have shown the world that Ukraine will not be erased from the map."

**President Putin** framed the agreement as a vindication of Russia's security concerns: "The special military operation has achieved its core objectives of protecting the Russian-speaking population and ensuring Ukraine's neutral status. Russia has always sought peaceful coexistence with our neighbors when our legitimate security interests are respected."
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**President Trump** hailed the agreement as "the deal of the century" and "proof that America is back as a global dealmaker." At the signing ceremony, he stated: "Nobody thought this was possible. They said it couldn't be done. But we brought peace where others brought only weapons and prolonged the suffering."

**Prime Minister Starmer** of the UK offered measured support: "While difficult compromises were necessary, this agreement provides Ukraine with the security and support needed to rebuild as a sovereign European democracy. The United Kingdom stands ready to fulfill its security commitments to Ukraine for the long term."

**President Macron** of France emphasized European unity: "This agreement opens a new chapter for European security architecture. The path to lasting peace will require vigilance and continued solidarity with Ukraine."

**Chancellor Scholz** of Germany focused on reconstruction: "Germany will be at the forefront of Ukraine's economic recovery and European integration. This is our historical responsibility."

### DOMESTIC REACTIONS

In Ukraine, the agreement has sparked mixed reactions. Recent polling shows approximately 58% of Ukrainians support the deal, with 32% opposed and 10% undecided. Former Commander-in-Chief Zaluzhnyi, now a prominent opposition figure, criticized the territorial compromises but pledged to "respect the democratic decision." Protests occurred in Kyiv and Lviv, though smaller than anticipated.

In Russia, state media has portrayed the agreement as a strategic victory, emphasizing the NATO moratorium and Crimean recognition. However, some nationalist military bloggers have criticized Putin for withdrawing from territories "paid for with Russian blood." The Russian stock market has rallied 17% since the ceasefire announcement, reflecting optimism about sanctions relief.

In the United States, reaction has split along partisan lines. Republican leaders have praised Trump's "peace through strength" approach, while Democratic critics argue the deal "rewards Putin's aggression" and "abandons Ukrainian democracy." Defense contractors' stocks have declined 8-12% since the agreement was announced.

### IMPLEMENTATION CHALLENGES

Despite the signing, significant challenges to implementation remain:

1. **Ongoing Violations**: Since the April 10 ceasefire, OSCE monitors have reported 47 violations, mostly small arms fire and drone reconnaissance. Both sides have accused each other of provocations, though no major combat operations have occurred.

2. **Extremist Threats**: Ukrainian intelligence has disrupted two plots by ultranationalist groups to sabotage the agreement. Similarly, Russian authorities have arrested several former Wagner Group commanders allegedly planning to undermine the withdrawal process.

3. **Reconstruction Logistics**: International financial institutions have raised concerns about absorption capacity and corruption safeguards for the massive reconstruction funds. The World Bank is establishing a special oversight mechanism.

4. **Humanitarian Crisis**: Approximately 6.3 million Ukrainians remain as refugees abroad, with another 4.8 million internally displaced. The agreement includes provisions for safe return, but security concerns and destroyed infrastructure present enormous challenges.

5. **Sanctions Relief Sequencing**: Disagreements persist between the US and EU regarding the pace of sanctions removal, with European nations generally favoring faster economic normalization.

As implementation begins, international attention is turning to Ukraine's upcoming parliamentary elections, scheduled for September 2026—the first since the Russian invasion. President Zelenskyy has announced he will not seek re-election when his extended term ends, stating: "My mission was to preserve Ukraine in its darkest hour. The mission of rebuilding belongs to a new generation of leaders."
14:49
The fragile peace has brought cautious optimism across Europe, with NATO Secretary-General Mark Rutte noting: "This agreement does not end all security challenges, but it provides a framework for de-escalation and rebuilding. The vigilance of the alliance remains essential to ensuring compliance and preventing future aggression."
14:49
State saved with hash:
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LK
14:53
Lucas Kohorst
/action oh wow so it took 6mo before these were signed. I would like some answers to the following, you can return them in a consise bullet list if you'd like
- did ukraine join nato
- is zelenskyy still president?
- did he consider fleeing
- did ukraine hold elections?
- who won the nobel peace prize in 2025
g
14:53
grim
Action queued. Use /process to process all pending actions.

Current queue:
1. Lucas - ACTION: oh wow so it took 6mo before these were signed. I would like some answers to the following, you can return them in a consise bullet list if you'd like
- did ukraine join nato
- is zelenskyy still president?
- did he consider fleeing
- did ukraine hold elections?
- who won the nobel peace prize in 2025
LK
14:53
Lucas Kohorst
g
14:53
grim
Processing actions… Please don't add any more actions until the response arrives.
14:53
# Current DateTime
2026-04-18T15:00:00Z

# Time Offset
T+6months,3days,7hours

# Result of Player Interactions

## ACTION
Lucas requested specific factual information about key outcomes related to Ukraine, Zelenskyy, and the Nobel Peace Prize.

## Brief Factual Response

- **Did Ukraine join NATO?** No. Under the Kyiv Accords, Ukraine agreed to a 15-year moratorium on NATO membership. Instead, Ukraine received enhanced bilateral security agreements with the US, UK, France, and Poland.

- **Is Zelenskyy still president?** Yes. Zelenskyy remains president of Ukraine, continuing under the martial law extension of his term. However, he has announced he will not seek re-election when his extended term officially ends.

- **Did he consider fleeing?** No credible reports suggest Zelenskyy considered fleeing during the negotiation period. He remained in Kyiv throughout the talks, though he did travel to Switzerland for the signing ceremony and made diplomatic visits to Washington, London, and Brussels during the negotiation process.

- **Did Ukraine hold elections?** No. Elections remain suspended under martial law provisions. The first parliamentary elections since the Russian invasion are scheduled for September 2026, with presidential elections expected to follow in early 2027 after the formal lifting of martial law.

- **Who won the Nobel Peace Prize in 2025?** The 2025 Nobel Peace Prize was jointly awarded to the International Atomic Energy Agency (IAEA) and its Director General Rafael Grossi "for their extraordinary efforts to prevent nuclear disaster in Ukraine and their work to establish nuclear safety protocols in conflict zones." The committee specifically cited the IAEA's role in stabilizing the situation at the Zaporizhzhia Nuclear Power Plant following the October 2025 incident.
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State saved with hash:
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