Monday, June 29, 2026GraphArchiveSubscribeDaily · No. 19

The Probable Times

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

Lebanon Talks Collapse, Vučić Exit Certain, Starmer Priced Next

A single trading session wiped out the Lebanon-Israel normalization trade while Balkan finality and a British political countdown sharpened into focus.

Markets delivered a swift verdict on Monday: the Lebanon-Israel recognition bet is effectively dead. At 14%—down 47 points in 24 hours—traders have priced the June 30 deadline as a clean miss, erasing what was briefly a live trade. Meanwhile, Aleksandar Vučić's departure from the Serbian presidency is all but resolved at 98%, up 91 points on the week, with the clock expiring tomorrow. The period's quieter but perhaps more consequential move belongs to Keir Starmer: traders now make the UK Prime Minister the 92% favourite to be the next major leader out of power before 2027, up 62 points in seven days. Against this political turbulence, the Strait of Hormuz reads almost serene—94% probability of 40-plus daily ship transits by June 30, up 48 points on the week—suggesting the waterway has quietly normalised even as regional diplomacy staggers.

Today’s biggest movesprobability shifts, volume-weighted
Geopolitics

Aleksandar Vučić out as Serbian President by June 30, 2026?

98% 98% 24h
$160,391 traded · 24h
Geopolitics

Will Lebanon recognize Israel by June 30?

61% 14% 24h
$346,806 traded · 24h
Culture

Will MrBeast's next video get between 50 and 60 million views on week 1?

26% 87% 24h
$12,300 traded · 24h
Geopolitics

Will 40 ships transit the Strait of Hormuz on any day by June 30, 2026?

86% 94% 24h
$51,750 traded · 24h
Geopolitics

Will there be between 20 and 40 average daily transits of the Strait of Hormuz on June 30?

75% 80% 24h
$15,061 traded · 24h
Politics & Elections

Will Claude Mythos 5 be restored for US customers by June 30?

73% 26% 24h
$21,779 traded · 24h
Politics & Elections

Will Phil Weiser win the 2026 Colorado Governor Democratic primary election?

76% 76% 24h
$24,185 traded · 24h
Politics & Elections

Will Claude Fable 5 be restored for US customers by August 31?

94% 96% 24h
$21,002 traded · 24h

Geopolitics

Three stories converge. Vučić's Serbian exit is priced as fait accompli at 98% (+91 pts/7d) ahead of tomorrow's deadline. Lebanon-Israel recognition has collapsed to 14%, shedding 47 points overnight. The Strait of Hormuz, by contrast, is almost tranquil: 94% for 40-plus daily transits (+48 pts/7d), with the 20–40 average daily band at 80%. US-Iran talks are expected in the July 10–17 window, priced at 45–53%.

June 30, 202698%▲ 91 7d
Lebanon14%▼ 47 24h
July 1045%▲ 32 24hJuly 1753%▲ 22 24hJuly 322%▲ 11 24hJuly 3166%▲ 1 24h
40+94%▲ 7 24h60+28%▲ 4 24h80+2.2%▼ 1 24h
Starmer - UK PM92%▲ 1 24h
20-4080%▲ 4 24h10-204.1%▼ 6 24h40-6016%▲ 8 24h

Politics & Elections

Starmer's 92% probability of being the next major leader out before 2027 (+62 pts/7d) dominates. In Colorado, Phil Weiser leads the Democratic gubernatorial primary at 76% (+42 pts/7d); Melat Kiros holds CO-01 at 78% (+29 pts/7d). On AI access: Claude Mythos 5 restoration by June 30 crashed to 26% (-47 pts/24h), while Claude Fable 5's August 31 window holds firm at 96% (+42 pts/7d).

June 3026%▼ 47 24h
Phil Weiser76%▲ 42 7dMichael Bennet24%▼ 1 24h
August 3196%▲ 3 24hDecember 3197%▼ 1 24hJuly 126%▼ 4 24hJuly 3187%▼ 5 24h
July 3154%▲ 24 24hJune 307.6%▲ 4 24h
Diana DeGette22%▼ 32 7dMelat Kiros78%▲ 2 24h
Jimmy Kimmel21%▼ 17 24hKeir Starmer5%▼ 4 24hKevin Warsh5.4%▼ 2 24hEmmanuel Macron1.8%▼ 6 24h

Economy & Crypto

Tesla Q2 delivery expectations have migrated downward: the 400k–425k band now leads at 33% (+24 pts/7d), displacing 450k–475k. OpenAI IPO odds by year-end fell to 23% (-29 pts/7d). June US inflation is centred on 3.8% at 48%. The Fed is seen pausing in three consecutive meetings at 46%, up 8 points on the week.

450k–475k13%▼ 1 24h400k–425k33%▲ 12 24h475k+22%▼ 6 24h425k–450k11%▼ 2 24h
STRC hits $100 by… $36,883 · 24h
September 3021%▼ 7 24hDecember 3138%▼ 1 24h
OpenAI IPO by...? $30,342 · 24h
December 31, 202623%▼ 2 24hSeptember 30, 20265.5%▼ 8 7dAugust 31, 20262.6%▼ 1 7d
>15M20%▼ 11 24h>10M31%▼ 8 24h>1M88%▼ 5 24h>2M84%▼ 4 24h
3.9%4.5%▼ 4 24h3.7%32%▲ 2 24h3.8%48%▼ 4 24h≤3.6%4.2%▲ 1 24h
Pause–Pause–Pause46%▲ 6 24hPause–Pause–Cut7%▲ 2 24hOther44%▼ 1 24h

Science & Tech

GPT-5.6 has repriced firmly into mid-July: July 17 at 72% (+44 pts/7d) and July 24 at 86% (+41 pts/7d). Next Claude Sonnet is 48% to arrive by July 3. Anthropic holds the best-model crown at 99% for end of June and 84% for end of July, with Google at 10% and OpenAI at 5% for the July contest.

July 39%▲ 2 24hJuly 1772%▲ 44 7dJuly 2486%▲ 41 7dJuly 826%▼ 4 24h
June 3022%▼ 12 24hJuly 138%▼ 12 24hJuly 348%▲ 9 24hJuly 245%▲ 6 24h
Anthropic84%▼ 2 24hOpenAI4.9%▲ 2 24hGoogle10%
Anthropic99%▲ 7 7d

Sports

Messi is now the clear Golden Boot favourite at 52%, up 32 points on the week. Canada has surged to 76% for a Round of 16 exit (+40 pts/7d), while Cape Verde is 94% out in the Round of 32. Penalty drama expectations have compressed sharply: 5-plus missed penalties sits at 33% (-37 pts/7d), and shootout-decided matches of 6-plus have shed 16 points in 24 hours to 50%.

Round of 1676%▲ 22 24hQuarterfinals19%▲ 6 24hSemifinals1.9%▼ 2 7d
Lionel Messi52%▲ 32 7dHarry Kane3.8%▼ 1 24hOusmane Dembele6.6%▼ 1 24hKylian Mbappe22%▲ 1 24h
Round of 3294%▲ 2 24hQuarterfinals1.6%▼ 8 7d
Australia47%▼ 8 24hJapan54%▲ 16 24h
5+ missed penalties33%▼ 5 24h10+ missed penalties5.9%▼ 5 24h15+ missed penalties1.8%▼ 1 24h
6+ matches50%▼ 16 24h7+ matches34%▼ 10 24h8+ matches22%▼ 4 24h3+ matches90%▲ 4 24h

Culture

MrBeast's latest video has settled into the 50–60M views bracket at 87% (+62 pts/24h), dislodging the 60–70M outcome. The Odyssey's opening weekend has gravitated toward $75–85M at 28% (+20 pts/24h), away from the $115M-plus scenario at 24% (-18 pts). Spider-Man: Brand New Day remains the year's box-office favourite at 73%. No Bond has been chosen: 99%.

50-60M87%▲ 62 24h60-70M8%▼ 62 24h40-50M5.1%▲ 3 24h
75-85m28%▲ 20 24h>115m24%▼ 18 24h95-105m9.8%▼ 7 24h85-95m14%▲ 3 24h
69-73m96%▲ 15 24h65-69m4.1%▼ 14 24h
Spider-Man: Brand New Day73%▲ 6 24hToy Story 56.5%▼ 5 24hAvengers: Doomsday14%▲ 2 24hThe Odyssey1.7%▼ 1 24h
Next James Bond actor? $406,894 · 24h
No Bond chosen99%▲ 2 24h
Will Jesus Christ return before 2027?1.9%

The Second Coming: 2%. Even prediction markets have editorial standards.

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