The Mixed Signals Index

November 3, 2025 · archive

“It is fully irresponsible to argue for an American return to global leadership. This country is deeply unwell and has no business leading anything until that’s no longer the case unless the whole world out there capable of tending to the world’s problems. We must tend to ours.”

“No, there isn’t a whole world out there capable of tending to the world’s problems. There’s a πŸ‡¨πŸ‡³ more authoritarian than even πŸ‡ΊπŸ‡Έ of Trump’s fantasies, a πŸ‡·πŸ‡Ί not remotely able/willing to become a viable hegemon, & no one else etc. The alternative is a dangerous vacuum, not better hegemonic alternatives.”

Two smart people, stuck in a debate that feels simultaneously urgent and pointless. Mark Copelovitch pulling the “somebody has to be the hegemon” card while Osita Nwanevu counters with “we’re too broken to lead anything.” Standard foreign policy Twitter (albeit on Bluesky), except something about this exchange kept nagging at me.

Not because either position is obviously wrong, but because they’re both operating from frameworks that seem... adjacent to reality? Like watching people argue about steering wheels while the car’s already upside down in a ditch.

The Uncomfortable Recognition

The problem isn’t that Osita’s wrong about American dysfunction or that Mark’s wrong about power vacuums being dangerous. The problem is that both positions assume coherent state actors capable of strategic choice. They’re debating steering wheels while the car’s already upside down.

This isn’t pessimism—it’s pattern recognition. When federal agencies get legally enjoined from responding to emergencies while the emergencies are happening, when social media platforms can swing elections through algorithmic adjustments nobody fully understands, when supply chains operate according to logics that transcend any single government’s ability to manage them—what exactly are we talking about when we say “American leadership”?

The debate feels unreal because it assumes categories that don’t map to how power actually flows. It’s not that America can choose between engagement and isolation, or that other powers can step into traditional hegemonic roles. It’s that the entire framework of hegemonic thinking belongs to an institutional reality that’s been quietly deprecated.

The Shape of What’s Actually Happening

Look at Europe’s response to American unreliability. Are they waiting for Washington to get its act together? Building alternative hegemonies? Neither. They’re constructing overlapping, cross-cutting arrangements that assume permanent instability: some defense cooperation through NATO, some through EU frameworks, bilateral deals, hedging strategies, supply chain regionalization. It’s not order and it’s not chaos. It’s something else.

That “something else” might be the most important political phenomenon of our time, and we don’t have good language for it yet. Multipolarity assumes multiple stable centers. Unipolarity and its decline assumes a single center that could theoretically be restored or replaced. But what if power has become so distributed, so algorithmic, so responsive to non-state flows that the very concept of coherent centers is obsolete?

Not just distributed—fragmenting in ways that resist recomposition. Corporate platforms make foreign policy through content moderation decisions. Cryptocurrency networks route around sanctions faster than diplomats can negotiate them. Climate effects operate on timescales that make electoral cycles irrelevant. The categories themselves—domestic, foreign, public, private, national, international—are decomposing under pressure from flows that ignore those boundaries entirely.

I keep coming back to the term polycentric decay. Not multipolarity, because that implies stable centers that can coordinate or compete according to recognizable rules. Not collapse, because the systems keep functioning, just... differently. Decay suggests something more specific: the simultaneous breakdown of coordination capacity and the proliferation of decision-making nodes that can’t form coherent alternative arrangements.

Diagnostic Frameworks for Permanent Turbulence

Three patterns help distinguish this from normal political dysfunction:

Speed mismatch: When algorithmic systems operating at machine speeds encounter human institutions still running at parliamentary time, latency kills. Markets can collapse in microseconds; international coordination requires months of diplomatic preparation. This isn’t just inefficiency—it’s structural impossibility. No amount of political will fixes the physics of temporal incompatibility.

Negative capacity: Traditional dysfunction means institutions work poorly. Negative capacity means institutions actively prevent solutions. Court rulings that make emergency response illegal during emergencies. Social media platforms that amplify misinformation faster than public health authorities can counter it. Financial regulations that prohibit crisis intervention while the crisis unfolds. Not mere incompetence—actively counterproductive scar tissue forming where functional capacity used to exist.

Ontological drift: When basic categories stop mapping to operational reality—like trying to play chess when the pieces keep melting into checkers mid-game. What does “foreign policy” mean when TikTok algorithms influence elections more than diplomatic initiatives? How do you attribute cyberattacks when the techniques are commercially available and attribution itself has become a political rather than technical determination? What’s the scope of “domestic” policy when supply chains, data flows, and climate effects ignore borders entirely?

These aren’t complexity problems that better coordination could solve. They’re structural mismatches between the institutional assumptions built into our political vocabulary and the operational reality those institutions are trying to govern.

The Diagnostic Paradox

Here’s what makes this particularly unsettling: persistent ambiguity is itself a symptom of decay.

Healthy transformation is noisy but directional. Early industrialization produced strikes, revolutions, massive social upheaval—but also the clear emergence of recognizable new forms. The patterns were messy but legible: modern nation-states, industrial capitalism, mass democracy. You could see what was being built even if you couldn’t predict the timeline.

Polycentric decay produces permanent turbulence without emergent direction. Pieces keep shifting, but nothing coheres long enough to stabilize. The Copelovitch-Nwanevu debate exemplifies this perfectly: smart people arguing about frameworks that don’t correspond to how power actually operates, generating heat without light, creating more fractals of confusion rather than synthesis.

And here’s the recursive nightmare: the fact that we’re having this conversation about whether we can diagnose the system is itself diagnostic. A healthy system doesn’t generate endless meta-debates about its own fundamental nature. The ambiguity isn’t a phase we’re passing through—it’s the operating system.

Why the Standard Responses Don’t Work

“American leadership” restoration assumes leadership is still a meaningful category. But when federal agencies can be legally prevented from coordinating disaster response, when social media platforms moderate political discourse according to engagement optimization rather than democratic norms, when financial systems operate faster than regulatory systems can process them—what institutional capacity exactly is supposed to be “restored”?

“Great power competition” assumes great powers are coherent strategic actors. But look at how China actually exercises influence: through integrated supply chains, platform architecture, infrastructure investment, technological standards. Not through traditional diplomatic or military channels that other “great powers” could counter using similar methods. The competition is happening in domains where the concept of state-to-state competition barely applies.

“Multilateral institution reform” assumes institutions that can still be reformed. But when international coordination requires months while problems develop in real-time, when every agreement must be renegotiated through domestic political systems optimized for symbolic conflict rather than practical governance, when technical complexity exceeds any single institution’s processing capacity—what exactly is being reformed toward what end?

The responses don’t work because they assume the existence of coherent actors capable of implementing coherent strategies. But what if that assumption is wrong? What if the primary political reality is the breakdown of coherence itself?

The Persistence of Brittle Power

None of this means traditional state power has vanished entirely. China can still disappear billionaires with terrifying efficiency. The US can still sanction entire economies out of global financial systems. The EU can rewrite global digital norms through regulatory fiat. These are acts of genuine, coherent state capacity.

But look closer at what these interventions actually require. China’s social control depends on increasingly sophisticated surveillance infrastructure and constant ideological management. US sanctions work through monopolistic control of financial systems that other powers are actively trying to circumvent. EU regulatory power operates by forcing compliance in markets they can’t afford to lose access to.

These aren’t signs of institutional health—they’re high-energy flares from systems under stress. Each exercise of coherent power becomes more expensive, more brittle, more dependent on maintaining artificial scarcities that technology and geopolitical shifts are constantly eroding. Like trying to hold water by squeezing harder—it works until it doesn’t, and when it stops working, it stops working all at once.

Local Stabilization as Reality, Not Strategy

What we’re actually seeing isn’t a choice to build local arrangements—it’s the default response when global coordination breaks down. European defense cooperation that assumes NATO might fragment isn’t policy innovation; it’s adaptation to institutional unreliability. Supply chain regionalization happens because global systems proved fragile, not because anyone decided regionalization was optimal.

Look at how cryptocurrency markets route around sanctions in real-time, or how tech companies make content moderation decisions that effectively become foreign policy. Nobody planned these as governance mechanisms—they emerged because traditional channels couldn’t process the complexity fast enough.

The pattern suggests something uncomfortable: the breakdown of global coherence isn’t a problem to be solved but a condition to be managed. Islands of functionality emerge not as strategy but as evolutionary response to permanent systemic chaos.

The Recursive Problem of Analysis

Most political commentary promises some path forward, even if difficult. But if polycentric decay is real, then traditional “path forward” thinking is part of the problem. The system’s inability to generate coherent narratives about itself isn’t a bug—it’s the feature.

Every attempt to resolve ambiguity through stronger frameworks or symbolic victories just feeds more turbulence. Meta-commentary gets absorbed as content. Criticism becomes entertainment. Recognition of patterns becomes fuel for the pattern-generating machine.

There’s no clean exit from this recursive trap. Analysis is always embedded within the dynamics it studies. But maybe conscious participation looks different from unconscious drift. A city planning climate resilience without waiting for federal coordination isn’t “solving” climate change—it’s choosing what to tend and what to ignore based on local capacity rather than global coherence. A journalist refusing to frame stories through legacy political categories isn’t “fixing” media—it’s recognizing that the categories themselves have become part of the noise.

Living in the kaleidoscope might mean accepting that you can’t see the whole pattern while still choosing which fragments to focus on, not because you can fix the system, but because you need stable ground for yourself and your community. The mixed signals aren’t noise. They are the signal.

Living in the Kaleidoscope

Which brings us back to that nagging sense of unreality in the original debate. Copelovitch and Nwanevu are both responding to genuine anxieties about power, responsibility, and governance. But they’re doing it through frameworks inherited from a different institutional reality—one where states were coherent actors, where leadership was a meaningful concept, where international systems could be reformed rather than adapted to.

The debate will continue in various forms because both positions address real concerns. But the debate itself might be symptomatic of a system that can no longer produce coherent answers to the questions it keeps asking. Not because the questions are wrong, but because the institutional capacity to answer them coherently has been quietly deprecated.

We’re not experiencing the decline of American hegemony or the rise of Chinese hegemony or the emergence of multipolarity. We’re experiencing the decomposition of hegemonic thinking itself, along with the institutional frameworks that made such thinking operationally meaningful.

Copelovitch and Nwanevu aren’t wrong—they’re just arguing inside a game whose rules have already dissolved.

Collapse, it turns out, is a land of contrasts. Everything feels simultaneously catastrophic and routine, urgent and pointless, coherent and nonsensical. The Tuesday Apocalypse—where every day brings fresh evidence of systemic breakdown and every day the system keeps working, just differently than we expected.

Maybe the real insight isn’t that we need better foreign policy frameworks. Maybe it’s that we need to stop expecting foreign policy frameworks to work the way they used to.


TL;DR: If no one can tell what game they’re playing, the game is already over.