The Reservists Party is considering an alliance with Benny Gantz’s Blue and White Party to form a Zionist government excluding ultra-Orthodox and Arab parties. The Netanyahu out by June 30 market sits at
This potential coalition could weaken Netanyahu’s traditional base, which relies heavily on ultra-Orthodox support. The Netanyahu out by April 30 market sits at
The Reservists Party’s position connects directly to the fight over universal IDF conscription, the issue that led ultra-Orthodox parties to quit Netanyahu’s coalition. Traders appear to price in a longer-term shift while discounting immediate consequences. Low odds across both contracts suggest the market sees Netanyahu’s position as weakened but not yet in danger of collapse before summer.
Combined 24-hour face value volume is $78,323, with actual USDC traded at $1,011. It would take $10,283 to move the June 30 market by 5 points, a relatively thick order book. The largest single move in recent trading was modest, consistent with low conviction about any near-term change in government.
At
Watch for formal coalition agreements or defections from Netanyahu’s allies, which would move these odds fast. IDF conscription debates and Supreme Court rulings on the issue could also destabilize the current government.
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