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Just Sam | Web3 & DeFi Insights

5 Mar, 15:56

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⚡️ Traders React to U.S.-Israel Airstrikes on Iran: A Market Analysis

💰 Prediction markets are buzzing following significant airstrikes by the United States and Israel against Iran. Traders are currently estimating a 46% chance that the Iranian regime will collapse by June 30. Some market participants successfully predicted the timing of the attack, with one bettor reportedly placing a $60,000 wager three days prior and winning $500,000.

🚀 The operation, dubbed "Operation Epic Fury" by the Pentagon, saw U.S. President Trump urging Iran's Revolutionary Guard Corps to surrender and calling for civilian uprising against their government. Reports indicate that early insiders in the prediction markets made over $1,000,000 from this outcome.

📉 However, not all traders profited. A Polymarket user known as "anoin123" suffered a significant loss of approximately $6.5 million after the unexpected airstrike reversed their previous gains.

📊 Wagering remains active as traders adjust their expectations regarding the ongoing Middle East conflict. A Kalshi event asking "Will Iran close the Strait of Hormuz this year?" currently shows a 56% probability for that outcome. Another Kalshi event tracks the likelihood of Ali Khamenei leaving office, with odds increasing as the timeframe extends into 2026.

📈 As of February 28, 2026, the probability of Khamenei's departure before March 1, 2026, is at 20%, while the odds for him exiting before July 1, 2026, sit at 67%. Polymarket bettors assign a 75% probability to Khamenei being removed from power by March 31, 2026.

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