What if Geopolitical shock briefly bids BTC as a digital safe haven?
An acute geopolitical flare-up sees capital flee to portable, censorship-resistant assets, producing a short-lived BTC haven bid amid broad risk-off.
The butterfly cascade
How this trigger trickles across markets, left → right — the root shock, its first‑order moves, then the ripple effects. Drag any node; tap a market for its real price history.
Resolution timeline — how this probability is moving
Our model's odds (electric blue) over time vs the market's (Polymarket, amber), from the past toward the 0–6 months horizon. Each dot is a real macro event that nudged the probability — green pushed it up, red pushed it down. Tap a dot for the source. Loading the probability audit trail…
What it would mean
If this plays out, it is a risk-off shock. An acute geopolitical flare-up sees capital flee to portable, censorship-resistant assets, producing a short-lived BTC haven bid amid broad risk-off. The trigger decomposes into signed root‑shocks — Bitcoin ▲ · Crypto confidence ▲ · Geopolitical risk ▲ · Risk appetite ▼ — which propagate through our causal graph to the markets below.