Major European allies like the UK and France face a "lethal problem" where raising defense spending to meet US-led targets could trigger a bond market revolt. This fiscal constraint, coupled with voter opposition to tax hikes, makes meeting these commitments politically and economically untenable.

America's unpredictable, "law of the jungle" approach doesn't embolden adversaries like Russia or China, who already operate this way. Instead, it forces traditional allies (Canada, Europe, Japan) to hedge their bets, decouple their interests, and reduce reliance on an unreliable United States for upholding international law.

Despite its talent, Europe struggles to scale domestic tech companies, leaving it strategically vulnerable. It's forced to depend on US cloud providers it views with suspicion or Chinese alternatives it also distrusts, with no viable third option.

With the U.S. stepping back from its traditional leadership role, European countries are creating new, direct alliances to ensure their own security. A notable example is the emerging UK-Scandinavia-Baltic-Poland axis, which signals a fundamental shift in the continent's geopolitical architecture away from a singular reliance on Washington.

Trump's confrontational stance with allies isn't just chaos; it's a calculated strategy based on the reality that they have nowhere else to go. The U.S. can troll and pressure nations like Canada and European countries, knowing they won't realistically align with China, ultimately forcing them to increase their own defense commitments.

Russia's provocations are designed to create dilemmas for European nations, forcing them to question whether the US would support a kinetic response. This uncertainty weakens the transatlantic alliance and strengthens Russia's psychological position for future negotiations over Ukraine and European security.

Europe faces a dual threat: an aggressive Russia waging hybrid warfare on its eastern flank, and a Trump-led America that actively prefers a fragmented, weaker Europe. A disunified EU allows the U.S. to cut more favorable bilateral deals, leaving Europe vulnerable from both sides without its traditional transatlantic security guarantee.

The current geopolitical landscape shows that nations with nuclear weapons can act with impunity, while non-nuclear nations are vulnerable. The West's hesitant support for Ukraine reinforces this lesson, creating a rational incentive for smaller countries to pursue their own nuclear deterrents, risking dangerous proliferation.

The backbone of NATO is not just US military might, but European trust in it. A dispute initiated by the US against allies is more existentially dangerous than past internal conflicts or external threats because it directly undermines the core assumption of mutual defense.