Pay attention…
POTUS didn't say he is canceling the SOTU, just that he will only present it in the House Chamber and in the near future when the shutdown is over.
30 House Dems are moving over to the Rep side and against Pelosi now…he knows something!
If McCarthy can lay grounds with Hoyer that there are enough Dems to bring the Senate Bill to the House floor for vote and Pelosi blocks them, she presents grounds for her removal. Bill passes and Hoyer gets the job he wanted as Speaker.
Pure Sun Tzu…
Hoyer is working with POTUS, McCarthy and other House Dems to overthrow Pelosi.
Hoyer is next Speaker.
Hoyer will better marginalize the AOC wing.