Prediction markets put the probability at 10%: US obtains Iranian enriched uranium by December 31. Currently, markets see this as unlikely (10% YES).
Active market on Polymarket with $2.0M in total volume. Sufficient liquidity for most position sizes. Currently priced at 10c YES.
Smart money entered NO at 73c–88c. 100% of NO wallets in profit.
We tracked 4 wallets with positions above $1K on this market. 4 market makers are providing $40K in liquidity, primarily on NO. NO wallets entered between 73c–88c.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x0c0e..4e | MM | NO | $14.8K | +9% | |
| 0x162f..8d | MM | NO | $13.1K | +3% | |
| 0xc021..a8 ★ | MM | NO | $8.6K | +18% | |
| 0xbacd..35 | MM | NO | $3.1K | +21% |
NO wallets entered at 73c–88c. At current price 10c, all YES buyers are underwater while all NO holders are profitable. Profitable positions rarely sell early — NO side has structural price support.
Polymarket prices YES at 10c with $2.0M in total volume. Our model estimates fair value at 10c. Model and market are aligned — no pricing discrepancy detected.
| Platform | YES Price | Volume |
|---|---|---|
| Polymarket | 10c | $2.0M |
| Our Model | 10c | — |