Trump threatens Iran with infrastructure targets if no deal by Tuesday: FT

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Trump threatens Iran with infrastructure targets if no deal by Tuesday: FT

President Trump has issued an ultimatum to Iran, threatening to target infrastructure if no deal is reached by Tuesday. The market for the Iranian regime falling by June 30 is now at 13.5% YES, up from 12% yesterday.

The market is reacting cautiously to Trumps threats, primarily due to the source being a social media account, @zerohedge. Although the threat implies serious escalation, traders seem skeptical about its immediate impact. The June 30 market saw a modest 1-point spike after the news, reaching 14% YES but has since settled at 13.5%.

Trading volume tells us more. Despite a $439,688/day face value, actual USDC traded is just $59,602/day, indicating limited conviction behind recent moves. It takes $195,747 to shift the odds 5 points, suggesting this market is not easily swayed by smaller trades or individual actors. The largest single move was a mere 1-point jump, reflecting a wait-and-see approach from traders.

Trump‘s threats to target Iranian infrastructure, if followed through, could destabilize Iran’s regime. Yet, without concrete action or credible confirmation, the risk remains speculative. At 14¢ per YES share, a payout of $1 requires belief in a regime collapse within 88 days — a high-stakes bet hinging on Trump‘s follow-through and Iran’s response.

Watch for developments that might lend credibility to Trump‘s threats, such as increased US military activity or statements from CENTCOM. Mojtaba Khamenei’s public appearances could also signal regime stability or vulnerability.