Bear Brief, 3 Aug 2026

So there's a written brief that went up on Patreon today.

It is a Monday, I'm told, talking about the fragility of the water system.

It's not just public water that is fragile.

In, uh, Minnesota, there were, I believe it was thirty different or thus far reported thirty different water districts, all of which went offline at approximately the same time.

S2 Underground has done some reporting on this.

And shout out to S2, whom, whom you should be following, uh, yet again.

The SCADA system, System Controls and Data Acquisition, the PLCs, Programmable Logic Controllers, uh, the, the computers and boxes that control the application of voltage from the grid, uh, to these water treatment plants were hacked, potentially by the Iranians.

There's difference of opinion on who it was that did this, but there's lots of countries that have the capability to do this.

It's a relatively low-hanging fruit as far as hacks go.

These systems were hacked because they were not air-gapped, meaning that they were not standalone systems that were not connected to the internet.

They were in fact connected to the internet, which means that they can be accessed by the internet.

Now everybody say it with me.

There is a persistent and ongoing zero-day exploit that affects everything that touches everything that touches the internet to the highest echelons of American society.

And so these thirty-some water districts in Minnesota where the administrators of these systems were locked out of their own systems, therefore unable to control the computers and boxes, the progra- programmable logic controllers that control the hardware that treat and pump the water.

So there was no water.

As a result, CISA, Cyber, uh, Infrastructure Security Administration, agency, whatever, CISA, CISA, sabada, dabada, who cares? They issued, um, a recommendation that all critical infrastructure that has PLCs, programmable logic controllers, which is all of them, should be disconnected from the internet and air-gapped.

Ladies and gentlemen, that is the entire United States electrical grid, all of it, and every water treatment plant, and every natural gas hub, and all of the ports of entry, and all of our shipping ports.

Uh, are you getting the point? All of it.

It's, it's all of it.

You're just gonna take all of it off the internet? That's not gonna happen.

So the zero-day exploit continues, and it illustrates the fragility of the system.

They can just take the water offline just like that.

What does that mean for you? We've said over and over again that you want to have the ability to have standoff from the problem, okay? The broken, fragile system, uh, that is what we call modern society, you don't want to break when it breaks.

And so we want to have standoff from the problem, and we want to have staying power, the ability to stay away from the problem for as long as possible.

Tactically here, how's your water looking? How much water do you have? Is it enough? Probably not.