Friday, July 31, 2026GraphArchiveSubscribeDaily · No. 51

The Probable Times

What the world’s prediction markets expect — read as news

Gaza and Iran Fronts Both Firm Up as Traders Price a Middle East Thaw

Disarmament and ceasefire markets surged together for the first time in months, while Michigan's Senate primary flipped underneath everyone's feet.

Middle East peace markets repriced sharply overnight. Traders now put Hamas disarmament by December 31 at 92%, up 64 points on the day and 75 over the week, while a second-phase Gaza ceasefire by year's end jumped to 64% (+49 points/24h, +57/7d). The Israel-Iran truce is holding better than expected too: odds it survives through August 31 climbed to 64% (+17/24h, +37/7d), with the near-term July 31 contract at 98%. Closer to home, Michigan's Senate primary flipped in real time — Abdul El-Sayed surged to 70% in Wayne County (+41 points) and 51% in Oakland (+44), while Haley Stevens collapsed to 20% and 49% respectively. Elsewhere, NVIDIA reclaimed the largest-company crown at 87% (+80 points) as today's deadline arrives, undoing yesterday's Apple flip — though that swing owes more to the calendar than conviction.

Today’s biggest movesprobability shifts, volume-weighted
Economy & Crypto

Will NVIDIA be the largest company in the world by market cap on July 31?

7.5%→ 87% 24h
$640,363 traded · 24h
Geopolitics

Will Hamas agree to disarm by December 31?

17%→ 92% 7d
$204,038 traded · 24h
Economy & Crypto

Will NVIDIA be the second-largest company in the world by market cap on July 31?

92%→ 12% 24h
$63,540 traded · 24h
Geopolitics

U.S. anti-cartel operation outside of the U.S. by July 31?

8.5%→ 72% 7d
$279,745 traded · 24h
Geopolitics

Israel x Hamas Ceasefire Phase II by December 31?

7%→ 64% 7d
$14,503 traded · 24h
Culture

Will "Spider-Man: Brand New Day" Opening Weekend Box Office be greater than 280m?

45%→ 98% 7d
$25,419 traded · 24h
Economy & Crypto

GRVT FDV above $350M one day after launch?

66%→ 7% 24h
$5,595 traded · 24h
Politics & Elections

Will Haley Stevens win Wayne County in the Michigan Senate Democratic primary?

70%→ 20% 24h
$6,472 traded · 24h

Geopolitics

The week's clearest signal: three separate Gaza/Iran contracts moved the same direction at once. Hamas disarmament by December 31 jumped to 92% (+64/24h, +75/7d), a Phase II ceasefire to 64% (+49/24h), and the Israel-Iran truce's odds of lasting to August 31 rose to 64% (+17/24h, +37/7d). Foreign intervention in Gaza by September 30 also firmed to 54% (+29/24h). The U.S. anti-cartel operation contract, sitting at 72%, is drifting mainly because its window closes in roughly six hours.

December 31, 202692%▲ 64 24h
July 3172%▼ 5 24h
December 3164%▲ 49 24hJuly 3114%▲ 11 24h
July 3198%▲ 7 24hAugust 1576%▲ 12 24hAugust 3164%▲ 17 24hAugust 982%▲ 10 24h
September 3054%▲ 29 24hDecember 3158%▲ 21 24hAugust 3125%▲ 8 24h
August 1512%▼ 9 24hJuly 311.6%▼ 1 24hAugust 3124%▼ 8 24h

Politics & Elections

Michigan's Senate primary reshuffled hard: Abdul El-Sayed jumped to 70% in Wayne County (+41/24h, +28/7d) and 51% in Oakland (+44/24h, +33/7d), as Haley Stevens fell to 20% and 49%. South Carolina's GOP special primary tightened too, with Darline Graham Nordone slipping to 55% (-19/24h) and Ralph Norman climbing to 40% (+16/24h). Trump's insult market saw Jerome Powell's odds collapse to 2% (-36/24h) and Emmanuel Macron's fall to 30% (-18/24h), with the day's deadline looming.

Haley Stevens20%▼ 50 24hAbdul El-Sayed70%▲ 41 24h
Abdul El-Sayed51%▲ 44 24hHaley Stevens49%▼ 44 24h
Jerome Powell2.2%▼ 36 24hVladimir Putin2.9%▼ 12 24hEmmanuel Macron30%▼ 18 24hTucker Carlson24%▼ 6 24h
El-Sayed 15–20%34%▲ 27 24hEl-Sayed <5%3.5%▼ 24 24hEl-Sayed 10–15%24%▲ 11 24hStevens <5%1.7%▼ 7 24h
Darline Graham Nordone55%▼ 19 24hRalph Norman40%▲ 16 24hRussell Fry6.8%▲ 4 24h
Cori Bush36%▲ 2 24hWesley Bell64%▲ 24 7d

Economy & Crypto

NVIDIA retook the largest-company title at 87% (+80/24h) as today's resolution deadline arrives, flipping Apple back to 14% — a reversal of yesterday's move that owes more to the calendar than new conviction. Looking further out, NVIDIA already leads the August contest at 62% (+24/24h). GRVT's post-launch valuation odds cratered across every threshold, with $350M+ falling to 7% (-60/24h). The Bank of Japan's September hike odds rose to 40% (+19/24h).

NVIDIA87%▲ 80 24hApple14%▼ 79 24h
NVIDIA12%▼ 80 24hApple85%▲ 78 24h
$350M7%▼ 60 24h$300M26%▼ 43 24h$400M4.5%▼ 44 24h$250M45%▼ 37 24h
Apple34%▼ 25 24hNVIDIA62%▲ 24 24hAlphabet5.3%▲ 1 24h
25 bps increase40%▲ 19 24hNo change60%▼ 16 24h
Anthropic IPO by __? $30,505 · 24h
October 31, 202624%▼ 12 24hDecember 31, 202664%▼ 7 24hSeptember 30, 20265.5%▼ 1 7d

Science & Tech

Traders pulled forward their expectations for the next Google Gemini Pro release, with the August 14 contract up to 74% (+44/24h), August 21 to 80% (+32/24h), and August 31 to 86% (+22/24h) — a broad-based repricing toward an imminent launch. Anthropic remains the runaway favorite for best AI model through August at 92%.

August 1474%▲ 44 24hAugust 2180%▲ 32 24hAugust 716%▲ 9 24hAugust 3186%▲ 22 24h
September 303.6%▲ 2 24hDecember 3120%▲ 3 24h
Anthropic92%▼ 2 24hOpenAI2.9%▲ 1 7d

Sports

Spirit firmed to 63% (+12/24h, +27/7d) favorite for BLAST Bounty Season 2, while MOUZ held at 20%. Harry Kane stayed the Ballon d'Or favorite at 51%, and Vinícius Júnior's market kept Real Madrid at 72% for his next transfer despite Arsenal creeping up to 25% (+20/7d).

Spirit63%▲ 12 24hMOUZ20%▼ 3 24hThe MongolZ8.3%▲ 3 24hFaZe5.9%▼ 3 24h
Real Madrid72%▲ 2 24hManchester City2.6%▼ 23 7dArsenal25%▲ 5 24h
Ballon d'Or Winner 2026 $288,070 · 24h
Harry Kane51%▲ 2 24hRodri8.5%▼ 3 7dLamine Yamal23%▼ 1 24hKylian Mbappé10%▼ 1 7d
NBA: 2027 Champion $1,144,852 · 24h
Philadelphia 76ers14%▲ 7 7dBoston Celtics5.5%▲ 1 24hDenver Nuggets3.5%Detroit Pistons2.9%
NBA: Stephen Curry to leave Warriors?5.1%▼ 1 24h
Aryna Sabalenka30%▲ 6 7dNaomi Osaka6.3%▲ 1 24hKarolina Muchova3.2%▲ 1 7dElina Svitolina1.7%

Culture

"Spider-Man: Brand New Day" crossed 98% (+10/24h, +53/7d) odds of a $280M+ opening, with its 800–900M domestic-gross band rising to 55% (+21/24h, +48/7d). Eurovision 2027's host city flipped meaningfully, with Sofia falling to 68% (-23/24h, -20/7d) as Burgas climbed to 27% (+18/24h, +17/7d). Netflix's weekly top-show market also flipped, with "The Idaho Murders" surging to 91%.

The Idaho Murders: College Nightmare91%▲ 37 24hRansom Canyon: Season 28.2%▼ 30 24h
>280m98%▲ 10 24h
800 - 900m55%▲ 21 24h700 - 800m12%▼ 24 24h600 - 700m3.5%▼ 12 24h900m+24%▲ 9 24h
Eurovision 2027 City $41,689 · 24h
Sofia68%▼ 23 24hBurgas27%▲ 18 24h
350m+37%▲ 20 24h<280m1.6%▼ 11 24h280-290m3.1%▼ 4 24h310-320m4.4%▼ 9 24h
91+46%▲ 20 24h90+82%▼ 9 24h92+9.5%80+>99%

Peace, it turns out, trades like a meme coin — up 64 points before breakfast.

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