SUNDAY, SEPTEMBER 13 · DAILY EDITION

Daily Market Brief — September 13, 2026

Today's market is driven by significant shifts in cryptocurrency prices and central bank policies. Ethereum and Bitcoin are experiencing contrasting trends, with Ethereum expected to exceed $2,300 and Bitcoin facing a bearish sentiment.

POLYpositive

Ethereum Price Surge Expected

The implied probability shift suggests Ethereum's price is expected to be significantly higher than current levels, with a high likelihood of exceeding $2,300 on September 13, indicating a strong bullish sentiment.

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POLYpositive

Bitcoin Price Trends Bullish

The implied probability shift in Bitcoin prices for 2026 indicates a significant increase in confidence that Bitcoin will reach higher price levels, with a notable shift towards $85,000 being more likely than $95,000, suggesting a potential bullish trend for Bitcoin in the near term

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POLYpositive

Bitcoin Price to Exceed $72,000

The implied probability shift suggests a high conviction in Bitcoin's price exceeding $72,000 by September 14, with a slight hesitation at $74,000, indicating a strong bullish sentiment

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POLYpositive

Anthropic IPO Likelihood Increases

The implied probability shift suggests a significant increase in the likelihood of Anthropic's IPO by the end of 2026, with an 86% chance by December 31, indicating a potential surge in tech sector activity and investor interest

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POLYnegative

Fed Rate Hike Probability Rises

The implied probability of a Fed rate hike in 2026 increasing to 87% suggests a hawkish stance from the Fed, potentially leading to higher interest rates and a stronger US dollar.

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POLYnegative

Bearish Sentiment Towards Bitcoin

The implied probability shift indicates a strong bearish sentiment towards Bitcoin, with zero chance of reaching $82,000-$85,000 on September 12, suggesting a potential downturn in cryptocurrency markets.

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POLYneutral

Tech Giants to Retain Top Spot

The implied probability shift suggests Apple or Microsoft may retain or gain the top spot by market cap, as other major companies have 0% odds, indicating a potential shift in investor sentiment towards these tech giants.

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POLYneutral

Stable Political Outlook for US

The extremely low implied probability of 1% suggests the market strongly believes Trump will remain President by September 30, indicating a stable political outlook for the near term

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POLYneutral

Gadi Eizenkot Favored as Next Israeli PM

The odds shift in favor of Gadi Eizenkot becoming the next Prime Minister of Israel, with a 54% chance, indicates a significant change in the political landscape, potentially impacting Israeli bond yields and the shekel.

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POLY

Low Probability of Iranian Regime Change

The implied probability of the Iranian regime falling before 2027 is 8%, indicating a low likelihood of significant political change in the near term.

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AI-generated summaries. Not investment advice — full disclaimer. Impact labels are model estimates; verify before acting.
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