SimpleFunctions
Geopolitics19 contractsKalshi + Polymarketrefreshed 12 min agoCloses Jan 1, 2027 · 243d4pp · 11h

Will Iran sabotage undersea internet cables by April 30

Liquidity-weighted aggregate sits at 16% across 19 contracts. Kalshi at 13%, Polymarket at 20% — a 7pp cross-venue gap.

Implied probability

16%
0%50%100%

Kalshi

13%

10 contracts

Polymarket

20%

9 contracts

Cross-venue gap

7pp

wide divergence

24h move

−4pp

11h ago

24h volume

$2.0M

19 contracts

Closes

Jan 1, 2027

243 days

30-day trend

0%50%100%-30d-3w-2w-1wtodayAggregate: 13% (26 days, 26 points)Aggregate: 13% on 2026-05-03
Aggregate of 19 contracts · 26d

Cross-venue edge

Kalshi 13¢ · Polymarket 20¢ · 7pp spread

Buy on Kalshi (13¢, 10 contracts) and sell on Polymarket (20¢) — assuming both contracts settle on the same outcome.

Bracket families

10 clusters across 19 contracts.

These contracts were grouped by title similarity. The headline aggregate combines all clusters; verify the cluster you actually need before quoting a number.

Cluster 1

Will the US

5 contracts$50K

Cluster 2

Will the Iranian regime

4 contracts$1.6M

Cluster 3

Will Reza Pahlavi

3 contracts$112K

Cluster 4

Will the U.S. invade Iran before 2027

1 contract$200K

Cluster 5

Will France, UK, or Germany strike Iran by June 30

1 contract$5K

Cluster 6

Who will dissent at the June 2026 FOMC meeting

1 contract$5K

Cluster 7

Who will be the next the head of state or government of Iran

1 contract$4K

Cluster 8

Will any U.S. Senator visit Iran before Jul 1, 2026

1 contract$2K

Cluster 9

Will JD Vance visit Iran before Jul 1, 2026

1 contract$1K

Cluster 10

Will the United States recognize Reza Pahlavi as the leader of Iran in 2026

1 contract$803

Analysis

This market estimates a 20% chance that Iran will sabotage undersea internet cables by April 30, 2026. The probability reflects concern about escalating regional tensions, particularly given the related high-volume contracts on regime stability and potential U.S. military action, which are trading at very low prices (3-30¢). Cable sabotage would likely occur as a response to perceived threats or as part of broader conflict escalation. The current level suggests markets view direct Iranian action against infrastructure as unlikely in the near term, though geopolitical triggers—including developments in U.S.-Iran relations, regional military movements, or proxy activities—could shift this assessment significantly. The resolution deadline of April 30, 2026 means remaining uncertainty will collapse once the date passes or verified sabotage occurs.

  • Historical precedent: Iran or Iranian proxies have damaged submarine cables before (2022 incidents in Red Sea); current price reflects whether such actions resume
  • Correlation with regime-change contracts: The 3¢ price on Iranian regime fall by May 31 suggests markets assign very low probability to imminent systemic collapse that might trigger desperate infrastructure attacks
  • Escalation pathway: The 30¢ contract on U.S. invasion before 2027 represents the most concrete near-term trigger that could precipitate Iranian retaliation against critical infrastructure
  • Technical feasibility: Iran possesses known maritime capabilities and has demonstrated ability to locate and target underwater infrastructure; the question is political decision-making rather than capability
  • Seasonal/tactical timing: April 2026 falls within a specific window; markets are pricing the risk of sabotage during this defined period rather than assessing general vulnerability

What moved the line

  • Apr 28Will France, UK, or Germany strike Iran by June 30?23pp427¢ · Polymarket
  • Apr 30Stephen Miran18pp3214¢ · Kalshi
  • May 2December 3117pp3013¢ · Polymarket
  • Apr 28December 3116pp1430¢ · Polymarket
  • Apr 28Will the Iranian regime fall by May 31?14pp317¢ · Polymarket

More like this

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How we compute these odds

SimpleFunctions aggregates live prediction-market contracts from Kalshi and Polymarket. Each slug groups contracts that resolve on the same underlying event, identified by venue event_id.

For binary slugs, the headline probability is the liquidity-weighted mid-price across all bound contracts. For multi-outcome slugs (e.g. elections with 3+ candidates), the headline is the leader’s price; we never arithmetically average disjoint outcomes — that would produce a number with no real-world meaning.

Snapshots refresh every 5 minutes during market hours; daily aggregates are computed at 04:00 UTC. The 30-day sparkline is drawn from per-ticker daily means stored in market_indicator_daily; 24h delta and movement events are derived from the same source.

Last updated on this page: 12 min ago.