What happened
This market resolved YES on May 12, 2026. The market's pricing turned out to be more accurate than PRISM's assessment.
Forecast Tape
9 events- May 4, 8:08 PMPUBLISHED
Prism 35% vs market 41% — NONE FAIR
- May 6, 8:05 AMRE-ANALYZED
Forecast NONE → MODERATE at Prism 39%
- May 7, 12:10 AMRE-ANALYZED
Forecast MODERATE → NONE at Prism 41%
- May 8, 12:06 PMMARKET MOVED
Market 41% → 62% (+21pp)
- May 9, 10:05 AMMARKET MOVED
Market 62% → 53% (-9pp)
- May 10, 12:06 PMMARKET MOVED
Market 53% → 77% (+25pp)
- May 10, 6:05 PMMARKET MOVED
Market 77% → 59% (-19pp)
- May 11, 8:06 PMMARKET MOVED
Market 59% → 64% (+5pp)
- May 12, 1:36 PMRESOLVED YES
Resolved YES. Market was closer than Prism on this call.
What the market believed
The market was pricing this event at 45.5% probability when PRISM generated its forecast. PRISM assessed this was too high — the market was overconfident.
What PRISM believed
- ▸Estimated probability is 66%, modestly above the 63.5% market price
- ▸The key risk is a future escalation leading to limited ground incursions crossing the Litani despite diplomatic pressure
- +Ongoing Israel–Hezbollah tensions with repeated cross‑border military activity
- +Historical precedent for Israeli operations reaching or crossing the Litani
- +Two‑year window leaves time for conflict escalation dynamics
- +Domestic Israeli pressure to push Hezbollah farther from border
- −Strong UNIFIL and LAF presence around the Litani line
- −High diplomatic costs of deep incursion into Lebanon
- −US and international incentives to contain escalation
- −Crossing requires overt, credibly reported ground movement, not just strikes
- Who Wants Hezbollah to Stay Armed? - Foreign Policyforeignpolicy.com
It saw some early success seizing weapons and deploying Lebanese Armed Forces soldiers south of the Litani River. Then came the U.S.-Israeli strikes on Iran, ...
May 11Open →
PRISM RETRIEVES EVIDENCE FROM A CURATED LIST OF PRIMARY WIRES + OFFICIAL SOURCES
Why the gap existed
Prism's 6.1% edge call was wrong — market was right
How this forecast played out
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Edge scores, Kelly references, confidence levels, and resolution paths — updated every 2 hours, before the market corrects.
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