According to PolyBeats monitoring, in the prediction market Polymarket, there are two accounts with high accuracy in forecasting Iran and geopolitical events, totaling $11,100 invested in the "Will the oil price reach $100 before April" event buying "Yes," with the current probability of "Yes" at 87%.
On the 23rd, Goldman Sachs raised its 2026 Brent price forecast from $77 to $85 and WTI from $72 to $79; as for short-term forecasts, Goldman Sachs raised the March and April Brent price from $98 to $110.
Goldman Sachs expects the transportation disruption in the Strait of Hormuz to last longer, coupled with strategic stockpile replenishment by various countries, making the market tighter and more susceptible to geopolitical spikes. Additionally, in case of a 10-week severe disruption accompanied by a daily 2 million barrel reduction, Brent could spike to $135.
Note: Based on their past trading profile, this trader is not betting on whether the event will actually occur, and may engage in profit-taking and stop-loss behavior at a certain point after opening a position.
Accounts:
0x2974bd0059e48f215c391882976e0f1b4c8c9c23;
0x2120ea0323fcf5446233056467fdb852b4b12647.
