What if Space-based solar beams power?
Orbital solar arrays beam continuous power to ground stations, a clean-energy and space-economy convergence that reshapes the utility model.
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 3–10 years 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 mixed shock. Orbital solar arrays beam continuous power to ground stations, a clean-energy and space-economy convergence that reshapes the utility model. The trigger decomposes into signed root‑shocks — Clean-energy abundance ▲ · Inflation expectations ▼ · Space economy ▲ — 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 | Energy sector XLEon Hyperliquid 📈 chart | Equity | ▼ -1.3% hist -1.04–-0.29% · other way -2.4% (n=10) |
| 2 | Brent crude BRENTon Hyperliquid 📈 chart | Commodity | ▼ -1.1% hist -1.24–-0.17% · other way -3.95% (n=10) |
| 3 | ExxonMobil XOM 📈 chart | Equity | ▼ -1.0% hist -0.67–-0.18% · other way -1.71% (n=12) |
| 4 | WTI crude CLon Hyperliquid 📈 chart | Commodity | ▼ -1.0% hist -0.92–+0.14% · other way -5.45% (n=10) |
| 5 | Nasdaq 100 NDXon Hyperliquid 📈 chart | Index | ▲ +0.5% hist +0.09–+0.43% · other way +0.61% (n=10) |
| 6 | United Airlines UAL 📈 chart | Equity | ▲ +0.6% hist -0.43–+0.44% · other way +5.62% (n=10) |
| 7 | Chevron CVX 📈 chart | Equity | ▼ -0.5% hist -1.67–+0.53% · other way -1.04% (n=12) |
| 8 | Delta DAL 📈 chart | Equity | ▲ +0.5% hist -0.56–+1.72% · other way +1.15% (n=10) |
| 9 | Solana SOLon Hyperliquid 📈 chart | Crypto | ▲ +0.3% hist -1.9–+1.34% · other way +0.19% (n=7) |
| 10 | Tech sector XLK 📈 chart | Equity | ▲ +0.3% hist +0.02–+0.42% · other way +0.75% (n=10) |
| 11 | Lockheed LMT 📈 chart | Equity | ▲ +0.3% hist -2.58–+1.11% · other way -3.25% (n=12) |
| 12 | MicroStrategy MSTRon Hyperliquid 📈 chart | Equity | ▲ +0.3% hist -5.2–+15.24% · other way +8.2% (n=10) |
| 13 | Hyperliquid (HYPE) HYPEon Hyperliquid | Crypto | ▲ +0.3% model prior · unmeasured |
| 14 | Northrop NOC 📈 chart | Equity | ▲ +0.3% hist +0.06–+0.26% · other way -0.13% (n=10) |
Probable recommendation
Historical precedent — what analogous events actually did
Across 20 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 |
|---|---|---|---|---|---|---|
| RTX RTX | SHORT | -3.8% · 5d -2.8% | 75% | 20 | 0.48 | ⚠ differs |
| ETH ETH | LONG | +4.8% · 5d -1.8% ↺ fades | 73% | 15 | 0.36 | ✓ matches cascade |
| UAL UAL | SHORT | -0.7% · 5d -2.5% | 65% | 18 | 0.26 | ⚠ differs |
| Bitcoin BTC | LONG | +8.1% · 5d -2.5% ↺ fades | 66% | 17 | 0.26 | ✓ matches cascade |
| MSTR MSTR | LONG | +13.9% · 5d -2.5% ↺ fades | 62% | 19 | 0.23 | ✓ matches cascade |
| NDX NDX | LONG | +0.2% · 5d -0.6% ↺ fades | 64% | 20 | 0.19 | ✓ matches cascade |
| US dollar DXY | SHORT | -0.2% · 5d -0.4% | 61% | 20 | 0.18 | · |
| XLE XLE | SHORT | -0.3% · 5d -0.6% | 60% | 19 | 0.17 | ✓ matches cascade |
| Gold XAU | LONG | +0.9% · 5d -0.2% ↺ fades | 60% | 19 | 0.17 | ✓ matches cascade |
| SOL SOL | SHORT | -2.1% · 5d -6.5% | 61% | 15 | 0.14 | ⚠ differs |
| LMT LMT | SHORT | -2.5% · 5d -1.9% | 59% | 20 | 0.13 | ⚠ differs |
| Volatility VIX | SHORT | -1.4% · 5d -4.7% | 59% | 20 | 0.13 | ✓ matches cascade |
| High-yield credit HYG | LONG | +0.8% · 5d -0.3% ↺ fades | 53% | 18 | 0.05 | · |
| XOM XOM | LONG | +0.2% · 5d -0.6% ↺ fades | 52% | 20 | 0.04 | ⚠ differs |