HIGH·BUY YES·geopoliticsApr 4, 2026

Hormuz Blockade Massively Underpriced — US Warships Near-Certain

The US escort and warship-through-Hormuz markets sit at 13-14% while model edge implies 90-95% probability — an 80-cent gap. With oil surging +12% today, Iran invasion at 56%, and the US actively escalating pressure on Tehran, the operational reality of US naval presence in the strait is being dramatically discounted. Buy YES on US warships/escorts through Hormuz across both Kalshi and Polymarket for a multi-leg high-conviction trade.

edge81¢
horizon2w
directionBUY YES
markets3
Catalyst

US-Iran nuclear talks breakdown or military strike — Iran invasion market at 56%; oil already +12% today

Risk

US-Iran back-channel diplomacy produces surprise de-escalation deal, removing naval pressure

Referenced Markets

POLY·1744803

Which countries will send warships through the Strait of Hormuz by April 30?: United States

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POLY·1653794

US escorts commercial ship through Hormuz by...?: April 30

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Execute with CLIsf ideas && sf book 1744803

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