Lacuna · Research Desk

The gap between the price and the argument.

Short, opinionated editorials on prediction markets. We pair frontier AI with sharp human editors to weigh everything a market is pricing — market data, news flow, on-chain signals, and the conversation moving the trade — then pick a side, cite our sources, and update the call in public when the evidence moves.

$688M+
in prediction markets, dissected.
Updated daily · Sources attached · Reversals public
U.S. Navy photo by MC3 Jonathan Sunderman / Public domain
geopolitics Lead story

Trump called it over. Markets haven't.

On Polymarket: Will the U.S. invade Iran before 2027?

Trump has publicly declared the Iran conflict finished and claimed victory — making a formal invasion before 2027 a political near-impossibility, regardless of what's still moving in the Persian Gulf.

No Lacuna's call
70¢ Polymarket No
The Lacuna brief
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Research desk · $29 / mo

The full watchlist.

Every market the desk is researching — not just the calls we ship to the public feed.

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Research desk · $29 / mo

Live P&L on every open call.

Positions marked to market in real time. See what the calls are actually doing, not just what we wrote.

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Research desk · $29 / mo

The room where the calls get argued.

Drop into the desk Slack and watch each direction change get fought through before it ships.

Join the desk → Monthly · cancel anytime
Research desk · $29 / mo

The full watchlist.

Every market the desk is researching — not just the calls we ship to the public feed.

Get access → Monthly · cancel anytime
Research desk
18 markets in research · updated daily
Research desk access · $29 / month

The full desk. Every call we're still arguing about.

Nine analyses are public. Members see the 18 markets currently in research, live P&L on every open position, the full changelog of every direction change, and the Slack where the desk argues it out in real time.

  • Full watchlist · updated daily
  • Live positions and mark-to-market P&L
  • Call changelog · every direction change, with the receipts
  • Members-only Slack with the Lacuna desk
Get full access → Monthly · cancel anytime