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FUT_014predictionGeopoliticsUS-political-revolution-1-risk

'US political revolution' ranked #1 tier global risk 2026+ per Eurasia Group — internal partisan bifurcation within United States has moved well beyond traditional electoral friction into systemic institutional paralysis; federal government increasingl...

Predictor: Ian Bremmer

Prior probability
62.0%
Current probability
54.6%
evolves via intake + LBP
Conviction
5/5
Signal quality
A
Resolution
in_progress
Window
2026-01-01 – 2028-11-30
Edges in / out
1 / 0
Tickers exposed
0

Prediction text

'US political revolution' ranked #1 tier global risk 2026+ per Eurasia Group — internal partisan bifurcation within United States has moved well beyond traditional electoral friction into systemic institutional paralysis; federal government increasingly unable to execute long-term strategic initiatives hampered by deep societal divisions + fundamental erosion of trust in judicial/electoral/legislative apparatuses. | Next major institutional-legitimacy inflection

Key catalyst: Next major institutional-legitimacy inflection

Watch events: Eurasia Top Risks annual updates; major institutional-crisis events

Resolution evidence

Status: in_progress

Eurasia Group Top Risks 2026 published formalizing thesis; 2024-2026 Congressional dysfunction + judicial crises + institutional erosion empirically supporting.

Predictor: Ian Bremmer

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from Ian Bremmer is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).

Reference class: political_crisis_2y

Linked

Stated political crisis (revolution/coup/major-instability) materializes in target country within 2y

Base rate
3/20 historical
Inside weight
1.000
TRF=0.87
Outside weight
0.000
no pull
inside 54.6% → blend 54.6% 0.0pp)

Tetlock-style outside view: at TRF=1 (just predicted), outside view dominates (w_in=0.3). At TRF=0 (deadline), inside view dominates (w_in=1.0). The blend regularizes overconfident inside views toward the historical base rate.

Probability over time

4 prob_history rows
0%25%50%75%100%prior 62%2026-04-302026-05-032026-05-21
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 54.6%

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 3 fired ✓ · 5 pending
  1. 2026-01-05hitEurasia Group designates 'US political revolution' as #1 Top Risk 2026
    How: Eurasia Group publishes annual Top Risks report ranking US political revolution / institutional erosion as #1 global risk
    Source: https://www.eurasiagroup.net/issues/top-risks-2026 — Top Risk #1: US political revolution, January 5 2026conf 99%
    Notes: HIT — exact event the prediction anchors to. Bremmer + Kupchan co-authored. US is 'principal source of global risk in 2026.'
  2. 2026-01-05hitBremmer states US 'ending its own global order'
    How: Ian Bremmer publicly attributes erosion of global order to internal US institutional collapse
    Source: https://www.axios.com/2026/01/05/ian-bremmer-us-ending-own-global-orderconf 99%
  3. 2026-04-29hitTrump administration takes ≥3 actions targeting independent institutions
    How: ≥3 documented actions by White House to remove or weaponize independent agencies (FBI, judiciary, DOJ, FTC) against political opponents
    Source: Eurasia Group #1 risk write-up: 'capture machinery of government, weaponize against enemies'conf 95%
    Notes: HIT — pattern documented across multiple agencies through April 2026.
  4. 2026-07-19pendingQ1 window check-in (25%)
  5. 2027-02-03pendingQ2 window check-in (50%)
  6. 2026-09-01 → 2027-09-30pendingFederal government experiences extended shutdown / funding paralysis
    How: Federal government shutdown lasting ≥21 consecutive days during 2026-2027 fiscal cycle
    Source: Congressional Budget Office tracking, news coverageconf 55%
  7. 2027-08-21pendingQ3 window check-in (75%)
  8. 2026-06-01 → 2028-11-30pendingInternational ratings agency or peer-democracy formally downgrades US institutional integrity
    How: EIU Democracy Index, Freedom House, V-Dem, or major rating agency downgrades US on institutional/judicial independence
    Source: EIU, Freedom House, V-Dem annual reportsconf 65%
    Notes: Cascade — measurable institutional-legitimacy inflection consistent with Bremmer thesis.

No downstream cascades — this prediction is a leaf in the dependency graph.

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 55%)

Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"

Evidence chain

Every probability update with full Bayesian provenance — chronological, latest first
intake_event_update2026-05-21T23:15:16Z54.6%+0.0pp
intake:7afeeb9a-f217-4dd2-b910-24ff14bdfc39 bayesian_v2 inside=0.546 blend=0.546 LLR=0.000 κ=0.50 no_blend
Raw metadata
{
  "trf": 0.8675103990988756,
  "kappa": 0.5,
  "base_rate": null,
  "predictor": "Ian Bremmer",
  "total_llr": 0,
  "bayesian_v2": true,
  "prior_logit": 0.1856546369089641,
  "bayes_factor": "1:1 (no signal)",
  "blend_reason": "no reference_class linked",
  "inside_prior": 0.5462808030081694,
  "kappa_source": "predictor_table",
  "blend_applied": false,
  "contributions": [
    {
      "llr": 0,
      "kappa": 0.5,
      "label": "Iran war + real wage compression + cabinet polarization keep political-revolution risk elevated.",
      "adjusted_llr": 0
    }
  ],
  "evidence_kind": "intake_event_update",
  "inside_source": "history_v2",
  "inside_weight": 1,
  "outside_weight": 0,
  "posterior_prob": 0.5462808030081694,
  "evidence_origin": "daily_intake",
  "llm_suggestions": [
    {
      "polarity": "mentions",
      "status_change": "in_progress",
      "evidence_strength": "weak",
      "delta_prob_suggestion": 0.02
    }
  ],
  "posterior_logit": 0.1856546369089641,
  "predictor_brier": null,
  "evidence_doc_ids": [],
  "inside_posterior": 0.5462808030081694,
  "blended_posterior": 0.5462808030081694,
  "reference_class_id": null,
  "total_adjusted_llr": 0,
  "predictor_n_resolved": 0
}
LBP2026-05-03T02:00:01Z54.6%-1.1pp
Network propagation: 55.8% → 54.6%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z55.8%-2.2pp
Network propagation: 57.9% → 55.8%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z57.9%-4.1pp
Network propagation: 62.0% → 57.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

Top incoming (parents)

Edges that influence THIS node's belief

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
killerTK01
AGI Capability Plateau (2026-27 Training Stall)
15.0%0.0500.620-0.012

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Prerequisites (1)

Predictions that must hit first
TypePredTitleDomainLag
killerTK01AGI Capability Plateau (2026-27 Training Stall)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Expected milestones (1)

From Sheet 17 Monitoring Triggers
Expected byDescriptionStatus
2028-12-31[Geopolitics 2028-12] [FUT_014] Eurasia Top Risks annual updates; major institutional-crisis events [234_035] Massive social unrest will come before the next US presidential election [INF_002] DoD/IC formal AGI-era DC security rulepending

Validations (1)

Resolution events
Observed atStatusByNotes
2026-04-29partialthesis_timeline_v1.0_importEurasia Group Top Risks 2026 published formalizing thesis; 2024-2026 Congressional dysfunction + judicial crises + institutional erosion empirically supporting.

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.617polymarketWill the Iranian regime fall before 2027?13%mentionspending2025-11-03
0.613polymarket2026 Balance of Power: D Senate, D House47%mentionspending2025-07-11
0.612polymarket2026 Balance of Power: R Senate, R House17%mentionspending2025-07-11
0.608polymarket2026 Balance of Power: D Senate, R House2%mentionspending2025-07-11
0.599polymarketWill the Iranian regime fall by June 30?2%mentionspending2025-12-17
0.595polymarketWill the Iranian regime fall by May 31?0%mentionspending2026-03-24
0.594polymarketWill the Iranian regime fall by April 30?0%mentionspending2026-03-05
0.591polymarketWill United Russia (ER) gain the most seats in the next Russian parliamentary election?54%mentionspending2026-01-07
0.585manifoldBrazil 2026 Election: Will Brazil’s third way fail the 10% test?66%mentionspending2026-05-27
0.584polymarketWill the Democratic Party control the Senate after the 2026 Midterm elections?47%mentionspending2025-07-11

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "#1 global risk",
  "mode": "FORECAST",
  "role": "Cited-Other",
  "context": "First Bremmer entry. Specific #1-risk framing from Eurasia Group 2026 top risks. Couples with Zeihan FUT_007 demographic depression, AUT_005 Horowitz defense convergence, AUT_011 Holz compute licensing dystopias.",
  "to_year": 2028,
  "conv_cues": "institutional top-risk framing; specific ranking",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "2026-2028",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Eurasia Group designates 'US political revolution' as #1 Top Risk 2026",
      "notes": "HIT — exact event the prediction anchors to. Bremmer + Kupchan co-authored. US is 'principal source of global risk in 2026.'",
      "source": "https://www.eurasiagroup.net/issues/top-risks-2026 — Top Risk #1: US political revolution, January 5 2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.eurasiagroup.net/issues/top-risks-2026",
      "expected_date": "2026-01-05",
      "observed_date": "2026-01-05",
      "research_origin": "deep_research",
      "measurement_criterion": "Eurasia Group publishes annual Top Risks report ranking US political revolution / institutional erosion as #1 global risk"
    },
    {
      "kind": "llm_pre_event",
      "label": "Bremmer states US 'ending its own global order'",
      "source": "https://www.axios.com/2026/01/05/ian-bremmer-us-ending-own-global-order",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://www.axios.com/2026/01/05/ian-bremmer-us-ending-own-global-order",
      "expected_date": "2026-01-05",
      "observed_date": "2026-01-05",
      "research_origin": "deep_research",
      "measurement_criterion": "Ian Bremmer publicly attributes erosion of global order to internal US institutional collapse"
    },
    {
      "kind": "llm_pre_event",
      "label": "Trump administration takes ≥3 actions targeting independent institutions",
      "notes": "HIT — pattern documented across multiple agencies through April 2026.",
      "source": "Eurasia Group #1 risk write-up: 'capture machinery of government, weaponize against enemies'",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://www.eurasiagroup.net/live-post/risk-1-us-political-revolution",
      "expected_date": "2026-07-02",
      "observed_date": "2026-04-29",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-12-31",
        "from": "2026-01-01"
      },
      "measurement_criterion": "≥3 documented actions by White House to remove or weaponize independent agencies (FBI, judiciary, DOJ, FTC) against political opponents"
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q1 window check-in (25%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -5,
      "source_id": null,
      "expected_date": "2026-07-19",
      "observed_date": null
    },
    {
      "kind": "quartile_checkpoint",
      "label": "Q2 window check-in (50%)",
      "status": "pending",
      "weight": 0.05,
      "ordinal": -4,
      "source_id": null,
      "expected_date": "2027-02-03",
      "observed_date": null
    },
    {
      "kind": "llm_pre_event",
      "label": "Federal government experiences extended shutdown / funding paralysis",
      "source": "Congressional Budget Office tracking, news coverage",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2027-03-17",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-09-30",
        "from": "2026-09-01"
      },
      "measurement_criterion": "Federal go
... (truncated)