Discovery/politicsopenWill the U.S. invade Iran before 2027?

Will the U.S. invade Iran before 2027?

stale dataas of 1.9h agoensemble-v1.2.0late: clob_book, ensemble_forecasts, gamma_events
Market prob.
15.5%
MARKET FACT
Fair est.
14.7%
MODEL ESTIMATE
Edge est.
-0.75pp
MODEL ESTIMATE
Confidence
0.24low
Liquidity
$663.2k
MARKET FACT
24h volume
$91.7k
MARKET FACT
Resolves
3.8mo
Jan 1, 27

Price history

Solid line: market price (fact). Dashed amber: our fair-value estimate.

9 points
15%Sep 7Sep 8

Thesis

Why the estimate deviates from the market

  1. 1.Order book shows ask-side pressure (-96.8% imbalance within 5% of mid) on $22,208 of depth. [book_imbalance v1.0.0, weight 0.37]

Counter-thesis

Why this may be wrong

  1. 1.Price momentum 1h: +0.08 logit, 6h: +0.08 logit (2 horizons, 100% agreement). [momentum v1.0.0, weight 0.27]
  2. 2.Model confidence is 0.24; the estimate is shrunk heavily toward the market price and should be treated as weak.
  3. 3.Only $352 of depth within 5% of mid; size is limited and slippage will reduce realised edge.

Key catalysts

  1. 1.Resolution in 114.3 days; price convergence typically accelerates near expiry.

What would invalidate this

  1. 1.Market price moving to 15% would close the gap.
  2. 2.A reversal in the order-book imbalance or trade-flow direction that drove this estimate.
  3. 3.Liquidity falling materially below $22,208 would make the edge uncapturable regardless of accuracy.

Signal breakdown

Each signal is an independent estimate. Contribution is weight × logit distance from the market price.

SignalEstimateStrengthConf.WeightContributionExplanation
Book imbalancev1.0.0MODEL10.6%0.970.620.37-0.1623Order book shows ask-side pressure (-96.8% imbalance within 5% of mid) on $22,208 of depth.
Momentumv1.0.0MODEL15.9%0.080.450.27+0.0074Price momentum 1h: +0.08 logit, 6h: +0.08 logit (2 horizons, 100% agreement).
Liquidity shiftv1.0.0MODEL0.190.29Liquidity decreased 19% to $20,446; spread +0%.
Market impliedv1.0.0MARKET15.5%1.000.822.45+0.0000Market-implied probability 15.5% (source: book_mid).

Our forecast history

Every forecast we have recorded on this market, including the wrong ones. Append-only — never edited after the fact.

As ofMarketFair est.EdgeConf.Score
2h ago15.5%14.7%-0.75pp0.241.05
8h ago14.5%14.7%+0.23pp0.362.18
11h ago14.5%14.4%-0.07pp0.392.56
14h ago14.5%14.4%-0.05pp0.372.53
17h ago14.5%14.4%-0.09pp0.372.53
20h ago14.5%13.7%-0.83pp0.371.92
23h ago14.5%14.0%-0.46pp0.151.01
24h ago14.5%14.1%-0.43pp0.151.05

Order book

captured 2h ago

PriceSizeTotal
23.00%8,216$1.9k
22.00%3,146$692
21.00%6,027$1.3k
20.00%3,498$700
19.00%24,255$4.6k
18.00%115,723$20.8k
17.00%123,199$20.9k
16.00%136,604$21.9k
15.50%spread +1.00ppimb -0.968
15.00%2,344$352
14.00%120,917$16.9k
13.00%425,053$55.3k
12.00%406,557$48.8k
11.00%77,928$8.6k
10.00%255,751$25.6k
9.00%19,872$1.8k
8.00%7,140$571
Bid depth ±5%
$352
Ask depth ±5%
$21.9k

Tradeability

Whether the edge is actually capturable

Executable price
14.34%
Expected value / $1(net of executable price + assumed 10bps taker fee)
-0.0058
Spread
+1.00pp
Depth within 5%
$352
Signal score
1.05

Resolution criteria

This market will resolve to "Yes" if the United States commences a military offensive intended to establish control over any portion of Iran by December 31, 2026, 11:59 PM ET. Otherwise, this market will resolve to "No". For the purposes of this market, land de facto controlled by Iran or the United States as of November 4, 2025 12:00 PM ET, will be considered the sovereign territory of that country. The resolution source for this market will be a consensus of credible sources.

Edgecast provides information and analytics, not financial advice and not a guarantee of outcomes. Figures labelled MODEL are estimates produced by our models and are not objective truth. Prediction markets carry risk of loss.