Option Focus | IREN’s $2.01 Million Long Call at $60 Strike Combines with Bullish Put Spread as Institutions Lean Decisively Bullish

Option Witch07:02

IREN Ltd closed at $46.93, gaining 5.04%.

A surge in bullish options activity accompanied the move, headlined by a $2.01 million purchase of long-dated $60 calls. The session also featured a substantial bullish put spread, underscoring a broad institutional tilt toward further upside. Combined with heavy call volume, the large-trade flow points to conviction rather than a short-covering bounce.

>>>Start OPTIONS trading & earn up to SGD 200 in rewards!

Options Indicators

IREN’s implied volatility stands at 93.51%, and while the absolute IV level is high, the IV percentile is just 2.79%, indicating current volatility is actually sitting near the low end of its own historical range. Combined with an IV/HV ratio of 1.06, options appear fairly close to realized volatility and, on a relative basis, are cheaply priced rather than elevated. This suggests the market is not assigning an unusually rich premium to current contracts despite the stock’s inherently volatile profile.

The Call/Put volume ratio is 1.99.

Large Trades

A CALL purchase worth $2.01 million was the standout outright bullish trade, with buyers taking 3,500 contracts of the December 18, 2026 $60.00 call. With IREN referenced at $46.93, the strike sits out of the money, making this a higher-conviction upside bet that requires meaningful appreciation over time to pay off. The structure signals a clearly bullish view, as the trader paid premium for long upside exposure rather than capping gains, suggesting expectations for a sustained move higher into the long-dated expiration.

A bullish put spread with a net credit of $431 thousand was the other featured large trade, built by selling 2,125 January 15, 2027 $47.00 puts and buying 2,125 December 18, 2026 $45.00 puts. This spread structure points to premium collection with a bullish bias, indicating the trader is positioning for IREN to remain firm or move higher while defining downside risk through the lower-strike long put. The use of a net credit reinforces that the strategy is designed to monetize stability-to-strength rather than chase an explosive rally outright.

Overall, the bulk-order flow was decisively bullish. The largest displayed trades combined an aggressive long call purchase with a bullish put spread, showing both directional upside appetite and willingness to collect premium from downside support levels. More broadly, the imbalance in large-trade sentiment favors buyers and bullish structures, which suggests institutional positioning is leaning toward further strength in IREN rather than preparing for a sustained decline.

Strategy Reference

For a low assignment probability on the put side, a seller could consider the January 15, 2027 $30.00 put, which sits roughly 36% below spot; alternatively, a bull call spread such as the December 18, 2026 $50/$60 structure offers defined upside without the high margin requirement of an outright long call.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment