Today’s Option Situation – January 29, 2026

Today’s Option Situation – January 29, 2026

29 1月 2026, 12:23
Masayuki Sakamoto
0
2

Today’s Option Situation – January 29, 2026

Spot

  • EUR/USD 1.1986

  • USD/JPY 153.00

  • GBP/USD 1.3837

  • USD/CHF 0.7654

  • USD/CAD 1.3516

  • AUD/USD 0.7083

  • NZD/USD 0.6085

  • EUR/GBP 0.8659

■ EUR/USD (1.1986)

Thursday 29/01

  • 1.1750 (0.611 bn)

  • 1.1815 (0.933 bn)

  • 1.1850 (0.506 bn)

Friday 30/01

  • 1.1750 (0.677 bn)

  • 1.1800 (2.5 bn)

  • 1.1850 (2.1 bn)

  • 1.1900 (4.1 bn)

  • 1.1925 (0.807 bn)

  • 1.1950 (0.879 bn)

  • 1.2000 (0.825 bn)

  • 1.2110 (0.892 bn)

The entire structure is dominated by a massive magnet at 1.1900 (4.1 bn).

The current spot is 1.1986, already inside the magnetic zone.
Into the NY cut, the most natural path is:

1.2000 → 1.1950 → 1.1900

The size at 1.1900 is overwhelmingly large, meaning:

“Ultimately, price is structurally pulled back to this level.”


■ USD/JPY (153.00)

Thursday 29/01

  • 150.00 (0.704 bn)

  • 152.50 (0.625 bn)

  • 153.75 (1.0 bn)

Friday 30/01

  • 149.75 (0.600 bn)

  • 155.00 (0.864 bn)

The largest levels are:

  • 153.75 (1.0 bn)

  • 155.00 (0.864 bn)

With spot at 153.00, the primary magnet today is 153.75.
If this level is taken out, the path opens toward 155.00.


■ AUD/USD (0.7083)

Thursday 29/01

  • 0.6800 (0.966 bn)

  • 0.6825 (0.861 bn)

Friday 30/01

  • 0.6800 (0.815 bn)

This is a super-massive magnet structure centered on 0.6800.

The current price 0.7083 is extremely far from the option zone.
This is a clear “overextended” condition.

Into the NY cut, there is powerful downside gravitational pull toward:

Below 0.7000, ultimately toward 0.6800


■ USD/CAD (1.3516)

Friday 30/01

  • 1.3500 (0.964 bn)

A pinpoint massive magnet.
1.3500 is a forced convergence level.


■ USD/CHF (0.7654)

At this stage, no major option concentration.
Price action today will be trend-driven.


■ EUR/GBP (0.8659)

Currently, option influence is weak.
This pair is also technically driven today.


【Overall Structure】

  • EUR/USD → 1.1900 is the super-massive center of gravity (4.1 bn)

  • USD/JPY → 153.75 is today’s primary magnet

  • AUD/USD → 0.6800 is an abnormal gravitational point

  • USD/CAD → Forced convergence toward 1.3500


Trading Theme for Today

“A day when excessive moves are pulled back by massive options.”

This is not a trend-following day.
It is a classic NY-cut mean-reversion session:

Sell high → let price return to the option magnets.

Textbook option-driven market behavior.