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

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