neuralnations · CAMS · PR-GAP-2

Does CAMS See a Coup Coming?

CAMS structural stress as a leading indicator of societal rupture — 44 societies, 1900–2025, 126 rupture events

Study · Kari Freyr McKern · July 2026 · 4,541 society-years, blinded five-scorer ensemble runs, cross-referenced against the Cline Center Coup d'État Project, V-Dem ERT, the Reinhart/Rogoff crisis database, and the historical record · Companions: Study 1 · Study 2

Take 44 countries, 125 years, and every coup, revolution, economic crisis, and regime collapse in between. Now ask: in the one to three years before each of those events, did our structural stress measurement look any different from an ordinary calm year? The answer is yes — consistently, and by a wide enough margin that it beats a coin flip about two times out of three.

This is the largest test CAMS has been put through. The first two studies looked at a single country (the United States) across two different mechanisms — how it absorbs fiscal pressure, and how structural stress erodes public trust. This one asks a blunter question across the whole world: does the same structural stress signal show up before any kind of societal rupture — coups, revolutions, civil wars, economic collapses, regime transitions — regardless of country or era?

The rupture calendar came from established academic sources, not from CAMS itself, so the test can't cheat: 126 events, drawn from the Cline Center's global coup database, the V-Dem project's regime-transition data, the Reinhart-Rogoff financial crisis database, and the historical record for wars, occupations, and revolutions. For each of the 4,541 society-year data points, we asked whether the structural readings one to three years before a coded rupture differ from readings in ordinary calm years.

They do, and by a lot. Every core structural variable — overall stress, the stress-to-capacity ratio, institutional coordination strength, institutional memory — is statistically different in the run-up to a rupture, at a significance level that would satisfy most quantitative social science. A model combining the five strongest variables correctly distinguishes a pre-rupture year from a calm year about 65% of the time, using nothing but structural coordination metrics: no polling data, no economic indicators, no demographic covariates, none of the usual ingredients of a political forecasting model.

The mechanism matches what the first two US studies already suggested. The signal doesn't come from fast-moving noise — day-to-day political drama, protest cycles, news-cycle chaos. It comes from slow institutional decay: coordination strength between institutions weakening, the system's capacity to retain and apply institutional memory and legal precedent eroding, governing capacity declining. A variable built to capture fast operational churn performs no better than random guessing. The variable that tracks whether institutions can still learn from their own history is one of the strongest predictors in the whole panel.

And there's a live reading attached to this. As of 2025, three societies — South Africa, Venezuela, and the United States — are at or above the highest stress level any of them has recorded in their own 125-year history. All three show the same institutional-memory erosion that the model flags as the leading warning sign. For the US specifically, the 2025 stress reading is now higher than the peak of the Great Depression in 1932 — the previous high point in over a century of data. The US and Germany also show the two steepest stress increases of any society over the past decade, which is notable precisely because neither is a fragile state on a classic crisis trajectory — both are large, mature democracies experiencing a newer, less familiar pattern of institutional erosion happening in the open, not during a war or an economic emergency.

Headline

Combined model AUC = 0.652 across 44 societies and 126 rupture events — the first large-scale cross-national validation of CAMS as an early-warning signal, beyond single-country case studies. Bond Strength (coordination collapse) and Mean Stress are the dominant predictors; the fast-node Reactivity Ratio is near chance (AUC 0.515) — confirming the signal lives in slow structural decay, not day-to-day political noise.

1. Panel and rupture chronology

44
Societies
4,541
Society-years, 1900–2025
126
Rupture events coded
7.5%
Base rupture-incoming rate

CAMS scores come from blinded five-scorer ensemble runs. Each society-year carries 8 nodes (Helm, Shield, Lore, Stewards, Archive, Craft, Hands, Flow) × 4 dimensions (Coherence, Capacity, Stress, Abstraction), from which Node Value, Bond Strength, Stress/Capacity Ratio, Reactivity Ratio, and Cognitive Gap are derived. Ruptures — coups, regime transitions, financial crises, civil wars, occupations, revolutions — were coded independently from the Cline Center Coup d'État Project v2.2.2, V-Dem's Episodes of Regime Transformation v15, the Reinhart/Rogoff crisis database, and the historical record, across 40 of the 44 societies (4 had no major rupture in the study window).

2. Pre-rupture years look different from calm years

VariablePre-Rupture MeanCalm MeanDifferenceSignificance
Mean Stress6.275.36+0.92p<0.001
Stress/Capacity Ratio1.391.06+0.33p<0.001
Mean Node Value7.169.45−2.29p<0.001
Mean Bond Strength0.2370.297−0.060p<0.001
Archive Node Value8.1510.44−2.29p<0.001
Helm Node Value7.069.69−2.64p<0.001

3. Predictive power

VariableAUCDirectionReads as
Mean Stress0.648Higher → ruptureBest single variable
Bond Strength0.641Lower → ruptureCoupling collapse
Stress/Capacity Ratio0.637Higher → ruptureStress-capacity gap
Archive Stress0.628Higher → ruptureMemory/legal strain
Helm Node Value0.628Lower → ruptureGovernance capacity
Archive Node Value0.604Lower → ruptureFixation capacity
Reactivity Ratio0.515Near-chance: not a rupture signal
Combined model. Logistic regression on Mean Stress, Bond Strength, Archive Node Value, Archive Stress, and the Stress/Capacity Ratio reaches AUC = 0.652. The dominant terms are Bond Strength (β = −0.54: lower coordination → more rupture risk) and Mean Stress (β = +0.38: higher stress → more rupture risk) — well above chance (0.50), and in the range of political-science early-warning models that use much richer covariate sets.

An AUC of 0.65 means: hand the model a randomly chosen pre-rupture year and a randomly chosen calm year, and it correctly picks out which is which about 65% of the time — using only structural coordination metrics, nothing about polling, GDP, or demographics.

4. The mechanism holds across all three studies

Archive Node Value — institutional memory, legal precedent, the system's capacity to learn and retain coordination knowledge across administrations — is the single strongest CAMS predictor of both legitimacy collapse (Study 2) and rupture incidence (this study). South Africa's Archive Node collapsed from +7.5 in 2020 to −2.5 in 2025, a 10-point drop in five years — the most severe Archive degradation in the panel outside active state-collapse events like Afghanistan 2001 or Iraq 2003. The USA's Archive Node Value fell from 9.5 to 6.5 over the same window, continuing the erosion flagged in Study 2.

The Reactivity Ratio — a fast-node measure of operational churn — sits at 0.515, statistically indistinguishable from chance. Rupture risk is not written in short-term political noise; it's written in the slow decay of coordination and memory.

Current alarm.

Three societies are at or above their own all-time CAMS stress readings within the 1900–2025 panel: South Africa (105%), Venezuela (104%), and the USA (104%). For South Africa and Venezuela this matches or exceeds their historical late-apartheid and petroleum-crisis stress peaks. The USA's 2025 reading (7.33) exceeds its 1932 Great Depression reading (7.075) — the highest stress level in 125 years of US CAMS data. All three show measurable Archive degradation, and the model assigns each of them elevated rupture probability within a 3-year window.

5. Interpretation and limits

An AUC of ~0.65 across 126 diverse rupture types spanning 125 years and 44 societies is a meaningful result, not a definitive one. The rupture set mixes concentrated, rapid events (coups) with long-building ones (civil wars) and often externally-triggered ones (economic crises tied to global conditions) — CAMS is not expected to perform equally well across all of them. It should read endogenous structural ruptures (coups, regime collapse) more clearly than exogenous shocks (foreign occupation). The base rupture-incoming rate is 7.5% of society-years (334 of 4,451), which the AUC score already accounts for.

6. Verdict

PR-GAP-2 confirms that CAMS structural stress variables carry meaningful cross-national, multi-century predictive signal for societal rupture. A combined-model AUC of 0.652 across 44 societies and 126 events is the first large-scale empirical validation of CAMS as an early-warning system beyond single-country case studies. The mechanism is consistent with Studies 1 and 2: the rupture signal lives in slow-node structural degradation — declining coordination strength, falling institutional memory and governance capacity, rising institutional-memory stress — not in fast-node operational chaos. South Africa, Venezuela, and the USA are currently at or above their own all-time stress readings, all three showing Archive degradation, all three assigned elevated rupture probability within a 3-year window.

7. Files & downloads

Open science — the full interactive report (six Chart.js charts), the rupture chronology, and the underlying panels are all available below.

Full interactive report (HTML) Society-year panel CSV (4,541 × 19) Rupture chronology CSV (126 events) Event-study frame CSV (4,451 rows)
Companion: Study 1 — Interest Burden Companion: Study 2 — Legitimacy