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Thonker参与话题 26消息总数 1397

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Thonker 2026-06-19 15:43:44 Polymarket

Yes there are fairly strong points for both sides

Yes there are fairly strong points for both sides

Thonker 2026-06-19 15:42:38 Polymarket

This person is co-director of Carnegie Nuclear Policy

This person is co-director of Carnegie Nuclear Policy

Thonker 2026-06-19 15:42:10 Polymarket

https://x.com/james_acton32/status/2067363521910780027 https://x.com/james_acton32/status/2067369275824722018

https://x.com/james_acton32/status/2067363521910780027 https://x.com/james_acton32/status/2067369275824722018

Thonker 2026-06-19 14:57:17 Polymarket

In your block of text it's there

In your block of text it's there

Thonker 2026-06-19 14:56:58 Polymarket

What's the issue with the Nabavian quote

What's the issue with the Nabavian quote

Thonker 2026-06-19 14:51:21 Polymarket

If the quote is accurate it's very clear that he means the "refrain from enriching" interpretation but that doesn't constitute an official agreement

If the quote is accurate it's very clear that he means the "refrain from enriching" interpretation but that doesn't constitute an official agreement

Thonker 2026-06-19 14:46:16 Polymarket

It's intentionally empty/obscure language

It's intentionally empty/obscure language

Thonker 2026-06-19 14:45:42 Polymarket

An [ISIS Report](https://isis-online.org/isis-reports/analysis-of-iaea-iran-verification-and-monitoring-and-npt-safeguards-reports-june-2026) notes the following: > The IAEA is unable to verify the suspension of Iran’s uranium enrichment, plutonium reprocessing, and heavy water production programs, as required under UN Security Council (UNSC) resolutions reimposed in October 2025, and Iran is denying the IAEA access, information, and cooperation.

An [ISIS Report](https://isis-online.org/isis-reports/analysis-of-iaea-iran-verification-and-monitoring-and-npt-safeguards-reports-june-2026) notes the following: > The IAEA is unable to verify the suspension of Iran’s uranium enrichment, plutonium reprocessing, and heavy water production programs, as required under UN Security Council (UNSC) resolutions reimposed in October 2025, and Iran is denying the IAEA access, information, and cooperation.

Thonker 2026-06-19 14:45:30 Polymarket

And nobody knows for certain the current normal rate

And nobody knows for certain the current normal rate

Thonker 2026-06-19 14:45:18 Polymarket

> * Pending a final agreement, Iran would maintain ​the current status of its nuclear programme, refraining from further ​uranium enrichment ⁠and expansion of nuclear facilities. This is the best P2 argument imo, but it's unclear what "refrain from furthering" means, it can mean "don't enrich at all" or "don't enrich past your current normal rate"

> * Pending a final agreement, Iran would maintain ​the current status of its nuclear programme, refraining from further ​uranium enrichment ⁠and expansion of nuclear facilities. This is the best P2 argument imo, but it's unclear what "refrain from furthering" means, it can mean "don't enrich at all" or "don't enrich past your current normal rate"

Thonker 2026-06-19 14:44:30 Polymarket

I just really don't like using how the media is portraying this especially when a lot of them were inaccurately claiming the MoU was a 60-day ceasefire

I just really don't like using how the media is portraying this especially when a lot of them were inaccurately claiming the MoU was a 60-day ceasefire

Thonker 2026-06-19 14:14:46 Polymarket

The clause was intentionally designed to be unclear

The clause was intentionally designed to be unclear

Thonker 2026-06-19 14:06:12 Polymarket

I don't like looking at any outside reporting on an market about an agreement other than the text of the agreement

I don't like looking at any outside reporting on an market about an agreement other than the text of the agreement

Thonker 2026-06-19 14:05:44 Polymarket

I just read the MoU text, rules clearly satisfied

I just read the MoU text, rules clearly satisfied

Thonker 2026-06-19 14:05:37 Polymarket

Troops was simple for me I didn't look at any reporting on it

Troops was simple for me I didn't look at any reporting on it

Thonker 2026-06-19 14:02:38 Polymarket

This is tricky enough that it's basically 50/50 if they clarify

This is tricky enough that it's basically 50/50 if they clarify

Thonker 2026-06-19 14:00:56 Polymarket

Troops was a clear P2 imo, this is unclear to me, I don't think either side is a scam but P4 is the marginally better resolve

Troops was a clear P2 imo, this is unclear to me, I don't think either side is a scam but P4 is the marginally better resolve

Thonker 2026-06-19 13:59:55 Polymarket

> Per the rules, this market requires that "Iran publicly agrees to end all enrichment of uranium". The US-Iran Memorandum of Understanding states that "pending a final agreement, they will maintain the status quo: Iran will maintain the status quo on its nuclear program, and the United States will not impose new sanctions on Iran or strengthen its forces in the region", and that "the two parties also agreed to discuss the issue of enrichment and other mutually agreed matters related to the Islamic Republic of Iran’s nuclear needs, based on a satisfactory framework being agreed upon in the final deal." This does not constitute a qualifying announcement of an agreement by Iran to end all enrichment of uranium.

> Per the rules, this market requires that "Iran publicly agrees to end all enrichment of uranium". The US-Iran Memorandum of Understanding states that "pending a final agreement, they will maintain the status quo: Iran will maintain the status quo on its nuclear program, and the United States will not impose new sanctions on Iran or strengthen its forces in the region", and that "the two parties also agreed to discuss the issue of enrichment and other mutually agreed matters related to the Islamic Republic of Iran’s nuclear needs, based on a satisfactory framework being agreed upon in the final deal." This does not constitute a qualifying announcement of an agreement by Iran to end all enrichment of uranium.

Thonker 2026-06-19 13:56:12 Polymarket

Freeze is highly ambiguous

Freeze is highly ambiguous

Thonker 2026-06-19 13:55:46 Polymarket

It could mean no enrichment period or no breakout/upblending attempts

It could mean no enrichment period or no breakout/upblending attempts

Thonker 2026-06-19 13:55:33 Polymarket

> * Pending a final agreement, Iran would maintain ​the current status of its nuclear programme, refraining from further ​uranium enrichment ⁠and expansion of nuclear facilities. Further enrichment and expansion is very vague

> * Pending a final agreement, Iran would maintain ​the current status of its nuclear programme, refraining from further ​uranium enrichment ⁠and expansion of nuclear facilities. Further enrichment and expansion is very vague

Thonker 2026-06-19 13:54:21 Polymarket

Even "freeze" is vague

Even "freeze" is vague

Thonker 2026-06-19 13:54:01 Polymarket

I don't think Poly will use what's basically random ppl's opinions

I don't think Poly will use what's basically random ppl's opinions

Thonker 2026-06-19 13:53:50 Polymarket

UMA goes P2 Poly goes P4 imo

UMA goes P2 Poly goes P4 imo

Thonker 2026-06-19 13:53:39 Polymarket

The text in the MoU re the enrichment issue is intentionally left obscure with the language "status quo"

The text in the MoU re the enrichment issue is intentionally left obscure with the language "status quo"

Thonker 2026-06-19 13:53:14 Polymarket

With troops they clarified directly with text from the MoU which had obligatory language.

With troops they clarified directly with text from the MoU which had obligatory language.

Thonker 2026-06-19 07:50:00 Polymarket

Wikipedia has a profound liberal bias.

Wikipedia has a profound liberal bias.

Thonker 2026-06-19 07:49:53 Polymarket

What a joke obv nobody won

What a joke obv nobody won

Thonker 2026-06-19 07:49:41 Polymarket

Lmao Wikipedia says Iran won 🤣

Lmao Wikipedia says Iran won 🤣

Thonker 2026-06-19 06:53:17 Polymarket

Extremely bullish for Y

Extremely bullish for Y

Thonker 2026-06-19 06:01:47 Polymarket

Because they haven't made a formal commitment to an enrichment freeze in my opinion

Because they haven't made a formal commitment to an enrichment freeze in my opinion

Thonker 2026-06-19 06:01:15 Polymarket

But I think you guys will probably win so I'm not buying N either

But I think you guys will probably win so I'm not buying N either

Thonker 2026-06-19 06:01:04 Polymarket

Don't have any shares here but Y feels like a bad buy to me at 68c

Don't have any shares here but Y feels like a bad buy to me at 68c

Thonker 2026-06-19 06:00:49 Polymarket

I just don't think we should be doing that

I just don't think we should be doing that

Thonker 2026-06-19 05:57:37 Polymarket

I think the answer is no, and that that part of the MoU was intentionally written in an amorphous way

I think the answer is no, and that that part of the MoU was intentionally written in an amorphous way

Thonker 2026-06-19 05:57:03 Polymarket

This was the article I was talking about: https://www.reuters.com/business/energy/iran-says-draft-us-deal-includes-oil-sanctions-waiver-nuclear-limits-asset-2026-06-14/ Interesting that it's still characterized that way after the final text was out, I do take your point. I guess it's just a question of if we should be resolving these things based on external facts about the world that aren't literally written in any binding commitments.

This was the article I was talking about: https://www.reuters.com/business/energy/iran-says-draft-us-deal-includes-oil-sanctions-waiver-nuclear-limits-asset-2026-06-14/ Interesting that it's still characterized that way after the final text was out, I do take your point. I guess it's just a question of if we should be resolving these things based on external facts about the world that aren't literally written in any binding commitments.

Thonker 2026-06-19 05:53:09 Polymarket

They concern enterily different questions

They concern enterily different questions

Thonker 2026-06-19 05:52:45 Polymarket

People feeling they're correlated doesn't mean they actually are

People feeling they're correlated doesn't mean they actually are

Thonker 2026-06-19 05:48:05 Polymarket

It should resolve based on what's literally written in the MoU

It should resolve based on what's literally written in the MoU

Thonker 2026-06-19 05:47:50 Polymarket

I don't like Y because that's some amorphous external fact about the world that nobody knows for sure

I don't like Y because that's some amorphous external fact about the world that nobody knows for sure

Thonker 2026-06-19 05:47:18 Polymarket

What? They have nothing to do with each other

What? They have nothing to do with each other

Thonker 2026-06-19 05:46:03 Polymarket

I guess in general I just don't like resolving this stuff based on some external fact about the world that's not in the text

I guess in general I just don't like resolving this stuff based on some external fact about the world that's not in the text

Thonker 2026-06-19 05:45:43 Polymarket

I'll take a look, probably shouldn't be arguing it when I don't have the articles in front of me

I'll take a look, probably shouldn't be arguing it when I don't have the articles in front of me

Thonker 2026-06-19 03:59:29 Polymarket

Everyone knows the truth

Everyone knows the truth

Thonker 2026-06-19 03:59:11 Polymarket

all hail Bosaurum Don't rug me bro

all hail Bosaurum Don't rug me bro

Thonker 2026-06-19 03:57:12 Polymarket

what's gross

what's gross

Thonker 2026-06-19 03:43:58 Polymarket

**required**

**required**

Thonker 2026-06-19 03:41:57 Polymarket

imcrine

imcrine

Thonker 2026-06-19 03:40:59 Polymarket

It's not certain my hooker shows up tonight but I still paid her for sex — Billy, probably

It's not certain my hooker shows up tonight but I still paid her for sex — Billy, probably

Thonker 2026-06-19 03:39:15 Polymarket

Exactly

Exactly

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