The Iranian regime's survival through the February 2026 U.S.-Israeli military campaign, including the death of Supreme Leader Ali Khamenei and subsequent leadership consolidation under hardline elements, underpins the 95.5% trader consensus against regime collapse by June 30. Recent diplomatic exchanges in mid-May, marked by Tehran's rejection of U.S. ceasefire terms and Washington's characterization of the fragile truce as on life support, have reinforced assessments of institutional resilience despite economic strain and internal protests. Historical patterns of adaptation to sanctions and external pressure, combined with the absence of coordinated opposition capable of rapid takeover, further support this view. Scenarios that could still shift probabilities include sudden escalation in domestic unrest or unforeseen leadership fractures within the remaining power structure before the deadline.
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