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Unified market view

Strait of Hormuz traffic returns to normal by December 31?

Model view, orderbook, price history, and related whale flow in one place.

Research boundary

This is market intelligence, not financial advice. Verify rules, liquidity, price, and your own risk before trading.

Model direction

Model leans higher

Hold: Efficient price
Execution state
Needs confirmation
Model edge Yes ↑ +1%
Confidence 55%
Price at model run 17¢ Model run: 9/17/2026, 18:03:02
Live best ask 18¢ Live update: 9/17/2026, 19:50:37
Model OpenAI

The Yes price near 0.175 appears slightly below a model estimate around 0.185, with substantial time remaining for traffic normalization. Strong bid depth supports the downside-protected view, but the threshold is demanding and recent prices are flat, limiting confidence.

Watch triggers
  • New Portwatch data shows sustained traffic recovery
  • Price rises materially above estimated fair value
  • Traffic disruptions persist or worsen
Why confirmation is still needed

The Yes price near 0.175 appears slightly below a model estimate around 0.185, with substantial time remaining for traffic normalization. Strong bid depth supports the downside-protected view, but the threshold is demanding and recent prices are flat, limiting confidence.

Revisit when

New Portwatch data shows sustained traffic recovery · Price rises materially above estimated fair value · Traffic disruptions persist or worsen

Execution guard

Price 18¢ · spread 1 pts · liquidity $493,679. Treat the model view as research and verify it against the live market tape.

Summary

Updated at 9/17/2026, 19:50:37

Model stance

Watch

Best ask ?

18¢

Volume (24h) ?

$29,720

Liquidity ?

$493,679

Open interest ?

$1,666,142

Spread ?

Depth imbalance ?

63.8%

Momentum ?

0.0%

Volatility ?

0.0%

Trend slope ?

-0

Reasons

  • No strong edge detected

Rule notes

  • No single rule is strong enough to signal buy/sell.

Orderbook

Outcome Yes

Bids

17¢ 32,531.27
16¢ 67,884.84
15¢ 136,777.76
14¢ 389,726.3
13¢ 11,986.52

Asks

18¢ 36,251.79
19¢ 43,422.18
20¢ 44,972.47
21¢ 12,210.47
22¢ 4,459.76

Price history

Interval: 6h

9/17/2026, 19:28:16 17.5¢
9/17/2026, 19:30:15 17.5¢
9/17/2026, 19:32:13 17.5¢
9/17/2026, 19:34:14 17.5¢
9/17/2026, 19:36:28 17.5¢
9/17/2026, 19:38:13 17.5¢
9/17/2026, 19:40:26 17.5¢
9/17/2026, 19:42:14 17.5¢
9/17/2026, 19:44:14 17.5¢
9/17/2026, 19:46:14 17.5¢
9/17/2026, 19:48:13 17.5¢
9/17/2026, 19:49:14 17.5¢

Prediction history

Full history
Yes ↑ +1% 9/17/2026, 18:03:02

Yes appears modestly undervalued, supported by bid-heavy depth and the long resolution window.

Yes ↑ +3% 9/17/2026, 12:03:32

Yes appears modestly below estimated fair value, but the edge is limited because resolution depends on a specific IMF Portwatch threshold and future regional conditions.

Yes → 0% 9/17/2026, 06:03:30

No clear divergence from the market-implied probability is detected. Reassess if IMF Portwatch reports sustained transit recovery, a qualifying 7-day average, or material repricing with new data.

Yes ↑ +2% 9/17/2026, 00:04:27

Yes appears slightly underpriced, but the edge is limited and highly sensitive to future disruptions and the definition of a qualifying seven-day average.

Yes ↑ +1% 9/16/2026, 18:03:31

No clear divergence is detected: the estimated probability is only slightly above the market price, while orderbook depth and recent trends provide mixed evidence.

Related whale flow

All trades

No related large trades in the current 24h cache.