Wednesday, August 26, 2026GraphArchiveSubscribeDaily · No. 77

The Probable Times

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

Anthropic Overtakes SpaceX in 2026 IPO Race as Traders Rotate

The largest-IPO wager flipped hands overnight, with SpaceX's odds down 25 points and Anthropic's up 13, while transfer-market chaos and a fading blockbuster reshuffled expectations elsewhere.

The market's pick for 2026's biggest IPO flipped overnight: Anthropic surged to 49% (+13 pts/24h, +5 pts/7d) while SpaceX collapsed to 40% (-25 pts/24h, -15 pts/7d) on $32,863 traded. Football repriced just as violently — Enzo Fernandez's odds of staying at Chelsea fell to 12% (-18 pts/24h, -40 pts/7d) as Manchester City rose to 85% (+18 pts/24h, +38 pts/7d) to land him. In Hollywood, Spider-Man: Brand New Day's shot at a $900m domestic haul held near-dead at 8% (-4 pts/24h, -45 pts/7d), while MrBeast's next upload surged toward a narrower 60-70M view band, now 86% (+19 pts/24h, +60 pts/7d). Geopolitically, the US-Iran ceasefire's odds of holding through September 30 ticked to 84% (+10 pts/24h), and cartel-arrest markets rallied hard, with Juan Reyes Mejía González's 2026 arrest odds climbing to 72% (+19 pts/24h, +22 pts/7d).

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

Will Darline Graham Nordone win the SC Republican Senate special primary runoff by less than 5%?

42% 95% 24h
$44,051 traded · 24h
Culture

Will MrBeast's next video get between 60 and 70 million views on week 1?

26% 86% 7d
$9,182 traded · 24h
Culture

Will the total domestic gross for Spider-Man: Brand New Day be at least 900m by August 31?

52% 7.8% 7d
$38,664 traded · 24h
Culture

Will the total domestic gross for Spider-Man: Brand New Day be less than 900m by August 31?

50% 92% 7d
$6,904 traded · 24h
Sports

Will Enzo Fernandez stay at Chelsea?

52% 12% 7d
$13,038 traded · 24h
Geopolitics

US ceasefire against Iran continues through September 30?

56% 84% 7d
$171,718 traded · 24h
Economy & Crypto

Will SpaceX have the highest IPO Market Cap 2026?

64% 40% 24h
$32,863 traded · 24h
Geopolitics

Will Juan Reyes Mejía González be arrested in 2026?

50% 72% 7d
$33,099 traded · 24h

Geopolitics

Iran contracts drifted further toward calm: the ceasefire holding through September 30 rose to 84% (+10 pts/24h, +27 pts/7d) on over $1m traded, and an end to the Iranian blockade by October 31 climbed to 60% (+13 pts/24h). Cartel-arrest markets moved sharply — Juan Reyes Mejía González's odds hit 72% (+19 pts/24h, +22 pts/7d) and Iván Archivaldo Guzmán Salazar's rose to 60% (+22 pts/24h) — even as Moscow air-traffic suspension odds for August 31 fell to 22% (-23 pts/24h).

August 3122%▼ 23 24hSeptember 1554%▼ 21 24h
Juan Reyes Mejía González72%▲ 19 24hIván Archivaldo Guzmán Salazar60%▲ 22 24hJuan Pablo Ledezma37%▼ 4 24hRicardo Ruiz Velasco40%▼ 6 24h
September 3084%▲ 10 24hSeptember 1590%▲ 8 24hAugust 3196%▲ 2 24hOctober 3174%▲ 7 24h
October 3160%▲ 13 24hSeptember 3040%▲ 11 24hSeptember 1424%▲ 10 24hSeptember 716%▲ 8 24h
September 3050%▲ 10 24hAugust 3116%▲ 4 24h
December 3138%▼ 6 24hOctober 3126%▼ 9 24hSeptember 3012%▼ 5 24hAugust 313.1%▼ 8 7d

Politics & Elections

South Carolina's Senate runoff swung to near-certainty as its resolution deadline arrived: Graham Nordone winning by under 5% now prices at 95%, up 53 points on the day. Elsewhere, traders sharply raised odds Trump names a new Press Secretary by September 11 to 60% (+28 pts/24h), while confidence he'll publicly insult someone today held near-lock at 94% (+5 pts/24h).

Graham Nordone <5%95%▲ 53 24hGraham Nordone 5–10%4.1%▼ 31 24h
September 1160%▲ 28 24hSeptember 440%▲ 18 24hSeptember 3075%▲ 12 24hAugust 2819%▲ 4 24h
Mitch McConnell steps down from Senate before his term ends?12%▼ 5 24h
Clarity Act (H.R.3633) signed into law in 2026?14%▼ 4 24h
June 30, 202734%▼ 6 24h
August 2694%▲ 5 24hAugust 2990%▲ 6 7dAugust 3086%▲ 2 24hAugust 2892%▲ 2 24h

Economy & Crypto

The largest-2026-IPO wager changed hands: Anthropic climbed to 49% (+13 pts/24h, +5 pts/7d) while SpaceX collapsed to 40% (-25 pts/24h, -15 pts/7d) on $32,863 traded. STRC's path to $100 by December 31 rose to 80% (+2 pts/24h, +18 pts/7d), and Variational's FDV clearing $1B a day after launch climbed to 54% (+8 pts/24h, +24 pts/7d).

SpaceX40%▼ 25 24hAnthropic49%▲ 13 24h
STRC hits $100 by… $26,819 · 24h
September 3051%▼ 2 24hDecember 3180%▲ 2 24h
$1B54%▲ 8 24h$800M64%▲ 7 24h$2B29%▲ 18 7d$500M80%▲ 4 24h
Apple7%▼ 2 24hNVIDIA90%▲ 1 24hAlphabet3.5%▲ 1 24h
Will GameStop acquire eBay?7.5%▲ 1 24h
2 (50 bps)2.8%▼ 2 7d0 (0 bps)86%▲ 1 7d

Science & Tech

OpenAI's Astra slipped later on the calendar: September 15 odds rose to 50% (+6 pts/24h, +8 pts/7d) as August 31 collapsed to 2%. Anthropic's grip on 'best AI model' stayed near-total for August at 99% and led September at 90%, while Ox Alpha's ownership stayed pinned on Z.ai at 94% (-2 pts/24h).

August 311.5%▼ 1 24hSeptember 1550%▲ 6 24hSeptember 3077%▲ 6 7dOctober 3188%▲ 3 7d
Z.ai94%▼ 2 24hGoogle3.6%▲ 2 24h
Anthropic90%▼ 2 24hSpaceXAI2.2%▲ 1 24hOpenAI5.4%▲ 2 7dGoogle2.6%▲ 1 24h
Anthropic>99%▲ 1 24h

Sports

Chelsea's hold on Enzo Fernandez evaporated as traders cut his staying odds to 12% (-18 pts/24h, -40 pts/7d) while Manchester City surged to 85% (+18 pts/24h, +38 pts/7d) to sign him. Julian Alvarez markets swung toward Atletico Madrid, up to 70% (+16 pts/24h). In tennis, Carlos Alcaraz reclaimed US Open favorite status at 30% (+10 pts/7d) ahead of Zverev's 21%.

Chelsea12%▼ 18 24hManchester City85%▲ 18 24h
Atletico Madrid70%▲ 16 24hArsenal14%▼ 10 24hChelsea2.9%▼ 6 24hBarcelona12%▼ 3 24h
Carlos Alcaraz30%▲ 10 7dArthur Fils8.2%▲ 1 24hAlexander Zverev21%▲ 5 7dNovak Djokovic12%▼ 1 24h
EPL: 2027 Champion $200,946 · 24h
Arsenal52%▲ 1 24hChelsea14%▲ 1 24hManchester United5.5%▼ 4 7dManchester City18%▼ 1 24h
F1 Drivers' Champion $60,168 · 24h
Lando Norris9.3%▲ 7 7dLewis Hamilton6.9%▼ 3 7dCharles Leclerc1.8%▼ 1 7dKimi Antonelli75%
Coco Gauff15%▲ 6 7dElena Rybakina6.4%▼ 3 7dIga Swiatek15%▲ 4 7dJessica Pegula5.8%▲ 1 7d

Culture

MrBeast's next video surged toward a narrower hit: 60-70 million week-one views now prices at 86% (+19 pts/24h, +60 pts/7d), draining the 70-80M band to 12%. Spider-Man: Brand New Day's underperformance narrative held firm, with sub-$900m domestic gross odds at 92% (+4 pts/24h, +43 pts/7d). GTA 6's 'Extended Look' running 25+ minutes jumped to 81% (+34 pts/24h) as its reveal nears.

60-70M86%▲ 19 24h70-80M12%▼ 20 24h
900m+7.8%▼ 4 24h800 - 900m92%▲ 3 24h
25+ minutes81%▲ 34 24h30+ minutes6.8%▼ 12 24h20+ minutes94%▲ 12 24h15+ minutes94%▲ 8 24h
<900m92%▲ 4 24h900 - 920m7.5%▼ 4 24h
Fortnite2.5%
Jynxzi vs Speed gaming challenge winner?<1%

Markets are more certain Trump insults someone today (94%) than that the Fed cuts rates at all this year (86% for zero) — a tidy summary of 2026 so far.

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