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Nomatic

@Nomaticcap

2,201
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Investing @4RCapital Co-Host of @edge_pod with @DeFi_Dad Member @ReadyPlayerDAO & @WolvesDAO Nomadic.Lens

Joined January 2021
Don't wanna be here? Send us removal request.
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@Nomaticcap
Nomatic
9 months
Some helpful @edge_pod links for wherever you like to consume content. Follow/Subscribe so you see all of our latest pods: ► Apple: ► Spotify: ► Youtube: ► Linktree:
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@Nomaticcap
Nomatic
2 months
The catalysts for $ETH are lining up perfectly over the near term IMO. $ETH is setting up for an incredible wealth effect over the course of the next 3 months. Let me explain:
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@Nomaticcap
Nomatic
11 months
Excellent answer from @MarkYusko here 🤌 "Blockchain technology is one of the 4 pillars of the digital age. The ABCD's as we call them, that's AI, Blockchains, Computer Chips and Data."
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@Nomaticcap
Nomatic
1 year
So @OlympusDAO has followed through with creating an unpegged decentralized currency that slowly appreciates over time?
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@Nomaticcap
Nomatic
2 years
So far in January @nbatopshot is having its highest sales volume month since April 2021. January is also on pace to break the record for monthly transactions on the platform 😤
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@Nomaticcap
Nomatic
3 years
@stoolpresidente I've got the utmost faith that this guy knows how to plow.
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@Nomaticcap
Nomatic
29 days
Is getting your project on @pendle_fi pre-token becoming more important than a tier 1 exchange listing at TGE?
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@Nomaticcap
Nomatic
2 years
Thanks @nbatopshot and great job on these 👏
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@Nomaticcap
Nomatic
2 years
If you missed the @creatureNFT spaces tonight, I made some notes
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@Nomaticcap
Nomatic
2 months
To reiterate, the Ethereum ecosystem is likely to have an estimated ~$65B (key word, estimated) injected into the market via restaking alone over the next few months. To put that into perspective, the entire market cap of Solana is $88B.
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@Nomaticcap
Nomatic
4 months
@Route2FI $STX - btc beta play and L2 narrative capture $SOL - the peoples chain $CVX - capture upside in curve, frax, prisma eco $LDO, $OP (maybe $ARB, but unlocks incoming) - eth beta plays $PRIME - grab gaming and AI exposure in one token $LINK - slept on RWA exposure
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@Nomaticcap
Nomatic
2 years
@WClementeIII Lowest its been since July. This is a start.
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@Nomaticcap
Nomatic
2 months
"Yeah but gold has real utility, it's used in Jewelry and electronics"
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@Nomaticcap
Nomatic
9 days
"Jess, listen to me. Jess listen. Do we still have Pendle YTs? What does this mean for my YTs Jess! Apparently they used a third party for the points but they talked to all the LRTs right? Our points will be safe and accounted for right? Also, there's seasons and phases to the…
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@Nomaticcap
Nomatic
3 years
@rohamg @nba_topshot @flow_blockchain Truly impressive what you have pulled off. It's actually added a layer of extra excitement to my life I didn't know I was missing. My dad and I open packs together over zoom like we used to back in the day. Thank you 🙏
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@Nomaticcap
Nomatic
1 year
The Web3 Gaming boom is coming. - A wave of capital has been invested - World renowned talent has been building - The core infrastructure layer has been formed What can we play right now? What are we excited for? Find out!
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@Nomaticcap
Nomatic
29 days
~ 90% of my new founder calls are coming from either Singapore, Dubai or India time zones. Being in PST I'm noticing it a lot more and my wife is getting annoyed with all my late night calls when we should be watching Shogun. The US based founders have dwindled significantly.
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@Nomaticcap
Nomatic
3 years
@BanklessHQ @pet3rpan_ Bro, you guys are so legit. Thanks for all you do. Listening to the bankless podcasts have been a beacon of light for the last year and a half. Keep it up 👊
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@Nomaticcap
Nomatic
10 months
@DeFi_Dad and I had the opportunity to chat with the anonymous Co-Founder of @PrismaFi 👀 On May 31, 2023 they came out of stealth and unveiled their list of OG DeFi supporters and notable angel investors (alpha below 🔥) We discuss this and more on the @edge_pod 🧵 (1/6) 👇
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@Nomaticcap
Nomatic
2 years
I'm very impressed @creatureNFT
@creatureworld
Creature World
2 years
Welcome to another rotation around The Sun. What's in store? Read closely ☀️
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@Nomaticcap
Nomatic
4 months
Underestimated trend for crypto in 2024: Security (And why I’m interested in Move-based infrastructure) First principles thinking is a buzzy term, but something I incorporate into my investment decisions and life in general. For me, that’s challenging my core assumptions…
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@Nomaticcap
Nomatic
8 months
Disclaimer, 4RC is invested in @WeArePlanetMojo , but @MojoMelee is one of the most slept on Web3 games right now. The web browser play allows you to get into it right away and the mobile experience is a perfect port of the browser gameplay. More importantly, the game is fun!
@WeArePlanetMojo
Planet Mojo 🌱
8 months
Planet Mojo is an ecosystem of interconnected games. @MojoMelee is only our first game. Some big news coming ... and surprises!👀 Thx for being on this journey w/us! #MojoMelee @PolygonGaming
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@Nomaticcap
Nomatic
3 years
@creatureNFT Morning! I picked up this creature 30 min ago. What do you think?
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@Nomaticcap
Nomatic
6 months
I first connected with @rushimanche and @sparrowmvmt back in May 2023 while they were both attending the Avalanche Summit. I remember them dutifully taking the call from their laptops in between events and then calmly proceeding to blow my mind with their vision for…
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@movementlabsxyz
Movement
6 months
Introducing M2 with Celestia underneath M2 is the first Move-based Ethereum L2 scaled using @CelestiaOrg ’s modular data availability layer, accelerating the creation of high-performance consumer apps.
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@Nomaticcap
Nomatic
8 months
A certain fish has red pilled me even further on CCIP recently.
@CatfishFishy
Fishy Catfish
10 months
Since the launch of CCIP, I have seen the topic of LINK tokenomics come up often. People have been asking, “How does CCIP generating revenue benefit me?” or “How do tokenomics work with no token burn?” or “Where do the paid LINK fees go?” This thread explains it ALL:
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@Nomaticcap
Nomatic
11 months
My co-host, The Father of DeFi aka @DeFi_Dad is a devout Etherean and a missionary of the ancient text (Solidity) For the last year, I've been running a Pavlovian experiment to slowly red pill him on the Bitcoin ecosystem. @AustinBarack crushes this BTC segment and is the…
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@DeFi_Dad
DeFi Dad ⟠ defidad.eth
11 months
" #BTC is a $530B asset, that's more than double the value of Ethereum, and that asset base is now being opened to DeFi, being opened to broad experimentation in a way that it really just wasn't before" @AustinBarack talks about: 📈 #Bitcoin DeFi 🙈 #Ordinals 📚 @Stacks ☣️ Maxis
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@Nomaticcap
Nomatic
2 months
The Frax team just dropped a monumental governance proposal. After reaching 100% cr, the fee switch looks to be turning on. There's a lot in here, but it's highly relevant for $FXS holders and $veFXS holders. Check this out 👇
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@Nomaticcap
Nomatic
3 years
3 things I'm now certain on in life: death, taxes and I should have bought at least 2 @HouseofKibaa memberships.
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@Nomaticcap
Nomatic
8 months
I have a very simple thesis for why I like the Avalanche ecosystem (+ many more): If you think gaming represents the consumer breakthrough opportunity for Web3, well, Avalanche has arguably the best catalog of games coming to market 🤝
@luigidemeo
Luigi D'Onorio DeMeo
8 months
Off-the-Grid by @GunzillaGames is getting ready to launch and will likely be the biggest story in gaming as an @avax subnet. PC and PS5/Xbox game with blockchain behind the scenes
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@Nomaticcap
Nomatic
2 months
Then there's @eigenlayer which I'm expecting to launch a token sometime in mid to late April. The speculation I'm seeing on this is all over the board, but I wouldn't be shocked to see it trade around a ~$40B FDV. This is all happening in the restaking category of Ethereum.
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@Nomaticcap
Nomatic
9 months
Just claimed my @WeArePlanetMojo Gwyn Rockhopper & Ore Bundle from @primegaming . Pretty awesome to see this partnership 🤝
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@Nomaticcap
Nomatic
9 months
I stepped out of rookie and into unranked tonight in Parallel and just made a diamond rank concede...
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@Nomaticcap
Nomatic
3 years
@CryptoCobain Jason from telegram
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@Nomaticcap
Nomatic
2 years
@pythianism Cuban started out OK, and then he did this:
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@Nomaticcap
Nomatic
2 months
On top of all this, there's still major $ETH ETF news that could drop in May which would accelerate things even further. All the while, $ETH is still burning 🔥 (549 days since the merge)
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@Nomaticcap
Nomatic
3 years
I needed to up my security game a bit. Time to degen harder. Thanks @gridplus
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@Nomaticcap
Nomatic
1 year
🎉 Ep 1 of The Edge Podcast ( @edge_pod ) is out! 👏 Co-hosted by me and my colleague @DeFi_Dad from @4RCapital 🚀 In this pod, @Jasper_ETH gives us a masterclass on @Rocket_Pool and why decentralized permissionless staking has finally taken over. 📺
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@Nomaticcap
Nomatic
10 months
We recently published an @edge_pod on @Stacks with @muneeb . Stacks took a much longer path to the market with their blockchain and token $STX. While many were quickly spinning up ICOs, Stacks did the following: - 2017 SEC Reg D offering to accredited investors - 2019 SEC Reg A+…
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@Nomaticcap
Nomatic
3 years
I've been laughed at or mocked many times for some of my investments now. The first was #Bitcoin and the most recent one was #NBATopShot . I genuinely hope I continue to get this reaction in the future. It can mean you're on the right track.
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@Nomaticcap
Nomatic
3 years
The intersection of blockchain + NFTs + DeFi + DAOs is going to be a site to behold. @YieldGuild is at the center of this convergence. I don't think ppl realize what's coming. OK, had to get that off my chest! 🤝
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@Nomaticcap
Nomatic
1 year
@EpsilonTheory @BlockFiZac @SBF_FTX Thanks for continuing to shine a light on this Ben
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@Nomaticcap
Nomatic
2 years
@Eisenberg43 -Hardcourt updates -In arena booths -App updates -Out of beta updates (what's holding you back) -Self custody of our NFTs -Are opensea listings possible? -Can mint totals be tied to real-time in season data rather than being fully decided at the beginning?
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@Nomaticcap
Nomatic
3 years
@ValleyJoe_ @TheFirstMint @Eisenberg43 @rudem00se @nbatopshot Sir it's a legendary queue. Not a common or rare queue. The only way to uphold the scarcity of the product is to do things this way. Otherwise, it becomes a pack lottery where people buy in to sell their + EV pack. IMO, these special moments should go to serious collectors.
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@Nomaticcap
Nomatic
2 months
Tomorrow, the @ether_fi LRT token goes live. It's trading pre-market at a $5.5B valuation and is the biggest LRT by TVL. There's 4 more major LRT launches that likely happen in the next 2 months. All will be benchmarked against $ETHFI. Each one could command $3B - $4B+ FDVs.
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@Nomaticcap
Nomatic
3 years
@YoDough @nbatopshot Yeah dude. Playoffs incoming. Site is stabilizing. Dapper is almost staffed up. Withdrawals working. The FUD talking points are being knocked off one by one.
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@Nomaticcap
Nomatic
2 months
We out here. Boots on the ground. #ETHDenver2024
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@Nomaticcap
Nomatic
9 months
I just played the tutorial and my first match. It's very polished and clean. I can already see there's a ton of depth here. Very solid first impressions with @ParallelTCG
@Nomaticcap
Nomatic
9 months
The choice is...
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@Nomaticcap
Nomatic
2 months
I'm a fan of @ethena_labs novel design to tokenize the basis trade and make it composable throughout DeFi. I see a lot of value for this and am excited to see it perform in the wild. That said, there's some other very interesting new products coming to market that have their own…
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@Nomaticcap
Nomatic
4 months
Incoming pod with @gregosuri 🔥 We talk all things @akashnet_ including the pivotal decision to turn on $AKT incentives 🔜 This is one of the more thoughtful and important discussions we've had on @edge_pod . You're in for a treat!
@DeFi_Dad
DeFi Dad ⟠ defidad.eth
4 months
Good god, this new @edge_pod recording with @gregosuri is like chicken soup for the crypto soul. I couldn't be more bullish on crypto, Greg, and Akash... can't wait to publish this one 👀
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@Nomaticcap
Nomatic
9 months
What's the move @ParallelTCG ?
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@Nomaticcap
Nomatic
11 months
🤔
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@Nomaticcap
Nomatic
9 months
@zapper_fi is thinking about this future. They've been a trailblazer in allowing people to "see" the blockchain, but they're also tackling the other side of the equation of "do". Listen to @sebaudet26 bring all this together 👇
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@Nomaticcap
Nomatic
7 months
Perp DEXs are primed for explosion this cycle 🚀
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@Nomaticcap
Nomatic
3 years
@Kneteknilch @C3_Nik @disclosetv Wait, is this true? They are forcefully closing positions?
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@Nomaticcap
Nomatic
9 months
I've been giving a lot of love to Parallel the last few weeks because its been top of mind. That said, I play @MojoMelee from @WeArePlanetMojo many times a week. These are 2 of the best playable Web3 games at the moment IMO. Big tournament coming for Melee (no token yet 👀) 👇
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@Nomaticcap
Nomatic
9 months
It's been a good week with @ParallelTCG . I spent a lot of time in the arena. If your not in the arena yet anon, ask yourself, how are you underwriting that decision?
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@Nomaticcap
Nomatic
7 days
DeFi Dad is a DeFi public good
@Dynamo_Patrick
Patrick Scott | Dynamo DeFi
7 days
In the depths of the last bear market, I cold DMed DeFi Dad to ask him for advice about growing a content brand in the industry. To my surprise, he gave a detailed response and offered to jump on a call. His advice proved invaluable as I carved out a niche making educational…
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@Nomaticcap
Nomatic
3 years
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@Nomaticcap
Nomatic
19 days
I'm in line at a bank rn lol this is so dumb
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@Nomaticcap
Nomatic
2 months
"So $ETH is a security huh? Did you hear the news? I saw it on Fortune and Forbes. Also, who is remillio?"
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@Nomaticcap
Nomatic
1 year
@EMostaque A few to get you going, all original of course: Stable Diffusion: 2 Fast 2 Furious Stable Diffusion: 33 1/3 Stable Diffusion: With a Vengeance Stable Diffusion: The Return of the King Stable Diffusion: Reloaded Stable Diffusion II: Cruise Control Stable Diffusion: 2049
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@Nomaticcap
Nomatic
7 months
Good things take time and what @futureverse is building sounds truly epic. There's been a lot of moving parts going on behind the scenes, but it's all starting to come together. We dive into all of this with @aaronmcdnz on our latest @edge_pod .
@DeFi_Dad
DeFi Dad ⟠ defidad.eth
7 months
🎙️ New @edge_pod ! 🤖 @futureverse Founder @aaronmcdnz shares why a scalable, interoperable, and AI-enabled Metaverse will be built. 😇 Futureverse plans to succeed where others have failed by focusing first on a foundation of stories and characters...
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@Nomaticcap
Nomatic
3 years
@zhusu "The Vitalik Buterin center for kids who can't read good and want to learn how to do other good stuff too"
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@Nomaticcap
Nomatic
2 years
@Eisenberg43 -Is Cool Cats still "SOHO house"? It feels like its just being handed over to the community. Any updates would be great.
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@Nomaticcap
Nomatic
2 years
@girldadNFT I never thought I'd say this, but I'm not either at the moment. I'm wanting the product to be out of beta and know they're in growth mode before I allocate more $$$ to it. Still a big fan, but just in wait and see mode for a while.
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@Nomaticcap
Nomatic
2 years
I don't want to hear about tax loss harvesting from any of you for at least 8 months!
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@Nomaticcap
Nomatic
4 months
Something pretty cool is launching today. I've been contributing to in my spare time in the background. It's still a bit of an experiment, but one that I'm getting more and more excited about and starting to come together. If you want to check it out you can follow this link:…
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@Nomaticcap
Nomatic
10 months
I'm not a "big brain researcher", but the Avalanche architecture is becoming more and more clear to me by the day vs other scaling solutions.
@cryptochipsx
chips 🍟
10 months
I won’t name names but Lots of big brain researchers in the space who spend all their time researching all the various L1/L2s are bullish on AVAX’s architecture We just need to get our community in order So time to cut the drama Only way we can get more entrants in
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@Nomaticcap
Nomatic
10 months
New @edge_pod on @VelodromeFi We talk to @wagmiAlexander and @taowatts about upgrades to watch for in V2 1⃣ V2 Fees Are 6x The Pace Of V1 2⃣ $VELO Holders Continue To🔒 3⃣ QOL Upgrades - Velodrome Relay 4⃣ clAMM - Concentrated Liquidity (live 🔜) Read on below 🧵👇
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@Nomaticcap
Nomatic
5 months
If you're paying attention, you can feel that web3 gaming sentiment has been shifting. I actually give a lot of credit to @ParallelTCG for nailing their whole go-to-market and giving the whole sector a bit of a tailwind 🫡
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@Nomaticcap
Nomatic
2 years
@punk3178 Its CIA/IRS for sure. They just got all our NFT wallets gg!
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@Nomaticcap
Nomatic
10 months
We hosted @GAmitej from @staderlabs_eth on the @edge_pod to talk all about their novel ETH LST called ETHx 🔥 How does ETHx differ from other LST offerings? ETHx is a cToken vs a Rebasing token. Meaning, the value of ETHx goes up over time vs the supply increasing🧵 (1/6) 👇
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@Nomaticcap
Nomatic
29 days
I'm very biased, but this one is a must listen @edge_pod IMO. Also, we give a well deserved shoutout to @PendleIntern for making all his followers rich this year 🫡
@DeFi_Dad
DeFi Dad ⟠ defidad.eth
29 days
No place I'd rather be right now... new pod on @pendle_fi coming soon!
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@Nomaticcap
Nomatic
8 months
This is cool 👇
@staratlas
Star Atlas
8 months
PAY SOLANA TRANSACTION FEES IN ATLAS! Introducing ATLAS PRIME, our new solution that reduces friction and increases game adoption by enabling users to pay their Solana transaction fees directly in ATLAS. Available first in SAGE Labs. 🧑‍🔬 ➡️ Learn more:
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@Nomaticcap
Nomatic
10 months
New @edge_pod out! We sit down with @RhettShipp to chat about what he's building in the LSTfi space with @gravitaprotocol . What is an LST? What is LSTfi? 🧵 (1/9) 👇
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@Nomaticcap
Nomatic
7 months
@RasterlyRock Your girlfriend and my wife would really hit it off.
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@Nomaticcap
Nomatic
3 years
@HsakaTrades alEth bug on Alchemix Ppl who deposited Eth and took a loan in alEth could take their Eth deposit without paying loan. They had a low cap on Eth for this vault and it was a lend to borrow ratio of 4:1 I believe. Reverse rug pull. Fairly minimal fallout. But not great look.
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@Nomaticcap
Nomatic
1 year
@scupytrooples @OlympusDAO Lol, me too, similar size. I think I 40x'd near the TLT (Tai Lopez Top). Went down with the ship 🤝
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@Nomaticcap
Nomatic
5 months
Myself and @DeFi_Dad had the anon alpha lord himself aka @Cryptovestor77 , on the @edge_pod recently. We talk all things: @CurveFinance @ConvexFinance @PrismaFi @fraxfinance and of course the DeFi sleeping giant of @protocol_fx Watch here 👇
@protocol_fx
f(x) Protocol
5 months
Upgrade montage!! Better strap on in, we've made a few upgrades for the next leg of our adventure Read on and rock on, frens
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@Nomaticcap
Nomatic
9 months
I love when the dots start to connect for me in this space. For instance, we did an @edge_pod with @zapper_fi recently... Zapper to me has had a clear beginning and middle, but I think we're starting to see the endgame 👇 (1/n) 🧵
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@Nomaticcap
Nomatic
3 years
@lukedelphi If you don't understand the job posting, you need not apply. Also, prob ngmi.
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@Nomaticcap
Nomatic
8 months
Let's go!!! (Not invested, but happy for the space)
@ProofOfPlay
Proof of Play
8 months
Introducing Proof of Play, an onchain game studio & technology company. We are delighted to announce our $33m seed round led by @a16z and Greenoaks, with participation from incredible angels & founders incl. @naval @balajis @justinkan @jtwald @immad @nikil @gabusch & many more.
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@Nomaticcap
Nomatic
3 years
@gmoneyNFT Are they mocking it?
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@Nomaticcap
Nomatic
10 months
I keep thinking about @ForwardGuidance 's episode with @Crowded_Mkt_Rpt . This one has lingered for me. I'll distill it down to this: -Jason's style is Data-backed contrarianism -You need to find your own style/system that works for you Here it is 👇
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@Nomaticcap
Nomatic
3 years
@TheCryptoDog DeFi will will break Ethereum. High gas will be the issue IMO. There will be a rough patch until L2 measures help out...Victim of it's own success.
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@Nomaticcap
Nomatic
10 months
We talk to Muneeb all about his journey to scale #bitcoin with @stacks 👇
@DeFi_Dad
DeFi Dad ⟠ defidad.eth
10 months
🎙️ New @edge_pod ! 📈 One of more talked about stories this bear market has been the momentum building on @Stacks . 🤓 @muneeb guides us through all you need to know as a new DeFi user on Stacks, including future trustless bridging with sBTC post-Nakamoto upgrade.
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@Nomaticcap
Nomatic
1 year
I need to dive deeper into @SorareNBA - great thread here. Can anyone point me to a good getting started guide?
@ericwhiteback
The Collectibles Guru
1 year
I love physical trading cards as much as anyone…but there are some undeniable advantages to digital that can’t be overlooked. I’ve been digging deeper on @Sorare & @SorareNBA . Physical card collectors, like myself, *need* to pay attention to what’s happening…
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@Nomaticcap
Nomatic
2 years
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@Nomaticcap
Nomatic
6 months
+ @ethena_labs just chose it as their first decentralized perp integration 👀
@AustinBarack
Austin Barack
6 months
To recap re $SNX: CEX level UX @infinex_app coming soon for the frontend (still non custodial) Fully decentralized backend (most decentralized governance in crypto + super deep liquidity from @synthetix_io liquidity layer) Non SNX collateral + Base deployment + full v3 soon
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@Nomaticcap
Nomatic
1 year
👋This month @DeFi_Dad and myself dropped 2 pods on the emergent Web3 gaming space. Check them out below 👇
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@Nomaticcap
Nomatic
1 month
Touching some sand for a week. It's been a great pre-bull. Excited to come back recharged, focused, flourishing and in my own lane as we make the parabolic ascent to the summit of this cycle.
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@Nomaticcap
Nomatic
3 years
I'm a little late to the certified ballers showcase so I need a little help. Please check it out. I hope you like it! 😉 #TopShotShowcase #NBATopShot
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@Nomaticcap
Nomatic
1 year
@setanimals @OlympusDAO Yep, I lived and breathed it, still think its super interesting. I think the question everyone is asking right now is how do you have reliable backing without leaning on USDC or DAI? Or maybe I'm the only one asking.
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@Nomaticcap
Nomatic
3 years
@bitcoinPalmer That anon in the chat is legendary
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@Nomaticcap
Nomatic
5 months
Excited for the nomination! This state isn't going to network itself. Let's see where this goes 🫡
@EpochIsland
Epoch Island 🗿 Network State
5 months
To accelerate our mission to create a Network State by the year 2030, @Nomaticcap has been nominated to become Epoch Elder #006 . Nomatic is an investor @4RCapital and cohost of @edge_pod with @DeFi_Dad
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@Nomaticcap
Nomatic
6 months
Who would be the best person to come on a pod with @DeFi_Dad and myself to explain @urbit ?
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@Nomaticcap
Nomatic
2 months
"Now that I've seen Bitcoin safely make a new all time high, I'm considering allocating 0.25% to my highly diversified portfolio"
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@Nomaticcap
Nomatic
4 months
“There’s never been a preferential value to decentralization, by creating a market for decentralized trust we are letting the market discover the true value of decentralized trust” - Sreeram Kannan Ever since I heard the above quote, I've thought @Rocket_Pool and @eigenlayer
@drjasper_eth
jasperthefriendlyghost.eth
4 months
Once upon a time, I wrote about the @Rocket_Pool layer zero bull case. Rocket Pool has a bonafide army of node operators with huge capital at stake - the perfect partner to turn @eigenlayer into a decentralized powerhouse. Time to bring yield to decentralization, a thread 👇
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@Nomaticcap
Nomatic
3 years
One of the better explainers I've seen for hedging farm positions. Might have to try this out @PremiaFinance
@PremiaFinance
Premia Blue 💎 🦉 | DeFi Options
3 years
🧙‍♂️💎 @AlchemixFi markets are live on Premia 💎🧙‍♂️ Alchemix mages can now hedge their $ALCX position or lever up using fully collateralized options on Premia 🪄 thread 🪄
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