What if Sabotage cuts a Nordic-Baltic power interconnector?
Damage to a subsea power link between the Nordics and Baltics tightens regional electricity balances, lifting power prices and the Baltic-Sea security premium.
how we built this number — every step
The class rate is measured from our dated, sourced event library (decade-normalized Poisson — the full table is public at base_rates.json). The variant’s share within its class is the analyst’s editorial call, published so you can audit it. A wider range means thinner precedent. Full recipe: methodology · scored at Reality Check.
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 (gold) over time vs the crowd's (Polymarket, blue), from the past toward the 6–18 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. The gold path is an illustrative reconstruction anchored to today's estimate — real dated events, not a live re-estimate history.
What it would mean
If this plays out, it is a risk-off shock. Damage to a subsea power link between the Nordics and Baltics tightens regional electricity balances, lifting power prices and the Baltic-Sea security premium. The trigger decomposes into signed root‑shocks — European energy ▲ · Geopolitical risk ▲ · Risk appetite ▼ — which propagate through our causal graph to the markets below.
If it happens — the markets it would move
Biggest moves first. Projected moves are cascade-model priors; hist A–B% = what comparable past events actually did (measured abnormal returns), and model prior · unmeasured marks markets with no analogue backing yet. Tap any market for its price history.
| Market | Class | Projected move | |
|---|---|---|---|
| 1 | Volatility (VIX) VIXon Hyperliquid 📈 chart | Vol | ▲ +5.1% hist +0.62–+5.11% · other way -9.61% (n=12) |
| 2 | Nasdaq 100 NDXon Hyperliquid 📈 chart | Index | ▼ -2.0% hist -1.64–-0.3% · other way +0.27% (n=12) |
| 3 | Tech sector XLK 📈 chart | Equity | ▼ -1.4% hist -0.89–-0.45% · other way +0.29% (n=12) |
| 4 | S&P 500 SPXon Hyperliquid 📈 chart | Index | ▼ -1.1% hist -1.09–-0.19% · other way +0.66% (n=12) |
| 5 | Semiconductors SMHon Hyperliquid 📈 chart | Equity | ▼ -0.9% hist -0.9–-0.16% · other way -0.2% (n=12) |
| 6 | MicroStrategy MSTRon Hyperliquid 📈 chart | Equity | ▼ -0.9% hist -1.77–+2.28% · other way +11.86% (n=12) |
| 7 | Solana SOLon Hyperliquid 📈 chart | Crypto | ▼ -0.8% hist -3.9–+6.72% · other way -1.88% (n=11) |
| 8 | Hyperliquid (HYPE) HYPEon Hyperliquid | Crypto | ▼ -0.7% model prior · unmeasured |
| 9 | Ether ETHon Hyperliquid 📈 chart | Crypto | ▼ -0.6% hist -2.86–+0.8% · other way +4.46% (n=11) |
| 10 | Nvidia NVDAon Hyperliquid 📈 chart | Equity | ▼ -0.7% hist -2.82–+0.47% · other way -0.32% (n=12) |
| 11 | Gold XAUon Hyperliquid 📈 chart | Commodity | ▲ +0.5% hist -0.02–+0.42% · other way +0.74% (n=12) |
| 12 | Bitcoin BTCon Hyperliquid 📈 chart | Crypto | ▼ -0.5% hist -2.8–+0.75% · other way +8.87% (n=11) |
| 13 | High-yield credit HYG 📈 chart | Rate | ▼ -0.6% hist -0.85–+0.03% · other way +1.76% (n=12) |
| 14 | AMD AMDon Hyperliquid 📈 chart | Equity | ▼ -0.6% hist -2.82–+0.45% · other way -2.12% (n=12) |
Probable recommendation
Historical precedent — what analogous events actually did
Across 40 analogous events (overlap‑weighted), as abnormal returns — market beta stripped, so it's the event's own effect, not the market backdrop. Shown at 20 days (persistent) and 5 days (immediate); ↺ fades = the two horizons disagree. Confidence = consistency × sample × significance.
| Asset | History says | Abnormal (20d · 5d) | Hit | n | Confidence | vs cascade |
|---|---|---|---|---|---|---|
| MRVL MRVL | SHORT | -2.4% · 5d -3.0% | 73% | 31 | 0.34 | ✓ matches cascade |
| NDX NDX | SHORT | -0.7% · 5d -0.8% | 72% | 38 | 0.33 | ✓ matches cascade |
| COIN COIN | LONG | +9.0% · 5d +2.2% | 69% | 15 | 0.31 | ⚠ differs |
| AMD AMD | SHORT | -2.2% · 5d -1.3% | 69% | 39 | 0.29 | ✓ matches cascade |
| NVDA NVDA | SHORT | -2.2% · 5d -4.6% | 66% | 32 | 0.26 | ✓ matches cascade |
| JPM JPM | LONG | +2.3% · 5d +0.0% | 64% | 39 | 0.24 | ⚠ differs |
| Volatility VIX | LONG | +2.5% · 5d +2.5% | 64% | 35 | 0.23 | ✓ matches cascade |
| TSM TSM | SHORT | -2.1% · 5d -3.2% | 64% | 33 | 0.22 | ✓ matches cascade |
| QCOM QCOM | SHORT | -2.1% · 5d -1.7% | 63% | 33 | 0.21 | ✓ matches cascade |
| MU MU | SHORT | -3.0% · 5d -4.1% | 62% | 38 | 0.19 | ✓ matches cascade |
| SOL SOL | LONG | +7.1% · 5d -4.1% ↺ fades | 62% | 16 | 0.17 | ⚠ differs |
| LMT LMT | LONG | +2.8% · 5d +0.1% | 60% | 40 | 0.17 | ✓ matches cascade |
| INTC INTC | SHORT | -2.8% · 5d -1.7% | 60% | 39 | 0.17 | ✓ matches cascade |
| Bitcoin BTC | SHORT | -2.4% · 5d -4.5% | 60% | 24 | 0.16 | ✓ matches cascade |