US-Iran Final Nuclear Deal by…?

根据「US-Iran Final Nuclear Deal by…?」的最新预测市场数据，交易者已形成强烈共识。

目前，August 31 以压倒性的 25.5% 获胜概率主导市场；August 18 以 22% 位居第二，August 13 以 12.5% 排名第三。该市场的下注量已达 $2.4M，反映出市场的高度关注。

为了更好地评估各潜在结果的位置，可依据隐含概率与合约定价将市场划分为三个明显的交易梯队：

🥇 第一梯队：绝对领跑者

• August 31 (25.5%)：August 31 目前拥有最高概率，深受订单簿青睐。看好该结果的交易者面对的「Buy Yes」合约价为 26¢，显示出市场的高度确信。仅该合约就已产生 $1.5M 的成交量。

🥈 第二梯队：主要挑战者

• August 18 (22%)：作为最可行的替代选项，August 18 保持着 22% 的成真概率，其「Buy Yes」份额目前成交价为 22¢。
• August 13 (12.5%)：以 12.5% 的概率位列第三，市场对 August 13 持谨慎怀疑态度，除非势头转变，否则视其为外围黑马。

🥉 第三梯队：长尾选项（合计约 40%）

在前三名之外，还有大量宏观变量与冷门结果被持续追踪。尽管单个概率偏低，但它们是投机交易者的重要对冲：

• 替代选项：包括 July 31 (4.5%)，以及 June 30 (0.3%)。
• 投机成交：尽管统计概率偏低，像 July 31 这类长尾合约仍吸引着可观的关注。

On June 14, 2026, the United States and Iran announced a written diplomatic agreement, including a 60-day extendable period in which both countries committed to negotiate toward a “final deal” regarding Iran’s nuclear program and other topics.

This market resolves to “Yes” if a qualifying written diplomatic instrument between the United States and Iran has been mutually signed or adopted by the specified date, 11:59 PM ET. Otherwise, this market resolves to “No.”

Unless the written instrument is formally adopted without signature as described below, the instrument must be signed by both the United States and Iran. Both parties must either sign the same document or sign individual documents that substantively and directly indicate acceptance of the same underlying instrument, regardless of minor formatting, wording, or translation differences between the signed versions. Both physical signatures and officially-issued electronic signatures will qualify as signatures.

If the written instrument is recognized by the United States and Iran as not requiring signature for execution, formal adoption of the instrument by both countries without signature will qualify. Formal adoption may be established by official actions, including:

(i) an official joint statement announcing that the United States and Iran have adopted, approved, executed, concluded, or otherwise finalized the instrument;

(ii) mutual official confirmation that the same published instrument has been agreed to, adopted, approved, executed, or concluded by both countries;

(iii) adoption, approval, or endorsement through an official resolution, ministerial decision, executive decision, or equivalent institutional act, where that act is the mechanism by which the relevant country adopts the instrument; or

(iv) an exchange of official diplomatic notes or letters confirming acceptance of the same instrument.

A qualifying written diplomatic instrument must:

(i) Be identified as the final deal contemplated by the June 14, 2026, memorandum of understanding, either in official United States or Iranian communications, or by a consensus of credible reporting;

(ii) Establish at least one specific obligation limiting Iran's nuclear program through a concrete, measurable benchmark against which compliance could be tested, which may take the form of a defined limit, prohibition, or quantity (e.g., a specific cap on the purity level to which Iran may enrich uranium, or an explicit commitment for Iran to surrender, destroy, or dilute its enriched uranium stockpile). Non-specific or vague restrictions, with no defined metric (e.g., a pledge not to pursue nuclear weapons, a commitment to maintain the status quo, or an agreement to abide IAEA monitoring or inspections requirements that do not specifically restrict Iran’s nuclear program) will not qualify.

The content of the qualifying instrument must be expressed as an agreed obligation to be implemented. The following do not qualify:

(i) a provision the substantive obligation of which remains explicitly subject to a future agreement, negotiation process, or mutually agreed follow-on instrument;

(ii) a provision explicitly framed as a minimum requirement for a future negotiation, rather than a present obligation;

(iii) a floor, placeholder, or minimum standard established explicitly for the purpose of structuring ongoing or future talks.

A definite and unconditional obligation may qualify, even if technical or procedural details, including the exact implementation date, timeframe, or sequencing, remain subject to future arrangements, provided that the obligation still establishes a concrete, measurable benchmark against which compliance could be tested. Conditional obligations do not qualify.

Whether an instrument qualifies will be primarily determined by its officially released text. A qualifying instrument must be signed or formally adopted by both the United States and Iran by the specified date, 11:59 PM ET. If such an instrument is signed or formally adopted by that time, but the complete text has not been released, and genuine material ambiguity remains as to whether it satisfies this market’s requirements, this market may remain open for up to 28 calendar days after the specified date pending release of the text. If the text has still not been released after 28 calendar days, official and definitive announcements from the United States or Iran, and a consensus of credible reporting, will be used to determine whether the instrument qualifies.

An instrument to which parties other than the United States and Iran are also party will qualify, provided that both the United States and Iran are parties to the instrument and all other requirements are satisfied.

Once a diplomatic instrument has been signed or formally adopted without signature by both the United States and Iran and confirmed to satisfy the requirements of a qualifying written diplomatic instrument, this market’s condition is met, regardless of whether the instrument later enters into force, is ratified, receives legislative or treaty consent, or is subsequently repudiated, withdrawn from, or not implemented by the United States or Iran.

The primary resolution sources for this market will be official communications from the governments of the United States and Iran, or their authorized representatives. A consensus of credible reporting from major news agencies of record may also be used.

人群共识与投机成交塑造了更宏观的预测市场，而我们的量化算法提供了数据驱动的反向视角。通过分析基本面信号、底层趋势与历史分布，我们的 AI 估值模型为每个结果独立测算出一个「公允价值」概率。

将该公允价值与当前交易价值对比，可揭示出重大背离——即期望值（EV）差。正 EV 差代表统计上被低估的结果，而负 EV 差则提示市场可能存在反应过度。

顶级 AI Alpha 与错误定价套利机会

根据最新一轮数据模型测算，以下几个关键合约存在显著偏离：

• 最佳价值标的（最高 EV）：我们的模型将 July 31 识别为盘面上最具价值的机会。市场仅给予其 4.5% 的交易概率，而我们 AI 的公允价值评估为 20.7%——形成可观的 +16.2% EV 差。
• 被忽视的黑马：其他值得注意的偏离包括 August 18（EV 差：+10.7%）以及 June 30（EV 差：+1.8%）。尽管我们的预测模型给予更强的统计支撑，这些长尾机会仍被实时订单簿大幅低估。