medium · Order Flow Analysis tape-reading-time-sales

A stock trades $30.00 bid / $30.02 offer. The tape prints a sequence at $30.01 (the midpoint) repeatedly — eight prints of 2,000–5,000 shares each over 20 seconds — with no change to the displayed $30.00 / $30.02 quote and no lit size depletion at either level. A tape reader must interpret this midpoint clustering.

Which interpretation is best?

  1. The volume is executing in a dark/midpoint venue against non-displayed liquidity, so the lit book is uninformative here and the prints signal large size transacting away from the visible quote
  2. Repeated midpoint prints mean aggressive buyers are crossing the spread, so the offer must be about to lift to $30.03
  3. The prints are odd-lot artifacts that should be ignored, since real institutional flow only executes at the bid or offer
  4. Midpoint prints with a stable quote prove a locked market, and the reader should expect the spread to invert imminently

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