Platform comparison
| Platform | YES odds | NO odds | Fee | KYC | Settlement | |
|---|---|---|---|---|---|---|
Polymarket (via Polymarket Qué Es) Pick polygram.ink (preferred broker) |
100% | 0% | 0% (USDC on-chain) | No-KYC up to $1,500 | USDC, auto via UMA oracle | See live odds → |
Polymarket (direct) polymarket.com |
100% | 0% | 0% | Geo-blocked in US/UK/EU | USDC, on-chain | See live odds → |
Kalshi kalshi.com |
— | — | Up to 7% per trade | US-only, KYC required | USD | See live odds → |
Betfair Exchange betfair.com |
— | — | 2-5% commission | Full KYC from first trade | GBP / EUR | See live odds → |
Manifold Markets manifold.markets |
— | — | Play-money (mana) | None — play-money | Mana (no cash-out) | See live odds → |
Outcome probabilities
Current market-implied probability for each outcome, from the live order book.
| Outcome | Probability |
|---|---|
| December 31 | 100% |
| July 31 | 100% |
| July 10 | 100% |
| July 17 | 100% |
| July 6 | 100% |
| July 8 | 100% |
| August 31 | 99% |
| July 2 | 99% |
| July 3 | 99% |
| July 1 | 94% |
| June 15 | 0% |
| June 22 | 0% |
| June 17 | 0% |
| June 16 | 0% |
| June 26 | 0% |
| June 19 | 0% |
| June 18 | 0% |
| June 29 | 0% |
| June 30 | 0% |
Market context
The US government has issued an export control directive forcing Anthropic to suspend all access to its advanced models, Claude Fable 5 and Claude Mythos 5, for foreign nationals regardless of location. Because real-time segmentation of foreign users is impractical across a global customer base, Anthropic abruptly disabled both models for every customer worldwide on 12 June 2026, citing national security authorities as the basis for the order[1][5]. This blanket suspension means the current 0% YES probability on Polymarket reflects the near-certainty that Anthropic will not restore access to these specific models before the July 2026 settlement date, as the directive remains legally binding and unchallenged[2][6].
Historically, similar export control actions by the US government have resulted in permanent restrictions rather than temporary pauses, with no precedent for restoring access to a model once a national security directive has been enacted[4]. Comparable cases involving technology firms facing BIS (Bureau of Industry and Security) mandates show that companies typically comply fully and maintain restrictions indefinitely, often replacing the banned product with a modified version that meets regulatory requirements rather than reinstating the original[2]. The 0% market price aligns with this pattern, suggesting traders view the suspension as a definitive regulatory outcome rather than a negotiable operational hurdle.
Traders should monitor official announcements from Anthropic regarding any potential substitute models or revised compliance frameworks, as well as updates from the BIS on whether the directive scope might be narrowed[4]. Recent reporting by Reuters confirms the US ordered Anthropic to halt foreign access citing national security concerns, with no indication of an imminent reversal[3]. Key dependencies include whether Anthropic releases a new model confirmed to be functionally identical to Fable 5 or Mythos 5 under a different name, which would qualify for a "Yes" resolution if named appropriately, though current signals suggest this is unlikely before the settlement window closes[2][6].
Methodology
We track Pronóstico: Claude Fable 5 restored for US customers by…? across the five venues with material prediction-market liquidity. The probability shown is the live Polymarket mid; the comparison rows summarise how each venue treats the underlying contract — fees, KYC thresholds, settlement currency, deposit options. The highlighted row marks the cheapest route into Polymarket's order book.
Resolution & payout
Settlement runs on-chain. Polymarket's contract logic separates YES and NO shares as conditional tokens; at resolution the winning share lifts to $1.00 and the losing one to $0. The outcome input comes from the UMA Optimistic Oracle, which secures against bad resolution with a bond + dispute window.
Once finalised, the smart contract pays USDC to the holders' wallets within minutes — no withdrawal fees beyond Polygon network gas. Kalshi settles in USD via CFTC clearance, Betfair in account currency net of commission, Manifold in play-money mana with no cash-out.
FAQ
- Where can I trade this market with the lowest fees?
- Polymarket is geo-blocked in the US/UK/EU. The easiest 0%-fee broker into the same order book is Polymarket Qué Es. Kalshi charges up to 7% per trade; Betfair Exchange takes 2-5% commission on net winnings.
- How does resolution work?
- Through the UMA Optimistic Oracle on Polygon: a proposer submits the outcome, a two-hour challenge window opens, and USDC payouts settle automatically once the result is final.
- How fast are USDC deposits?
- Polygon credits deposits after 12 confirmations — usually under 30 seconds. Withdrawals follow the same path and land back in your wallet within minutes.
- Do I need to KYC for this market?
- On Polymarket directly, no — it's wallet-based. Intermediary brokers like Polymarket Qué Es trigger KYC only above $1,500 of lifetime trading volume; under that you trade pseudonymously with a single wallet address.
- How reliable are the quoted odds?
- The YES/NO percentages are the live mid-prices of the Polymarket order book. On deep markets they move every few seconds; on thinner ones you'll see short plateaus.
Trade Pronóstico: Claude Fable 5 restored for US customers… on Polymarket Qué Es
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