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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