Missed the Premia x @thinkingvols Monday Alpha this week? TL;DR: Chippity Chop, Vols Slide Here's a summary thread ⤵️ 1/6

@vec0zy @vxdenton FOMC news came as expected, with no new shock to the market, and the volslide has begun. As price continues to chop and the month comes to an end, where does that leave us? Do we have a catchy name for July yet, as we did with Joyful June? 2/6

As we check in on price, every dip gets bid, and every pump gets sold, keeping us at prices seen since early/mid May. As we look forward to the macro landscape, there are some things to pay attention to. The Big Beautiful Bill being one of them. 3/6

BTC and ETH vols slide post WW3 scares and FOMC passing. As noted in the last newsletter, we are still positioned in September/December upside with various structures. While vols are this low, we continue to sell vol too. Of course, none of this is financial advice. 4/6

As WW3 comes to an end, let’s look forward to the positive things we have coming this year: • Today before the US holiday: Nonfarm Employment and Unemployment Rate • July 9th : FOMC Minutes • July 15th : CPI • July 29th : JOLTS • July 30th : FOMC 5/6

For the full Monday Alpha experience and @thinkingvols's full thoughts and recap (there's a lot more), visit our blog: Charts from @velo_xyz 💙 This is the last message in the thread, thank you 🫶 6/6