Thursday, October 1, 2026GraphArchiveSubscribeDaily · No. 113

The Probable Times

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

Traders Bet Google's Next Gemini Won't Show This Month

Markets slashed the odds of an October Gemini Pro release by 55 points in a day, flipping to a 76% bet against any launch before November. Meanwhile Gulf diplomacy kept losing ground and Flávio Bolsonaro's debate odds firmed to 96% in Brazil.

Google's Gemini roadmap took the day's sharpest hit: traders slashed the odds of a Gemini Pro release by October 31 to 26%, down 55 points in 24 hours and 54 over the week, while the inverse contract — no release before November 1 — rocketed to 76%, up 55 points on $11,914 traded. The reversal came alongside continued retreat on Gulf diplomacy: odds that the US ends its Iranian blockade by October 15 fell to just 12%, down 36 points over seven days, while a Saudi pipeline restart by the same date slid to 36%, down 32 points on the week, and the odds of an October 31 US-Iran meeting dropped to 26%, down 35 points. In Brazil, Flávio Bolsonaro's debate appearance firmed to 96%, up 60 points over the week on $29,868 traded. In sports, Lamine Yamal overtook Harry Kane for Ballon d'Or favorite, 45% to 42%, after a 23-point weekly climb.

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

Flávio Bolsonaro participates in debate before first round?

36%→ 96% 7d
$29,868 traded · 24h
Science & Tech

Will the next Google Gemini Pro model be released by October 31, 2026?

80%→ 26% 24h
$39,298 traded · 24h
Science & Tech

Will there be no next Google Gemini Pro model release by November 1, 2026?

20%→ 76% 7d
$11,914 traded · 24h
Culture

Will "Primetime" Opening Weekend Box Office be between 16m and 19m?

3.7%→ 48% 7d
$9,006 traded · 24h
Geopolitics

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

47%→ 12% 7d
$33,142 traded · 24h
Science & Tech

Will OpenAI announce another Millennium Prize solution by December 31, 2027?

74%→ 40% 7d
$37,712 traded · 24h
Geopolitics

Saudi Oil Pipeline (East-West) restarts by October 15?

68%→ 36% 7d
$49,635 traded · 24h
Geopolitics

Next US-Iran senior diplomatic meeting by October 31, 2026? (copy)

60%→ 26% 7d
$11,459 traded · 24h

Geopolitics

Gulf diplomacy odds kept draining this week: traders now give just 12% (down 36 points on the week) to a US announcement ending the Iranian blockade by October 15, 36% (down 32 points) to a Saudi East-West pipeline restart by the same date, and only 26% (down 35 points) to an October 31 US-Iran diplomatic meeting. Elsewhere, Benjamin Netanyahu's odds of exiting power before 2027 climbed to 36%, up 8 points on the day, while Nicolás Maduro held favorite status in Venezuela at 67%, down 4 points but still up 7 over the week.

October 1512%▼ 2 24hNovember 3042%▼ 6 7dOctober 3128%▼ 1 24hDecember 3160%▲ 1 24h
October 1536%▼ 4 24hOctober 3162%▼ 5 24h
October 31, 202626%▼ 5 24hDecember 31, 202659%▼ 6 24hOctober 5, 20264%▼ 6 24h
Delcy Rodríguez22%▼ 1 24hNicolás Maduro67%▼ 4 24hNo Head of State1.9%▲ 1 7d
None before 202728%▼ 9 24hNetanyahu - Israel PM36%▲ 8 24hLecornu - France PM14%▲ 3 24hLula da Silva - Brazil President2.1%▲ 1 24h
December 3142%▼ 11 24hNovember 3035%▼ 4 24hOctober 3128%▼ 4 24hOctober 74%▼ 2 24h

Politics & Elections

Flávio Bolsonaro's odds of appearing in a pre-first-round debate hardened to 96%, up 10 points on the day and 60 over the week on $29,868 traded. In Brazil's Federal District Senate race, Bia Kicis strengthened to 83% for second place, up 25 points weekly. Romania's premiership stayed contested: Alexandru Nazare leads at 34% (up 19 points weekly) over Sorin Grindeanu's 25% (down 16). Meanwhile US state-level data-center moratorium bets retreated broadly — Texas's 2027 contract fell 18 points to 34%, Ohio's fell 15 points to 32%, and Oklahoma's fell 11 points to 34%, all in a single session.

Flávio Bolsonaro participates in debate before first round?96%▲ 10 24h
December 31, 202734%▼ 18 24hJune 30, 202722%▼ 16 24hDecember 31, 20268.5%▼ 4 24h
June 30, 202718%▼ 15 24hDecember 31, 202732%▼ 15 24hDecember 31, 20269.5%▼ 5 24h
Bia Kicis83%▲ 5 24hLeila do Vôlei11%▼ 27 7dErika Kokay3.8%▼ 3 24h
December 31, 202734%▼ 11 24h
Alexandru Nazare34%▼ 2 24hSorin Grindeanu25%▼ 10 24hDan Motreanu2.2%▲ 2 24h

Economy & Crypto

Rate-path bets held steady: traders put 60% odds (up 4 points) on two Fed rate hikes in 2026, with 82% still expecting at least one more hike this year, down 4 points on the day. Anthropic's odds of an IPO by December 31 eased slightly to 79%. In crypto, Concrete's post-launch valuation expectations jumped sharply — a $300M FDV floor rose to 88%, up 30 points in a day — while Jumper's public-sale commitments repriced lower, with odds of exceeding $50M collapsing 28 points to just 8% even as the $30M threshold firmed to 87%, up 11.

$300M88%▲ 30 24h$200M98%▲ 13 24h$500M22%▼ 6 24h$50M99%
>50M8.5%▼ 28 24h>30M87%▲ 11 24h>40M48%▲ 4 24h
3 (75 bps)18%▼ 8 24h1 (25 bps)18%▲ 3 24h2 (50 bps)60%▲ 4 24h4 (100 bps)1.7%▲ 1 7d
Another Fed rate hike in 2026?82%▼ 4 24h
Anthropic IPO by __? $41,821 · 24h
November 30, 202660%▼ 3 24hDecember 31, 202679%▼ 2 24hDecember 15, 202676%▲ 3 7dNovember 15, 202626%▲ 2 7d
December 31, 20262.9%▼ 2 24hMarch 31, 20275.1%▼ 2 24hDecember 31, 202728%June 30, 202710%

Science & Tech

The day's largest move came in Google's roadmap: odds of a Gemini Pro release by October 31 collapsed to 26%, down 55 points in 24 hours, as the complementary 'no release before November 1' contract surged to 76%. A separate Gemini 4.0 market still gives 84% odds of an October 31 release, up 11 points this week — markets are split on which model ships next. OpenAI's odds of another Millennium Prize solution by 2027 fell to 40%, down 30 points on the day, while a Tesla-SpaceX merger announcement by mid-2027 slipped to 44%, down 10.

October 3126%▼ 55 24hOctober 2318%▼ 43 24hOctober 1511%▼ 32 24hOctober 94%▼ 12 24h
No release by November 176%▲ 55 24hOctober 12–October 183.1%▼ 20 24hOctober 26–November 12.9%▼ 17 24hOctober 5–October 116.4%▼ 8 24h
December 31, 202740%▼ 30 24hDecember 31, 202624%▼ 7 24h
1480+67%▼ 27 24h1495+58%▼ 26 24h1500+52%▼ 22 24h1490+67%▼ 24 24h
June 30, 202744%▼ 10 24hFebruary 28, 202726%▼ 9 24hDecember 31, 202762%▼ 3 7d
October 3184%▼ 2 24hOctober 1557%▲ 5 24hNovember 3094%▲ 2 24h

Sports

Lamine Yamal has overtaken Harry Kane as Ballon d'Or favorite, rising to 45% (up 23 points this week) as Kane slid to 42% (down 16). Arsenal now leads the 2027 EPL title market at 60%, up 12 points weekly, well clear of Manchester City's 22%. In Champions League group-phase betting, Paris Saint-Germain and Arsenal both jumped to 14% in a single day (up 11 and 10 points), while Barcelona slipped to 20%. The Yankees climbed to 38% favorite for the AL pennant, up 8 points on the day and 18 over the week.

Ballon d'Or Winner 2026 $464,361 · 24h
Lamine Yamal45%▲ 2 24hHarry Kane42%▼ 4 24hKylian Mbappé4.2%▼ 4 7dRodri2.6%▲ 1 24h
EPL: 2027 Champion $459,501 · 24h
Manchester City22%▲ 2 24hArsenal60%▲ 12 7dLiverpool7%▲ 3 7dChelsea4.8%▲ 2 7d
Sparta Prague2.6%▼ 16 24hMarseille2.2%▼ 10 24hUnion Saint-Gilloise1.9%▼ 8 24hSunderland6.6%▼ 3 24h
VfB Stuttgart1.8%▼ 11 24hParis Saint-Germain14%▲ 11 24hArsenal14%▲ 10 24hBarcelona20%▼ 9 24h
New York Yankees38%▲ 8 24hChicago White Sox15%▲ 6 24hCleveland Guardians22%▲ 2 24hTampa Bay Rays25%▼ 2 24h
WNBA: 2026 Champion $33,137 · 24h
New York Liberty21%▼ 2 24hGolden State Valkyries17%▼ 8 24hAtlanta Dream26%▲ 2 24hLas Vegas Aces21%▲ 2 24h

Culture

Jack Lowden strengthened his position as next James Bond, rising to 40%, up 8 points on the day, while 'no Bond chosen' ticked up to 25%. Meanwhile 'Primetime's' opening-weekend box-office market swung toward the $16–19M band at 48%, though with the weekend now resolved that shift reflects the approaching deadline more than fresh signal.

16-19m48%▼ 31 24h19-22m30%▲ 9 24h
Next James Bond actor? $37,281 · 24h
Jack Lowden40%▲ 8 24hCallum Turner8.6%▼ 4 24hTom Francis6.2%▲ 3 24hNo Bond chosen25%▲ 2 24h

Markets now rate a Gulf ceasefire and a new Gemini model about equally likely this month: not very.

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