US-Iran Final Nuclear Deal by…?

根據「US-Iran Final Nuclear Deal by…?」的最新預測市場資料，交易者已形成強烈共識。

目前，August 31 以壓倒性的 25.5% 獲勝機率主導市場；August 18 以 22% 位居第二，August 13 以 12.5% 排名第三。該市場的下注量已達 $2.4M，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

• August 31 (25.5%)：August 31 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 26¢，顯示出市場的高度確信。僅該合約就已產生 $1.5M 的成交量。

🥈 第二梯隊：主要挑戰者

• August 18 (22%)：作為最可行的替代選項，August 18 保持著 22% 的成真機率，其「Buy Yes」份額目前成交價為 22¢。
• August 13 (12.5%)：以 12.5% 的機率位列第三，市場對 August 13 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 40%）

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 July 31 (4.5%)，以及 June 30 (0.3%)。
• 投機成交：儘管統計機率偏低，像 July 31 這類長尾合約仍吸引著可觀的關注。

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：

• 最佳價值標的（最高 EV）：我們的模型將 July 31 識別為盤面上最具價值的機會。市場僅給予其 4.5% 的交易機率，而我們 AI 的公允價值評估為 20.7%——形成可觀的 +16.2% EV 差。
• 被忽視的黑馬：其他值得注意的偏離包括 August 18（EV 差：+10.7%）以及 June 30（EV 差：+1.8%）。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。