June 29, 2026 · Strikes resumed, Anthropic returned, FISA stalled

Saturday Trump ordered US military strikes on multiple Iranian targets in response to what the administration framed as Iranian aggression against the commercial ship *Ever Lovely.* Sunday morning Iran's Islamic Revolutionary Guard Corps announced retaliatory strikes on US military sites in Kuwait and Bahrain. The Bürgenstock roadmap signed eleven days ago is in active crisis. Friday afternoon Commerce Secretary Howard Lutnick sent Anthropic a letter restoring Mythos 5 access to approximately 100 trusted organizations for defensive cyber purposes — Fable 5 remains offline. Heap walks through Lutnick's biographical context (lost brother and 658 Cantor employees on 9/11) and the Cantor Fitzgerald financial pattern (Tether investment since 2020, $6.75M SEC settlement December 2024, ~$10M in tariff-refund-rights products pitched during Lutnick's Commerce tenure) — Stack pushes back on the inference even while granting the receipts. Ukraine's FP-5 Flamingo cruise missiles struck Russia's Titan-Barrikady plant in Volgograd, 400 km inside Russia — Oreshnik, Iskander-M, Topol-M, and Yars missile launcher production may temporarily suspend. FISA Section 702 day 17 — Senator Ron Wyden blocked both Cotton's and Thune's short-term extension proposals Friday. SCOTUS Trump v. Barbara still pending — Monday and Tuesday are likely the final delivery windows before summer recess. Burnham consolidates UK Labour leadership; potential PM by July 17. Sourced inline. - **Strikes resumed** — Saturday Trump-ordered US strikes on Iranian targets in response to *Ever Lovely* drone attack; Sunday IRGC retaliation on US bases in Kuwait and Bahrain. Trump Oval Office pre-strike: *"I don't like the fact that they took a shot yesterday, actually four of them."* Bürgenstock roadmap from 11 days ago in active crisis. IAEA inspection conversations and technical working groups status uncertain. - **Anthropic returned** — Commerce Sec. Lutnick Friday letter restoring Mythos 5 to ~100 trusted organizations for defensive cyber purposes; Fable 5 still offline. Heap walks through Lutnick's 9/11 personal motivation context plus Cantor Fitzgerald financial-pattern receipts; Stack grants the receipts, pushes back on the inference. - **Ukraine struck Russia's Oreshnik-maker** — FP-5 Flamingo cruise missile strike on Titan-Barrikady plant in Volgograd, 400 km inside Russia. Workshop 38 (primary production) hit. Plant produces components for Oreshnik, Iskander-M, Topol-M, Yars launchers. 10 wounded per Gov Bocharov. Russia overnight retaliation: 129 Shahed drones, 113 intercepted; 2 killed, 20+ injured; Naftogaz facilities in Poltava and Kharkiv hit; 2 children among Sumy injured. - **FISA stalled** — Day 17 of Section 702 lapse. Friday: Cotton's July-2 extension blocked by Wyden; Thune's one-week extension blocked by Wyden. SAVE Act demand crack Wednesday + Wyden objection Friday = no visible procedural path. - **SCOTUS final week** — Trump v. Barbara did not land Friday. 12 decisions remain due. Monday or Tuesday opinion list = last realistic delivery window. If Barbara doesn't land this week, slips to September or October. - **Burnham three weeks out** — 200+ Labour MPs supporting. Nominations open July 9, close July 16. PM by July 17 if uncontested. Burnham's posture on US-UK relationship, Ukraine support, AI safety alignment all unsettled until first foreign-policy address. - **Closing watches** — Donahue command transition July 2; Mamdani-slate NYC City Council algorithmic-transparency ordinance push approaching; Iran technical working groups status this week. More analysis at [Power Moves Before Policy Does](https://annardudley.substack.com).