Alpha_Ex_LLC(@Alpha_Ex_LLC):the single best quote and lesson coming out of the SALP unwind is from @KrisAbdelmessih ... "never give a 24 year old money" here's the potential footprint today...punting on 50k of far upside calls on NBIS in the FLEX market, paying 90 vol. bought 2.4mln of vega, paid more than 110mln in premium.

Alpha_Ex_LLC

@Alpha_Ex_LLC

Alpha Exchange is a podcast series by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry

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Alpha_Ex_LLC@Alpha_Ex_LLC

2026.09.17 14:08

the single best quote and lesson coming out of the SALP unwind is from @KrisAbdelmessih ... "never give a 24 year old money" here's the potential footprint today...punting on 50k of far upside calls on NBIS in the FLEX market, paying 90 vol. bought 2.4mln of vega, paid more than 110mln in premium.