Prediction markets put the probability at 72%: US x Iran permanent peace deal by December 31, 2026. Currently, markets see this as likely (72% YES).
Active market on Polymarket with $6.4M in total volume. Sufficient liquidity for most position sizes. Currently priced at 70c YES.
Majority of models lean YES, but not unanimous. 2 tier-1 wallets aligned with models — BUY YES at 72c.
| Model | Says | Fair Value estimated fair price | Confidence |
|---|---|---|---|
| MATH Bayesian Update | YES | 83c | — |
| MATH PIN Model | YES | 74c | — |
| MATH Compound Signal | YES | 64c | — |
| AI Claude Analysis | NO | 82c | 72% |
| AI DeepSeek Quant | ??? | 74c | 55% |
| AI Gemini Flash | YES | 75c | 65% |
| AI Kimi Macro | YES | 74c | 75% |
5 of 7 models estimate YES fair value above market (64–83c vs 72c). Kimi Macro leads with 75% confidence.
Models estimate fair value of YES at 74c — market prices it at 72c. 2-point gap supports YES.
Smart money is net-long peace with YES entries clustered in the high-60s/low-70s — a conviction band, not speculative chasing. NO entries at 25-36c look like early hedges from before the diplomatic thaw rather than fresh shorts, and no wallet is re-loading NO at current levels. Directional read: wallets expect continued drift toward 75-80c absent a hard negotiation breakdown.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0x12d6..a8 | MM | NO | $37.5K | +14% | |
| 0x5188..04 | MM | YES | $33.8K | +10% | |
| 0x24c8..e1 | MM | NO | $7.4K | +17% | |
| 0x6bab..92 ★ | MM | YES | $6.9K | -2% | |
| 0xeec5..fe | Retail | YES | $5.0K | -11% | |
| 0x7c3d..6b | MM | NO | $2.9K | -18% | |
| 0x5cd5..33 ★ | Retail | YES | $2.5K | -10% | |
| 0xcaab..dd | MM | YES | $1.3K | +7% |
YES holders bought 65-79c with current price at 72c, putting 60% in profit and providing stable cost-basis support around the mid-60s. NO positions taken at 25-36c are deeply underwater on paper yet 67% remain profitable on partial exits, suggesting disciplined trimming rather than capitulation. Net P&L tilt favors YES, which reinforces the 72c floor since holders have little incentive to dump into strength.
Polymarket prices YES at 70c with $6.4M in total volume. Our model estimates fair value at 74c. 4-point gap suggests market may undervalue YES.
| Platform | YES Price | Volume |
|---|---|---|
| Polymarket | 70c | $6.4M |
| Our Model | 74c | — |