Breaking

US blockade on Iran odds jump 20pp to 62.5% as whales back the rally

Whale activity aligned with a sharp 20 percentage point rise in Polymarket’s YES price for a US blockade on Iran by year-end.

Polymarket’s prediction market on whether the US will announce a blockade on Iran by December 31 surged 20.0 percentage points over the past 24 hours, lifting the YES contract from 42.5% to 62.5%. This sharp repricing reflects a significant shift in market sentiment within a single day.

Supporting the price move, whale investors contributed a net $28K into YES contracts, with $43K in whale buy volume against $15K in sell volume. The alignment of whale flow with the rising price indicates that large traders are reinforcing the market’s increased probability of a blockade announcement.

The 24-hour trading volume on Polymarket for this contract was $43K, a notable figure relative to its lifetime volume of $400K and a base of 611 unique traders. This level of activity underscores heightened interest and conviction in this geopolitical event.

Interestingly, the Polymarket YES price of 62.5% contrasts sharply with the Polydata on-chain mid-price of 25.5%, suggesting some discrepancy between the prediction market’s spot price and on-chain data aggregation.

The combined picture of a significant 20 percentage point price increase accompanied by strong whale buying indicates a coordinated reassessment of the blockade’s likelihood, signaling growing confidence among large investors in this outcome by year-end.

Market Will the US announce a blockade on Iran by December 31?
Market ID 2643406
24h price change +20.0 pp
YES now (PM Breaking) 62.5%
YES ~24h ago (est.) 42.5%
YES (Polydata overview) 25.5%
Whale net flow (24h) $28K
Whale buy / sell (24h) $43K / $15K
Unique whales (24h) 107
Volume 24h (PM) $43K
Unique traders (Polydata) 611

Source: Polydata API v3 · /whales/flow + Polymarket Breaking · snapshot 2026-07-12. Data: Polydata API v3. On-chain figures are public. Realized PnL is computed over resolved markets only and excludes open positions, so it is conservative versus the Polymarket UI. This is not investment advice.

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