Geopolitics
Resolves: Jan 2027 2 months left Volume: $105K

Iran coup attempt by December 31, 2026?

NO
89c
YES
11c

As of September 3, 2026, Polymarket prices “Iran coup attempt by December 31, 2026?” at 11% YES with $105K 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.

Down from 15% to 11% since 2026-07-21 (-4pp)

What’s Happening

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].

Traded on Polymarket — $105K Volume

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On this market: 5/7 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 89c

Majority of models lean NO, but not unanimous. Weak edge — consider waiting for stronger signal.

+7% TARGET YIELD
53c
95c
100c
89c
87c
Stop Loss Current Target Fair Value

5 of 7 Models Lean NO

ModelSaysFair Value estimated fair priceConfidence
MATH PIN ModelNO98c—
MATH Compound SignalNO72c—
AI DeepSeek QuantNO91c
72%
AI Grok ContrarianYES28c
42%
AI Gemini FlashNO88c
85%
AI Kimi MacroNO88c
72%
AI Claude Analysis???—
0%

5 of 7 models estimate NO fair value below market (72–98c vs 89c). Gemini Flash leads with 85% confidence.

Models estimate fair value of NO at 87c — market prices it at 89c. 2-point gap supports YES.

Why One Model Disagrees: Grok Contrarian dissents at 28c — Market at 11% YES underprices tail risk from escalating bazaar/student strikes and rial collapse directly challenging Khamenei, which mat...

1 Active Wallets on This Market

Only one tracked wallet is active, and it entered NO at 90c, signaling a bet against a coup attempt materializing by the deadline. That single NO entry aligns with the dominant NO side but offers little smart-money confirmation given the shallow sample and the position's current unrealized loss.

WalletCategorySideAmountP&L
0x7c3d..6bMMNO$1.8K-1%
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No Positions Are Currently in Profit

With YES at 11c and NO entries at 90c, both sides sit underwater at current marks, leaving no profitable cohort to anchor price. The absence of in-profit positions suggests thin conviction and limited support for either direction, with the market likely drifting on low volume rather than fresh capital.

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

Polymarket: 11c YES — $105K Volume

Polymarket prices YES at 11c with $105K in total volume. Our model estimates fair value at 13c. 2-point gap is within normal range — no significant mispricing.

PlatformYES PriceVolume
Polymarket11c$105K
Our Model13c—

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Frequently Asked Questions

What are the current odds for Iran coup attempt by December 31, 2026?

As of October 2026, Polymarket prices this at 11% YES with $105K in total volume.

Where can I bet on Iran coup attempt by December 31, 2026?

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 coup attempt by December 31, 2026?

OddsShift tracks 1 smart money wallet on this market. Dominant position: NO. Smart money wallets are selected based on historical profitability across Polymarket.

What do AI models predict for Iran coup attempt by December 31, 2026?

OddsShift runs mathematical + AI models on every alpha market. Current fair value estimate: 13c YES. 5 models agree on direction.