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Geopolitics

Will the Iranian regime fall by April 30?

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Bulls Say, Bears Say

Bulls Say

Iran faces compounding economic collapse, sanctions, and persistent street protests

Regime legitimacy is at historic lows following crackdowns on dissent

Rapid geopolitical shifts in the region have weakened key Iranian allies

Bears Say

At 2¢, the market already prices near-zero probability of regime collapse

Authoritarian regimes rarely fall on short timelines without external military intervention

Price trending down over 1d and 1wk signals no new catalysts driving this outcome

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