CASE 01 · NARRATIVE TO ECONOMIC TO POLITICAL · FIVE DOMAINS

The currency broke before the street did.

Every product covering Iran was reading the same two things: the nuclear file and the strike calculus. What we named was the treasury. A currency that fails puts people on the street before any outside actor moves, and the strike arrives after the instability, not before it.

ISSUED

85 DAYS AHEAD

DOMAINS CROSSED

5

GRADE

HIT AT 58%

SECOND LAYER: PATH 3 AT 12% MATERIALISED AT 147 DAYS

SECURITY3 / 5POLITICAL4 / 5NARRATIVE4 / 5CYBER2 / 5ECONOMIC5 / 5SUPPLY CHAIN3 / 5ENERGY3 / 5CLIMATE1 / 5STABILITY4 / 53.1REGIONAL STRESSINDEXON A SCALE OF 1 TO 5ELEVATEDELEVATEDSEVERE

02 — THE PROPAGATION

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SECURITY3 / 5POLITICAL4 / 5NARRATIVE4 / 5CYBER2 / 5ECONOMIC5 / 5SUPPLY CHAIN3 / 5ENERGY3 / 5CLIMATE1 / 5STABILITY4 / 53.1REGIONAL STRESSINDEXON A SCALE OF 1 TO 5ELEVATEDELEVATEDSEVERE

DOMAIN SCORES AND INDEX SHOWN FOR ILLUSTRATION. NOT LOGGED ENGINE OUTPUT FOR THIS CASE.

HOW TO READ THIS — Nine domains, each scored 1 to 5 on current stress. The faint web is all 36 connections the system measures continuously. The red line is the route this case actually travelled. Click a step in the timeline to move the ring forward in time.

85 DAYS BEFORESIGNAL IN

It started in narrative. Bazaar and Telegram chatter repricing the rial in public — rumour of the open-market rate arriving before the official one, and subsidy talk turning from policy into grievance. Filed everywhere as noise.

HOW TO READ THIS — 18 layers run on every signal, and each pushes the assessment up or down. Click any row to open that layer and see what it measures. The call is what is left once they stop disagreeing.

03 — THE DIVERGENCE

CONSENSUS READ:Iran is a nuclear-file question and a strike-timing question. Watch the enrichment stockpile and the carrier posture.

OMEGANOVA READ:The binding constraint is fiscal. The regime's exposure is to its own population through the exchange rate, and the external strike follows the instability rather than producing it.

LENS FAN · 4 OCTOBER 2025 · STATUS QUO / CONTAINED PRESSURE

THE SAME FACTSALIBERAL / INSTITUTIONALISTCONSENSUS0%BREALIST / STRUCTURALCONSENSUS0%CCONSTRUCTIVISTPARTIAL0%DHONOUR / STATUSSUPPORTING0%EPOLITICAL ECONOMYCARRIED0%FDOCTRINALSUPPORTING0%

LENS WEIGHTS A .06 B .12 C .10 D .12 E .40 F .20 → WEIGHTED 0%

LENS READINGS SHOWN FOR ILLUSTRATION. NOT LOGGED ENGINE OUTPUT FOR THIS CASE.

HOW TO READ THIS — Six schools of analysis, same facts, same day. They do not agree. Click any lens to see its read, its weight and its blind spot.

WHAT THE CONSENSUS LENS COULD NOT SEE

The consensus was pricing an external decision — when a strike comes, and from whom. Two things followed from reading the fiscal constraint instead. The regime would hold, because a security apparatus under pressure tightens rather than fractures. And the strike would come later, because it follows the instability rather than producing it. Both arrived, eighty-five and one hundred and forty-seven days out, from the same run.

04 — THE CALL · ISSUED 4 OCTOBER 2025 · CO-ID-20251004-IR-ESCALATION-SIM · PVI 0.63 · HORIZON 6–12 MONTHS

PATH 1STATUS QUO / CONTAINED PRESSUREMATCHED, FIRST LAYER

Iran continues to operate through proxy groups and regional influence without direct state-to-state war. Economic pressure and sanctions persist, and the regime retains control.

58%
INDICATORS — Limited proxy attacks · Rhetorical escalation without military confrontation · A stable internal security apparatus
FALSIFIER — The regime loses control of the internal security apparatus, or a direct state-to-state exchange begins inside the window.
PATH 2CONTROLLED TRANSITION / ELITE RECONFIGURATION

An internal shift of power or succession within the regime elite. Possible reform signals or limited political change.

30%
INDICATORS — Unusual meetings of the Assembly of Experts · A change of register in Qom · Reduced repression of protest
FALSIFIER — Succession signalling appears without any corresponding reduction in repression.
PATH 3REGIONAL MILITARY ESCALATIONMATCHED, SECOND LAYER

Direct military confrontation between Iran and the United States and Israel after a threshold breach. The conflict spreads regionally through proxy groups and attacks on bases, shipping and energy infrastructure.

12%
INDICATORS — Increased military movements · Proxy activation in Iraq, Lebanon or Syria · Maritime incidents in Hormuz · Cyber and UAV attacks on regional targets
FALSIFIER — The threshold window passes with proxy activity contained and no attack on a defended installation.

PATH PROBABILITIES AND WORDING ARE FROM THE REGISTER. FALSIFIERS SHOWN FOR ILLUSTRATION.

ISSUED 4 OCTOBER 2025 · CO-ID-20251004-IR-ESCALATION-SIM · PVI 0.63 · HORIZON 6–12 MONTHS · GRADED AFTER THE EVENT

QUANTIFIED EXPOSURE

ONE CURRENCY · ONE SUBSIDY BILL · ONE PROTEST SEASON

ACTION DELIVERED — TREAT THE EXCHANGE RATE AS THE EARLY-WARNING INSTRUMENT, NOT THE ENRICHMENT FIGURE

05 — THE GRADE

On 28 December 2025, eighty-five days after the call, nationwide protests erupted across Iran following a severe currency collapse. The regime held. The response was violent suppression, internet shutdowns and mass arrests — the Path 1 structure in full. On 28 February 2026, one hundred and forty-seven days after the same call, the United States and Israel struck Iran. That was Path 3. One run, two paths, two timescales.

RECORDED MISS

The system assigned twelve per cent to Path 3, and Path 3 is what happened in February. The mechanism was named, the early-warning indicators were the right ones, and the sequence held. The probability was too low.

That is recorded as a calibration result rather than a clean second hit. A lower-ranked path materialising is scored the same way here as a leading path failing, and top-path accuracy is published separately from the case hit rate for exactly this reason.

SOURCES — REGISTER ENTRY CO-ID-20251004-IR-ESCALATION-SIM · OUTCOMES VERIFIED AGAINST OPEN REPORTING