medium · Order Flow Analysis absorption-exhaustion-imbalance

In Corn futures (ZC), you identify a stacked selling imbalance at 368.00, 367.75, and 367.50 with bid volumes near 500 per level. Typical single-level volume for ZC is 80-150.

How should the position size be adjusted for this setup compared to a standard setup?

  1. Increase to maximum position size because the absolute volume is 3x to 5x the market's normal level, indicating massive institutional conviction.
  2. Stay with standard sizing, since stacked selling imbalances in ZC futures are generally considered less statistically reliable than those seen in ES or ZN.
  3. Decrease position size because unusually high volume concentrated at a single price level often produces increased slippage on entry orders.
  4. Pass on the trade entirely, as a bid volume of only 500 contracts is too low to represent genuine institutional activity in any liquid futures market today.

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