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My initial take, subject to more actual facts coming from someone other than Tucker, is that his communications with Iran were swept up and "unmasked" as part of American intelligence agencies (not just CIA) surveillance of Iran. Either someone illegally tipped him off to this, or he just assumes it to have happened and knows it will not look good.

"Well, it means that a lot of countries in the developing world that might have been flirting with China don’t want to flirt with them anymore."