Missed the Premia x @thinkingvols Monday Alpha this week? TL;DR: We are so so so back. Here's a summary thread ⤵️ 1/7
The Alpha is free on Mondays 🔵 This weeks Premia x @thinkingvols Monday Alpha is out! We are so so so back. Read it all below⤵️
@vec0zy @vxdenton @wekaaxyz Nothing but green fellas. We have been writing about buying longer dated upside, covering both BTC & ETH, but we are quite surprised in both the size and speed of the past 2 weeks. If you have been reading the newsletter, we have been preparing, but this is insane. 2/7
IV has slowly been drifting over the past few months for majors. When we get prolonged downward trends it's time to get positioned, or at least nibble. We have been public here in the newsletter about accumulating various Sept/Dec payoffs that are starting to cash. 4/7
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