Hormuz De-Escalation Reprices Energy and Compute Together

📖 Read the full version on The Arc of Power → The largest single-day mover on Polymarket today, by a margin that is not close, is the contract titled "Trump announces end of military operations against Iran." $4,421,986 in 24-hour volume, up 75.4% in a single trading session. That number is not the story. The story is what the same number does to a separate market three layers away - Middle Eastern data-center insurability, AWS regional architecture, and the unhedged geographic concentration of the AI compute substrate.