hard · Order Flow Analysis absorption-exhaustion-imbalance

At a key support level a futures contract prints three consecutive down-bars whose footprints each show heavy sell-initiated volume (sells hitting the bid) of 4,000-5,000 contracts, yet price falls only one tick across all three bars while cumulative session delta drops by roughly -13,000. On the fourth bar price reverses up sharply on light volume.

Which interpretation is MOST consistent with this sequence?

  1. A passive limit buyer absorbed the sell-initiated flow at the bid, so the large negative delta with no downside follow-through reflects accumulation rather than weakness.
  2. Aggressive buyers lifted the offer in size, producing the negative delta divergence that typically precedes a sharp reversal off support.
  3. Sellers exhausted their inventory as market orders thinned out, which is why delta fell while price held flat before the bounce.
  4. Resting sell stops below support were triggered and filled, and the negative delta simply records those forced liquidations clearing the book.

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