The Forecast Ledger
Every market we covered that has since closed, with the probability we published, and — once the venue has settled it — what actually happened. When we said 80%, how often was the money right?
0.145 lower is better · a coin flip scores 0.250
108
+29% Brier improvement over always guessing the 71% base rate
| When we said | n | we meant | it happened | |
|---|---|---|---|---|
| Virtually certain (98–100%) | 5 | 97.9% | 100.0% | |
| Very likely (90–97%) | 31 | 93.2% | 90.3% | |
| Likely (75–89%) | 28 | 82.4% | 78.6% | |
| Leaning yes (55–74%) | 18 | 64.0% | 77.8% | |
| A coin flip (45–54%) | 7 | 50.8% | 57.1% | |
| Probably not (26–44%) | 10 | 36.9% | 30.0% | |
| Unlikely (11–25%) | 5 | 18.0% | 20.0% | |
| Very unlikely (3–10%) | 4 | 6.1% | 0.0% |
Excluded from the headline score (293 settled markets): 86 below the coverage bar (micro-duration / price bucket / metronome) · 117 tracked less than 24h · 88 published outside 2–98% · 2 settled, winner not matchable to our label. Scored naively over every settled market the Brier would read 0.064 on n=388 — the headline number above is the honest one.
Green bar: how often the outcome we published actually happened; black tick: the probability we published. A well-calibrated paper's bar ends at its tick. Only forecasts count: markets the venue has settled, tracked at least a day, published inside 2–98%, and above the coverage bar; 2 settled markets could not be matched to our label and are listed unscored; 156 markets that left our coverage while still open are excluded.
170 resolved markets in Finance · average publication probability 84.8% · avg. 5 days tracked
By conviction — Virtually certain: 103 · Very likely: 23 · Likely: 13 · Leaning yes: 7 · A coin flip: 2 · Probably not: 8 · Unlikely: 4 · Very unlikely: 2 · Virtually impossible: 8
By quality — A: 10 · B: 27 · C: 72 · D: 61
The Tesla Roadster Has Achieved Sustained Flight
What was a coin flip is now a certainty — the market resolved overnight with virtually no dissent, confirming the vehicle left the ground for at least one second and validating the core performance claim that had been in doubt.
Market closed · Polymarket · tracked 2 days
WTI Crude Is Virtually Certain to Hold Above $86 Through Mid-October
What had been an uncertain call is now settled — oil's floor looks rock-solid through the October 15 settlement, leaving a price collapse off the table as a near-term risk.
Market closed · Kalshi · tracked 1 day
The Next GPT Sol Model Is Virtually Certain to Clear a 50% Score on Humanity's Last Exam
What had been a tentative lean is now a near-certainty across every frontier model: GPT Sol, Claude Opus, and Gemini Argon are all priced at virtual certainty above 45%, signaling that AI benchmark performance has crossed into territory that would have seemed implausible only months ago.
Market closed · Polymarket · tracked 1 day
The 30-Year Mortgage Rate Is Likely to Stay Above 7.34% This Week
Relief for homebuyers is not coming this week — borrowing costs remain firmly elevated, with extreme outcomes above 7.40% now largely ruled out, leaving the market converging on a range just above the 7.34% floor.
Market closed · Kalshi · tracked 1 day
The 10-Year Treasury Yield Is Above 5.10% Today
Borrowing costs at this level keep pressure on equities, mortgages, and federal debt service simultaneously — the only live question is whether the yield clears 5.19%, which sits at a dead-even 49%.
Market closed · Kalshi · tracked 1 day
Meta's Watermelon Model Debuts as a Top-Tier AI Benchmark Performer
What had been a coin flip is now virtually certain — traders repriced Watermelon's Text Arena score from uncertain to all-but-settled in a single session. The near-100% confidence at 1480+ and 1490+ suggests the model's performance data is already visible to informed participants, making this less a prediction than a confirmation.
Market closed · Polymarket · tracked 1 day
SpaceX Shares Look Headed Lower, Likely Closing This Week Below $160
What had been a probable miss on the $150–$155 band is now just unlikely rather than improbable — the sharp retreat from the $165–$170 range signals traders see the stock drifting downward through week's end, with the lower bands now absorbing most of the probability mass.
Market closed · Polymarket · tracked 1 day · range 31%–20% · ↑ Rising at close
Fable 5.2 Is Increasingly Pointed at an October 15 Release
October 15 has vaulted from a long-shot to the single most favored specific date — what was very unlikely is now unlikely but leading — while the 'no release by October 31' contract is fading, together suggesting the launch is close and the calendar is narrowing.
Market closed · Polymarket · tracked 1 day · range 32%–19% · ↑ Rising at close
WTI Crude Oil Is Virtually Certain to Hold Above $83.49 on October 13
What had been a likely floor is now an all-but-certain one — with Brent north of $82 and WTI momentum tilting sharply upward into mid-October, the odds of a spike toward $95 this month have climbed to nearly three-in-four.
Market closed · Kalshi · tracked 2 days
Domino's Will Report More Than 7,250 US Stores in Q3
Virtually certain to clear the lower thresholds, the meaningful question is now whether Domino's tops 7,250 — a bar that moved from unlikely to near-certain overnight, pointing to a stronger-than-expected footprint expansion.
Market closed · Kalshi · tracked 1 day
Meta's Watermelon Model Is Very Likely Dropping October 12
What was a long shot yesterday is now a near-certainty — the sudden, near-total repricing suggests the release date leaked or was formally confirmed, and the AI competition calendar just got a firm new entry.
Market closed · Polymarket · tracked 1 day
XRP Is Virtually Certain to Hold Above $0.90 by Monday Close
The floor is not in question — every meaningful price threshold through $1.00 prices at certainty, which means the live debate is entirely about the upside, with the $1.36-and-above scenario the only outcome still drawing speculative interest.
Market closed · Kalshi · tracked 1 day
Goldman Sachs Faces a Coin-Flip Earnings Beat This Quarter
A nearly dead-even split — leaning slightly toward a miss — means the market sees Goldman's quarter as genuinely uncertain rather than a likely outperformance, an unusual posture for a bank that has routinely topped expectations in recent cycles.
Market closed · Polymarket · tracked 1 day
Gemini Argon Is Very Likely to Launch Before December
The release window has tightened sharply — money is now flowing toward mid-to-late October as the most probable drop date, with the October 14 outcome surging into contention, suggesting insiders expect an announcement sooner than the outer deadline implies.
Market closed · Polymarket · tracked 4 days
Russia Has Lifted Its Diesel Export Ban
What had been very likely is now virtually certain — the ban is gone, removing a source of friction in global diesel supply and signaling Moscow's willingness to restore energy export revenues even under sanctions pressure.
Market closed · Polymarket · tracked 1 day
Boeing Is All But Certain to Exceed 152 Commercial Deliveries in Q3 2026
The real debate has shifted to the upper range — the floor of 152 is a near-certainty, but traders have pulled back sharply on whether Boeing clears 158, suggesting a recovery that is solid but not yet at full industrial velocity.
Market closed · Kalshi · tracked 1 day
WTI Crude Is Virtually Certain to Top $83.99 on October 9
What was a coin flip is now a near-certainty across the lower price bands, and the real action is at the top: the $91.49 threshold surged 46 points in 24 hours, with the separate October high market pricing an 88% chance WTI touches $90 — pointing to a sharp near-term oil price spike.
Market closed · Kalshi · tracked 1 day · venues disagreed 32.7pp
Mistral Large 4 Falls Well Short of Top AI Benchmark Scores
What had been a likely strong debut is now a virtual impossibility — the score collapsed to zero probability overnight, signaling that Mistral Large 4's actual Arena results came in and disappointed decisively against the field.
Market closed · Polymarket · tracked 2 days
Ethos Will Launch Above $25M in Fully Diluted Value
The ceiling is where the story lives: the $50M threshold has collapsed from consensus to a long shot, telling us the launch is expected to land solidly in the $25M–$35M band rather than breaking out. Strong public attention is pricing in a real debut, not a moonshot.
Market closed · Polymarket · tracked 2 days
Apple Will Close Above $315 This Week
What had been likely is now virtually certain — Apple's floor has been repriced sharply upward, and the money now treats $320 and $325 as near-locks too, signaling broad confidence in the stock's near-term support rather than a narrow technical bounce.
Market closed · Polymarket · tracked 1 day
Micron Is Very Likely to Close the Week of October 5 Above $1,020
The floor looks firm, but the ceiling has been sharply repriced downward — the $1,070 threshold collapsed — suggesting traders see the stock holding its ground rather than breaking decisively higher this week.
Market closed · Polymarket · tracked 2 days
Gemini Argon's Release Date Remains Wide Open
No single date commands conviction — October 29 leads at just 23% after yesterday's repricing — and a no-release-by-October-31 outcome still holds double-digit odds, meaning a slip past the window is a live possibility.
Market closed · Polymarket · tracked 1 day · range 72%–23% · 2 tier changes · ↑ Rising at close
The 10-Year Treasury Yield Will Remain Above 5.10% Through October
Elevated long-term borrowing costs look entrenched through early October, with yields priced above 5.21% nearly as confidently as the 5.10% floor — signaling that traders see no near-term reprieve for rate-sensitive borrowers or fiscal planners.
Market closed · Kalshi · tracked 1 day
Claude Haiku 4.6 Will Not Arrive Before November
What had been an unlikely October release date is now virtually impossible — every specific October window has collapsed to zero, and the money is no longer entertaining any sub-November timeline for Anthropic's next Haiku model.
Market closed · Polymarket · tracked 1 day
Anthropic Has Already Released the Next Claude Haiku Model
Every resolution window, including October 7, is now priced at certainty — the market is not predicting a future release but confirming one that traders believe has already occurred or is effectively complete.
Market closed · Polymarket · tracked 1 day
Oil Is Very Likely to Stay Well Above $83.99 Through October
The floor under crude is broad and deep — every threshold up to $83.99 prices at virtual certainty, meaning a collapse back to pre-rally levels is barely a scenario worth pricing. The sharp drop in above-$89.99 odds, however, tells you the ceiling is real: comfortable, not surging.
Market closed · Kalshi · tracked 1 day
The 10-Year Treasury Yield Will Almost Certainly Remain Above 5.15% Through Early October
Elevated long-term borrowing costs look entrenched well into autumn, tightening the vise on mortgage rates, corporate debt, and any fiscal expansion — the market sees virtually no path back below that threshold by October 6.
Market closed · Kalshi · tracked 1 day
Paramount Will Acquire Warner Bros.
The deal is a foregone conclusion — no rival bidder registers any meaningful probability, and the window runs through mid-2027, leaving little room for surprise disruption.
Market closed · Polymarket · tracked 27 days
Core Inflation Is Very Likely to Rise Again in September
September core CPI printing positive is now a near-certainty, but the story underneath is more pointed: the above-0.3% bucket surged six points, nudging the distribution toward a hotter reading. Paired with annual CPI above 3% priced at 99%, the inflation picture through fall looks stubbornly elevated.
Market closed · Kalshi · tracked 14 days · range 99%–94%
Disney+ September Downloads Surpass 91 Million
What had been a leaning-yes call is now virtually certain at the top three thresholds — the real contest is whether downloads clear 95 million, now a coin-flip at 48% after a stunning 41-point surge, signaling a blockbuster content month that could reframe the streaming competition narrative.
Market closed · Kalshi · tracked 1 day
Amazon Credit Card Spending in September Is Virtually Certain to Exceed Recent Benchmarks
Consumer spending routed through Amazon's card is not just holding — it is running so far above prior expectations that thresholds once considered out of reach have collapsed to near-certainty, pointing to a sustained acceleration in Amazon-linked retail activity.
Market closed · Kalshi · tracked 2 days
Lyft App Downloads Are Virtually Certain to Top 71 Million in September
What had been a confident forecast is now a near-certainty — and the sharpest move has come at the high end of the range, suggesting the money now sees a meaningful chance Lyft's September download numbers come in well above baseline expectations, not merely above the floor.
Market closed · Kalshi · tracked 1 day
Trump's AI Czar Appointment Is a Dead Heat Through Early October
The White House shows no clear intent to formalize AI governance on any near-term schedule — with opinion essentially split, the role remains a political option rather than an institutional commitment.
Market closed · Polymarket · tracked 1 day
Gemini Argon Is Very Likely to Clear the 45% Benchmark on Humanity's Last Exam
The real story is higher up the scale: an 80% probability of clearing 50% suggests this model is expected to land somewhere in the 50–55% band, a performance level that would represent a substantial leap in AI benchmark capability.
Market closed · Polymarket · tracked 1 day · range 100%–77% · 3 tier changes · ↑ Rising at close
Umia Will Not List on Any Major Exchange Within 30 Days of Launch
What had been very unlikely is now virtually impossible — every major venue from Binance to Coinbase has collapsed to negligible odds, suggesting the project either lacks the partnerships or the profile to secure a top-tier listing at launch.
Market closed · Polymarket · tracked 1 day
Meta Is Virtually Certain to Close Above $690 the Week of September 28
The floor is no longer in question; the debate has shifted to how high — the $720 threshold surged to 90% overnight, suggesting traders see meaningful upside well above the baseline, not just a safe landing.
Market closed · Polymarket · tracked 1 day
OpenAI's Next GPT Sol Model Will Very Likely Debut Strong in Text Arena
What had been considered improbable is now virtually certain: the next GPT Sol release is expected to clear the 1440 threshold by mid-2027, signaling broad confidence in OpenAI's near-term capability trajectory — even as the ceiling above 1460 remains out of reach.
Market closed · Polymarket · tracked 1 day
Tesla's Q3 Deliveries Are Virtually Certain to Top 480,000
What had been a leaning-yes call on blockbuster delivery numbers is now virtually certain across every threshold — the scale of the repricing suggests traders received or inferred data pointing to a blowout quarter well above prior expectations.
Market closed · Kalshi · tracked 1 day
Concrete Launches Above $300M Valuation but Falls Short of $500M
The sharp collapse in $500M-and-above contracts tells the real story: a strong debut is expected, but the ceiling has been decisively repriced downward, placing Concrete's likely launch valuation in the $200M–$400M band rather than unicorn territory.
Market closed · Polymarket · tracked 1 day
The 10-Year Treasury Yield Will Remain Above 5.10% Through October
Borrowing costs are locked at levels that squeeze federal finances, crimp mortgage markets, and keep pressure on equities — there is virtually no scenario in which relief arrives before fall.
Market closed · Kalshi · tracked 1 day
An AI Model Will Hit a Score of 1520 Before Year-End
This is no longer a forecast — it is all but a certainty, with scores of 1530 surging close behind; the capability frontier is moving faster than even optimistic models assumed a month ago.
Market closed · Kalshi · tracked 29 days · range 98%–92% · ↑ Rising at close
Ethereum Is Virtually Certain to Hold Above $2,500 Through September
The floor is settled — the live debate is whether ETH can reach $2,700 before month's end, a move the related markets price as a coin flip for the September 28–October 4 window but well under one-in-three for September alone.
Market closed · Kalshi · tracked 2 days
OpenAI Has Resumed US ChatGPT Pro Signups
The resumption is already treated as a certainty, and OpenAI's valuation hitting $975 billion by September 30 is now an 83% call — signaling that the signup restart is being read as a meaningful commercial inflection, not a routine operational fix.
Market closed · Polymarket · tracked 1 day
September Job Growth Is Very Likely to Stay Positive
What had been virtually certain is now very likely — a modest but real softening in conviction that hints at growing unease about the labor market's resilience heading into fall, even if outright job losses remain a fringe scenario.
Market closed · Kalshi · tracked 1 day
Jumper's Public Sale Has Virtually Certainly Cleared $25 Million
The floor is settled — attention now shifts to the ceiling, with $30 million virtually certain as well and $40 million the live question at two-in-three, while $50 million looks like a long shot after collapsing 31 points.
Market closed · Polymarket · tracked 2 days · range 100%–1% · ↓ Falling at close
OpenAI's Valuation Hitting $975 Billion by September Is Now a Coin Flip
What had been unlikely is now evenly contested — a 39-point surge in a single day reflects a sharp reassessment of OpenAI's near-term financing or deal prospects, though thin total volume means this read should be held loosely.
Market closed · Polymarket · tracked 14 days · range 52%–1% · ↓ Falling at close
Alaska Diesel Prices Are Virtually Certain to Stay Above $6.60 in September
What had been a lean is now a near-certainty — the sharp surge on the $6.60 threshold, read alongside gas prices holding firmly above $4.40 nationally, points to a fuel-cost environment that is broadly elevated and showing no sign of relief before month-end.
Market closed · Kalshi · tracked 1 day
Anthropic's Next Sonnet Model Is Very Likely to Launch With a Top-Tier Arena Score
What had been a leaning-yes call is now a strong conviction: the next Sonnet is expected to clear the 1470 Arena threshold with room to spare, and the sharp surge in the 1480+ and 1490+ contracts suggests traders believe the margin will be substantial, not marginal.
Market closed · Polymarket · tracked 2 days · range 87%–1% · 3 tier changes · ↓ Falling at close
Tesla Q3 Deliveries Now Lean Toward 475,000–500,000 Vehicles
What had seemed unlikely now leans yes after a dramatic single-day reprice, suggesting fresh data — possibly internal delivery tracking — moved traders decisively out of the lower bands and into a recovery read for the quarter.
Market closed · Polymarket · tracked 1 day · range 93%–63% · 2 tier changes · ↑ Rising at close
Australia's Reserve Bank Will Raise Rates 25 Basis Points in September
The hike is a foregone conclusion — leaving the only real question as what follows, and whether the RBA's tightening cycle has further to run after September.
Market closed · Polymarket · tracked 2 days
Carnival Corporation's Q3 Capacity Tops 24.8 Million Berth Days
The floor is all but locked in, but the sharp collapse in higher-threshold odds tells the real story: the fleet is growing, just not as aggressively as some had hoped — expansion is real, the boom scenario is not.
Market closed · Kalshi · tracked 2 days
Anthropic's Next Claude Sonnet Arrives September 28
What was considered unlikely just days ago is now a virtual certainty — the release is locked in, and with benchmark scores expected to reach at least 1470, the update looks to be a meaningful capability step, not a maintenance release.
Market closed · Polymarket · tracked 1 day
Bitget Will Resume Withdrawals
The exchange's liquidity crisis is effectively over — the only open question is the precise timing within the next few weeks, a detail the money treats as a formality rather than a risk.
Market closed · Polymarket · tracked 3 days
XRP Is All but Certain to Hold Above $1.12 by Saturday
The token's floor is effectively guaranteed through the weekend settlement — but a push to $1.60 this month remains a genuine coin-flip, meaning the real uncertainty is entirely on the upside, not the downside.
Market closed · Kalshi · tracked 1 day
The Next Claude Opus Model Is Very Likely to Score 45% or Higher on Humanity's Last Exam
What had been merely likely is now very likely — and the sharpest move today was on the 60% threshold gaining ground as a contender, suggesting bettors aren't just pricing in a pass but are beginning to debate how far above the bar Claude lands.
Market closed · Polymarket · tracked 3 days · range 99%–90% · ↑ Rising at close
The Next Grok Model Will Not Reach Top-Tier Benchmark Scores
What had been a slim but plausible shot at competitive arena scores is now virtually impossible — the market has concluded that xAI's next release will land well below the performance tier where the frontier models now operate.
Market closed · Polymarket · tracked 1 day
Google Closes the Week Well Above $340
What had been a tentative lean is now virtual certainty — the stock's weekly floor has been repriced sharply upward, with the $340 threshold crossing into near-certain territory and leaving only the $345 level as the remaining open question.
Market closed · Polymarket · tracked 1 day
An AI Rename Before October Is Probably Not Happening
Despite heavy public attention on the question, the money has faded sharply from its peak — what briefly looked plausible now looks like noise, not signal, suggesting the rename chatter is outrunning any real administrative intent.
Market closed · Polymarket · tracked 4 days · range 70%–16% · 3 tier changes
Anthropic Very Likely Holds the Top Web Development AI Ranking Through September
OpenAI's collapse from co-favorite to near-irrelevance in this ranking reflects a specific, decisive repricing — Anthropic now dominates not just this contest but the broader model-quality landscape through at least October, with its general leadership at 99%.
Market closed · Polymarket · tracked 24 days · range 92%–62% · 2 tier changes · ↑ Rising at close
Hyperliquid Is Now Listed on Binance
What was treated as very unlikely is now virtually certain — the near-instant reprice to 100% means the listing is effectively confirmed, ending speculation and validating the traders who held through months of doubt.
Market closed · Polymarket · tracked 1 day
Anthropic's Next Claude Opus Model Is Likely to Debut Above 1500 on Text Arena
The floor expectation is firm, but money is quietly migrating toward a stronger debut — the 1520+ threshold surged even as the headline 1500+ contract dipped, suggesting traders are recalibrating not whether Opus clears the bar but by how much.
Market closed · Polymarket · tracked 2 days · range 85%–78%
XRP Is Virtually Certain to Hold Above $1.10 Through Late September
The floor is settled — the live question is how far above it XRP lands, with a separate market now pricing a dip back to $1.40 as a real possibility after a sharp 29-point surge in that contract's odds.
Market closed · Kalshi · tracked 1 day
Anthropic Will Release a New Claude Sonnet Model Before Year-End
The only live question is timing within the year — the window is narrowing toward Q4, with late-September now looking less likely and the October-to-December stretch absorbing most of the probability.
Market closed · Polymarket · tracked 1 day
OpenAI's Next GPT Sol Model Is Likely to Debut Above the 1450 Benchmark
What had been a leaning-yes call is now likely — the confidence shift suggests the AI benchmarking community believes OpenAI's next release will clear a threshold that would mark a meaningful step beyond current top-rated models, though odds for elite scores above 1460 remain split and volatile.
Market closed · Polymarket · tracked 1 day
OpenAI's GPT Sol Model Has Already Been Released
Like its Luna counterpart, Sol's release is now priced at certainty — two flagship OpenAI model launches settling simultaneously points to a coordinated product push rather than a staggered rollout.
Market closed · Polymarket · tracked 1 day
OpenAI's Next GPT Luna Model Is Likely Out Before Fall
The AI release calendar is compressing — Luna is expected on the shelf before late September, with the follow-on Sol model not far behind, signaling OpenAI is sustaining a cadence of major model drops through 2026.
Market closed · Polymarket · tracked 1 day
XRP Is Virtually Certain to Close Above $1.55 at 5 p.m. Today
What was considered probably out of reach just yesterday is now treated as a done deal — the sudden repricing implies XRP has already moved decisively through that level, making the $1.55-plus threshold the market's new floor rather than a stretch target.
Market closed · Kalshi · tracked 1 day
OpenAI's GPT Luna Model Is Virtually Certain to Launch by October
What had been very likely is now virtually certain, and the broader release cluster — Sol already priced at 100% and a rising chance of another Millennium Prize announcement — points to an OpenAI product acceleration that is no longer speculative.
Market closed · Polymarket · tracked 1 day
The Swiss National Bank Will Hold Rates in September
A hold is all but certain, leaving Switzerland on the sidelines as other central banks navigate diverging inflation pressures — the SNB's next meaningful policy decision has been pushed firmly into the future.
Market closed · Polymarket · tracked 1 day
September Inflation Landing at 3.6% Is Now a Coin Flip
What had been a probable miss is now genuinely uncertain — the 3.6% outcome has moved from unlikely to a dead heat, signaling that traders see tariff and services pressures keeping inflation stubbornly elevated through the fall rather than easing toward the Fed's target.
Market closed · Polymarket · tracked 2 days · range 46%–40% · ↑ Rising at close
Core Inflation at 2.6% in September Is Increasingly Unlikely
What had been a coin flip on a 2.6% reading has collapsed — the money is now clustering around 2.4% and 2.5%, signaling that traders expect inflation's descent to continue modestly into fall without a stubborn plateau.
Market closed · Polymarket · tracked 2 days
Meta Is Very Likely to Close Above $640 the Week of September 21
What had been a losing bet is now a near-certainty — and the real story is how far above $640 Meta may reach, with a $760 weekly high now an 83% proposition after a massive single-day reprice that signals traders absorbed a sharp, credible upside catalyst.
Market closed · Polymarket · tracked 2 days
The 30-Year Treasury Yield Is Likely to Hit 5.40% Before Year-End
Long-end pressure remains the dominant read, with a majority also pricing in a run past 5.50% — meaning the bond market's pain trade is seen as having further to run, not reversing, before 2027.
Market closed · Polymarket · tracked 1 day · range 99%–55% · 7 tier changes · ↓ Falling at close
xAI's Next Grok Model Arrives Today
What had been an unlikely outcome as recently as yesterday is now a certainty — the market collapsed all competing dates to zero, signaling traders have confirmation that Grok 4.7 or higher is shipping September 21.
Market closed · Polymarket · tracked 1 day
Russia Sanctions Bill Will Not Reach a Veto
The question of a Trump veto is moot — the bill itself is not expected to pass, leaving existing Russia policy untouched despite public attention to the issue.
Market closed · Polymarket · tracked 2 days
Deflation is off the table entirely — the more telling signal is the surge in odds for an above-0.6% monthly print, suggesting the money is now pricing a meaningfully hot September number, not just a positive one.
Market closed · Kalshi · tracked 2 days
The 10-Year Treasury Yield Looks Stuck Above 4.76% in September
A sharp rally in rate-cut hopes that had been very unlikely is now merely unlikely — but the money still sees a deep September yield drop as a long shot, suggesting traders expect the Fed's restrictive posture to hold through the fall.
Market closed · Polymarket · tracked 1 day
U.S. Unemployment Will Virtually Certainly Exceed 3.8% in September
What had been very likely is now virtually certain: the labor market is softening on a trajectory that forecloses any near-term return to the tight conditions of recent years, and the odds of breaching 4.2% — while still a minority view — have jumped sharply, signaling that the upside risk to unemployment is growing.
Market closed · Kalshi · tracked 2 days
Tread's Launch FDV Will Clear $20M
What had been very likely is now virtually certain: the $20M threshold is priced at 99%, and the $40M bar is a strong favorite at 76%, meaning the real question is no longer whether Tread launches with serious valuation but how far into mid-tier territory it reaches.
Market closed · Polymarket · tracked 2 days
The Fed Raises Rates at Its September Meeting
What had been a likely hike is now virtually certain — but the money also prices a pause in October at roughly two-in-three odds, sketching a one-and-done move rather than the start of a sustained tightening cycle. Kevin Warsh's era begins with a hawkish opening shot and then, the market bets, a wait.
Market closed · Polymarket · tracked 49 days · range 88%–48% · 13 tier changes · venues disagreed 68.9pp · ↑ Rising at close
Tread Will Launch a Token — and Sooner Than Previously Thought
What had been leaning yes is now virtually certain, and the timing has sharpened dramatically: the September 2026 window surged, pulling the expected launch date well forward of the 2027 deadline that anchors the market.
Market closed · Polymarket · tracked 1 day
Meta's Watermelon Model Is Likely Out Before December
What had been a very likely call is now merely likely, after odds slipped sharply on both the October and November windows — the timeline is slipping, and a pre-November release now looks like a stretch rather than the base case.
Market closed · Polymarket · tracked 2 days
US Inflation Will Remain Above 3% Through September
The floor is locked in — the real question is how far above 3% prices land, with the 3.4% threshold still at 85% and 3.5% at 60%, pointing to a stubbornly elevated reading that keeps pressure on the Fed.
Market closed · Kalshi · tracked 1 day · 2 tier changes
xAI's Next Grok Release Appears Headed for a September Drop
An imminent launch would compress the competitive window for rivals preparing their own model updates this autumn — the odds lean toward a Grok 4.7+ release before September 18, putting pressure on OpenAI and Anthropic to accelerate their own roadmaps.
Market closed · Polymarket · tracked 1 day
XRP Is Trading Above $1 as Solana Surges Toward $110
The floor contracts are all but certainly resolved, confirming XRP has recovered above a dollar — but the more striking move is Solana's sharp repricing upward today, suggesting a broad crypto risk-on shift rather than anything Ripple-specific.
Market closed · Kalshi · tracked 1 day
September Inflation Has a Real Chance of Running Hot on Both Measures
A simultaneous headline-and-core surge remains a live scenario, not a tail risk — the split verdict from money pricing a one-in-three chance of a hot double-print suggests the Fed's path back to easy policy stays contested deep into autumn.
Market closed · Kalshi · tracked 1 day
Bitcoin Will Clear $76,000 by September 13
The floor is settled and uncontested — the live question is the ceiling, and the sharp collapse in $78,000 odds tells you traders have pulled back from the top of the range after a brief flirtation with it.
Market closed · Polymarket · tracked 6 days
Ethereum Will Almost Certainly Stay Above $2,400 on September 13
The floor is settled; the real question is whether ETH holds above $2,500, now a genuine contest at 76% after a sharp pullback in the $2,600 bracket. A dip to the low $2,500s by week's end is now the live risk, not a collapse below $2,400.
Market closed · Polymarket · tracked 6 days
The Fed Is Likely to Hike Rates in September
A no-cuts 2026 is now a near-certainty, and the September hike looks like the opening move of a broader tightening cycle — with follow-on hikes through December gaining ground — suggesting the money believes inflation has reasserted itself as the Fed's dominant problem.
Market closed · Kalshi · tracked 46 days · range 88%–49% · 11 tier changes · ↑ Rising at close
An AI Model Is Very Likely to Hit Arena Score 1520 by September 30
The benchmark that would have seemed ambitious recently is now treated as a near-formality — the real question the money has moved on to is whether the frontier stops there or pushes to 1540 and beyond, where odds collapse sharply.
Market closed · Polymarket · tracked 10 days · range 100%–76% · 3 tier changes · venues disagreed 9.2pp · ↑ Rising at close
OpenAI's Astra Model Has Fallen Far Short of Top AI Benchmarks
What a month ago looked like a plausible top-tier debut is now a closed question — Anthropic's Claude has simultaneously surged to near-certainty as the best model through September, leaving Astra's competitive ambitions effectively extinguished for this cycle.
Market closed · Polymarket · tracked 30 days · range 84%–2% · 7 tier changes · venues disagreed 84.9pp · ↓ Falling at close
Google Is Virtually Certain to Close Above $335 the Week of September 7
What had been a cautious lean is now a near-certainty across every threshold up to $335 — suggesting the market sees a sustained, meaningful re-rating of Alphabet's share price, not a temporary bounce.
Market closed · Polymarket · tracked 1 day
XRP Is Above $1.20 — the Open Question Is Whether It Holds $1.30
The floor is settled; the real bet now is on the ceiling, with $1.30 collapsing 41 points in a single session to a coin-flip, signaling that traders see the current rally as likely running out of steam just above that level.
Market closed · Polymarket · tracked 1 day
WTI Oil Is All but Certain to Top $96.50 by September 30
What was improbable is now virtually certain — the entire price ladder above $96 has collapsed to near-certainty, with $100 in September priced at 88% and a push toward $105 in the coming week now a coin flip. Supply or demand shock of historic scale would be required to arrest this move before month-end.
Market closed · Kalshi · tracked 1 day · range 99%–31% · venues disagreed 32.7pp · ↓ Falling at close
OpenAI Very Likely Holds the Top Spot in Image Editing AI Through September
No rival is within striking distance — Google sits at 8% and the rest of the field is negligible — making this one of the cleaner consensus calls in the AI benchmarking landscape right now.
Market closed · Polymarket · tracked 2 days
The 10-Year Treasury Yield Is Likely to Hit 4.97% in September
What had been an unlikely scenario is now the expected path — if yields push toward 5%, the pressure on long-duration assets and rate-sensitive borrowers sharpens considerably before month-end.
Market closed · Polymarket · tracked 2 days · range 100%–72% · 2 tier changes · ↓ Falling at close
Apple Will Release the iPhone 18 This Year
The question is settled before the product ships — no serious money doubts it, which means the only real suspense left is what the phone contains, not whether it arrives.
Market closed · Polymarket · tracked 4 days
EV Commodity Prices Are Virtually Certain to Hold Above 1,181 on September 10
The floor is no longer in question — what is now open is how high: the odds of clearing 1,311 jumped sharply, suggesting traders see upside risk in commodity inputs that could pressure EV manufacturers' margins in the near term.
Market closed · Kalshi · tracked 2 days
LAPTOP Token Is Poised to List on Kraken Within 30 Days of Launch
Coinbase has collapsed as a likely venue, ceding ground to Kraken as the near-certain first home for the token — and with the airdrop, Base launch, and a $10M+ FDV all virtually certain, the full launch picture is essentially locked in.
Market closed · Polymarket · tracked 2 days · range 77%–0% · 3 tier changes · ↓ Falling at close
Hunter Biden's Crypto Coin Launch Is Virtually Certain Before September 30
The money has moved from speculation to near-certainty, with a September 9 resolution date now priced at 98% — the coin is coming imminently. That a market exists at all reflects how thoroughly the celebrity-coin playbook has colonized American political culture.
Market closed · Polymarket · tracked 1 day
Solana Is Above $90 and Closing In on $100
A dip to $100 this month is now a live probability rather than a tail risk, meaning Solana has recovered enough ground that traders see a genuine run at that level — not just a floor hold.
Market closed · Polymarket · tracked 1 day
BNB Is Virtually Certain to Hold Above $610 on September 11
The floor is not in question — the real debate among traders is whether BNB can push into the $830s, a level that still carries meaningful but minority odds, leaving the coin's ceiling genuinely uncertain.
Market closed · Kalshi · tracked 1 day
China's August Inflation Comes in at 0.7%–0.8%
The result is settled — a deflationary spiral was avoided, but price growth remains barely above zero, underscoring that domestic demand in China has not meaningfully recovered.
Market closed · Polymarket · tracked 1 day
Linera's Public Sale Has Virtually Certainly Failed to Reach $1M
The complete collapse of every threshold — from $1M to $10M — reveals not just a missed target but a fundraise that found almost no takers; the fact that a market existed at all captures how quickly crypto launch optimism can be priced and then annihilated.
Market closed · Polymarket · tracked 1 day
The iPhone 18 Pro Will Almost Certainly Cost at Least $1,150
A surprise surge in the $1,200+ contract — up 32 points in a single session — suggests something concrete has leaked about pricing, and Apple's premium tier may be moving decisively upmarket.
Market closed · Polymarket · tracked 3 days
U.S. Mortgage Rates Are Likely to Touch 6.75% Before Year-End
American homebuyers hoping for meaningful relief this year are likely to be disappointed — borrowing costs look set to stay elevated, keeping affordability pressures firmly in place through 2026.
Market closed · Polymarket · tracked 2 days
EV Commodity Prices Are Surging Well Above Recent Benchmarks This Week
The index is locked in above every tested threshold with near-certainty — electric vehicle supply chains are operating under sustained commodity price pressure, with no relief in sight for manufacturers heading into autumn procurement cycles.
Market closed · Kalshi · tracked 2 days
LAPTOP Is Very Likely to Launch Above a $10M Valuation
The floor is almost certain — but the more telling signal is that a $50M debut is also likely and a $100M one is a coin-flip, suggesting real money expects this launch to break well into serious territory, not merely clear the minimum bar.
Market closed · Polymarket · tracked 1 day · range 100%–94% · ↑ Rising at close
August Inflation Is Running Hot
A deflationary print is essentially ruled out, and the real repricing is at the upper tail — the probability of a reading above 0.5% has surged, meaning the inflation story is not just positive but increasingly pointing toward a surprise to the upside.
Market closed · Kalshi · tracked 26 days
The 10-Year Treasury Yield Is Very Likely to Hit 4.8% Before 2027
The more striking signal is the surge in odds on 5.0% — now nearly even money — pointing to a market that has moved from pricing a modest yield overshoot to seriously entertaining a return to multi-year highs, consistent with the Fed's own rate path.
Market closed · Polymarket · tracked 38 days · range 98%–38% · 19 tier changes · ↓ Falling at close
Bitcoin Holds Well Above $76,000 Into September 6
The floor at lower levels is settled fact; the rally's momentum now points firmly toward $80,000, with conviction above $78,000 crossing 90% — a level that frames the upper band as likely, not speculative.
Market closed · Polymarket · tracked 7 days
The Foldable iPhone Will Very Likely Launch Above $1,800
With an even split near $2,200 and near-certainty above $1,800, Apple appears set to price the device as a luxury category unto itself — the real question is whether it clears $2,200, not whether it is expensive.
Market closed · Polymarket · tracked 2 days · range 97%–91%
Bitcoin Above $78,000 by September 8 Is Very Likely
The floor at $68,000 is a near-certainty, but the real story is how far above it traders now expect the price to settle — $78,000 has become the live upper target, not a tail scenario.
Market closed · Polymarket · tracked 5 days
Bitcoin Is Likely to Top $82,500 Before September Ends
The upper range has opened sharply — $85,000 is now a 63% call and $90,000 sits at 30%, pointing to a market that has moved from damage-control mode to genuine upside positioning within the month.
Market closed · Kalshi · tracked 5 days · range 86%–6% · 15 tier changes · ↓ Falling at close
Bitcoin Holds Well Above $76,000 Heading Into Early September
The floor is settled; the live question is the ceiling — with $80,000 now a serious near-term target, the rally has shifted from recovery to price discovery in territory not seen in months.
Market closed · Polymarket · tracked 6 days
Ethereum Is Firmly Above $2,400 and Holding
The floor is not in question — what the money is actually debating is how high the ceiling goes, with a dip back to $2,400 nearly certain and $2,500 a genuine coin-flip through early September.
Market closed · Polymarket · tracked 6 days
Bloom Energy Joins the S&P 500 in Q3, With Pure Storage Likely Following
Both additions appear to reflect confirmed index-committee signals rather than speculation — Bloom Energy is all but certain, and Pure Storage's sharp repricing puts it firmly in the likely column, reshaping the passive-fund buying queue for this quarter.
Market closed · Kalshi · tracked 1 day
Zcash Is Likely to Hit $1,100 by Year-End
A broad crypto rally appears to be lifting privacy coins disproportionately — with $1,300 and $1,400 targets also surging in tandem, this looks less like a Zcash-specific story and more like a sector-wide repricing of risk appetite upward.
Market closed · Polymarket · tracked 2 days · range 100%–50% · 3 tier changes · ↓ Falling at close
OpenAI's Astra Model Is Very Likely Dropping on September 3
The window has effectively collapsed to a single date — September 3 sits at 89% and rising, inside a release-by-October call that is all but certain. This is a coordinated signal, not noise.
Market closed · Polymarket · tracked 3 days · range 88%–63% · ↓ Falling at close
OpenAI Is Likely to Hit a $1 Trillion Valuation by Year-End
The $1.25T ceiling has been sharply marked down, suggesting traders think the valuation surge stalls after the trillion-dollar threshold — a $1T print looks probable, but further moonshot territory is being priced out.
Market closed · Polymarket · tracked 36 days · range 88%–70% · 3 tier changes · ↓ Falling at close
XRP Is Poised to Trade Well Above $1.40 by September
The real story isn't whether Ripple holds a dollar — that's already treated as a given — but how high it goes: money has flooded into the $1.40-and-above bucket, swinging it nearly 50 points in a day, signaling conviction in a sustained rally, not a modest recovery.
Market closed · Kalshi · tracked 1 day
XRP Is Virtually Certain to Hold Above $1.30 by September 4
The $1.40 contract collapsing to zero overnight is the real signal — traders have drawn a hard ceiling just below that level, meaning XRP's recovery is real but the top of this move is in.
Market closed · Polymarket · tracked 1 day
BNB Is Very Likely to Stay Below $580 Through September
The altcoin complex is broadly softening — Solana and XRP are also repricing lower — suggesting a sector-wide retrenchment rather than BNB-specific weakness, with September shaping up as a consolidation month for the whole space.
Market closed · Kalshi · tracked 2 days
The S&P 500 Is Very Likely Above $770 on September 3
A near-complete reversal from yesterday's pricing means whatever spooked markets has passed — the session open is now treated as a near-certainty, not a risk event.
Market closed · Polymarket · tracked 1 day
Texas Grid Demand Will Virtually Certainly Breach 81,500 MW on September 3
The upper tail collapses sharply above 82,000 MW, meaning the grid is pricing in a heavy but not extreme load day — stress is locked in, but an all-time surge remains a long shot.
Market closed · Kalshi · tracked 1 day
Bitcoin Is Above $74,000 on September 7
Market closed · Polymarket · tracked 3 days
XRP Is Likely to Hold Above $1.40 Through September
Market closed · Kalshi · tracked 1 day
Ethos's Public Sale Has Already Surpassed $2.5 Million in Commitments
Market closed · Polymarket · tracked 1 day
EV Commodity Prices Are Very Likely to Stay Well Above Current Baseline Through September
Market closed · Kalshi · tracked 1 day
The S&P 500 Closes Above $765 on September 2
Market closed · Polymarket · tracked 1 day
Google's Next Gemini Flash Model Arrives in September
Market closed · Polymarket · tracked 2 days
The Bank of Canada Will Hold Rates in September
Market closed · Polymarket · tracked 31 days
US Crude Reserves Are Likely to Fall to 280M Barrels by Late September
Market closed · Polymarket · tracked 2 days · range 90%–82% · ↓ Falling at close
The ECB Will Raise Rates in September
Market closed · Polymarket · tracked 34 days · range 100%–84%
Russia's Central Bank Leans Toward Holding Rates in September
Market closed · Polymarket · tracked 7 days · range 90%–58% · 2 tier changes · ↑ Rising at close
August Job Creation Will Narrowly Avoid Outright Contraction
Market closed · Kalshi · tracked 2 days
Waymo Will Operate in Tampa This Year, with San Diego Surging Into Near-Certainty
Market closed · Kalshi · tracked 1 day
The S&P 500 Closed Lower on September 1
Market closed · Polymarket · tracked 1 day
EV Commodity Prices Are Firmly Elevated Heading Into September
Market closed · Kalshi · tracked 1 day
California Gas Prices Are Narrowly Favored to Top $6.20 by Year-End
Market closed · Kalshi · tracked 2 days · range 67%–58% · ↑ Rising at close
Shein's IPO Valuation Is Poised to Clear 200 Billion HKD
Market closed · Polymarket · tracked 1 day
Market closed · Polymarket · tracked 1 day
EV Commodity Prices Are All But Certain to Stay Elevated Through August
Market closed · Kalshi · tracked 2 days
DOGE Is Unlikely to Clear $0.10 in August
Market closed · Kalshi · tracked 1 day
Anthropic Has the Best AI Model Through August
Market closed · Polymarket · tracked 33 days · range 99%–90%
Google's Gemini Pro Refresh Is Likely Dead Before October
Market closed · Polymarket · tracked 7 days · range 100%–62% · 3 tier changes · ↑ Rising at close
Oil Is Likely Stuck Below $83 Through August
Market closed · Kalshi · tracked 1 day · venues disagreed 32.7pp
Bitcoin Is Headed for a Rough August Close
Market closed · Kalshi · tracked 29 days · range 90%–6% · 14 tier changes · venues disagreed 7.8pp · ↓ Falling at close
GPT-6 Increasingly Appears Headed for a 2026 Release
Market closed · Polymarket · tracked 31 days · range 100%–64% · 13 tier changes · ↑ Rising at close
Apple Will Release a Foldable iPhone Before 2027
Market closed · Polymarket · tracked 3 days · range 100%–94% · 3 tier changes
WTI Crude Is Firmly Above $79 Through Late August, but $85 Is Likely Out of Reach
Market closed · Polymarket · tracked 1 day · venues disagreed 32.7pp
EV Commodity Prices Remain Elevated Through Late August
Market closed · Kalshi · tracked 1 day
The S&P 500 Closed Down on August 28
Market closed · Polymarket · tracked 1 day
Oil Surges — WTI Prices Near $83 on August 28
Market closed · Kalshi · tracked 1 day · venues disagreed 32.7pp
US Inflation Will Stay Above 2.6% Through August
Market closed · Kalshi · tracked 15 days
Bitcoin Is Above $78,000 on August 31
Market closed · Polymarket · tracked 2 days
Moonshot All But Locks Up Second Place Among Chinese AI Firms Through August
Market closed · Polymarket · tracked 7 days · range 90%–55% · 2 tier changes · venues disagreed 9.2pp · ↑ Rising at close
HEEBOO's Public Sale Has Collapsed Well Short of Its Targets
Market closed · Polymarket · tracked 2 days
EV Commodity Prices Are Firmly Elevated Through August 26
Market closed · Kalshi · tracked 2 days
Trump Will Likely Not Rename Lake Ontario This Year
Market closed · Polymarket · tracked 1 day
Market closed · Polymarket · tracked 3 days · range 93%–84% · ↑ Rising at close
The S&P 500 Holds Well Above Bear-Market Territory Through Late August
Market closed · Polymarket · tracked 1 day
Anthropic Likely Holds the AI Agent Lead Through September
Market closed · Polymarket · tracked 1 day · range 96%–68% · 5 tier changes · ↑ Rising at close
XRP Is Comfortably Above $1.20 but the $1.40 Level Is Now in Doubt
Market closed · Polymarket · tracked 5 days
NVIDIA Will Beat Quarterly Earnings
Market closed · Polymarket · tracked 1 day
XRP Is Holding Above $1.30 and Likely Pushing Toward $1.60
Market closed · Polymarket · tracked 2 days
China's Second AI Tier Is Wide Open as Moonshot Falters
Market closed · Polymarket · tracked 2 days · venues disagreed 84.9pp
Gemini 4.0 Is Likely Arriving Before December
Market closed · Polymarket · tracked 19 days · range 99%–12% · 6 tier changes
XRP Holds Comfortably Above $1 Today, With a Dip to $1.40 Increasingly Likely This Month
Market closed · Kalshi · tracked 1 day
Solana Is Virtually Certain to Stay Well Above $40 Through Late August
Market closed · Polymarket · tracked 1 day