Sunday, August 2, 2026GraphArchiveSubscribeDaily · No. 53

The Probable Times

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

Iran Detente Odds Jump as Traders Price In Blockade's End

Polymarket's Iran-related contracts moved further overnight than in the past week combined, with ceasefire and blockade-end wagers each jumping over 20 points. Elsewhere, South Carolina Republicans have all but buried Mark Sanford's Senate bid.

Overnight, traders repriced the Middle East. The market on a US-Iran ceasefire by July 31 rocketed to 56%, up 45 points in a single day and 17 over the week, while contracts on Washington declaring an end to the Iranian blockade jumped in lockstep — 38% for August 15 (+30 points), 52% for August 31 (+25), and 94% by December (+20). The Israel-Iran ceasefire-continuation market echoed the move, up 24 points to 67% for an August 31 horizon. It is a sharp reversal from the caution that dominated recent days. Domestic politics moved just as violently: Mark Sanford's bid for the South Carolina Republican Senate nomination has collapsed to 2%, down 48 points on the week, as Darline Graham Nordone consolidates a 62% lead. In sports, Mohamed Salah's presumed destination flipped hard toward Turkey's Süper Lig, now 70% after a 36-point one-day swing, at the Saudi Pro League's expense.

Today’s biggest movesprobability shifts, volume-weighted
Culture

Will "Spider-Man: Brand New Day" Opening Weekend Box Office be at least 350m?

14%→ 97% 7d
$61,490 traded · 24h
Geopolitics

US x Iran Effective Ceasefire by July 31?

11%→ 56% 24h
$1,023,236 traded · 24h
Geopolitics

Will Hamas agree to disarm by December 31?

14%→ 64% 7d
$87,006 traded · 24h
Sports

Will Spirit Win BLAST Bounty 2026 Season 2?

40%→ 78% 7d
$88,318 traded · 24h
Politics & Elections

Will Mark Sanford be the new republican nominee for Senate in South Carolina?

50%→ 2.1% 7d
$7,742 traded · 24h
Economy & Crypto

Will Elon Musk’s net worth be less than $0.70T on July 31?

37%→ 79% 7d
$11,713 traded · 24h
Geopolitics

NATO x Russia military clash by August 31, 2026?

42%→ 5.9% 7d
$25,225 traded · 24h
Politics & Elections

Will Abdul El-Sayed win the 2026 Michigan Democratic Primary?

66%→ 97% 7d
$30,111 traded · 24h

Geopolitics

Every Iran-related contract moved the same direction today. A US-Iran ceasefire by July 31 surged to 56% (+45 pts/24h), with longer horizons following: 68% by August 14, 73% by August 31. Markets pricing an end to the Iranian blockade jumped across every date, from 38% (August 15, +30) to 94% (December 31, +20). The Israel-Iran ceasefire-continuation contract rose 24 points to 67% for August 31. Only the NATO-Russia clash market held its recent retreat, sitting at 6% for August, down 37 points on the week.

July 3156%▲ 45 24hAugust 1468%▲ 29 24hAugust 3173%▲ 24 24h
August 1538%▲ 30 24hAugust 3152%▲ 25 24hSeptember 3082%▲ 19 24hDecember 3194%▲ 20 24h
December 31, 202664%▲ 3 24h
August 3117%▼ 40 24hAugust 2916%▼ 40 24hAugust 1130%▼ 27 24hAugust 319%▼ 21 24h
August 3167%▲ 24 24hAugust 1580%▲ 24 24hAugust 988%▲ 21 24hAugust 396%▲ 19 24h
August 315.9%▼ 37 7dOctober 3114%▼ 3 24hDecember 3126%▼ 1 24h

Politics & Elections

South Carolina's Republican Senate primary reordered itself: Mark Sanford's odds collapsed to 2% (-48 pts/7d), while Darline Graham Nordone holds a commanding 62% lead. Traders continue to treat Abdul El-Sayed as the near-certain winner of Michigan's Democratic Senate primary at 97%, though that contract resolves within two days and the move likely reflects the approaching deadline as much as new information. FIFA's Gianni Infantino saw his ouster odds tick up to 32% (+7 pts/24h).

Mark Sanford2.1%▼ 48 7dRussell Fry19%▲ 5 24hDarline Graham Nordone62%▲ 1 24hRalph Norman16%▼ 4 24h
Abdul El-Sayed97%▲ 32 7dHaley Stevens2.7%▼ 29 7d
Gianni Infantino out as FIFA President by December 31?32%▲ 7 24h
Clarity Act (H.R.3633) signed into law in 2026?32%▲ 6 24h
Next Premier of Quebec $29,275 · 24h
Christine Fréchette27%▼ 1 24hPaul St-Pierre Plamondon62%▲ 2 24hCharles Milliard10%▲ 1 24h
Freidrich Merz4.8%▼ 6 24h

Economy & Crypto

Alphabet's odds of ending August as the world's second-largest company climbed to 34%, up 22 points on the week, narrowing the gap with Apple's 52%. Nvidia held its lead for the largest-company crown at 78% (+6 pts/24h). Elon Musk's net-worth contract swung sharply as its July 31 deadline arrived, with the sub-$0.70T outcome settling near 79% after a 21-point same-day retreat.

<$0.70T79%▼ 21 24h$0.70-$0.80T25%▲ 25 24h$0.80-$0.90T1.7%▲ 2 24h
PPI YoY - July 2026 $20,052 · 24h
5.2%10%▼ 20 24h5.5%9%▲ 8 24h5.4%10%▲ 6 24h5.3%9.4%▲ 5 24h
Alphabet34%▲ 22 7dNVIDIA12%▼ 3 24hApple52%▼ 8 7d
↓ $3,50036%▼ 11 24h↓ $3,0009%▼ 5 24h↓ $2,5003.7%▼ 2 24h↑ $5,00024%▲ 2 24h
NVIDIA78%▲ 6 24hApple18%▼ 6 7dAlphabet6.4%▼ 3 24h
SpaceX92%▲ 7 7dAnthropic7.6%▼ 7 7d

Science & Tech

Traders remain convinced Anthropic holds the best model on the market, pricing it at 94% for end-of-August and 90% for end-of-September, both ticking modestly higher. The next Google Gemini Pro release window slid past its earliest marker — August 7 fell to just 6% — as probability mass shifted to August 14 (61%) and August 21 (80%), a deadline effect more than a signal of delay.

August 75.6%▼ 4 24hAugust 1461%▲ 10 24hAugust 3194%▲ 4 24hAugust 2180%▲ 2 24h
Avengers: Doomsday1.9%▼ 11 24hProject Hail Mary2.1%▼ 8 24hMichael4%▼ 6 24hThe Odyssey22%▲ 8 24h
Anthropic70%▲ 8 7dGoogle7.5%▼ 4 24hOpenAI11%▲ 2 24hxAI4.4%▼ 1 24h
Timothée Chalamet4.7%▲ 3 24hTaylor Swift4.5%▲ 2 24hLionel Messi2.9%▲ 1 24hDonald Trump9.5%▼ 1 7d
Anthropic94%▲ 4 7dGoogle2.7%▼ 3 7dOpenAI2.1%▼ 1 7d
OpenAI4%▼ 2 24hAnthropic90%▲ 2 24hGoogle4.5%▼ 1 7d

Sports

Mohamed Salah's next club swung hard toward Turkey's Süper Lig, up 36 points in a day to 70%, at the direct expense of the Saudi Pro League, down 24 points to 19%. Spirit's odds to win BLAST Bounty Season 2 extended their climb to 78%, up 39 points on the week. Harry Kane remains the trader favorite for the Ballon d'Or at 54%, up 10 points on the week over Lamine Yamal's 21%.

Süper Lig70%▲ 36 24hSaudi Pro League19%▼ 24 24hMLS8.2%▼ 15 24hPremier League8.5%▲ 7 24h
Spirit78%▲ 13 24hMOUZ21%▲ 2 7d
Davis Riley20%▲ 19 24hPatrick Cantlay1.8%▼ 13 24hCameron Young15%▼ 9 24hXander Schauffele5.9%▼ 2 24h
Real Madrid84%▼ 13 24hRB Leipzig11%▲ 9 24h
Arsenal42%▼ 3 24hReal Madrid57%▲ 3 24h
Ballon d'Or Winner 2026 $750,351 · 24h
Harry Kane54%▲ 10 7dLamine Yamal21%▼ 4 7d

Culture

Spider-Man: Brand New Day's opening-weekend contracts moved decisively toward the top of their ranges as the event itself arrives — the $350m+ outcome reached 97% and the $350-360m band hit 70%, both consistent with a deadline resolving in about 18 hours rather than fresh box-office news. Traders now give it a 58% chance of topping Avengers: Endgame's opening record, up 18 points on the day.

350m+97%▲ 24 24h340-350m2.8%▼ 17 24h
350-360m70%▲ 28 24h<350m4%▼ 23 24h360-370m26%▲ 7 24h
2-359%▲ 24 24h4-520%▼ 18 24h6-72.9%▼ 18 24h0-16.6%▲ 4 24h
Will Spider-Man: Brand New Day beat Avengers: Endgame's opening weekend record?58%▲ 18 24h
900m+37%▲ 17 24h700 - 800m10%▼ 4 24h800 - 900m50%▲ 1 24h600 - 700m2.6%▼ 3 24h
Spider-Man: Brand New Day59%▼ 2 24hAvengers: Doomsday38%▼ 3 24h

Sanford's campaign, at 2%, is technically still alive — the same cannot be said for anyone still betting on a NATO-Russia clash this month.

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