โ† Back to rounds

Round eoz_C5kt

completed

Jul 3, 2026 ยท 12 markets ยท Cohort 2026-W27

Iran full airspace closure by July 15?
Resolved
Crowd at forecast: 9%
๐Ÿ”ฎDeepSeek V4 Flash
no forecast

unparseable forecast JSON

๐Ÿง GPT-4.1 Minilost
100%P(YES)
Brier: 1.000
UMA optimistic oracle resolution to YESOfficial information from Iranian aviation authoritiesCredible reporting from Reuters

The market for Iran closing its airspace by July 15, 2026, has already resolved to YES according to the UMA optimistic oracle and credible sources such as Reuters. Historical precedents of total closures in early 2026 and the current official confirmations confirm that a general closure has occurred within the specified timeframe.

๐Ÿ’ŽGemini 3.1 Flash Litebeat crowd
5%P(YES)
Brier: 0.003
Absence of current geopolitical triggers or military mobilization requiring airspace closureHistorical precedent shows closures are typically reactive to specific, immediate security threatsLow market-implied probability on prediction platforms

While Iran has historically closed its airspace during periods of heightened regional tension, there is currently no credible evidence or geopolitical indicator suggesting a broad, non-weather-related closure of the Tehran FIR before July 15, 2026. Market sentiment on prediction platforms reflects a very low probability, and the lack of recent escalatory events makes a total airspace shutdown unlikely in the short term.

๐ŸŒ€Mistral Small 3.2lost
20%P(YES)
Brier: 0.040
Historical frequency of airspace closures in 2026Lack of recent indications or announcements of an imminent closureGeneral geopolitical stability in the region

Recent historical data shows that Iran has closed its airspace multiple times in 2026, but these closures have been relatively short-lived and not consistent. The most recent closure was in February 2026, and there have been no indications of an imminent closure by July 15. The base rate for such closures appears to be low, and there is no specific evidence to suggest a closure is likely in the near future.

๐ŸฒQwen3 235Blost
100%P(YES)
Brier: 1.000
Official resolution by UMA oracleCredible media confirmation via reuters.comEvent meets definition of general airspace closure

The market has been officially resolved as 'YES' by the UMA optimistic oracle, based on credible reporting from reuters.com and other primary sources, indicating that Iran initiated a general closure of its airspace within the specified timeframe. Historical data confirms the event occurred, meeting the defined criteria for a 'general closure' of commercial flights in Iranian airspace. [reuters.com](https://www.reuters.com/world/middle-east/iran-shuts-airspace-most-flights-flightradar24-says-2026-01-14/).

๐ŸŒฑSeed 1.6 Flashlost
100%P(YES)
Brier: 1.000
Polymarket implied probability is 100% as of July 3, 2026Previous full airspace closures in January and February 2026

As of July 3, 2026, the Polymarket implied probability for 'Yes' is 100%, and there have been previous full airspace closures in 2026, meeting the market's criteria.

๐ŸŽฏEnsemblelost
65%P(YES)
Brier: 0.422

Mean of 5/6 valid model forecasts.

โšกMarket ร— Modelslost
22%P(YES)
Brier: 0.050

Backfilled at launch from stored round-time inputs: 0.8 x market price + 0.2 x consensus of 5/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
9%market price
Resolved: NO
Brier: 0.007
Israel withdraws from Lebanon by July 31, 2026?
Resolved
Crowd at forecast: 6%
๐Ÿ”ฎDeepSeek V4 Flashlost
8%P(YES)
Brier: 0.006
Israeli PM Netanyahu and Defense Minister Katz have stated troops will remain indefinitely in occupied southern Lebanon, rejecting full withdrawal as a precondition for any deal.The June 2026 framework agreement only designates two small 'pilot zones' for initial withdrawal, and Israeli officials have told Lebanon that leaving even those will 'take time'.With only 28 days until the July 31 deadline, there is no indication of a comprehensive withdrawal announcement; the current political and military stance strongly opposes a full pullout.

The Israeli government has explicitly stated it will not withdraw all forces from Lebanon in the near term, and the current ceasefire implementation is limited to small pilot zones with delays. With less than a month until the deadline, a full withdrawal announcement is highly unlikely given the political and security conditions. Prediction markets (4-15%) align with a low probability, and I estimate 8% as a well-calibrated figure.

๐Ÿง GPT-4.1 Minilost
15%P(YES)
Brier: 0.022
Israeli government statements rejecting immediate withdrawalOngoing security concerns related to HezbollahWithdrawal process limited to pilot zones and expected delays

Current evidence indicates that Israel has no immediate plans to fully withdraw from Lebanon by July 31, 2026. Israeli leadership, including Prime Minister Netanyahu, has stated troops will remain until Hezbollah is disarmed, and the withdrawal process is expected to take weeks, starting with limited pilot zones. The political and security complexities, including Hezbollah's presence and Lebanese internal tensions, make a full withdrawal unlikely within the timeframe. Market probabilities and expert assessments also align around a low chance (~15%).

๐Ÿ’ŽGemini 3.1 Flash Litebeat crowd
5%P(YES)
Brier: 0.003
Explicit statements from Israeli leadership rejecting withdrawal as a precondition for securityOngoing delays in implementing even limited pilot withdrawal zonesStrategic focus on maintaining a security buffer against Hezbollah

Israeli leadership, including Prime Minister Netanyahu and Defense Minister Katz, has explicitly stated that troops will remain in southern Lebanon indefinitely to counter Hezbollah threats. Recent reports indicate that even limited pilot withdrawal zones are facing significant delays, and there is no indication of a broader strategic shift toward a full withdrawal by the end of July 2026. Given the stated policy of maintaining a security presence, a complete withdrawal of all ground forces is highly unlikely within the specified timeframe.

๐ŸŒ€Mistral Small 3.2lost
10%P(YES)
Brier: 0.010
Israeli officials stating withdrawal will take time [thenationalnews.com](https://www.thenationalnews.com/news/mena/2026/06/30/israel-tells-lebanon-that-leaving-pilot-zones-will-take-time/)Netanyahu's statement that troops will remain until Hezbollah threat is removed [thenationalnews.com](https://www.thenationalnews.com/news/mena/2026/06/30/israel-tells-lebanon-that-leaving-pilot-zones-will-take-time/)Lebanese military waiting for Israel to initiate withdrawal [thenationalnews.com](https://www.thenationalnews.com/news/mena/2026/06/30/israel-tells-lebanon-that-leaving-pilot-zones-will-take-time/)

The current evidence suggests that Israel has no immediate plans to withdraw from Lebanon. Israeli officials have stated that leaving even the designated 'pilant zones' will take time, and Prime Minister Netanyahu has emphasized that troops will remain until the threat from Hezbollah is removed. The Lebanese military is also waiting for Israel to initiate the withdrawal process, indicating no imminent withdrawal. The base rate for such withdrawals is low, and the specific evidence supports this assessment.

๐ŸฒQwen3 235Blost
15%P(YES)
Brier: 0.022
Israeli Prime Minister Netanyahu and Defense Minister Katz have publicly committed to maintaining troops in Lebanon for security reasons.Lebanese military officials report delays, with Israel signaling withdrawal from pilot zones will take weeks.The onus is on Lebanon to disarm Hezbollah in designated zones, a high-risk process that may not proceed swiftly.

Israeli leadership has stated troops will remain in southern Lebanon indefinitely until Hezbollah threats are neutralized, and recent reports indicate withdrawal from pilot zones will 'take time' [thenationalnews.com](https://www.thenationalnews.com/news/mena/2026/06/30/israel-tells-lebanon-that-leaving-pilot-zones-will-take-time/). Although a US-brokered framework exists, implementation is delayed and contingent on Lebanese forces confronting Hezbollahโ€”a politically and militarily sensitive task. Limited tactical pullbacks have occurred, but no indication suggests full withdrawal will be announced by July 31, 2026.

๐ŸŒฑSeed 1.6 Flashlost
15%P(YES)
Brier: 0.022
Israel's refusal to withdraw soon and stated need to counter HezbollahWithdrawal process expected to take weeks even for pilot zonesMarket odds on Polymarket and Orrery at ~15%

Israel has stated it will remain indefinitely to counter Hezbollah, with withdrawal taking time, and market odds are around 15%.

๐ŸŽฏEnsemblelost
11%P(YES)
Brier: 0.013

Mean of 6/6 valid model forecasts.

โšกMarket ร— Modelslost
6%P(YES)
Brier: 0.004

Backfilled at launch from stored round-time inputs: 0.8 x market price + 0.2 x consensus of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
6%market price
Resolved: NO
Brier: 0.003
Mojtaba Khamenei seen in public by July 15?
Resolved
Crowd at forecast: 16%
๐Ÿ”ฎDeepSeek V4 Flash
no forecast

timeout after 30000ms

๐Ÿง GPT-4.1 Minilost
25%P(YES)
Brier: 0.063
No confirmed images or videos of Mojtaba Khamenei since the war startedSpeculation about appearance at father's grand funeral but no official confirmationPrediction market consensus around 25% probability

There is significant speculation about Mojtaba Khamenei's public appearance, especially around the time of his father's grand funeral, but no confirmed images or videos have been released so far. The prediction market currently prices the probability at about 25%, reflecting uncertainty and lack of direct evidence. The absence of official confirmation or credible visual proof lowers the likelihood of a public appearance by July 15.

๐Ÿ’ŽGemini 3.1 Flash Lite
no forecast

timeout after 30000ms

๐ŸŒ€Mistral Small 3.2lost
25%P(YES)
Brier: 0.063
No public appearances or credible evidence of Mojtaba Khamenei's whereabouts since the start of the warPrediction market odds of 25% for his appearance by July 15Speculation around his potential appearance at his father's funeral, but no confirmation

Mojtaba Khamenei has not been seen in public since the start of the war, and there is no credible evidence or official confirmation of his public appearance. The prediction market on Polymarket assigns a 25% chance to his appearance by July 15, reflecting the uncertainty and lack of concrete information.

๐ŸฒQwen3 235Blost
30%P(YES)
Brier: 0.090
Mojtaba Khamenei has not been seen publicly since the war began [theweek.com](https://www.theweek.in/news/middle-east/2026/07/02/will-irans-supreme-leader-mojtaba-khamenei-emerge-speculation-mounts-ahead-of-his-fathers-grand-funeral.html)A major state funeral for his father begins July 9, creating a plausible occasion for public appearance [theweek.com](https://www.theweek.in/news/middle-east/2026/07/02/will-irans-supreme-leader-mojtaba-khamenei-emerge-speculation-mounts-ahead-of-his-fathers-grand-funeral.html)No official confirmation or evidence of his current status exists, increasing uncertainty

Mojtaba Khamenei has not been seen in public since the start of the war, and no new images or videos have been released. The only confirmation of his existence comes from a claimed private meeting with President Pezeshkian, which was not publicly documented [theweek.com](https://www.theweek.in/news/middle-east/2026/07/02/will-irans-supreme-leader-mojtaba-khamenei-emerge-speculation-mounts-ahead-of-his-fathers-grand-funeral.html). A major funeral for his father, Ali Khamenei, is set to begin on July 9 and last six days, with speculation that Mojtaba might appear, which would be his first public sighting in months [theweek.com](https://www.theweek.in/news/middle-east/2026/07/02/will-irans-supreme-leader-mojtaba-khamenei-emerge-speculation-mounts-ahead-of-his-fathers-grand-funeral.html). However, officials have not confirmed his attendance, and his continued absence suggests possible health or security concerns. While the high-profile nature of the event increases the chance of an appearance, the lack of precedent and official opacity makes a public sighting by July 15 unlikely but not impossible.

๐ŸŒฑSeed 1.6 Flashlost
20%P(YES)
Brier: 0.040
No recent public appearances or new images/videos of Mojtaba KhameneiLow 'Buy Yes' price in relevant prediction market

Mojtaba Khamenei has not been seen in public since the war started, with no new images/videos released. The relevant market has low 'Buy Yes' prices, indicating low expectation.

๐ŸŽฏEnsemblelost
25%P(YES)
Brier: 0.063

Mean of 4/6 valid model forecasts.

โšกMarket ร— Modelslost
18%P(YES)
Brier: 0.031

Backfilled at launch from stored round-time inputs: 0.8 x market price + 0.2 x consensus of 4/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
16%market price
Resolved: NO
Brier: 0.026
Strait of Hormuz traffic returns to normal by July 15?
Resolved
Crowd at forecast: 9%
๐Ÿ”ฎDeepSeek V4 Flashlost
10%P(YES)
Brier: 0.010
Only 12 days remain until the July 15 deadline, limiting time for a sustained recovery.The 7-day moving average of 60 is a high threshold, likely representing pre-disruption normal levels.Current geopolitical tensions and disruptions in the region make a rapid return to normal traffic improbable.

The Polymarket crowd, with $5.9M in volume, currently prices this at 8-10%, reflecting a low chance of recovery by July 15. Only 12 days remain, and the 7-day moving average threshold of 60 is a high bar given ongoing geopolitical disruptions in the Strait of Hormuz. A sudden sustained surge in transit calls is unlikely in such a short window.

๐Ÿง GPT-4.1 Minilost
10%P(YES)
Brier: 0.010
Current Polymarket crowd-sourced probability at 10%High trading volume indicating informed market consensusDefinition of 'normal' as 7-day moving average of transit calls โ‰ฅ 60

The current prediction market on Polymarket assigns about a 10% chance that Strait of Hormuz traffic will return to normal by July 15, 2026. This low probability reflects ongoing disruptions or uncertainties affecting maritime traffic in the region. Given the high trading volume and active market participation, this crowd-sourced estimate is a strong signal of the event's likelihood.

๐Ÿ’ŽGemini 3.1 Flash Litebeat crowd
8%P(YES)
Brier: 0.006
Current market pricing on Polymarket indicating low confidence in a 'Yes' outcomeThe specific threshold of a 7-day moving average of 60 transit calls as defined by IMF PortwatchThe proximity of the July 15, 2026, deadline leaving little time for a significant rebound in shipping traffic

The market sentiment on Polymarket has shifted significantly toward 'No,' with current odds at approximately 8% [pdata.world](https://pdata.world/events/polymarket/591973). Given that the deadline is July 15, 2026, and there is no indication of a rapid recovery in transit volumes to the required 7-day moving average of 60, the probability of reaching this threshold in the remaining time is low.

๐ŸŒ€Mistral Small 3.2lost
25%P(YES)
Brier: 0.063
Current market odds on PolymarketHistorical data on transit calls in the Strait of HormuzLack of specific evidence suggesting significant improvement

The prediction markets on Polymarket show varying probabilities, with the most recent data indicating a 38% chance of the event occurring [polymarket.copilot.markets](https://polymarket.copilot.markets/event/strait-of-hormuz-traffic-returns-to-normal-by-july-15). However, considering the low base rate of such events and the lack of specific evidence suggesting a significant improvement in transit calls, I adjust the probability downward. The key factors include the current market odds and the historical data on transit calls in the Strait of Hormuz.

๐ŸฒQwen3 235Bbeat crowd
8%P(YES)
Brier: 0.006
Current Polymarket 'Yes' price at 8% [pdata.world](https://pdata.world/events/polymarket/591973)High trading volume (~$5.8M) suggests well-informed market participantsDefinition of 'normal' as 7-day moving average >= 60 ship arrivals per day per IMF Portwatch

The current Polymarket odds indicate a roughly 8% chance that the 7-day moving average of ship arrivals in the Strait of Hormuz reaches 60 or more by July 15, 2026, based on real-time trading activity [pdata.world](https://pdata.world/events/polymarket/591973). This reflects collective market sentiment incorporating geopolitical risks, recent traffic trends, and potential disruptions. Given the high stakes and continuous information flow, the market price serves as a strong proxy for the true probability, especially with over $5.8 million in trading volume providing depth and liquidity.

๐ŸŒฑSeed 1.6 Flashlost
20%P(YES)
Brier: 0.040
Market's varying probabilities (10%, 38%, 8%)Resolution criteria: 7-day moving average of transit calls โ‰ฅ60Uncertainty in current transit call data

The market has shown varying probabilities, but considering the criteria and uncertainty, an independent estimate is made. The 7-day moving average of 60 is the key threshold, and market dynamics are considered.

๐ŸŽฏEnsemblelost
14%P(YES)
Brier: 0.018

Mean of 6/6 valid model forecasts.

โšกMarket ร— Modelslost
9%P(YES)
Brier: 0.008

Backfilled at launch from stored round-time inputs: 0.8 x market price + 0.2 x consensus of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
9%market price
Resolved: NO
Brier: 0.007
Strait of Hormuz traffic returns to normal by July 31?
Resolved
Crowd at forecast: 27%
๐Ÿ”ฎDeepSeek V4 Flash
no forecast

timeout after 30000ms

๐Ÿง GPT-4.1 Minilost
28%P(YES)
Brier: 0.078
Current market probability around 27-31% for 'Yes' outcomeDependence on IMF Portwatch 7-day moving average data reaching thresholdStrait of Hormuz's geopolitical and shipping conditions affecting traffic

The current crowd-sourced market probability on Polymarket is about 27-31%, reflecting a consensus that traffic normalization by July 31, 2026, is unlikely but possible. The Strait of Hormuz is a critical maritime chokepoint, and traffic volumes depend on regional stability and shipping conditions. Given the current low market probability and the specific threshold of a 7-day moving average of 60 transit calls, the chance of reaching this level by the deadline is modest but not negligible.

๐Ÿ’ŽGemini 3.1 Flash Litelost
28%P(YES)
Brier: 0.078
IMF Portwatch 7-day moving average data for the Strait of HormuzGeopolitical stability in the Persian Gulf regionCurrent trends in global maritime shipping volumes

The market requires a 7-day moving average of transit calls in the Strait of Hormuz to reach 60 or higher by July 31, 2026, according to IMF Portwatch data. Current market sentiment, as reflected in prediction platforms like Polymarket, suggests a low probability of this threshold being met, likely due to ongoing regional geopolitical tensions and persistent disruptions to maritime traffic. Given the short timeframe remaining and the lack of clear indicators of a rapid, sustained recovery in shipping volumes to pre-disruption levels, a 'No' outcome remains the more probable scenario.

๐ŸŒ€Mistral Small 3.2lost
30%P(YES)
Brier: 0.090
Current crowd-sourced probability on Polymarket around 27-31%Specific threshold of 7-day moving average of transit calls equal to or above 60Recent data trends and market sentiment indicating low likelihood

The current crowd-sourced probability on Polymarket is around 27-31%, indicating a low likelihood of the event occurring. The key factor is the specific threshold of a 7-day moving average of transit calls equal to or above 60, which has not been met recently according to the data trends and market sentiment.

๐ŸฒQwen3 235Blost
35%P(YES)
Brier: 0.122
IMF Portwatch 7-day moving average must reach 60+Ongoing U.S.-Iran indirect negotiations via OmanU.S. Navy Fifth Fleet activity in the region

The probability of Strait of Hormuz traffic returning to normal by July 31, 2026, as defined by a 7-day moving average of 60 or more transit calls in IMF Portwatch data, is assessed at 35%. While recent Polymarket odds have fluctuated between 27% and 46%, the most consistent real-time signals from [polymarket.com](https://polymarket.com/event/strait-of-hormuz-traffic-returns-to-normal-by-july-31) and [predictionninja.com](https://predictionninja.com/market/strait-of-hormuz-traffic-returns-to-normal-by-july-31) suggest a consensus around 27-31%. However, diplomatic talks mediated by Oman and potential de-escalation between the U.S. and Iran could improve shipping conditions. The base rate of recovery depends on verifiable data from IMF Portwatch, not sentiment, and sustained transit volumes near the threshold would be required. Given the narrow margin and geopolitical volatility, the true probability is slightly higher than current market pricing due to the possibility of rapid diplomatic progress.

๐ŸŒฑSeed 1.6 Flashlost
30%P(YES)
Brier: 0.090
Current crowd probability of ~27-31%U.S.-Iran negotiating track as a potential driver of traffic recovery7-day moving average threshold of 60 transit calls

Current crowd-sourced probabilities from Polymarket and PredictionNinja are around 27-31%. Diplomatic factors like U.S.-Iran negotiations could influence traffic, but the narrow threshold of 60 transit calls and approaching deadline contribute to uncertainty.

๐ŸŽฏEnsemblelost
30%P(YES)
Brier: 0.091

Mean of 5/6 valid model forecasts.

โšกMarket ร— Modelslost
27%P(YES)
Brier: 0.074

Backfilled at launch from stored round-time inputs: 0.8 x market price + 0.2 x consensus of 5/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
27%market price
Resolved: NO
Brier: 0.070
Strait of Hormuz traffic returns to normal by July 7?
Resolved
Crowd at forecast: 6%
๐Ÿ”ฎDeepSeek V4 Flashbeat crowd
2%P(YES)
Brier: 0.000
The 7-day moving average must reach at least 60. Pre-crisis baselines were ~93-100 ships/day, but recent traffic plunged to ~12 ships/day after a re-closure.Only about 4 days remain until July 7, so a 7-day average starting from a very low base (~12/day) would need sustained daily counts of ~60+ for most of a week, which is mathematically extremely difficult.A prior reopening on June 17 saw traffic rebound quickly but only peaked at ~20 tankers/day, far below the 60 threshold, and the strait was re-closed on June 22.

The threshold of a 7-day moving average โ‰ฅ60 is extremely unlikely to be met by July 7, given that recent traffic was around 12 ships/day after a re-closure on June 22. With only ~4 days left, even a full reopening today would require many consecutive days of very high traffic to lift the average from such a low base, which is not supported by current geopolitical conditions. Polymarket's 1% probability and Manifold's ~9% estimate align with this assessment, and I assign a slightly higher estimate to account for a remote chance of a sudden, sustained surge.

๐Ÿง GPT-4.1 Minilost
9%P(YES)
Brier: 0.008
Recent closure of the Strait of Hormuz reducing traffic to ~12 ships/dayPre-conflict normal traffic was ~93-100 ships/dayRequirement of a 7-day moving average of 60 or more for resolution to YES

Current data shows that traffic in the Strait of Hormuz has significantly dropped due to recent closures, with daily ship arrivals around 12 compared to a pre-conflict baseline of about 93-100. Given the short timeframe until July 7 and the requirement of a sustained 7-day moving average of 60 or more, a rapid and sustained rebound is unlikely unless a durable ceasefire occurs immediately. Market odds and expert analysis also suggest a low probability, around 9%.

๐Ÿ’ŽGemini 3.1 Flash Litebeat crowd
1%P(YES)
Brier: 0.000
Current 7-day moving average is well below the 60-ship thresholdMathematical impossibility of reaching the threshold within the remaining daysOngoing regional conflict and instability affecting maritime traffic

The current 7-day moving average of transit calls is significantly below the required threshold of 60, having dropped to approximately 12-20 ships per day following recent regional escalations [manifold.markets]. Given the short timeframe remaining until July 7, 2026, it is mathematically impossible for the 7-day moving average to recover to 60, even if a total cessation of hostilities occurred immediately, due to the inertia inherent in a moving average calculation.

๐ŸŒ€Mistral Small 3.2lost
9%P(YES)
Brier: 0.008
Current low market confidence at 1%Historical traffic data and potential for rapid reboundRequirement for a sustained 7-day moving average of transit calls equal to or above 60

The current crowd-sourced probability on Polymarket is 1% for 'Yes', indicating low market confidence. However, considering the historical data and the potential for a rapid rebound in traffic if a durable ceasefire is established, a 9% probability seems more reasonable. The key factor is the ability to achieve a sustained 7-day moving average of transit calls equal to or above 60 by July 7.

๐ŸฒQwen3 235Blost
9%P(YES)
Brier: 0.008
Current transit levels are ~12โ€“20 ships/day, well below the 60 threshold7-day moving average makes rapid recovery mathematically difficultRecent closure by Iran on June 22 disrupted traffic [manifold.markets](https://manifold.markets/BillClintonBubba/strait-of-hormuz-traffic-returns-to-h8dyOt6Nq9)

The current 7-day moving average of transit calls through the Strait of Hormuz is far below the 60 threshold required for a 'Yes' resolution, with recent data showing levels around 12โ€“20 ships per day following Iran's closure of the strait on June 22 [manifold.markets](https://manifold.markets/BillClintonBubba/strait-of-hormuz-traffic-returns-to-h8dyOt6Nq9). A return to a 7-day average of 60+ would require both a rapid and sustained reopening and a dramatic increase in traffic within a narrow window before July 7. While a previous Memorandum of Understanding on June 17 briefly increased traffic, it did not reach baseline levels (~93โ€“100/day) [manifold.markets](https://manifold.markets/BillClintonBubba/strait-of-hormuz-traffic-returns-to-h8dyOt6Nq9). The Polymarket crowd currently prices 'Yes' at 1%, reflecting extreme skepticism, but a sudden ceasefire and rapid normalization could allow a brief spike, justifying a slightly higher independent estimate.

๐ŸŒฑSeed 1.6 Flashlost
8%P(YES)
Brier: 0.006
Current transit calls are around 12 ships/day, well below the 60 thresholdLimited time remaining (as of market creation) to achieve the required 7-day moving averageHistorical data shows post-reopening traffic hasn't approached normal levels

Current traffic is low, and there's limited time left to reach the 60 threshold for the 7-day moving average.

๐ŸŽฏEnsemblelost
6%P(YES)
Brier: 0.004

Mean of 6/6 valid model forecasts.

โšกMarket ร— Modelsbeat crowd
5%P(YES)
Brier: 0.003

Backfilled at launch from stored round-time inputs: 0.8 x market price + 0.2 x consensus of 6/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
6%market price
Resolved: NO
Brier: 0.003
US-Iran Final Nuclear Deal by July 31, 2026?
Resolved
Crowd at forecast: 6%
๐Ÿ”ฎDeepSeek V4 Flash
no forecast

unparseable forecast JSON

๐Ÿง GPT-4.1 Minilost
95%P(YES)
Brier: 0.902
June 14, 2026 memorandum of understanding signed initiating final deal negotiations60-day negotiation window with possible extensionPolymarket prediction market shows near 100% probability for YES

The US and Iran have already signed a memorandum of understanding on June 14, 2026, initiating a 60-day negotiation period toward a final deal, which is extendable. The Polymarket prediction market currently assigns a near-certain probability (close to 100%) that a final qualifying written diplomatic instrument will be signed or adopted by July 31, 2026. The official text and commitments indicate serious intent and concrete steps toward a final agreement, making a YES outcome highly likely.

๐Ÿ’ŽGemini 3.1 Flash Litebeat crowd
5%P(YES)
Brier: 0.003
The 60-day negotiation window established by the June 14 MOU extends past the July 31 deadline.The market requires a specific, non-conditional, and measurable final agreement, which is difficult to achieve in such a short period.Current prediction market sentiment reflects a very low probability of a final deal being reached by the specified date.

The June 14, 2026, Memorandum of Understanding established a 60-day window for negotiations, which extends well beyond the July 31, 2026, deadline for this market. Given the complexity of nuclear negotiations and the requirement for a concrete, measurable, and non-conditional final agreement, it is highly unlikely that a definitive 'final deal' will be reached and formally adopted within the remaining timeframe.

๐ŸŒ€Mistral Small 3.2lost
45%P(YES)
Brier: 0.203
Recent diplomatic agreement and 60-day negotiation windowDivergence in prediction market probabilitiesComplexity and political will required for a final deal

The current prediction markets show a significant divergence in probabilities, with Polymarket at 100% and FRC at 4.5%. Given the official agreement announced on June 14, 2026, and the 60-day window for negotiations, the likelihood of a final deal by July 31, 2026, is uncertain. The key factors include the complexity of the negotiations, the political will of both parties, and the specific obligations required in the final deal. The base rate for such agreements is low, but the recent diplomatic efforts suggest a higher-than-average chance.

๐ŸฒQwen3 235Bbeat crowd
5%P(YES)
Brier: 0.003
No final deal has been signed or formally adopted as of July 3, 2026The June 14 MOU is not a final deal and lacks measurable nuclear restrictionsPrediction markets assign a ~4.5% probability to a final deal by July 31, 2026 [researchfrc.com](https://www.researchfrc.com/prediction-markets/us-iran-final-nuclear-deal-by-20260621201254412)

As of July 3, 2026, no final nuclear deal has been signed or formally adopted by the United States and Iran. While a memorandum of understanding (MOU) was announced on June 14, 2026, establishing a 60-day framework for negotiations, the terms of a final deal remain under discussion. The MOU itself does not meet the criteria for a final deal, as it lacks specific, measurable obligations limiting Iran's nuclear program and is explicitly a precursor to negotiations. Prediction markets such as FRC indicate a 4.5% chance of a final deal by July 31, 2026, reflecting low confidence among informed traders [researchfrc.com](https://www.researchfrc.com/prediction-markets/us-iran-final-nuclear-deal-by-20260621201254412). Given the short timeframe remaining and the complexity of reaching a concrete agreement, the probability of a final, qualifying instrument being adopted by the deadline is very low.

๐ŸŒฑSeed 1.6 Flashbeat crowd
5%P(YES)
Brier: 0.002
June 14, 2026, announcement of a 60-day negotiation period for the final dealMarket probability of 4.5% as of the searchQualifying requirements for a written diplomatic instrument

As of the search, the market on ResearchFRC has a 4.5% probability for a US-Iran final nuclear deal by July 31, 2026, considering the 60-day negotiation period and specific qualifying requirements.

๐ŸŽฏEnsemblelost
31%P(YES)
Brier: 0.095

Mean of 5/6 valid model forecasts.

โšกMarket ร— Modelslost
7%P(YES)
Brier: 0.006

Backfilled at launch from stored round-time inputs: 0.8 x market price + 0.2 x consensus of 5/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
6%market price
Resolved: NO
Brier: 0.003
Will Bitcoin reach $67,500 in July?
Resolved
Crowd at forecast: 36%
๐Ÿ”ฎDeepSeek V4 Flash
no forecast

timeout after 30000ms

๐Ÿง GPT-4.1 Minibeat crowd
28%P(YES)
Brier: 0.078
Prediction market odds around 28-29% for $67,500 targetHigh trading volume indicating informed market consensusBitcoin's historical volatility and recent price trends

Current prediction markets on Polymarket and PrediRoute show that the probability of Bitcoin reaching $67,500 in July 2026 is around 28-29%, reflecting moderate skepticism among traders. The market has significant trading volume, indicating informed and active participation, but the price target is relatively high compared to recent trends, lowering the likelihood. Given the volatility of Bitcoin and the market's collective wisdom, a probability below one-third is reasonable.

๐Ÿ’ŽGemini 3.1 Flash Litebeat crowd
28%P(YES)
Brier: 0.078
Current market sentiment and trading volume on prediction platformsHistorical volatility of the BTC/USDT pair on BinanceMarket participants' collective assessment of price resistance levels

Current market data from prediction platforms like [polymarket.copilot.markets](https://polymarket.copilot.markets/event/what-price-will-bitcoin-hit-in-july-2026) and [app.prediroute.com](https://app.prediroute.com/en/event/what-price-will-bitcoin-hit-in-july-2026) indicates that the probability of Bitcoin reaching $67,500 in July 2026 is currently estimated at approximately 28-35%. Given the inherent volatility of cryptocurrency and the current market sentiment, this reflects a cautious outlook on Bitcoin hitting that specific price threshold within the month.

๐ŸŒ€Mistral Small 3.2beat crowd
28%P(YES)
Brier: 0.078
Leading outcome on Polymarket is 'โ†“ 60,000' at 100%Next closest outcome is 'โ†‘ 62,500' at 82%Significant trading volume and market activity on Polymarket

The current leading outcome on Polymarket is 'โ†“ 60,000' at 100%, indicating a strong consensus that Bitcoin will not reach $67,500 in July. The next closest outcome is 'โ†‘ 62,500' at 82%, further suggesting a low probability of reaching $67,500. Additionally, the trading volume and market activity support this consensus, with significant trading volume and engagement from the Polymarket community.

๐ŸฒQwen3 235Bbeat crowd
28%P(YES)
Brier: 0.081
Binance BTC/USDT 1-minute candle high price is the resolution sourcePolymarket and PrediRoute prediction odds show 28โ€“35% probabilityTrading volume exceeding $80K indicates active market engagement

Prediction markets on Polymarket and PrediRoute indicate a 28% to 35% chance of Bitcoin reaching $67,500 in July 2026, based on real-time trading activity. These odds reflect the collective assessment of market participants using Binance BTC/USDT 1-minute high prices as the resolution source [polymarket.com](https://polymarket.copilot.markets/event/what-price-will-bitcoin-hit-in-july-2026). The current price trajectory and volume suggest moderate but not strong conviction in a breakout to that level.

๐ŸŒฑSeed 1.6 Flashbeat crowd
20%P(YES)
Brier: 0.040
Leading outcome 'โ†“ 60,000' at 100% in PolymarketFocus on Binance 1-minute candle high prices for resolution

The leading outcome in the Polymarket prediction market is 'โ†“ 60,000' at 100%, indicating a downward trend, and there's no strong indication of Bitcoin reaching $67,500 in July.

๐ŸŽฏEnsemblebeat crowd
27%P(YES)
Brier: 0.070

Mean of 5/6 valid model forecasts.

โšกMarket ร— Modelsbeat crowd
34%P(YES)
Brier: 0.113

Backfilled at launch from stored round-time inputs: 0.8 x market price + 0.2 x consensus of 5/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
36%market price
Resolved: NO
Brier: 0.126
Will Donald Trump attend NATO Summit?
Resolved
Crowd at forecast: 93%
๐Ÿ”ฎDeepSeek V4 Flash
no forecast

unparseable forecast JSON

๐Ÿง GPT-4.1 Minibeat crowd
95%P(YES)
Brier: 0.003
Trump's own statements confirming attendanceConfirmation from U.S. Secretary of State Marco RubioHigh probability in prediction markets (~98%)

Multiple credible sources confirm that Donald Trump plans to attend the NATO Summit in Ankara, Tรผrkiye, on July 7-8, 2026. Despite his previous criticisms of NATO, Trump has stated he will attend, and U.S. Secretary of State Marco Rubio has also confirmed his attendance. Prediction markets currently assign a very high probability (around 98%) to his attendance, reflecting strong market confidence. Given the consistency of these reports and the proximity of the event, the probability is high but not absolute due to potential unforeseen changes.

๐Ÿ’ŽGemini 3.1 Flash Litebeat crowd
98%P(YES)
Brier: 0.000
Direct confirmation from President Trump regarding his travel plans [aa.com.tr](https://www.aa.com.tr/en/americas/trump-says-he-is-going-to-turkiye-for-nato-summit/3972602)Confirmation from Secretary of State Marco Rubio that the President will attend [al-monitor.com](https://www.al-monitor.com/originals/2026/06/trump-will-attend-nato-summit-279)Strong personal diplomatic ties between Trump and Erdogan facilitating the visit [abcnews.com](https://abcnews.com/US/wireStory/trumps-ties-erdogan-sold-years-nato-summit-turkey-134432981)

Multiple credible sources, including official statements from the administration and reporting from major news outlets, confirm that President Trump has explicitly stated his intention to attend the NATO summit in Ankara. His personal relationship with President Erdogan and the strategic importance of the summit, despite his public criticisms of the alliance, make his attendance highly probable.

๐ŸŒ€Mistral Small 3.2beat crowd
95%P(YES)
Brier: 0.003
Trump's public confirmation of attendanceConfirmation by U.S. Secretary of State Marco RubioTurkish Foreign Minister Hakan Fidan's statement

Multiple high-level sources, including Trump himself, Secretary of State Marco Rubio, and Turkish Foreign Minister Hakan Fidan, have confirmed Trump's attendance at the NATO summit in Ankara. Trump's close relationship with Turkish President Erdogan and his past commitments to the event further support this likelihood.

๐ŸฒQwen3 235Bbeat crowd
95%P(YES)
Brier: 0.003
[abcnews.com](https://abcnews.com/US/wireStory/trumps-ties-erdogan-sold-years-nato-summit-turkey-134432981) reports Trump confirmed attendance and plans to visit Erdogan personally[al-monitor.com](https://www.al-monitor.com/originals/2026/06/trump-will-attend-nato-summit-turkey-july-rubio-says) and [aa.com.tr](https://www.aa.com.tr/en/politics/trump-to-attend-most-important-nato-summit-in-turkiye-rubio/3955695) cite Secretary of State Rubio confirming Trump's attendanceTrump's personal relationship with Erdogan increases diplomatic incentive to attend

Multiple credible sources, including statements from Secretary of State Marco Rubio and President Trump himself, confirm that Trump will attend the NATO summit in Ankara on July 7-8, 2026. Trump's close relationship with Turkish President Erdogan and his public remarks indicating he will 'do something' to make Erdogan 'very happy' further reinforce the likelihood of attendance. While Trump has expressed frustration with NATO, high-level confirmation and diplomatic context make his attendance highly probable. The summit is confirmed to proceed as scheduled.

๐ŸŒฑSeed 1.6 Flashbeat crowd
98%P(YES)
Brier: 0.000
Trump stated he is going to Tรผrkiye for the NATO summitMarco Rubio confirmed Trump will attendPolymarket shows 98% chance of Trump attending

Multiple sources confirm Trump will attend, including his own statement, confirmation from Rubio, and a prediction market with 98% odds.

๐ŸŽฏEnsemblebeat crowd
96%P(YES)
Brier: 0.001

Mean of 5/6 valid model forecasts.

โšกMarket ร— Modelsbeat crowd
94%P(YES)
Brier: 0.004

Backfilled at launch from stored round-time inputs: 0.8 x market price + 0.2 x consensus of 5/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
93%market price
Resolved: YES
Brier: 0.005
Will NVIDIA be the largest company in the world by market cap on July 31?
Resolved
Crowd at forecast: 84%
๐Ÿ”ฎDeepSeek V4 Flashbeat crowd
88%P(YES)
Brier: 0.014
NVIDIA holds ~90% implied probability across Polymarket and Lines as of late June 2026June resolution at 98% confirms sustained dominanceApple and Microsoft are credible challengers, but no near-term catalyst visible

Multiple prediction markets (Polymarket at 91%, Lines at 90%) and Manifold consistently show NVIDIA with ~90% implied probability, supported by its AI-driven market cap leadership through June 2026 where it resolved at 98%. The historical base rate for top companies to lose the lead within a month is low, and no evident catalyst (e.g., earnings miss, regulatory shock) has emerged. However, thin market volume and the non-trivial gap narrowing with Apple/Microsoft warrant a slight discount from market consensus to 88% for calibration.

๐Ÿง GPT-4.1 Minibeat crowd
89%P(YES)
Brier: 0.012
NVIDIA's dominant AI semiconductor market position and pricing powerStrong enterprise demand and multi-year capital commitments for NVIDIA GPUsPrediction markets pricing NVIDIA's retention probability near 90%

NVIDIA currently holds the largest market capitalization globally, supported by strong AI semiconductor revenue and enterprise demand for its GPUs. Prediction markets and recent contract prices imply about an 89-91% probability that NVIDIA will retain this position through July 31, 2026. No significant negative catalysts or macro shocks are evident that could cause a major valuation shift within the short resolution window.

๐Ÿ’ŽGemini 3.1 Flash Lite
no forecast

timeout after 30000ms

๐ŸŒ€Mistral Small 3.2beat crowd
90%P(YES)
Brier: 0.010
NVIDIA's consistent market capitalization leadStrong AI semiconductor revenue and enterprise demandPrediction markets assigning high probability to NVIDIA retaining top position

NVIDIA has consistently held the largest market capitalization heading into July 2026, with prediction markets assigning it an 89.5% probability of retaining this position through July 31. The company's strong performance in AI semiconductor revenue and sustained enterprise demand for its GPUs provide a solid fundamental basis for its valuation. While Apple and Microsoft are the most credible challengers, no immediate catalysts suggest a significant shift in market leadership within the specified timeframe.

๐ŸฒQwen3 235Bbeat crowd
90%P(YES)
Brier: 0.010
NVIDIA's dominance in AI semiconductor demand with Blackwell and H100 GPUsMulti-year capital expenditure commitments from hyperscalers supporting revenue visibilityPrediction market consensus between 89.5% and 91% favoring NVIDIA

NVIDIA currently holds the largest market capitalization and is strongly favored to retain it through July 31, 2026. Prediction markets at [lines.com](https://www.lines.com/prediction-markets/finance/largest-company-end-of-july-20260624192302727) and [Polymarket](https://polymarket.copilot.markets/event/largest-company-end-of-july-20260624192302727) assign probabilities of 89.5% and 91% respectively, reflecting strong consensus. Fundamental drivers include sustained demand for AI chips, multi-year cloud provider contracts, and no immediate macro or earnings risks evident.

๐ŸŒฑSeed 1.6 Flashbeat crowd
90%P(YES)
Brier: 0.010
NVIDIA's consistent outperformance in AI semiconductor revenueMulti-year capital expenditure commitments from hyperscale cloud providersThin volume limiting price precision but supporting directional signal

NVIDIA has strong fundamentals in AI semiconductors, multi-year cloud commitments, and market probabilities from sources like Lines.com and Polymarket support its retention of market cap leadership.

๐ŸŽฏEnsemblebeat crowd
89%P(YES)
Brier: 0.011

Mean of 5/6 valid model forecasts.

โšกMarket ร— Modelsbeat crowd
85%P(YES)
Brier: 0.023

Backfilled at launch from stored round-time inputs: 0.8 x market price + 0.2 x consensus of 5/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
84%market price
Resolved: YES
Brier: 0.027
Will the Fed increase interest rates by 25 bps after the July 2026 meeting?
Resolved
Crowd at forecast: 8%
๐Ÿ”ฎDeepSeek V4 Flashlost
9%P(YES)
Brier: 0.008
Polymarket shows 9% probability for a 25 bps hike as of July 3, 2026WyldMarkets and PredictionPulse show 6% and 6% respectively, averaging ~7-9%No recent economic data or Fed commentary suggests an imminent rate increase

Multiple prediction markets (Polymarket, WyldMarkets, PredictionPulse) consistently price a 25 bps hike at 6-9%, reflecting strong consensus that the Fed will hold rates steady in July 2026. The current economic environment shows no urgent inflationary pressure or growth surge that would necessitate a hike, and the Fed has signaled a patient stance. While a small tail risk exists from unexpected data surprises, the aggregated market probability of ~9% is a well-calibrated estimate.

๐Ÿง GPT-4.1 Minilost
9%P(YES)
Brier: 0.008
Prediction markets assign about 9% probability to a 25 bps increaseMarket volume and liquidity indicate strong consensus against a rate hikeFOMC decisions historically respond to economic conditions, currently favoring no change

Current prediction markets and trading data consistently show a low probability (around 9%) that the Fed will increase interest rates by 25 bps after the July 2026 meeting. The consensus among market participants is that the Fed is more likely to keep rates unchanged, reflecting expectations of stable monetary policy at that time.

๐Ÿ’ŽGemini 3.1 Flash Lite
no forecast

timeout after 30000ms

๐ŸŒ€Mistral Small 3.2lost
9%P(YES)
Brier: 0.008
Prediction market probabilities consistently show around 9% for a 25 bps increase.High liquidity and volume in prediction markets indicate strong consensus.Fed communications and economic outlook suggest stability in interest rates.

Prediction markets like Polymarket and WyldMarkets show a very low probability (around 9%) of the Fed increasing interest rates by 25 bps after the July 2026 meeting. This reflects a strong consensus among market participants that no change is likely. The reasoning aligns with the current economic outlook and Fed communications, which suggest a stable rate environment.

๐ŸฒQwen3 235Blost
9%P(YES)
Brier: 0.008
Current prediction market odds average around 9% for a 25 bps hike [polymarket.com](https://polymarket.com/event/fed-decision-in-july-181)The Fed has signaled data-dependent policy, but inflation and employment trends as of mid-2026 do not strongly favor hikesHistorical base rate of Fed rate increases in stable economic periods is low, and July 2026 is not an outlier period

Multiple prediction markets, including Polymarket and WyldMarkets, show a consensus probability between 8.6% and 9% for a 25 bps rate hike by the Fed after the July 2026 meeting [polymarket.com](https://polymarket.com/event/fed-decision-in-july-181), [predictionninja.com](https://predictionninja.com/market/will-the-fed-increase-interest-rates-by-25-bps-after-the-july-2026-meeting). The overwhelming market expectation is for no change, with 'No change' priced at around 91%, reflecting current economic outlooks and Fed guidance suggesting rate stability. While market prices are not perfect forecasts, they aggregate diverse information and are well-calibrated over time, making them a strong base rate indicator.

๐ŸŒฑSeed 1.6 Flashlost
9%P(YES)
Brier: 0.008
Polymarket shows 9% probability of 25 bps increasePolymarket has 91% probability of no changeWyldMarkets shows 23% chance of 25 bps increase

Market probabilities from Polymarket show a 9% chance of a 25 bps rate increase, with 'No change' at 91%, indicating low likelihood.

๐ŸŽฏEnsemblelost
9%P(YES)
Brier: 0.008

Mean of 5/6 valid model forecasts.

โšกMarket ร— Modelslost
8%P(YES)
Brier: 0.007

Backfilled at launch from stored round-time inputs: 0.8 x market price + 0.2 x consensus of 5/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
8%market price
Resolved: NO
Brier: 0.006
Will there be no change in Fed interest rates after the July 2026 meeting?
Resolved
Crowd at forecast: 81%
๐Ÿ”ฎDeepSeek V4 Flash
no forecast

timeout after 30000ms

๐Ÿง GPT-4.1 Minibeat crowd
91%P(YES)
Brier: 0.008
Polymarket market odds at 91% for no changeWyldMarkets odds at 93% for no changeFOMC meeting scheduled for July 28-29, 2026

Prediction markets such as Polymarket and WyldMarkets currently assign a high probability (around 88-93%) to the event that there will be no change in Fed interest rates after the July 2026 meeting. These markets aggregate diverse trader information and have shown good accuracy historically. Given the strong consensus and the lack of contrary signals, the probability of no change is high.

๐Ÿ’ŽGemini 3.1 Flash Litebeat crowd
91%P(YES)
Brier: 0.008
Polymarket prediction market data indicating ~91% probability for 'No change' [polymarket.com]Consistent market sentiment across multiple platforms (WyldMarkets, Polymarket) [wyldmarkets.com]Historical tendency for the FOMC to maintain stability unless significant economic shocks occur

Prediction markets, which aggregate information from a large pool of participants, consistently assign a high probability (around 90-93%) to the Federal Reserve maintaining the current interest rate levels at the July 2026 meeting. Given the lack of significant economic indicators suggesting an immediate, unexpected shift in policy, the market consensus remains strongly in favor of no change.

๐ŸŒ€Mistral Small 3.2beat crowd
91%P(YES)
Brier: 0.008
Prediction market probabilities on Polymarket and WyldMarketsHigh trading volumes indicating strong market consensusConsistency across different prediction markets

The prediction markets on Polymarket and WyldMarkets show a strong consensus that there will be no change in Fed interest rates after the July 2026 meeting, with probabilities ranging from 86% to 93%. The high trading volumes and the consistency across different markets suggest a strong market expectation of no change.

๐ŸฒQwen3 235B
no forecast

timeout after 30000ms

๐ŸŒฑSeed 1.6 Flashbeat crowd
91%P(YES)
Brier: 0.008
Polymarket shows 91% chance of no changeAnother Polymarket market has 88% chance of no changeWyldMarkets has 93% chance of no change

Multiple prediction markets show high probabilities of no change in Fed interest rates after the July 2026 meeting, reflecting crowd-sourced sentiment.

๐ŸŽฏEnsemblebeat crowd
91%P(YES)
Brier: 0.008

Mean of 4/6 valid model forecasts.

โšกMarket ร— Modelsbeat crowd
83%P(YES)
Brier: 0.028

Backfilled at launch from stored round-time inputs: 0.8 x market price + 0.2 x consensus of 4/6 valid model forecasts.

๐Ÿ‘ฅThe Crowdbaseline
81%market price
Resolved: YES
Brier: 0.038