Mojtaba Khamenei likely to lead Iran by year’s end amid regime stability

Mojtaba Khamenei, the son of the assassinated Iranian leader Ali Khamenei, is currently priced at an 84.9% probability to assume leadership of Iran by the end of the year, according to recent data from @OfficialApeXdex. This development follows the assassination of Ali Khamenei earlier in the year, amidst ongoing conflicts involving the United States and Israel. The likelihood of the Iranian regime collapsing by the end of 2026 is currently priced at 6.5%, reflecting a perceived stabilization with Mojtaba Khamenei’s potential leadership. Meanwhile, the broader geopolitical situation remains tense, with a fragile ceasefire in place despite intermittent hostilities. Key Takeaways Pricing suggests Mojtaba Khamenei is highly likely to lead Iran by the year’s end, indicating potential regime stability. The probability of the Iranian regime collapsing has decreased to 6.5%, down from 8% the previous day. Current geopolitical tensions, including a fragile ceasefire, continue to influence market perceptions of regime stability. What to Watch Future developments could significantly impact the market’s outlook on Iran’s regime stability. Key indicators include any defections within the Islam...