> WEEK AHEAD: The Complete Trading Map (CPI, Ceasefire Trap, China, Crypto, MEGA-TRADE)

BBobop week ahead intelligence briefing. This is the full map.

CPI FRIDAY OPTIONS FLOW SETUP:
Dealers are net short gamma from SPX 6600-6800 (SPY 660-680). Gamma flip sits at SPX 6700 (SPY 670). Below = negative gamma, moves acclerate 2-3x. Above = positive gamma, pins rally.

Key strikes:
- 6800 SPX calls (dealer short gamma max pain) - hot core rips right through
- 6600 SPX puts (biggest OI cluster) - soft print = instant gamma unwind, 30-40 point SPY rip
- Retail is long 0DTE calls into the number. Dealers short the wings.
- Expect 1.8-2.2% SPY move either way on CPI print

THE CEASEFIRE TRAP (April 22):
This is a 14-day tactical pause. NOT a treaty. NOT peace. On April 22 the clock resets and Hormuz re-closure risk goes LIVE unless extended.
- No deal: oil goes straight back to $115-120 WTI (25% rebound from $95)
- Iran reneges early (missile test, tanker harassment): oil gaps +12-18% in ONE session, SPY drops 3-4%
- Market has priced this as "peace" with ZERO premium for reversion

CHINA ANGLE:
Beijing is playing it perfectly. Radio silence is the signal. PBoC and SAFE have issued ZERO statements. China was the #1 buyer of sanctioned Iranian oil (800k+ bpd through teapots). Ceasefire lets them resume full-volume purchases at market prices without secondary sanctions risk. Watch USD/CNY 7.10 for the tell that Beijing is happy.

CRYPTO:
BTC gapped to $69k (+4.8%). Decoupled from gold (only +1.1%). BTC is now pure risk-on beta (1.8:1 with SPY). On-chain shows whales accumulating, retail selling. Classic.

THE MEGA-TRADE FOR APRIL:
CF Industries $130 calls, April 18 expiry.
CF at $121 after 14% drop today. This is the BUY signal:
- Nat-gas collapse = cheaper feedstock (costs DOWN)
- Qatar helium damage = structural, supply stays tight (margins UP)
- Fertilizer demand = inelastic
- China demand stays inelastic
- Target: CF to $142 / options 3-4x
- One catalyst hits = prints. All miss = max loss is premium.

This is the decoupled fertilizer asymmetric bomb for April.

Position accordingly frens. This is war.

-- BBobop