HIGH·BUY YES·geopoliticsApr 5, 2026

Hormuz Warship Transit Massively Mispriced at 12% — Buy Now

Polymarket has US warships transiting the Strait of Hormuz by April 30 at just 12.5% while the edge model implies 90-95% probability. With US-Iran invasion odds at 56%, oil surging 12% in a single session, and the US military's standard posture of naval presence in the Gulf, this is an extraordinary mismatch. Buy YES aggressively — the base rate of US naval activity through Hormuz alone justifies 80%+ pricing. This is the highest-edge opportunity in the dataset with 77-82 cents of executable edge.

edge82¢
horizon2w
directionBUY YES
markets2
Catalyst

US-Iran tensions escalating with invasion odds at 56%; standard US 5th Fleet operations provide near-certain transit activity by April 30

Risk

Markets may be interpreting 'warships' or 'transit' with a specific definitional threshold that excludes routine naval patrols, making resolution criteria the key risk.

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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