Retail Took the Bait, Big Boys Hit Exit — Rangebound but Risky – 29 May 2025



📉 Chart:

  • NIFTY: Printed a third consecutive Doji—this time red. Weak structure, indecision piling up.
  • BANKNIFTY: Small green Doji after a Dragonfly Doji. If it drops tomorrow, we could see a bearish engulfing pattern.

Weekly chart shows Hanging Man formation on NIFTY. Bears lurking.


🔢 Option Chain:

  • BANKNIFTY: 24,800 is now a clear resistance with fresh call writing.
  • No strong put base till 24,500—support is shaky.
  • NIFTY shows similar stress near 23,100.

⚖️ PCR (Put/Call Ratio):

  • Overall PCR: 0.70 — neutral, slightly bearish tilt.
  • ATM PCRs: Also weak. Lack of confidence in defending lower strikes.

🧠 Participant Option Data:

  • FIIs & Pros: Both sold calls and puts — textbook “premium harvesting”. No direction, just theta game.
  • Retail Clients: Heavily bought both calls and puts — classic trap setup.
  • Net Positioning:
    • FIIs hold more puts than calls.
    • Clients are aggressively long both sides. Recipe for IV crush.

📊 Participant Futures Data:

  • FIIs: Added shorts in index futures. Not a good sign.
  • Clients: Adding longs. Opposing smart money. 🤔
  • DIIs & Pros: Sitting this one out.

💵 Participant Stock Data:

  • FII cash flow: Looks positive at ₹4,000 Cr, but distorted by ₹12,000 Cr ITC block deal (BAT stake sale).
  • Adjusted for that? Likely net negative — risk-off behavior beneath the surface.

🧭 Verdict:

This is a sell-the-IV, rangebound market. Smart money is shorting volatility. Retail is doing the opposite. Expiry could slide below 24,800 if no support steps in.


⚠️ Trades (Not a Recommendation):

  • Straddle shorts or strangle shorts might work if IV crush continues.
  • Already short 25,000 calls? Trail or book if premiums decay.
  • If NIFTY drops below 23,000 or BANKNIFTY loses 54,500, consider tail-risk hedges.

🧠 Takeaway:

Big money is unsure, but they know one thing — let the premiums burn.
Retail is playing hero, buying both sides.
Expiry day may offer some traps — stay nimble, stay light.


Leave a Comment

Your email address will not be published. Required fields are marked *