Historical geopolitical transmission into cybersecurity demand. No current market claim is adopted.

Why now

Review archival scope only. Preserve the existing closure date, reason, history and calls; do not reconstruct unreviewed historical thesis details.

In scope

Identity, topic and existing closed disposition

Out of scope

Fresh thesis validation · Reopening or regrading historical calls

Expected horizon

Historical window; exact original timing remains in the archive and is not re-established by this review.

What supports it

No fresh supporting-evidence verdict; original source history is preserved.

What would break it

No live claim to invalidate; a new case requires fresh evidence and its own failure tests.

Next review On condition · No standing review. A user-requested historical audit or a new evidence-backed successor is required.

Closed 2026-04 · Killed without successor. The cyber-as-geopolitics thesis didn't sustain through Q1 — defense / cyber names rolled over and the thesis's predictive value collapsed. Historical refreshes preserved in research/perspectives/_archive/.