A Blog by Jonathan Low

 

Jul 2, 2026

Massive Polymarket Bets Waged On Putin's Downfall By End of 2026

Although Polymarket is notoriously unreliable in some respects, it does have a reputation for reflecting inside information. That anyone would be willing to bet $400,000 on Putin's downfall suggests, at the very least, a growing lack of confidence in his leadership as well as perceptions of his growing vulnerability.

The picture of an open window, at left, reflects the ominous regular - and presumably cynical - Kremlin announcements that an out-of-favor Russian politician or general has died from 'falling out of an open window." JL

Michael Luciano reports in Mediaite:
An unknown bettor on the Polymarket gambling website plunked down $400,000 on Russian President Vladimir Putin no longer being president by the end of 2026. The wager comes as Ukraine has been hitting targets deep inside Russian territory amid the ongoing war. The bettor’s account, which was created in May, is @ZnotluvuiSamez and has a Ukrainian flag as its profile image. That person has also bet that Ukraine will retake Crimea before 2027. The odds on the Putin bet are at 6:1. If the $400,000 bet hits and Putin is out by 2027, the payout will be around $2.5 million.

Humanoid Robots To Be Developed For Ukrainian Forces

As part of its ongoing initiative to deploy more ground and aerial drones in order to reduce combat risks to its soldiers, Ukraine is holding a grant competition to develop humanoid robots which can perform like soldiers. Ukraine has received versions of such robots, but found them heavy and prone to breakdown. The new grant will emphasize simplicity and reliability.

Though there are concerns about the use of such machines, especially if not controlled by humans, the Ukrainians believe they have no choice given Russia's unwavering refusal to consider a ceasefire. JL

Taras Safronov reports in Militarnyi:

Ukraine will hold a grant competition to develop humanoid robots for the needs of the Armed Forces. Ukrainian developers will initially focus on creating simpler platforms that will gradually gain more complex functionality. Phantom MK-1 humanoid soldier robots from Foundation were delivered to Ukraine to assess their effectiveness. However, such humanoid robots are heavy and expensive, require regular recharging, are prone to breakdowns, and often lose their balance. Approximately 20 motors power the humanoid’s movement, and each of them must operate flawlessly. The key objective of the initiative is to maximize the automation of the front lines and reduce risks to military personnel. 

In June, Russia Took 16X Less Ground For 19X More Casualties Than 2025

Russia's spring-summer offensive is now being called a failure. It has failed 'to produce operationally significant gains,' has cost nineteen times more in casualties than its similar effort last year and has been deemed unlikely to achieve a breakthrough into Ukraine's Fortress Belt which was its stated goal. 

The implication is that despite amassing as large a force as it can, and deploying that force against Ukraine's defenses, it has been unable to achieve any sort of meaningful gain. In other words, the Russian military cannot win given its current leadership, weaponry, strategy, tactics and logistics. That is a worrisome sign for the Kremlin. JL

Maria Tril reports:

Russian forces' spring-summer 2026 offensive — Moscow's declared main effort of the year — has failed to produce operationally significant gains. Russia's rate of advance has been falling steadily since November 2025 and has not recovered. In June, the Russians suffered a sixteenfold collapse in the rate of advance. And the price Russia is paying for those shrunken gains has risen. Russian forces suffered 39,490 casualties in June 2026, or roughly 1,298 per square kilometer seized. In June 2025, they suffered 68 casualties per kilometer. They are now paying nineteen times more blood for every meter they take.  Russian forces are unlikely to achieve a breakthrough into the wider Fortress Belt that was Moscow's stated goal for the offensive. It remains out of operational reach.

Ukraine's Plan To Unnerve Putin and His Supporters Is Working

Ukraine's strategy is to demonstrate to Putin's closest aides, to his oligarchs, to the Russian people - and to the rest of the world that he is incapable of stopping the Ukrainian attacks on Russian soil, especially in and around Moscow. 

That Putin then responds by hitting civilian targets in Kyiv is merely further evidence of his impotence to achieve anything of significance militarily. Aiming for schools, hospitals and apartment buildings is the best he can do. Duly noted, with all that implies. JL

Phillips O'Brien reports in The Atlantic:

The recent focus on Moscow-area targets reveals how the Ukrainian government and military are now taking the war to Putin’s doorstep. They are trying to put political and economic pressure on Putin’s regime and disable his war machine by starving it of money, supplies, and soldiers. Recent attacks typify the Ukrainian strategy to make the war unsustainable. The intended message to the Russian public is that the drone campaign is nowhere near plateauing. Even if Ukraine’s drone strikes do not immediately end Putin’s rule, they have dispelled the idea that Putin can defend Moscow, protect the Russian economy, and look after the Russian military. By revealing the limits of Putin’s power, Ukraine has to be making his allies very nervous.

Jul 1, 2026

Drones Are Being Launched By Ukraine From Anything, Such As Other Drones

If it moves, it can probably launch an attack drone. At least, that is the Ukrainian war-making theory. And it's working. JL

Katie Livingstone reports in Defense News:
Ukraine has turned nearly everything it fields into an FPV launcher. Sea drones carrying fiber-optic FPVs struck the Russian ports of Tuapse and Novorossiysk. Kyiv has turned its signature naval drone – the little boat that drove Russia’s fleet out of the western Black Sea – into a launch platform for FPV attack drones. The Sea Baby can now carry six to eight FPV drones in side compartments that open during an attack, alongside thermobaric Shmel rockets

Russian Radar Systematically Destroyed, Creating Deep Strike Drone Path

In yet another example of Ukraine's chillingly strategic planning, it systematically destroyed Russian radar positions between its own drone and missile launch sites tp target areas around Moscow, St Petersburg and various economic objectives, thereby making its attacks on those targets much more successful. JL

Sofiia Syngaivska reports in Defense Express:

Ukraine's Unmanned Systems Forces' Polyphemus operation systematically destroyed Russian radar sites in Bryansk region, creating a corridor for deep-strike drones. The operation eliminated radar systems responsible for monitoring airspace along the approach to Moscow, creating a gap in coverage as part of a broader effort to weaken Russia's integrated air defense network rather than isolated attacks on individual targets. Recent successful strikes against targets in Moscow, St. Petersburg, and the port of Ust-Luga were made possible because Ukrainian forces established a viable corridor through Russia's otherwise dense air defense system. 

Putin Faces Growing Political Crisis Due To Ukraine Attacks On Moscow

Putin's problem is not only that, after four plus years, his military has proved incapable of overcoming its much smaller and - initially, weaker - Ukrainian rival, but that he can no longer protect ordinary Russians across the country and extraordinary Russians in Moscow and St Petersburg. 

The result is that he appears weak. Which is not only embarrassing, but has never proven to be a key to longevity for Russian rulers. JL

Paul Sonne and colleagues report in the New York Times:

President Putin faced fresh pressure today as Ukraine launched another attack on the Russian capital, continued to disrupt Russian fuel supplies and pressed its campaign to cut off Crimea. Russia has struggled to make progress on the battlefield in eastern Ukraine (while) Ukraine has subjected Russia to increasingly large drone attacks, eroding Mr. Putin’s ability to isolate Russian society from the war. ​Today's assault on Moscow came amid a Ukrainian campaign to target Russian refineries and fuel facilities that has led to shortages of gasolines and lines at gas stations across Russia. After the attacks, three out of four international airports serving Moscow had to suspend operations overnight. He said ​the attacks on Russian infrastructure causing fuel shortages were “creating problems.”