Geopolitics
Resolves: Jan 2027 2 months left Volume: $2.0M

Iran agrees to end enrichment of uranium by December 31?

NO
92c
YES
8c

As of October 18, 2026, Polymarket prices “ Iran agrees to end enrichment of uranium by December 31?” at 8% YES with $2.0M traded. 4 tracked wallets hold a position here; the dominant side is NO.

Prediction markets give a 8% probability to: iran agrees to end enrichment of uranium by december 31?.

Down from 22% to 8% since 2026-07-21 (-14pp)

Traded on Polymarket — $2.0M Volume

Trade this market on Polymarket →
On this market: 6/7 models independently agree NO — rare convergence. Full verdict track record on the accuracy page.
PRO Analysis

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MODERATE AI VERDICT
BUY NO 92c

6/7 models agree on NO, fair value 11c vs market 8c. Weak edge — consider waiting for stronger signal.

+3% TARGET YIELD
55c
95c
100c
92c
89c
Stop Loss Current Target Fair Value

6 of 7 Models Agree: NO

ModelSaysFair Value estimated fair priceConfidence
MATH PIN ModelNO96c—
MATH Compound SignalNO74c—
AI DeepSeek QuantNO91c
78%
AI Grok ContrarianNO88c
55%
AI Gemini FlashNO88c
75%
AI Kimi MacroNO95c
82%
AI Claude Analysis???—
0%

6 of 7 models estimate NO fair value below market (74–96c vs 92c). Kimi Macro leads with 82% confidence.

Models estimate fair value of NO at 89c — market prices it at 92c. 3-point gap supports YES.

Why One Model Is Uncertain: Claude Analysis at Nonec — not available tonight (Claude CLI session limit or nightly cap)

1 of 4 Wallets Is a Geopolitics Specialist

All four tracked wallets are positioned NO with entries spanning 47c-86c, signaling that informed money treated the enrichment halt as highly unlikely throughout the contract's life. The wide entry range shows accumulation on the NO side even at relatively cheap 47c levels, indicating early and persistent conviction rather than late momentum chasing. With zero YES entries from tracked wallets, there is no smart-money signal supporting the agreement scenario, reinforcing the bearish YES direction.

WalletCategorySideAmountP&L
0x22db..0fSmartNO$1.5K+95%
0x162f..8dMMNO$11.3K+30%
0x2e0b..70MMNO$10.2K+7%
0x0845..6fRetailNO$2.1K+66%
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All NO Positions Are in Profit

Every tracked NO position is in profit while all YES holders sit underwater, confirming a one-sided market where the 8c YES price reflects near-zero conviction. NO entries at 47c-86c have captured the full drift down to 8c, and the absence of any profitable YES exposure means there is no bid support to slow further downside. With NO holders deep in the money, profit-taking risk is the main counterweight, but the price structure implies continued pressure toward single digits.

YES positions
0% in profit
NO positions
100% in profit

Polymarket: 8c YES — $2.0M Volume

Polymarket prices YES at 8c with $2.0M in total volume. Our model estimates fair value at 11c. 3-point gap is within normal range — no significant mispricing.

PlatformYES PriceVolume
Polymarket8c$2.0M
Our Model11c—

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Frequently Asked Questions

What are the current odds for Iran agrees to end enrichment of uranium by December 31?

As of October 2026, Polymarket prices this at 8% YES with $2.0M in total volume.

Where can I bet on Iran agrees to end enrichment of uranium by December 31?

This market is available on Polymarket (crypto-native, global access via USDC). OddsShift tracks prices and smart money positioning in real time.

What does smart money say about Iran agrees to end enrichment of uranium by December 31?

OddsShift tracks 4 smart money wallets on this market. Dominant position: NO. Smart money wallets are selected based on historical profitability across Polymarket.

What do AI models predict for Iran agrees to end enrichment of uranium by December 31?

OddsShift runs mathematical + AI models on every alpha market. Current fair value estimate: 11c YES. 6 models agree on direction.