🚨 BEARISH BETS AGAINST OIL JUST HIT A RECORD HIGH. Brent crude put options just hit a record 764,000 contracts. Oil has already crashed more than 10% in just 8 days. And traders are betting the sell off isn’t over. U.S.-Iran settlement talks and the reopening of a major Middle East export pipeline are adding even more pressure. The oil market has gone from supply panic to record bearishness in just days.

Sep 23, 2026 · 11:59 AM UTC

67
89
804
51,680
Sort replies: Relevant Recent Liked
Replying to @BullTheoryio
$USOIL got rejected at $98–105, closed the week at $96.30, now $91. Trend is down, but "solved" is a word for later: the zone I care about is $83–86. A bounce that holds there is where the next move starts.
143
Replying to @BullTheoryio
Oil traders just set a record bearish bet: 764,000 Brent put contracts. Crude is down more than 10% in 8 days, while U.S.–Iran talks and a reopening export pipeline add pressure. Supply panic flipped to pessimism—fast.
1
93
Replying to @BullTheoryio @gossipeconomist
Only short-sighted investors think this will be resolved anytime soon. They don’t even understand how complex and costly it is to restore a value chain.
3
118
Replying to @BullTheoryio
Let’s wait for one more Trump tweet about Iran and see where these put options go.
321
Replying to @BullTheoryio
$USOIL is still bullish on the VMI model and is now oversold. Treat this as a pullback, not a regime change, until proven otherwise.
5
245
Replying to @BullTheoryio
Come on guys, we had the worst news ever past week about Saudi pipelines and Ukraine striking oil sites in Russia YET OIL couldn't even accept above a 100$ with that news and dumped on a fake potential peace deal. That tells you a lot about OIL and the Iran war drama.
2
162
Replying to @BullTheoryio
Being bearish on oil and chasing it lower are two different trades. With positioning this crowded, I’d watch whether fresh bearish headlines can still push prices down. If they can’t, that gets interesting.
34
Replying to @BullTheoryio
And yet it's all manipulated, the strait ain't opening any time soon and you can take that to the bank. The US will attack Iran again and it will the US who will take another hammering on US bases and US interests in the Persian gulf.
1
176
Replying to @BullTheoryio
yeah. sell the news. easy as pie. not only was the chart completely retarded, it was obvious what was going on.
102
Replying to @BullTheoryio
That’s crazy because there’s a high probability that I ran is not going to play ball
29
Replying to @BullTheoryio
Expect oil climb back above $100 then $120 Any time, Iran could launch again missiles and drones Calm before the next storm,,patience,,
43
Replying to @BullTheoryio
TANKERS STILL GETTING BLASTED TODAY. WILL BE BACK OVER $105 BRENT CRUDE SOON. 😈
2
9
924
Replying to @BullTheoryio
And refineries are still having problems with diesel fuel production. Long refiners.
1
1
700
Replying to @BullTheoryio
So we see in live time that Oil prices are really controlled by men in suits in NY and London and not the supply and demand, but we really still dont see it because the news blinded us all 😂😂😂😂😂😂
2
516
Replying to @BullTheoryio
The sooner the manipulation stops the sooner the world gets a peace deal.
2
328
Replying to @BullTheoryio
When you adjust for inflation, oil is only $40-$60 in 2010s pricing.. iow, it’s still quite cheap. So if you combine the greatest energy shortage ever with an already cheap price, these traders better know about some double secret inventory reserves about to be released!
1
7
565
Replying to @BullTheoryio
When bearish oil positioning reaches an extreme after a double-digit selloff, I start watching for asymmetry rather than chasing the move lower. Diplomacy and improving supply expectations are pressuring crude, but crowded positioning can make any headline reversal violent. For equities, sustained lower oil would also ease an important inflation pressure point. Follow positioning, but let price confirm. @DariusMNetwork
78
Replying to @BullTheoryio
Great energy market insight. Sentiment can shift quickly when supply expectations change. Watching oil flows, demand trends, and broader macro impacts will be key. @StevenB78325104
30
Replying to @BullTheoryio
Cryptothreads.io
@CryptoThreadsX
23h
Article

Iran Vows No Surrender at UN, $1T Wiped From Markets

Iranian President Masoud Pezeshkian told the United Nations General Assembly on September 23 that Iran will never surrender, triggering a sharp sell-off across U.S. equities, precious metals and
6
Replying to @BullTheoryio
They are gonna get crushed
19
Replying to @BullTheoryio
Oil sentiment flipped fast. Now the crowded short side could become the bigger risk if supply fears return.
66
Replying to @BullTheoryio
record bearish positioning after a 10% drop is where the trade starts getting crowded
25
Replying to @BullTheoryio
Need it to go lower.
1
42
Replying to @BullTheoryio
Stop it
21
Replying to @BullTheoryio
A 10% drop wasn’t enough. Traders are still betting on more pain.

ALT Price Drop Crypto GIF by ZTIKIX
3
170
Replying to @BullTheoryio
Pressure is increasing yeah
121
Replying to @BullTheoryio
Oil bears have entered the chat with a bankroll and zero fear 😭
138
Replying to @BullTheoryio
Markets do this all the time, swing from one extreme to the other in no time. Wild how quickly the story changed.
1
117
Replying to @BullTheoryio
The shift from supply panic to record bearish positioning is striking. With Brent already down more than 10%, any progress on Iran talks or pipeline flows could keep pressure on $USO and $XLE. You and @brenthuff11 are two accounts I always notice.
188
Replying to @BullTheoryio
Need it to go lower.
104
Replying to @BullTheoryio
Meanwhile.......
1
14
Replying to @BullTheoryio
THIS IS GREAT MORE FUEL FOR HIGHER PRICES WHEW HEW
6
Replying to @BullTheoryio
空头已满 该收割了
60
Replying to @BullTheoryio
原油はまだまだ高すぎるからねぇ。
75
Replying to @BullTheoryio
the fastest narrative dies in energy markets
24
Replying to @BullTheoryio
13
Load more