Bearish Engulfing at the Gates: Big Money Exits Quietly – June 4, 2025


📉 Chart:

  • NIFTY and BANKNIFTY both printed bearish engulfing candles on daily charts.
  • Key supports tested again. No intraday bounce seen—unlike past times. A telling sign.

🧾 Option Chain:

  • Heavy call writing at 24600 and above; strong resistance zones forming.
  • 24500 put support looks shaky—unwinding seen.
  • No new put additions until 24300—gap below is dangerous.

📊 PCR:

  • Overall PCR ~0.5, ATM ~0.7 → Weak sentiment.
  • Trend is clearly skewing bearish. No bullish defense from put writers today.

🧠 Participant Option Data:

  • FIIs and Pros aggressively sold calls and some puts.
  • Clients bought lots of calls and some puts → Chasing the upside? Looks like a bull trap.
  • Positioning suggests smart money expects a fall; clients may be holding the bag.

📉 Participant Futures Data:

  • FIIs increased shorts in index futures by over 1 lakh contracts. Serious bet.
  • DIIs went long, possibly absorbing selling. Clients also went long.
  • Clear divergence—FIIs are offloading, DIIs doing the firefighting.

💸 Participant Stock Data:

  • FIIs sold ₹2900 Cr in cash market.
  • DIIs bought ₹2500 Cr+, but net selling remains large.
  • Risk is definitely off. Smart money is exiting quietly while noise distracts the rest.

✅ Verdict:

The charts, the OI data, the PCR, the FII selling—it all adds up to a bearish setup.
Unless something dramatically changes, we are back to the bear call spread view for June expiry.


⚠️ Trades (Not a Recommendation):

  • Bear Call Spreads for June series are back in favor.
  • OTM puts could work if 24500 breaks cleanly.
  • IVs still reasonable—could explode if panic sets in.

🫡 Trade safe. Stay skeptical. The game is rigged—learn the rigging.


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