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Not a bad take. My only disagreement would be his suggestion NATO/US/EU will walk into Lyiv to secure it but I don't see that happening. At least not yet. Phone calls and documents have already been exchanged and if one NATO slob walks into Ukraine nukes get launched and President Creepy Uncle Joe knows it. At least his advisors know it.

I suspect the embassies are being moved for a future negotiation step so Putin will tolerate NATO in that part of Ukraine.