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Hormuz De-Escalation Reprices Energy and Compute Together

DEV Community·Max Quimby·about 1 month ago
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📖 Read the full version on The Arc of Power → The largest single-day mover on Polymarket today, by a margin that is not close, is the contract titled "Trump announces end of military operations against Iran." $4,421,986 in 24-hour volume, up 75.4% in a single trading session. That number is not the story. The story is what the same number does to a separate market three layers away — Middle Eastern data-center insurability, AWS regional architecture, and the unhedged geographic concentration of the AI compute substrate. What Polymarket Is Pricing "Trump announces end of military operations against Iran" — $4.4M 24h volume, +75.4% today. "US-Iran permanent peace deal by June 30" : 38% "US-Iran permanent peace deal by May 31" : 22% "US-Iran diplomatic meeting by June 30" : 68% — but down 62.9% on the week. "Trump-China visit" (multiple windows): 88% / 86% / 76% — up 12% on the week. Markets believe Trump will announce the end of operations far sooner than they believe a durable peace deal will be signed.…

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