The first situation that you call unlikely is empirically happening. See Daenery's comment here. The second situation you call unlikely also seems to be happening given that multiple users have reported the block downvoting to be occurring in a very similar fashion, and the political motivation in many of the cases looks identical.
I invite you to re-read Viliam_Bur's question, which I quoted, and let me know if you still think your response is apposite.
If so, let me know, and I'll consider it more carefully.
If not, I further invite you to consider the process whereby it seemed apposite at first, and what that process suggests about the context of this discussion.
I'm just tired of the signal pollution, and would like to be able to use karma to honestly appraise the worth of my articles and posts, without seeing 80% of my downvotes come in chunks that correspond precisely to how many posts I've made since the last massive downvote spree.
EDIT to add data points:
Spurious downvoting stopped soon after I named a particular individual (not ALL downvoting stopped, but the downvotes I got all seemed on-the-level.)
One block of potentially spurious downvoting occurred approximately one week ago, but then karma patterns returned to expected levels. I consider this block dubious, because it reasonably matches what I'd expect to see if someone noticed several of my posts together and disagreed with all of them, and did not match the usual pattern of starting with the earliest or latest post that I had made and downvoting everything (it downvoted all posts in a few threads, but not in other threads), so I'm just adding for completeness.
Spurious, indiscriminate downvoting started up again approximately half an hour ago on Sunday (12/1/2013), around noon MDT.
Edit: And now on Tuesday, 12/3/2013, at 10 AM, I'm watching my karma go down again... about 30 points so far.
Edit: And now on Saturday, 12/14/2013, at 2 PM, I'm watching my karma go down again... about 15 points so far, at a rate of about 1-2 points per second.