June 25 Pre-Market: positioning too thin to make any worthwhile analysis -- we wait until 30 min post NY open -- however, 0DTE net cum Delta is positive
Sharing some PAM discussions re equity market bottom and TMV short hedge unwinding (in sequence); Global Liquidity modeling vs Gold and BTC
June 24 Updates: 1 -- 7450 Gamma flip (to positive GEX) at play in the green quadrant; support at 7400 - 7385
June 24 Post NY Open: A clear regime flip has occurred; Dealers are now net short delta (need to buy)
From Suppression to Oscillation: Trading the New SPX Gamma Regime 7300–7400 Buying Zone (MM Hedge Imperatives); 7450–7500 Adding Zone (Forced Positive Gamma Switch)
June 23 Updates: 1 - Cumulative Net Delta turns positive; Green Quadrant becomes focus, as Market Makers hunt long stoplosses; 2-what happens after stoplosses are triggered?
June 23 Pre-Market: Negative cumulative DEX + GEX → aggressive selling pressure on the gap down; once price reaches the Red Quadrant, localized positive GEX + negative DEX creates a buying magnet that dealers will defend
June 22 Pre-Market: 7550 strike is the clear standout, albeit with extreme negative VEX and solid negative GEX + negative DEX
