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CRCLCircle Internet Group, Inc.

Options Analysis ReportFINANCE SERVICES
Market Cap $23.6B|NYSE
2026-09-10$92.99
NEUTRAL
Analysis: 2026-09-09 EOD data
1Y -18.2%YTD +11.4%7D -9.9%
58,585
30D
±23.0%
33%

CRCL Options Overview

IV is elevated with unusual activity. Conditions favor premium sellers.

REWARDS

RISK ANALYSIS

5.5VALUESENTIMENTACTIVITYLIQUIDITYTIMING

Snowflake Analysis

Favorable conditions for premium sellers

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CRCL Gamma Walls

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Value

Is IV priced right?

4.6
ExpensiveCheap

Measures whether options are cheap, fair, or rich relative to historical and peer

levels.

Risk Checks4/9 checks passed
≤35%

IV Rank 92.2% — elevated vs history

<1.05x

IV/HV 0.86x — IV ≤ HV

Sector Relative≤50%

Sector percentile 94% — above sector median

<1.1x

Front/Back 1.08x — backwardation

<1.25x

Put/Call IV 1.16x — elevated

<80%

ATM IV 84.0% — crisis-level IV

<80%

Effective IV 95.9% (ATM 84.0% + spread 5.9% + bias) — expensive

<3.0%

Total drag 8.60% (spread 5.94% + slippage 2.66%) — high friction

≥5.0

Vega efficiency 12.92 (vega 7.672 / spread 5.94%) — efficient

Sentiment

Bullish or bearish?

6.6
BearishBullish

Analyzes

,
, and flow direction to determine market bias.

Risk ChecksNeutral - Moderate signal (Conviction: +8%, Raw: -8%)
|net sentiment| ≥25%

Conviction-weighted: +8% (neutral) — Raw: -8%

≥15%

|OI skew| 10.8% — balanced

Same sign, |vol skew| ≥10%

Vol skew +26.5%, OI skew +10.8% — aligned

≥2/3 conditions

0-DTE 35%, far-OTM 15%, avg DTE 30

|change| ≥3%

OI change +0.0% (5d) — stable

|weighted flow| ≥20%

ITM: +46%, ATM: +16%, OTM: -18% — strong bullish (ITM/ATM aligned)

Sector Relative≤40% or ≥60%

Sector P/C percentile 21% — very bullish vs sector

Activity

Unusual activity?

3.3
QuietActive

Detects volume surges,

, and unusual options activity that may signal moves.

Risk Checks1/8 checks passed
≥1.5x

Volume 0.6x avg — normal

≥15%

Vol/OI 7.0% — normal turnover

≥2 days

1 day(s) elevated — may be one-day event

≥5%

OI change +2.5% (5d) — building

Sector Relative≥60%

Sector activity percentile 81% — very active vs sector

≥30%

Large trade volume 25% — mixed

≥60%

Aggressive execution 24% — patient

≥30

Conviction +8 (bullish) — mixed

Liquidity

Can I trade efficiently?

5.6
IlliquidLiquid

Evaluates

, volume depth, and open interest for trade execution quality.

Risk Checks4/8 checks passed
≤5.0%

Spread 5.9% — wide

≥10,000

OI 831,708 — deep

≥500

Volume 58,585/day — active

≤$0.50

$0.30 to cross — cheap

≥5 strikes

0 liquid strikes — limited options

Sector Relative≤40%

Sector spread percentile 96% — much wider than sector

≥100 contracts

Depth 195.0 contracts (bid:96.3 ask:98.7) — adequate

<1.0%

Avg slippage 2.66% — poor

Timing

Is now a good time?

7.2
RiskyFavorable

Considers earnings proximity,

, and event calendar for optimal entry timing.

Risk Checks6/9 checks passed
|slope| ≥5%

Slope +8.4% — backwardation

<30 or >70

IV percentile 92% — seller opportunity

≥10pts kink

IV kink 7.7pts — no clear event

<0.5 or >2.0

θ/ν ratio 37.83 — favors income trades

≥3 expirations

5 liquid expirations — flexible

≥60% (safe)

caution advised: FOMC in 6d; CPI in 1d (HIGH)

<1.2 ratio

Spread ratio 1.00x — stable

≥25% strength + ≥50% consistency

Flow +8% @ 54% consistency — unclear

≥40 composite score

Score 55 (ITM 20% + inst 25%) — moderate institutional

Directional Strategy Fit

Option Buyers
Long Calls5.8
bullishIV fair, bullish flow
Long Puts4.7
bearishIV fair, bullish flow
Premium Sellers
Cash-Secured Put6.1
bullishIV fair, bullish flow
Covered Call5.0
bearishIV fair, bullish flow

For educational purposes only. Not investment advice.

The Options Desk tracks the move options price into every US earnings report the week of Sep 7, next to how much each stock has actually moved on its past prints — plus the SPY, QQQ and IWM expected ranges and the gamma walls that box them in.

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