HIGH·BUY YES·geopoliticsApr 5, 2026
US Warships Through Hormuz by April 30 Is a Screaming Buy at 12¢
Polymarket prices a US naval escort through Hormuz at just 12.5¢ while the broader Iran invasion market sits at 55¢. The US already has carrier strike groups in the region, and with Iran tensions at multi-year highs, an escort or transit operation by month-end is highly probable. The cross-market divergence between 55¢ invasion odds and 12.5¢ warship transit odds implies extreme mispricing — buy both the Polymarket warship market and the Kalshi escort market.
edge80¢
horizon2w
directionBUY YES
markets2
Catalyst
Ongoing US-Iran standoff; any naval movement or escort operation before April 30 resolves YES
Risk
US opts for diplomatic de-escalation and keeps ships out of the strait through month-end
Referenced Markets
sf ideas && sf book 1744803More Ideas
Gas Prices Above $4.13 Next Week Is Nearly Free Money
BUY YESHIGH83¢ edgemacro
Hormuz Traffic Above 30 Vessels Is Collapsing — Short Now at 0.5¢BUY NOHIGH79¢ edgegeopolitics
Zero Fed Cuts in 2026 Is Underpriced as Stagflation Risk MountsBUY NOMEDIUM8¢ edgemacro
GPT-6 by June at 42¢ Is Too Rich — Fade the AI Hype SurgeBUY NOMEDIUM7¢ edgepolicy
Hormuz Blockade Risk Massively Mispriced at Kalshi Gas MarketsBUY YESHIGH83¢ edgemacro