Dem sweep & US-Iran ceasefire through 2027?

根據「Dem sweep & US-Iran ceasefire through 2027?」的最新預測市場資料，交易者已形成強烈共識。

目前，Dem sweep; Ceasefire broken 以壓倒性的 96.8% 獲勝機率主導市場；Dem sweep; Ceasefire holds 以 2.9% 位居第二，No Dem sweep; Ceasefire broken 以 0.3% 排名第三。該市場的下注量已達 $96.9K，反映出市場的高度關注。

為了更好地評估各潛在結果的位置，可依據隱含機率與合約定價將市場劃分為三個明顯的交易梯隊：

🥇 第一梯隊：絕對領跑者

• Dem sweep; Ceasefire broken (96.8%)：Dem sweep; Ceasefire broken 目前擁有最高機率，深受訂單簿青睞。看好該結果的交易者面對的「Buy Yes」合約價為 97¢，顯示出市場的高度確信。僅該合約就已產生 $40.9K 的成交量。

🥈 第二梯隊：主要挑戰者

• Dem sweep; Ceasefire holds (2.9%)：作為最可行的替代選項，Dem sweep; Ceasefire holds 保持著 2.9% 的成真機率，其「Buy Yes」份額目前成交價為 3¢。
• No Dem sweep; Ceasefire broken (0.3%)：以 0.3% 的機率位列第三，市場對 No Dem sweep; Ceasefire broken 持謹慎懷疑態度，除非勢頭轉變，否則視其為外圍黑馬。

🥉 第三梯隊：長尾選項（合計約 0%）

在前三名之外，還有大量宏觀變數與冷門結果被持續追蹤。儘管單個機率偏低，但它們是投機交易者的重要對沖：

• 替代選項：包括 No Dem sweep; Ceasefire holds (0.1%)。
• 投機成交：儘管統計機率偏低，像 No Dem sweep; Ceasefire holds 這類長尾合約仍吸引著可觀的關注。

This market will resolve according to the combined outcome of (1) whether the Democratic Party wins control of both the United States House of Representatives and the United States Senate in the 2026 United States midterm election and (2) whether the United States refrains from a qualifying military action against Iran through the end of 2027.

Options beginning "Dem sweep" require the Democratic Party to win control of both chambers. Options beginning "No Dem sweep" require the Democratic Party not to win control of at least one of the two chambers. Each option then names the result of the second component ("Ceasefire holds" or "Ceasefire broken"), as defined below. The option matching both results will resolve to "Yes", and all other options will resolve to "No".

US-Iran ceasefire: This component is "Ceasefire broken" if the United States takes a qualifying military action against Iran between market creation and December 31, 2027, 11:59 PM Iran Standard Time. Otherwise, it is "Ceasefire holds".

A qualifying military action refers to an air strike or a surface-to-surface missile strike, initiated by the United States, that directly impacts Iran. An air strike includes bombs, air-to-surface missiles, and air-launched drones. A surface-to-surface missile strike includes one-way attack drones and surface-to-surface missiles such as cruise or ballistic missiles.

The following actions do not constitute a qualifying military action: munitions destroyed or intercepted before impact; surface-to-air missile strikes; small-arms fire; ground incursions; cyber operations; naval gunfire and artillery fire; howitzers, artillery pieces, mortars, and rocket artillery (e.g. MLRS systems); minor surface-to-surface strikes, including short range loitering munitions, FPV drones, and ATGM strikes; any threat, authorization, or announcement of force that has not been executed.

Any munition that is intercepted or destroyed before impact does not constitute a qualifying military action. Debris, fragments, or any wreckage from intercepted munitions that land on Iran do not constitute a military action regardless of any damage incurred.

“Iran” refers to the terrestrial territory of Iran, including its internal waters. Iran’s maritime territory and airspace are not encompassed. Where territorial borders are disputed, all territory claimed by and under the de facto control of Iran as of market creation will qualify.

The occurrence, attribution, and timing of a qualifying military action will be primarily determined based on a consensus of information available from the resolution sources. Where multiple sources conflict regarding the occurrence, attribution, or timing of a relevant military action, this component will remain undetermined until the earlier of: i) the confirmation of the occurrence, attribution, and timing of the action based on a consensus of information available from the resolution sources or ii) 3 full calendar days (Iran Standard Time) from the date of the first credibly reported evidence of the action. If this period would extend past December 31, 2027, this component will remain undetermined to allow for 3 full calendar days to pass. At the end of the third calendar day, if conflicting reports remain, the incident will be adjudicated based on the totality of information available from the resolution sources at that time. No single statement, denial, or presentation of evidence will govern where it is contradicted by the totality of information.

The resolution sources for this component will be official information from the governments and militaries of the United States and Iran and a consensus of credible reporting.

House and Senate control: A party wins control of the United States Senate if it wins a majority of the chamber’s voting seats. If no party wins a majority of voting seats, the party that wins control of the chamber is the party that wins half of the voting seats and holds the Vice Presidency. If the outcome remains ambiguous after applying the above criteria, the chamber will be deemed controlled by the party with which the first selected President Pro Tempore of the Congress that convenes after the 2026 midterm election is affiliated.

A party wins control of the United States House of Representatives if it wins a majority of the chamber’s voting seats. If no party wins a majority of voting seats, the chamber will be deemed controlled by the party with which the first elected Speaker of the House of the Congress that convenes after the 2026 midterm election is affiliated.

The following rules govern the counting of seats for determining which party wins control of the chambers.

For determining Senate control, all regular and special Senate elections that determine representation in the upcoming 120th Congress and are scheduled to take place in November 2026 as of October 31, 2026 are included. Vacant Senate seats for which no election or special election to fill the seat is scheduled to take place in November 2026 as of October 31, 2026 will be treated as held by the party affiliation of the most recent member to hold that seat. For determining House control, all House elections in the 2026 United States midterm election that elect voting members and determine representation in the upcoming 120th Congress are included. Where a Senate or House seat is decided by a runoff, the runoff result will determine attribution of that seat, even if it takes place after November 2026.

For seats contested in the 2026 midterm election, seats are attributed to the party under which the member was elected. If a member-elect changes party affiliation, or vacates their seat, between election day and the formal organization of Congress, the seat is attributed to the party under which the member was elected.

For seats not contested in the 2026 midterm election, seats are attributed to the party that holds the seat as of the date of the 2026 midterm election. If a current sitting member of the U.S. Senate who is not up for election changes party affiliation or vacates their seat after the date of the 2026 midterm election, the seat is attributed to the party under which the member was affiliated at the time of the 2026 midterm election.

Senate and House members elected as independents who formally caucus with, or, for newly elected members, who announce their intent to caucus with, a party are included in that party’s count. If the caucus decisions of members of the Senate or House elected as independents cannot be determined on the date of the 2026 midterm election, this component may remain undetermined until the earlier of (i) an announcement from the relevant members of their intents to caucus, or (ii) January 4th, 11:59 PM ET of the following calendar year. If no such announcement is made by January 4th, 11:59 PM ET of the following calendar year, the member will not count towards the seat count of any party.

The resolution sources for the House and Senate component will be official information from relevant state electoral authorities, the United States Congress, and a consensus of credible reporting.

人群共識與投機成交塑造了更宏觀的預測市場，而我們的量化演算法提供了資料驅動的反向視角。透過分析基本面訊號、底層趨勢與歷史分布，我們的 AI 估值模型為每個結果獨立測算出一個「公允價值」機率。

將該公允價值與當前交易價值對比，可揭示出重大背離——即期望值（EV）差。正 EV 差代表統計上被低估的結果，而負 EV 差則提示市場可能存在反應過度。

頂級 AI Alpha 與錯誤定價套利機會

根據最新一輪資料模型測算，以下幾個關鍵合約存在顯著偏離：

• 最被高估的結果：Dem sweep; Ceasefire broken 當前交易價為 96.8%，但我們的 AI 測算其公允價值僅為 84.3%，形成 -12.5% 的較大負 EV 差，表明人群可能過度炒作該結果、把溢價推得過高。
• 最佳價值標的（最高 EV）：我們的模型將 No Dem sweep; Ceasefire broken 識別為盤面上最具價值的機會。市場僅給予其 0.3% 的交易機率，而我們 AI 的公允價值評估為 7.2%——形成可觀的 +6.9% EV 差。
• 被忽視的黑馬：其他值得注意的偏離包括 No Dem sweep; Ceasefire holds（EV 差：+1%）以及 Dem sweep; Ceasefire holds（EV 差：+0.9%）。儘管我們的預測模型給予更強的統計支撐，這些長尾機會仍被即時訂單簿大幅低估。