Prediction markets put the probability at 18%: US x Iran permanent peace deal by May 15, 2026. Currently, markets see this as unlikely (18% YES). US, Iran ‘getting close’ to agreeing deal to end war after 67 days.
Active market on Polymarket with $9.9M in total volume. Sufficient liquidity for most position sizes. Currently priced at 18c YES.
6/7 models agree on NO, fair value 24c vs market 18c. Caution: 1 tier-1 wallet positioned YES, opposing model consensus.
| Model | Says | Fair Value estimated fair price | Confidence |
|---|---|---|---|
| MATH Bayesian Update | NO | 71c | — |
| MATH PIN Model | NO | 69c | — |
| MATH Compound Signal | NO | 79c | — |
| AI DeepSeek Quant | NO | 82c | 72% |
| AI Grok Contrarian | YES | 35c | 70% |
| AI Gemini Flash | NO | 75c | 65% |
| AI Kimi Macro | NO | 82c | 73% |
6 of 7 models estimate NO fair value below market (69–82c vs 82c). Kimi Macro leads with 73% confidence.
Models estimate fair value of NO at 76c — market prices it at 82c. 6-point gap supports YES.
We tracked 8 wallets with positions above $1K on this market. 8 market makers are providing $125K in liquidity, primarily on YES. NO wallets entered between 93c.
| Wallet | Category | Side | Amount | P&L | |
|---|---|---|---|---|---|
| 0xde7b..4b | MM | YES | $50.9K | +34% | |
| 0xbacd..35 | MM | YES | $31.1K | +16% | |
| 0x2e0b..70 | MM | NO | $17.5K | -12% | |
| 0x44c1..c1 | MM | YES | $7.8K | +190% | |
| 0x7c3d..6b | MM | YES | $6.7K | +45% | |
| 0xfd2b..50 | MM | YES | $6.4K | +7% | |
| 0x6bab..92 ★ | MM | YES | $3.2K | -29% | |
| 0xc408..75 | MM | YES | $1.4K | +34% |
YES wallets entered between 7c–23c, NO wallets at 93c. At current price 18c, 86% of YES holders are profitable while all NO buyers are underwater. Profitable positions rarely sell early — YES side has structural price support.
Polymarket prices YES at 18c with $9.9M in total volume. Our model estimates fair value at 24c. 6-point gap suggests market may undervalue YES.
| Platform | YES Price | Volume |
|---|---|---|
| Polymarket | 18c | $9.9M |
| Our Model | 24c | — |