Season 2, Episode 7 | 2026-03-24
The Ceasefire Fade | The Expiry Pin at 23,000
Fii sold -₹10,414 cr cash (heaviest since 13 mar) | cumulative sellin
Market Overview
GIFT Nifty touched 23,500 overnight on ceasefire news. Right now | it's at 22,877. 600 points given back. The squeeze came, and it faded. It's expiry day | and 23,000 is the number everyone is watching. This is The Tanmay Edge. INTRO STING (0:15–0:30) India's pre-market edge | five minutes, every trading day. I am Tanmay Kurtkoti. Season 2, Episode 7. Let's go. SEGMENT 1 | Global Cues + Commodities (0:30–1:15, ~45 sec) Let's start global. US markets were mixed overnight | S&P up 1.15%, Nasdaq up 1.38%, but the Dow actually slipped 0.25%. So the US couldn't hold a clean rally either. Asia is mo…
F&O Positioning
SEGMENT 2 | FII/DII Data (1:15–2:15, ~60 sec) | SIGNATURE SEGMENT Let's go to the data. Monday's FII numbers were brutal. Cash selling | -₹10,414 Cr. That's the heaviest single day since March 13th. Cumulative FII cash selling this calendar year | -₹1,01,825 Cr. Let that sink in. DII absorbed it | +₹12,034 Cr. Cumulative DII buying | ₹1,37,500 Cr. DIIs continue to be the wall between this market and a deeper correction. Cold Open | Ceasefire fade + 600-point giveback Intro Global Cues | US mixed, crude bounces to $104, Asia modest FII/DII | ₹10,414 Cr selling + shorts at -2,43,961 Options | 23…
Options & GEX Analysis
Episode: Season 2, Episode 7 Duration: ~5 minutes Education: IV Crush Filler Line: #4 | "The traders who win consistently aren't smarter. They're earlier." Named Setup: The Expiry Pin at 23,000 COLD OPEN (0:00–0:15) SEGMENT 3 | Options Setup + Key Levels (2:15–3:15, ~60 sec) 23,000 is the number. It has 74.93 lakh contracts of call open interest. That's a massive call wall. If we can't get above 23,000 today, it becomes the expiry pin. Market makers will defend that level. Below that | 22,700 is the GEX resistance wall with +1,146 gamma exposure. And 22,500 was the ATM straddle strike | still …
Commodities & FX
Now commodities | and this is important. Brent crude bounced back to $104, up 4%. So that 10% crash we talked about yesterday? Partially reversed. Crude is finding a floor. MCX crude at 8,321, barely down. Gold is still under pressure | international at $4,342, down 1.5%. MCX gold at ₹1,39,280, down 3.6%. The risk-off unwind in gold continues. Dollar index steady at 99.33. Rupee at 93.97 | holding that 94 handle.
Sector Watch
SEGMENT 4 | TK Screener + Sectors (3:15–4:00, ~45 sec) Sector-wise | banking took the worst hit Monday, Bank Nifty down 3.72%. Capital markets down 4.15% | worst sector. On any gap-up bounce, watch for leadership rotation into metals and IT, which showed relative strength through the sell-off.
RupeeCase Update
RupeeCase Read (~20 sec) Here's what the RupeeCase Nifty 50 quant model is telling me | despite Monday's crash, the model held +0.38% alpha since the last rebalance on the 9th. POWERGRID was the only green stock, up 1.63%. The model rebalances today. Track the new portfolio composition live at RupeeCase | link in the show notes. CTA CLOSE (4:40–5:00) | WORD FOR WORD That's your edge for today. If this added value | share it with one trader who needs it right now. Subscribe on Apple Podcasts or Spotify | never miss a session. I'm building RupeeCase | India's systematic investing terminal. Link …
Highlights
- Fii sold -₹10,414 cr cash (heaviest since 13 mar) | cumulative sellin
- Fii sold ₹10,414 cr | heaviest since 13 mar 📉 fii shorts deepened to
- Fii net shorts: -2,43,961 contracts → 23,000 call wall: 74
- Crude is finding a floor
- Crude at 8,321, barely down
- Iv is elevated | 55%
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