Before / after

The world moved. The desk arrived later.

“Before” is T₀. “After” is the first Oracle hit. The story is the lag — ORDER_LAG, LOW_SEVERITY, PARTIAL — not a made-up return.

C1 · Red Sea shipping · third-order supply chain

Before (T₀)

2023-11-19

Event in the world. Not yet in the Oracle event layer as a scored cascade.

After (first hit)

2025-01-27

T₀ missed; Oracle first captured rerouting narrative ~14 months late. Dashboard severity 6 without order tag.

Lag 14 months · ORDER_LAG

C2 · Sanctions / tech decoupling cascade

Before (T₀)

2024-06-12

Event in the world. Not yet in the Oracle event layer as a scored cascade.

After (first hit)

2025-06-04

EU/US tech sanctions T₀ absent in DB; Jun 2025 geopolitical cluster only. RegTech thesis zone, not live feature.

Lag 12 months · ORDER_LAG

C3 · USDRUB / CBR key rate macro cascade

Before (T₀)

2024-07-26

Event in the world. Not yet in the Oracle event layer as a scored cascade.

After (first hit)

2025-06-04

CBR 26 Jul 2024 hike missed; Jun 2025 CBR ops at severity 5 — below dashboard threshold. Ticker live, event layer quiet.

Lag 10 months · LOW_SEVERITY