Live Intelligence March 10, 2026 — Based on Polymarket Data

State of the
Iran Conflict

A comprehensive analysis of 40+ prediction markets tracking the US-Israel-Iran confrontation. Market-implied probabilities aggregated from over $100M in trading volume.

Conflict Ends by June 76% Likely Resolution
US Forces Enter Iran (2026) 57% Coin Flip
Regime Falls by June 23% Low Probability
Nuclear Deal (2026) 45% Uncertain
01

Situation Overview

Based on aggregated Polymarket prediction data — $100M+ total volume across 40+ active markets — the conflict between the US-Israel coalition and Iran has entered a decisive phase. Markets price a 76% probability the conflict ends by June 30, 2026, with a ceasefire expected by April-May.

Escalation Scenario

Markets assign 87% probability that Iran strikes Israel on March 10, with Isfahan nuclear facility (87%) as the most likely US/Israel target in Iran. The Fordow nuclear facility has a 43% strike probability by month-end.

Resolution Timeline

Ceasefire probability rises steadily from 5% (by March 15) to 67% (by June 30). Trump announces end of military operations has an 83% probability. Markets see diplomacy winning over prolonged conflict.

02

Military Operations

Active prediction markets tracking military engagements, strikes, and ground operations between the US, Israel, and Iran.

US Forces Enter Iran

$13.4M volume
By March 14
11%
By March 31
31%
By Dec 31
57%
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US/Israel Strike Targets

$259K volume
Isfahan Nuclear
87%
Fordow Nuclear
41%
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Strike on Fordow Facility

$396K volume
By March 15
20%
By March 31
43%
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Iran Strikes Israel

$12.9M volume
On March 10
87%
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What Will Iran Strike?

$187K volume
Ruwais Refinery
52%
Abqaiq Oil
36%
Mina Al-Ahmadi
33%
Al Zour Refinery
30%
Dimona Nuclear
8%
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Countries Iran Will Strike in March

$2.0M volume
Jordan
78%
Turkey
12%
Syria
12%
Cyprus
9%
Pakistan
8%
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Additional Military Markets

Various
Israel ground offensive Lebanon
61%
Houthi strike on Israel (Mar)
32%
Another country strikes Iran (Mar)
30%
France/UK/Germany strike Iran
22%
US cyberattack on Iran (Mar)
22%
US invade Iran (Mar 31)
14%

US Invasion of Iran

Combined $1.6M volume
By March 31
14%
Before 2027
30%
Official war declaration
11%
Trump declares war (Mar)
8%
Congress war powers res.
3%

Strike Probability Comparison

03

Diplomatic Track

Markets tracking ceasefire negotiations, diplomatic meetings, and conflict resolution timelines between the US, Israel, and Iran.

Trump Announces End of Military Operations

$1.0M volume
Yes
83%

Ends in 21 days — strong consensus on near-term de-escalation announcement

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US-Iran Diplomatic Meeting

$227K volume
By March 31
17%

Low probability of direct talks within 3 weeks

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US Military Support for Iran Opposition

Combined $490K
Support Iran opposition (Mar)
16%
Coordinate with Kurds (Mar)
13%
Kurds declare independence
13%

Iran Closes Strait of Hormuz

$35.5M volume
Already resolved
~100%

All timeline options resolved Yes — Strait has already been closed or market conditions met

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04

Regime & Leadership

Markets tracking the stability of the Iranian regime, potential leadership changes, and the future of Iran's political structure.

Reza Pahlavi Markets

Combined $8M volume
Enters Iran by June 30
25%
US recognizes as leader
18%
Leads Iran in 2026
17%

Iran Coup Attempt

$230K volume
By June 30
25%
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Internet Restored in Iran

$63K volume
By March 14
2%

Near-zero probability — regime maintaining communication blackout

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05

Nuclear Program

Markets tracking Iran's nuclear capabilities, enrichment activities, and potential diplomatic deals on the nuclear program.

Iran Nuclear Capabilities

Combined $340K volume
Nuclear test before 2027
17%
Obtains nuclear weapon
13%
Withdraws from NPT
14%

Oslo Embassy Attack

$577K volume
US accuses Iran
12%
Iran claims responsibility
1%

Other Markets

Various
Iran removed from FIFA World Cup
17%
US reopens embassy in Iran
14%
US seizes Iran-linked tanker
3%
06

Key Takeaways

Active Conflict Phase

Markets price an 87% chance Iran strikes Israel today (March 10) and an 87% chance Isfahan nuclear facility is targeted by the US/Israel. The Strait of Hormuz has already been closed. This is a hot conflict.

Resolution Expected by Summer

Despite active hostilities, markets see 76% probability the conflict ends by June 30 and 83% probability Trump announces an end to operations. Ceasefire probability reaches 67% by June. The market consensus: intense but short.

Regime Resilience

Only 23% chance the Iranian regime falls by June, though leadership change probability reaches 61% by year-end. Mojtaba Khamenei (39%) is the leading candidate for next leader, suggesting continuity within the system.

Nuclear Deal Is a Coin Flip

A nuclear deal before 2027 is priced at 45% — the most uncertain major question. Enrichment halt probabilities rise from 4% (March) to 31% (June). The nuclear dimension could determine whether this ends in diplomacy or prolonged standoff.

Market Depth

These probabilities are backed by over $100 million in total trading volume across 40+ active prediction markets on Polymarket. The largest markets — Strait of Hormuz ($35.5M), Iranian Regime Falls ($29M+), US-Iran Ceasefire ($18.5M), Iran Strikes Israel ($12.9M) — have substantial liquidity, lending credibility to the price signals.