Wednesday, August 12, 2026GraphArchiveSubscribeDaily · No. 63

The Probable Times

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

Markets Push Iran Blockade Resolution Deeper Into Autumn

A week ago traders gave the blockade's end 77% odds by August 15; that's collapsed to 12%, even as October 31 confidence barely moved, down just 18 points to 72%. The market isn't losing faith in a resolution — it's rescheduling one.

A week ago, prediction markets gave 77% odds that Washington would declare the Iranian blockade over by August 15; that has collapsed to 12% (+2 points on the day, -65 over the week), while confidence in later dates erodes far more gently — an October 31 resolution still holds at 72%, down just 18 points over the same span. The pattern repeats across the diplomatic complex: the US-Iran Hormuz Agreement by August 15 has fallen to 8% (-58 pts/7d), and a 60-day negotiation extension has faded to 26% (-43 pts/7d). Traders aren't abandoning the thesis so much as re-dating it. Elsewhere, sentiment swung hard in other arenas: Rodri's move to Barcelona firmed to 83%, up 77 points over the week despite a 5-point wobble on the day, and MrBeast's latest upload is now given 90% odds of landing 70-80 million first-week views, up 83 points in seven days as early numbers rolled in.

Today’s biggest movesprobability shifts, volume-weighted
Politics & Elections

Will Francesca Hong win the 2026 Wisconsin Governor Democratic primary election?

96% 9.8% 24h
$1,126,707 traded · 24h
Politics & Elections

Will David Crowley win Waukesha County in the Wisconsin Democratic Governor primary?

2.8% 95% 24h
$18,037 traded · 24h
Geopolitics

US announces end of Iranian blockade by August 15, 2026?

76% 12% 7d
$342,796 traded · 24h
Culture

Will MrBeast's next video get between 70 and 80 million views on week 1?

6.5% 90% 7d
$13,642 traded · 24h
Sports

Will Rodri join Barcelona?

6.5% 83% 7d
$17,915 traded · 24h
Politics & Elections

Will John Nagel be the MN-05 Republican nominee?

21% 96% 24h
$13,286 traded · 24h
Science & Tech

Will the next Google Gemini Pro model be released by August 21, 2026?

85% 17% 7d
$9,456 traded · 24h
Geopolitics

US-Iran Hormuz Agreement by August 15?

67% 8.5% 7d
$28,775 traded · 24h

Geopolitics

The Iran blockade timeline keeps sliding later: an August 15 resolution has crashed to 12% (-65 pts/7d) while October 31 still holds at 72%, down just 18 points over the week, and the parallel US-Iran Hormuz Agreement by August 15 fell to 8% (-58 pts/7d). Yet the Iran-Oman Hormuz Management Agreement tells a firmer story — 78% by September 30, up 10 points on the day. Elsewhere, Venezuela's odds of recognizing Israel by year-end jumped to 67%, up 50 points overnight and 54 over the week, the sharpest reversal in the recognition basket.

August 1197%▲ 94 24hAugust 149.2%▲ 5 24hAugust 288%▲ 3 24hAugust 212.6%▼ 5 7d
Venezuela67%▲ 50 24hLebanon12%▼ 5 7dSaudi Arabia10%▼ 2 24hIndonesia8.5%▼ 1 7d
August 1512%▲ 2 24hAugust 3136%▲ 4 24hSeptember 3060%▲ 2 24hOctober 3172%▲ 6 24h
August 158.5%▲ 2 24hAugust 3124%▼ 50 7d
August 1522%▼ 10 24hAugust 3158%▲ 3 24hSeptember 3078%▲ 10 24hAugust 2238%▼ 2 24h
US-Iran 60 day negotiation period extended?26%▼ 43 7d

Politics & Elections

Tuesday's primaries did what deadlines do: Wisconsin's Democratic gubernatorial primary snapped to David Crowley at 90% (+86 pts/24h) as Francesca Hong collapsed to 10%, with Crowley sweeping Waukesha County 95% to Hong's 4%. Minnesota's 5th District GOP race settled on John Nagel at 96% (+75 pts/24h), and South Carolina's Republican Senate special primary now favors Darline Graham Nordone at 73% (+32 pts/24h) over Ralph Norman's 28%. Off the ballot, odds that New Zealand's Christopher Luxon exits by September 30 fell to 6%, down 48 points on the day.

Francesca Hong9.8%▼ 86 24hDavid Crowley90%▲ 86 24h
David Crowley95%▲ 92 24hFrancesca Hong3.6%▼ 93 24h
John Nagel96%▲ 75 24h
Crowley wins63%▲ 60 24hHong 25–30%2.7%▼ 7 24hHong <5%16%▲ 4 24h
Christopher Luxon out by September 30?6.5%▼ 48 24h
Darline Graham Nordone73%▲ 32 24hRalph Norman28%▲ 8 7d

Economy & Crypto

Anthropic's IPO odds keep climbing: a December 31 listing now prices at 82% (+17 pts/7d) and an October 31 listing at 64% (+29 pts/7d), while bets on a $1.5 trillion valuation by year-end rose to 76%, up 8 points overnight. July's inflation prints, now resolved, split narrowly toward a 3.4% annual read (40%) and a monthly gain of at least 0.1% (68%, +6 pts/24h). NVIDIA's grip on 'largest company' by end of August tightened to 92%, up 9 points over the week.

Anthropic IPO by __? $89,071 · 24h
October 31, 202664%▲ 2 24hDecember 31, 202682%▲ 1 24hSeptember 30, 202612%▼ 2 24hSeptember 15, 20262.1%▲ 1 7d
$300M34%▼ 3 24h$500M13%▼ 4 24h$150M74%▲ 3 24h$800M6.5%▲ 1 24h
↑$1.5T76%▲ 8 24h↑$1.25T92%▲ 6 24h↓$800B8.5%▼ 4 24h↑$1.75T50%▲ 2 24h
3.3%38%▲ 6 24h3.4%40%▼ 4 24h3.5%14%▼ 3 7d≤3.1%4.4%▲ 2 24h
≥0.1%68%▲ 6 24h0.0%28%▼ 5 24h-0.1%6.2%▲ 1 24h
NVIDIA92%▲ 9 7dAlphabet1.7%▼ 1 24hApple4.7%▼ 4 7d

Science & Tech

Grok 4.6's release window snapped forward within a single session: bets on an August 12 launch collapsed to 21% (-40 pts/24h) while August 21 firmed to 94% (+3 pts/24h), a sharp reversal of yesterday's near-term optimism. SSI's public model timeline shifted too — an October 31 release fell to 40% (-24 pts/24h) as traders crowded into September 30 instead, now 30% (+10 pts/24h). Anthropic remains the runaway favorite for best model of the month, at 94%, with Google and OpenAI both stuck in single digits.

August 2117%▼ 4 24hAugust 145.5%▼ 70 7dAugust 3140%▼ 5 24h
August 1221%▼ 40 24hAugust 1363%▼ 13 24hAugust 2194%▲ 3 24hAugust 1484%▼ 4 7d
October 3140%▼ 24 24hSeptember 3030%▲ 10 24hAugust 3114%▲ 2 24h
GPT-6 released by…? $27,612 · 24h
August 31, 202616%▼ 9 24hAugust 21, 20263.5%▼ 2 24hSeptember 30, 202656%▼ 7 7dDecember 31, 202684%▼ 2 24h
Google1.7%▼ 2 7dAnthropic94%▲ 1 24hOpenAI3.6%▼ 1 24h

Sports

Rodri's move to Barcelona firmed to 83%, up 77 points over the week even after a 5-point Tuesday dip, all but closing the book on a Real Madrid switch, now down to 2% (-76 pts/7d). Guessing games around Cristiano Ronaldo's wedding guest list swung hard: Marcelo fell to 19% (-7 pts/24h, -41 pts/7d) and Joao Felix to 6% (-17 pts/24h). At the ATP 1000 in Montreal, Rafael Jodar surged to favorite at 40% (+17 pts/24h), edging out Ben Shelton's 34%. Harry Kane's Ballon d'Or odds ticked up to 59%, extending a six-point weekly gain.

Barcelona83%▼ 5 24hReal Madrid2.2%▼ 76 7dManchester City11%▲ 4 24h
m0NESY2.7%▼ 1 24hMarcelo19%▼ 7 24hJoao Felix6.2%▼ 17 24hRicardo Quaresma12%▼ 6 24h
Rafael Jodar40%▲ 17 24hBen Shelton34%▲ 14 24hBrandon Nakashima11%▲ 8 7dLearner Tien14%▲ 4 24h
EWC 2026 CS2: Winner $81,362 · 24h
Team Falcons16%▼ 6 24hG2 Esports1.9%▼ 3 24hMOUZ7.5%▲ 1 24hFaZe Clan2.1%▼ 1 24h
Ballon d'Or Winner 2026 $117,590 · 24h
Harry Kane59%▲ 2 24hLamine Yamal18%▼ 4 7dKylian Mbappé7.6%▼ 2 7dLionel Messi2.2%▼ 1 7d
Jannik Sinner52%▼ 1 24hBen Shelton2.9%▲ 1 7dNovak Djokovic6.2%▲ 1 7d

Culture

MrBeast's latest upload is now priced at 90% odds of landing 70-80 million week-one views, up a striking 83 points over the week as early numbers rolled in. The Kai and Speed Minecraft marathon keeps dragging: odds it wraps by August 17 rose to 30% (+13 pts/24h), while a same-day finish by August 14 held at just 8%. In-game death counts are converging on the 50-69 range, now 41% (+11 pts/24h). 'Spider-Man: Brand New Day' firmed toward a $900M+ domestic haul, now 62% (+6 pts/24h), versus 36% for the $800-900M band.

70-80M90%▲ 83 7d60-70M2.2%▼ 2 24h80-90M7.8%▲ 1 24h
90+12%▼ 24 24h50-6941%▲ 11 24h70-8921%▲ 2 24h30-4913%▼ 1 24h
August 1730%▲ 13 24hAugust 1624%▲ 12 24hAugust 1514%▲ 6 24hAugust 148.5%▲ 3 24h
Pillager10%▼ 22 24hGhast12%▼ 10 24hBlaze54%▲ 6 24hEnderman60%▲ 2 24h
August 2062%▲ 16 24hAugust 1952%▲ 14 24hAugust 144.2%▼ 12 24hAugust 1830%▲ 10 24h
800 - 900m36%▼ 8 24h900m+62%▲ 6 24h

Democracy delivered its verdicts on schedule Tuesday; the Strait of Hormuz, less so.

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