Posted on 04/23/2026 5:47:07 PM PDT by SeekAndFind
Iran's 'moderate' mask falls completely off as the IRGC takes the wheel.
Risk trades are diving on a report from N12 about Ghalibaf leaving the negotiating team. N12 is the digital news brand of Keshet 12, an Israeli free-to-air television channel
If anyone in the market was still holding out hope for a diplomatic off-ramp in the Middle East, it might be time to worry.
We just got a pair of headlines out of Iran that paint a very stark picture of where things are heading, and it’s not toward de-escalation.
First, Iranian President Pezeshkian took to X to completely torpedo the idea that there are any reformist voices left in the room. Remember, Pezeshkian was billed as the "moderate" when he took office. Today? He’s explicitly saying there are no moderates or radicals left—just "complete obedience to the Supreme Leader."
He was thought to be a pragmatist but that doesn't seem to be the thinking now. He wrote:
In Iran, there are no radicals or moderates; we are all "Iranian" and "revolutionary," and with the iron unity of the nation and government, with complete obedience to the Supreme Leader of the Revolution, we will make the aggressor criminal regret his actions. One God, one nation, one leader, and one path; that path being the path to the victory of our dear Iran, more precious than life.
The real kicker is the second headline.
Parliament Speaker Ghalibaf is reportedly resigning from the negotiating team after the Islamic Revolutionary Guard Corps (IRGC) intervened.
Now, I'd wait for confirmation from Iran or US media before diving full into this headline but taken together these two reports indicate:
The pragmatists have left the building. Ghalibaf is a conservative, but he's a pragmatic one who understands the domestic economic toll of endless conflict. If he's getting pushed out of negotiations by the IRGC, it means the hardliners and the military wing are now driving the bus.
You don't hand the keys to the Revolutionary Guards if you're looking to cut a deal. You do it when you are bracing for impact and consolidating power.
They are closing ranks, demanding absolute ideological unity, and sidelining politicians in favor of generals. That means war is more likely.
Expect crude to catch a bid on this as the market digests the reality that the IRGC is now fully dictating terms. The S&P 500 is quickly down 0.7%. Yesterday I wrote: The foundations of this stock market rally are iffy.
Update: This is from a journalist in Iran, who says the news is false:
At one point there was also a report that Israel had launched an attack on Iran but that has been debunked. Air defenses were activated in Tehran but that's now said to have been a test.
Foreign Minsiter Araghchi also posted:
The failure of Israel's terrorist killings is reflected in how Iran's state institutions continue to act with unity, purpose, and discipline.The battlefield and diplomacy are fully coordinated fronts in the same war.
It's hard to say what's happening here.
Ghalibaf himself wrote:
In Iran, there are no radicals or moderates; we are all "Iranian" and "revolutionary," and with the iron unity of the nation and government, with complete obedience to the Supreme Leader of the Revolution, we will make the aggressor criminal regret his actions.One God, one leader, one nation, and one path; that path being the path to victory for Iran, dearer than life.
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Ceasefires and negotiations are wrong. Not good for Vietnam and of the later wars.
Every delay gets us closer to the midterms. The voters are NOT impressed favorably by foreign affairs. No good little boy award for any such achievement. Focus on being hard on crime, getting rid of millions of aliens, getting prices down
and putting guilty Dems in prison.
Sounds like the IRGC is really freaking out.
LOL!
Iran is CRACKING.
They new impotent ayatoilet can’t even speak and needs extensive surgery.
His lips were even burnt off.
He’s not running a damn thing and is hiding deep underground.
I guess he didn’t want to get unalived.
Start the Mahdi watch at the well.
Start at one end of the country and drop every bridge. Put holes in every runway. And bomb the ports.
Leave the civilians alive.
Lots of people with no work to go to. Lots of people with diminishing food stocks. And lots of supplies waiting at the border…going moldy.
Fracturing power centers creates the necessary prerequisites that leads to revolution. This is becoming a fantastic study.
He might as well resign from negotiations; nothing he says has any power. The IRCG is running the show.
Ghalibaf is NO moderate..he is as evil as they come heck he is the one that the Iranian people wanted dead most of all
The US is seen as weak and unwilling to follow through.
And if we don’t follow through it will be the beginning of the end of the world.
Iran has lost its leadership so they're sitting and watching and waiting.
We lose nothing by waiting. Iran will lose everything.....one million at a time. The numbers game will get them to the table....unless they have to burn it for firewood.
So when does the bombing start already?
Announce a schedule of one bridge and one power plant per day, targets of our choosing.
And drop them each day.
Eventually, they will capitulate, one way or another.
“ I guess he didn’t want to get unalived.”
Yes. And it narrows the targets.
Good. He was execrable.
It is past time to totally destroy the IRGC. The people of Iran will never be free without Jesus and those evil bastards gone.
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