As of September 3, 2026, Polymarket prices “Iran coup attempt by December 31?” at 20% YES with $85K traded. 1 tracked wallet holds a position here; the dominant side is NO.
Prediction markets put the probability at 8%: Iran coup attempt by December 31. Currently, markets see this as unlikely (8% YES). On Tuesday, December 30, 2025, the uprising in Iran entered a critical new phase.
The probability of an Iran coup attempt by December 31 stands at a low 8% YES, even as the Islamic Republic faces its most severe internal challenge in decades. On December 30, 2025, the historic Grand Bazaar of Tehran remained shuttered for a third consecutive day, with merchants aligning with university students in a nationwide strike that has evolved from economic protest into a direct challenge to Supreme Leader Ali Khamenei’s rule. The uprising, triggered by the collapse of the rial and government inaction, has spread across multiple cities, drawing violent crackdowns from security forces and resulting in a dayslong internet blackout that has killed thousands and led to mass detentions over roughly two weeks [NCR-Iran, Dec 31].
The market’s low odds reflect a historical pattern where regime change via military or elite defection has rarely succeeded without foreign coordination, yet the current crisis has drawn unprecedented external attention. U.S. President Donald Trump has threatened military action if the death toll continues to rise, while Khamenei has vowed the regime will “not bow” to pressure [CFR, Mar 02]. Analysts caution that past coup attempts, such as the 1953 overthrow of Mohammad Mosaddeq, required active foreign intelligence backing—Britain approached the U.S. in late 1952 to organize that operation—whereas today’s unrest is largely organic, with no clear military faction publicly signaling a break from the clerical establishment [National Security Archive, Aug 08].
For an Iran coup attempt by December 31 to materialize, the critical variable remains the loyalty of the Islamic Revolutionary Guard Corps (IRGC) and the regular military, which have so far enforced the crackdown without visible fractures. Historical precedent from Turkey’s July 15, 2016 failed putsch shows that even well-coordinated military plots can collapse when mid-level officers hesitate and civilian leadership mobilizes counter-narratives—Fethullah Gülen’s network spent eight months preparing that attempt, yet it failed within hours [ANews, Jul 14]. The structural factor that will determine resolution is whether the bazaar strike’s economic leverage—shutting down Tehran’s commercial heart—can force a split within the security establishment before year’s end, a prospect that current intelligence assessments deem unlikely but not impossible given the regime’s shrinking fiscal capacity [NCR-Iran, Dec 31].
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Unlock PRO — $29/mo6/7 models agree on NO, fair value 15c vs market 24c. BUY NO at 24c — models see 9c of upside.
| Model | Says | Fair Value estimated fair price | Confidence |
|---|---|---|---|
| MATH PIN Model | NO | 98c | — |
| MATH Compound Signal | NO | 66c | — |
| AI Claude Analysis | NO | 87c | 62% |
| AI DeepSeek Quant | NO | 88c | 68% |
| AI Grok Contrarian | YES | 37c | 42% |
| AI Gemini Flash | NO | 85c | 75% |
| AI Kimi Macro | NO | 88c | 72% |
6 of 7 models estimate NO fair value above market (66–98c vs 76c). Gemini Flash leads with 75% confidence.
Models estimate fair value of NO at 85c — market prices it at 76c. 9-point gap supports NO.
The single tracked wallet holds NO at 90c, signaling a high-confidence bet against a coup by year-end, likely based on institutional or insider assessment of stability. This entry at near-certainty levels suggests smart money views YES as extremely unlikely, but the absence of YES entries means no contrarian signal is present, reinforcing bearish sentiment on coup risk.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x7c3d..6b | MM | NO | $1.6K | -11% |
All tracked positions are underwater, with NO holders entering at 90c facing a 66c loss if YES resolves, while YES holders have no profitable entries, indicating no current trader is in profit. The dominant NO side at 90c suggests strong conviction against a coup, but the lack of profitable positions implies price may be near a support/resistance equilibrium, with potential for drift if new information emerges.
Polymarket prices YES at 20c with $85K in total volume. Our model estimates fair value at 15c. 5-point gap suggests market may undervalue NO.
| Platform | YES Price | Volume |
|---|---|---|
| Polymarket | 20c | $85K |
| Our Model | 15c | — |