1 hour ago
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Ultra-Orthodox Jews in Israel are protesting the arrest of draft dodgers, creating friction within Netanyahu’s coalition. The “Netanyahu out by end of 2026?” market sits at 5.5% YES for the June 30 deadline.
Market reaction
Enforcement of military conscription among the ultra-Orthodox, long opposed by Haredi communities, puts direct pressure on Netanyahu’s governing coalition. The June 30 market is at 5.5%, while the April 30 market is at a negligible 0.2% YES. The term structure shows traders pricing in a 5-point increase from April to June, concentrating risk around mid-year.
Trading activity is modest, with $1,423 in daily USDC volume for the June 30 market. The order book requires nearly $9,495 to move the odds by 5 points. The largest recent price move was a 1-point drop, which points to cautious positioning.
Why it matters
The ultra-Orthodox unrest could fracture Netanyahu’s coalition if Haredi parties demand legislative exemptions from conscription. A YES share at 5.5¢ pays $1 if Netanyahu exits by June 30, an 18x return. That payout reflects how unlikely traders consider a near-term collapse, but the mechanism is concrete: Haredi parties withdrawing support would end the coalition’s Knesset majority.
What to watch
Knesset votes on conscription exemptions and any public statements from Haredi party leaders about coalition participation. Legislative action or a formal coalition threat would be the trigger for a sharp repricing.
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