Geopolitics: big money doubts a US-Iran nuclear deal
Leaning: No (70% implied)
The week's largest position, roughly $179K in a single trade, bought No on a US-Iran final nuclear deal by December 31, 2026, with No priced at 70% implied. The bet is that talks do not close this year.
View market →Germany: money says Merz stays chancellor into 2027
Leaning: No (83% implied)
Four trades worth about $24K bought No on Friedrich Merz leaving the German chancellorship before 2027, with No at 83% implied. The flow is paying up for continuity rather than chasing a cheap exit.
View market →Ukraine: sharps bet against a Russia-Ukraine ceasefire in 2026
Leaning: No (82% implied)
A single trade of about $20K took the No side of a Russia-Ukraine ceasefire by December 31, 2026, priced at 82% implied. Smart money sees the war running past year-end.
View market →Israel-Lebanon: money says no withdrawal by August 31
Leaning: No (87% implied)
Our strongest signal of the week — composite score 15.1 — is about $10K across three trades on No for an Israeli withdrawal from Lebanon by August 31, 2026, with No at 87% implied. Small size, but the cleanest score in the batch.
View market →Anthropic IPO: sharps lean yes by October 31
Leaning: Yes (69% implied)
About $13K over four trades bought Yes on Anthropic going public by October 31, 2026, priced at 69% implied. It is the rare market this week where the smart money is backing something happening rather than fading it.
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