Will the Iranian regime fall before 2027?
Short Answer
1. Market Behavior & Drivers
- Since last update (~28d): Our model's 'Yes' probability increased by +1.4pp, compressing the edge to 0.0 (model_led).
- The market's 'Yes' probability remained unchanged at 7.0% since the prior report.
- Our confidence score for the analysis remained stable at 5.0 (+0.0pp).
- No collapse is likely; the regime maintains robust internal security.
- No collapse, despite severe 2025/26 economic crisis and widespread protests.
Who Wins and Why
| Outcome | Market | Model | Why |
|---|---|---|---|
| Yes | 7.0% | 7.0% | Persistent domestic unrest and geopolitical pressures may lead to the Iranian regime's fall. |
Current Context
Sources (19)
- 1Iran’s internal power struggle could decide when Trump’s war ends | CNNcnn.com
- 2Iran's Internal Crisis: Balancing War, Sanctions, and Diplomacy | النهارannahar.com
- 3Regime Infighting Deepens as Fear of a New Uprising Exposes Cracks at the Top - Iran News Updateirannewsupdate.com
- 4The Iran War, Six Months In - The Soufan Centerthesoufancenter.org
- 5Could Iran’s Regime Collapse? Experts Assess Bessent’s Bid to Sever Financial Lifelines - Middle East Forummeforum.org
- 66 Months on, Iran’s Leaders Are Defying the US and Signaling No Tolerance for Dissentmilitary.com
- 7After Khamenei: Planning for Iran's Leadership Transitioncfr.org
- 8U.S. and Israeli Military Operations Againstcongress.gov
- 9U.S. Conflict with Irancongress.gov
- 10U.S. and Israeli Military Operations Against Iran: Issues for Congress | Congress.gov | Library of Congresscongress.gov
- 11Regime change? Inside Reza Pahlavi’s faltering bid to lead Iran | The Times of Israeltimesofisrael.com
- 12Reza Pahlavi, exiled son of Iran's last shah, at centre of protest chants - BBC Newsbbc.co.uk
- 13Protests in Iran: Possible U.S. Responses and Issues forcongress.gov
- 14The Mojahedin-e-Khalq (MEK) or People’s Mojahedin Organization of Iran (PMOI) | Congress.gov | Library of Congresscongress.gov
- 15An exiled crown prince says he can lead Iran to democracy, but Trump hasn't endorsed himnbcnews.com
- 16Protests in Iran: Possible U.S. Responses and Issues for...congress.gov
- 17How Long Can the Iranian Regime Hold On? | Foreign Affairsforeignaffairs.com
- 18The Iranian Regime Could Fall | Foreign Affairsforeignaffairs.com
- 19danielrosehill/Iran-Regime-Change-Forecast-1004github.com
2. Price Chart
Historical Price (Probability)
3. Market Data
Contract Snapshot
Here is a summary of the contract rules for this prediction market:
1. What exactly triggers a YES resolution: A "Yes" resolution occurs if the Islamic Republic of Iran's current ruling regime is overthrown, collapses, or otherwise ceases to govern by December 31, 2026, 11:59 PM ET. This requires a broad consensus of credible reporting indicating that core structures of the Islamic Republic (e.g., the office of the Supreme Leader, Guardian Council, IRGC control under clerical authority) have been dissolved, incapacitated, or replaced by a fundamentally different governing system or have lost de facto power over a majority of the Iranian population. A clear break in continuity, such as a new provisional government or constitution replacing the Islamic Republic, is necessary. 2. What triggers a NO resolution: A "No" resolution will occur if the conditions for a "Yes" are not met by the specified deadline. Routine political events like elections, reforms, or leadership succession, as well as internal coups or power shifts that preserve the Islamic Republic’s core structures, do not qualify. Partial loss of territory or challenges from rebel/exile groups also will not qualify unless the Islamic Republic no longer administers the majority of the Iranian population. 3. Key dates/deadlines: The market's resolution is determined by events occurring on or before December 31, 2026, at 11:59 PM ET. This is the definitive cutoff for the Iranian regime's fall to trigger a "Yes" outcome. 4. Any special settlement conditions: The market's resolution will be determined by a broad consensus of credible reporting. This consensus must verify the dissolution, incapacitation, or replacement of the Islamic Republic's core governing structures.
Available Contracts
Market options and current pricing
| Outcome bucket | Yes (price) | No (price) | Last trade probability |
|---|---|---|---|
| Yes | $0.07 | $0.94 | 7% |
Market Discussion
Traders overwhelmingly anticipate the Iranian regime will not fall before 2027, with the market indicating only a 7% probability of collapse. This strong consensus is attributed to the regime's proven institutional continuity, its capacity for repression in the face of major protests, and a smooth leadership succession even following external military strikes. The low likelihood of collapse stems from the perceived absence of a unified opposition, sustained elite fracturing, or nationwide mobilization capable of overcoming security forces.
4. Trust Index
Primary risk· Trade quality
Includes the cost to trade: a $10,000 order loses about 8% of the price to slippage.
Weighted blend with hard caps — a critically weak safety pillar, or a severe trading anomaly, caps the total regardless of the rest. Full methodology · About the Trust Index
5. What specific economic or military pressure points in late 2026 could trigger mass defections within Iran's IRGC, a key precursor to regime collapse?
| Probability of Iranian regime fall before 2027 | 7-22% [1][2][3][4] |
|---|---|
| Supreme Leader Ali Khamenei's death | February 2026 [1][3][5][6] |
| Key pressure points for IRGC defections | Collapse of internal shadow-banking economy, sustained military strain, intensified economic deprivation [1][2][7] |
Sources (9)
- 1Will the Iranian regime fall before 2027? | Beeks.aibeeks.ai
- 2Will the Iranian regime fall before 2027? | Leverage up to 5x Odds & Analysispredmart.com
- 3Will the Iranian regime fall before 2027?polymarket.com
- 4Will the Iranian regime fall before 2027 by | Lines.comlines.com
- 5https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026/will-the-iranian-regime-fall-by-the-end-of-2026polymarket.com
- 6U.S. intelligence says Iran's regime is consolidating powerwashingtonpost.com
- 7Desertions, shortages and army-IRGC rift strain Iran's militaryiranintl.com
- 8Trump Reverts to Economic Squeeze of Iran; Colombia Quake Toll Tops 260 | Bloomberg Daybreak: US...youtube.com
- 9Iran's Economic Lifeline; Previewing Nvidia Earnings | Bloomberg Daybreak: US Editionyoutube.com
6. What concrete evidence from 2026 demonstrates the cohesion of Iran's security apparatus and political elite, supporting the low market probability of collapse?
| Regime collapse probability | approximately 6.5% before 2027 (as of August 2026) [1][2][3][4] |
|---|---|
| Elite and security cohesion | Demonstrated in 2026 [1][2][3][4] |
| MOU expiry duration | 60 days [5][6] |
Sources (13)
- 1Will the Iranian regime fall before 2027?polymarket.com
- 2Iran Regime Collapse 2027: Polymarket Analysis | PolyVeritaspolyveritas.com
- 3Will the Iranian regime fall before 2027? — 10% Odds | OddsShiftoddsshift.com
- 4Will the Iranian regime fall before 2027? | Beeks.aibeeks.ai
- 5Trump Threatens Iran ‘Economic D-Day’; Treasury Bond Fix JPMorgan Warning | Bloomberg Daybreak:...youtube.com
- 6Trump Takes Hard Line on Iran, China’s Xi to Skip UN Meeting | Bloomberg Daybreak: US Editionyoutube.com
- 7Iran and the reconfiguration of regional order: succession,...cidob.org
- 8A Strategic Failure in Iran | Cato at Liberty Blogcato.org
- 9The state of the Iranian regime after protestswashingtondc.jhu.edu
- 10BTI 2026 Iran Country Reportbti-project.org
- 11Iran: What challenges face the country in 2026?commonslibrary.parliament.uk
- 12Who will run Iran?engelsbergideas.com
- 13Iran Update, August 21, 2026understandingwar.org
7. How does the organizational capacity of Reza Pahlavi's opposition movement compare to the Iranian regime's internal security and control mechanisms as of late 2026?
| Regime Institutional Resilience | Significant (despite severe 2025-2026 pressures) [1][2] |
|---|---|
| Regime Control Mechanisms | Tight control via digital surveillance, lethal force, and economic interests (IRGC, Basij, MOIS, FARAJA) [3] |
| Probability of Regime Fall before 2027 | Low (6.5% to 22%) (as of September 2026) [1][2] |
Sources (6)
- 1Will the Iranian regime fall before 2027? Trading Odds & Predictions | Polymarketpolymarket.com
- 2https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026/will-the-iranian-regime-fall-by-the-end-of-2026polymarket.com
- 3The Impact of Iranian Military Doctrine on the Iran Warorionpolicy.org
- 4US-Iran Peace Prospects Dim as Trump Rejects Truce Extension | Bloomberg Businessweekyoutube.com
- 5Trump Threatens Iran ‘Economic D-Day’; Treasury Bond Fix JPMorgan Warning | Bloomberg Daybreak:...youtube.com
- 6Warsh At Jackson Hole; Iran Says Diplomacy Not Impossible | Bloomberg Daybreak: US Editionyoutube.com
8. What datasets are available to track the frequency and scale of domestic protests across Iran for the 2025-2026 period, and what trends do they indicate?
| Primary Protest Data Source | ACLED (Armed Conflict Location & Event Data Project) [1][2] |
|---|---|
| Period of Increased Protest Activity | Late 2025 through early 2026 [3][4][5][6][7] |
| Regime Survival Sentiment (Sept 2026) | Overwhelmingly expected to survive [8][9][10][11][12] |
Sources (13)
- 1Iran - Conflict Events | Humanitarian Dataset | HDXdata.humdata.org
- 2ACLED dataacleddata.com
- 3Anti-government protests alone in Iranjanes.com
- 4Report on Nationwide Protests in Iran: March 20, 2025ncr-iran.org
- 5Iran's 2025-26 Protests in Perspectiveagsi.org
- 6Is Iran at a Tipping Point? Protest, Military Escalation and...rusi.org
- 7How Iranians Protest: 2025-2026 Anti-Government Protestsgenocidewatch.com
- 8Will the Iranian regime fall before 2027? Trading Odds & Predictions | Polymarketpolymarket.com
- 9https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026/will-the-iranian-regime-fall-by-the-end-of-2026polymarket.com
- 10Will the Iranian regime fall before 2027? — Polymarket Odds & Price | PredEdgeprededge.com
- 11Will the Iranian regime fall before 2027 by | Lines.comlines.com
- 12Will the Iranian regime fall before 2027? · Marlinmarlin.bet
- 13Iran Protests Datasetsnewsdata.io
9. What do recent economic indicators from 2026 reveal about the impact of prolonged sanctions and military conflict on the Iranian state's fiscal stability?
| GDP Contraction | 2.7% (2025/26 [1]) |
|---|---|
| Inflation Rate | 45–60% (2025/26 [1]) |
| Regime Survival Likelihood | >90% chance of survival through December 31, 2026 (Prediction markets, as of Sept 1, 2026 [2][3][4][5]) |
Sources (8)
- 1Islamic Republic of Iran | World Bank Groupworldbank.org
- 2Will the Iranian regime fall before 2027?polymarket.com
- 3Iran Regime Collapse 2027: Polymarket Analysis | PolyVeritaspolyveritas.com
- 4Will the Iranian regime fall before 2027? | Beeks.aibeeks.ai
- 5Will the Iranian regime fall before 2027? — 10% Odds | OddsShiftoddsshift.com
- 6ASSESSING THE IMPACT OF THE 2026 ISRAEL–IRAN...pjssrjournal.com
- 7What to expect as Iran braces for new US economic...aljazeera.com
- 8Iran and the Region Respond to U.S. “Economic D-Day”thesoufancenter.org
10. What Could Change the Odds
Key Catalysts
Key Dates & Catalysts
- Closes: January 01, 2027
Sources (20)
- 1Will the Iranian regime fall before 2027?polymarket.com
- 2Will Iran's regime fall before 2027? — farexiofarexio.com
- 3Will the Iranian regime fall before 2027? A market pricing a leadership vacuum, not a revolutionainvest.com
- 4Iran Regime Collapse 2027: Polymarket Analysis | PolyVeritaspolyveritas.com
- 5danielrosehill/Iran-Regime-Change-Forecast-1004github.com
- 6Future3lab/iran-skillgithub.com
- 7How the War Saved the Iranian Regime | Foreign Affairsforeignaffairs.com
- 8How Long Can the Iranian Regime Hold On? | Foreign Affairsforeignaffairs.com
- 9Trump and Netanyahu want regime change, but Iran’s regime was built for survival. A long war is now likelytheconversation.com
- 10Vol 1, 2026 | Cracking foundations: Iran’s waning internal stability, exacerbated by wars-rminform.com
- 11Iran-Israel Conflict 2026 — Strategic Assessment — by Luiz H. S. Brandãointelligencenotes.com
- 12U.S. and Israeli Military Operations Againstcongress.gov
- 13Regime change? Inside Reza Pahlavi's faltering bid to lead...reuters.com
- 14Iran: Is Reza Pahlavi's political star fading?dw.com
- 15An exiled crown prince says he can lead Iran to democracy, but Trump hasn't endorsed himnbcnews.com
- 16Iran: Internet shutdown from 18:45 UTC 8 January 2026github.com
- 17Protests in Iran: Possible U.S. Responses and Issues forcongress.gov
- 18U.S. Conflict with Irancongress.gov
- 19U.S. Conflict with Irancongress.gov
- 20Iran: Background and U.S. Policy | Congress.gov | Library of Congresscongress.gov