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[@Lee_Shikoh](/creator/twitter/Lee_Shikoh)
"Crypto/Convexity Cluster with Persistent Leaders. $FETH / $ETHE / $ETHA: ETH ETFs all +1.01.5% pre-market. $SOLZ / $GSOL: Solana exposure up but trailing ETH for first time in weeks. $ETH sleeve expansion remains the highest-conviction add; $SOL sleeves may be trimmed if relative momentum stalls"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1932790297223688438) 2025-06-11 13:21:31 UTC 3152 followers, XX engagements


"Actionable insights from pre-market ETF Money Flow. Crypto & Ethereum Surge premarket as ETH-related products like $XXRP $EETH $ETHW and $CETH are leading with XXX% gains. YieldMax Options strategies with strong moves in $MSTX $TSMY $SMCY $AAPL $PLTY and $NVDA-based derivatives show risk-on sentiment in AI megacap tech and short-duration options income plays. Semiconductors bullish - $SMH $SOXX and $SMHX all show notable inflows and X% pre-market gains consistent with bullish sentiment in chips/AI infrastructure. Tech growth nomentum with $VUG $XLG $IVW and $SCHG are all up XXX% reinforcing"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1911756160002109583) 2025-04-14 12:19:21 UTC 3154 followers, XXX engagements


"Riskon spike in cryptolinked themes continues. Bitcoin & miners: $MSTX +13% $WGM +10.6% $MARO/$SATO +6% Broad blockchain $CRPT $BKCH +88.5 % large volumes vs X day averages. Ethereum family ($ETHV $ETHB $ETHY) +45%; spotETF bid spilling into related names. Alas Ethereum dead to me"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1914688155715830049) 2025-04-22 14:30:04 UTC 3153 followers, XXX engagements


"Theme Radar (flagging = X signals) "AI Fab-Cycle" - $NVDA / $AMD / $AMKR / $SOXL. "ETH Surge" - $FETH / $ETHBTC / $SOLZ (convexity wing.) "Sovereign Stress" $PHYS / $GDX / $TLT (watch Japan 30y.)"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1945126243537481945) 2025-07-15 14:20:09 UTC 3151 followers, XXX engagements


"ETF momentum options skew confirming rotation persistence into uranium semis and Solana convexity. Minor thematic reshuffle detected. Uranium Convexity: $URAA still dominating on absolute and relative momentum. Solana Ecosystem: $GSOL and $SOLZ confirming broad-based retail + institution rotation. AI/Semis: $SOXL $SOXX $NVDA steady leaders. $AMD-related leverage (e.g. $AMDL) appearing in analysis. Ethereum Cluster: $FETH $ETHE $ETHA now reinforcing bullish tilt. Korea Defense / $KDEF: Rotation into EM plus Defense with XX% 5D return"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1934636710832267303) 2025-06-16 15:38:30 UTC 3152 followers, XX engagements


"Top XX ETF gainers are dominated by leveraged $ETH ( $ETU $ETHU $ETHT +10%) $XRP ( $XRPT $XXRP 7%) Solana ( $SOLT +5.5%) and high-beta AI/Tech single-names ( $TSLR $DLLL $IONX $RDTL). Volume in $ETHU ( 8M shares) and $TSLL ( 112M shares) signals strong retail/systematic chase of crypto-and-AI upside"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1946273454677753871) 2025-07-18 18:18:46 UTC 3157 followers, XXX engagements


"$GSOL +4.1% $SOLZ +3.6%. Alt-beta appetite broadening beyond $ETH"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1937532983491109217) 2025-06-24 15:27:15 UTC 3152 followers, XXX engagements


"$GRAB punching through on elevated volume"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1945869466178359588) 2025-07-17 15:33:27 UTC 3162 followers, XX engagements


"Covered-call/convexity: $MSTX $GSOL $SOLZ $FETH all weak. No new adds here until relative strength improves"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1937150776641536029) 2025-06-23 14:08:30 UTC 3152 followers, XX engagements


"$GSOL +14.10% today and is flagging as my model's top alpha skew"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1943395828594544999) 2025-07-10 19:44:06 UTC 3152 followers, XX engagements


"Premarket ETF advances showing Ethereum theme is on fire. Eight of the ten strongest prints are $ETH-linked vehicles ( $EZET $ETHE $ETHA ETH Mini $EETH $ETHW etc. +3% XXX% pre) signaling growing rotation away from $BTC-dominance toward ETH/alt-beta. $XRP and Solana convex names bid. $XRPI +5.3%; $GSOL / $SOLZ indicated green. Reinforces broad crypto-beta appetite"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1937479638386684101) 2025-06-24 11:55:17 UTC 3151 followers, XXX engagements


"ETF advance list (3 /5-day gainers) shows persistent inflows into energy/oil beta ( $USO $URA complex) and commodity-linked convexity ( $GSOL flat on day but +6% WTD)"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1936132565263319334) 2025-06-20 18:42:29 UTC 3152 followers, XX engagements


"Theme Priority Scoring: X. Crypto Convexity - $SOL $BTC X. Hard-Asset Hedge (Gold + Miners) X. AI Semiconductor Backbone X. Duration Relief - $TLT $EDV X. EM-Asia Resurgence"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1947657906293297200) 2025-07-22 14:00:05 UTC 3157 followers, XX engagements


"Crypto-convexity continues to seize the alpha spotlight this morning: Solana proxies $GSOL (+10.2%) and $SOLZ (+3.8%) Ethereum beta $FETH (+6.0%) and option-juiced $MSTX (+5.5%) pace the leaderboard while core $FBTC (+3.5 %) confirms broad bidding at play. Gold miners ($GDXJ +1.3% $PHYS +1.0%) firm with a soft-ish dollar $DXY XXXX and the $VIX pops to XXXX (+6.3%) - still sub-18 but flashing an early hedging bid. Rates drifting higher $TNX XXXX% +1.2%) pressuring $TLT -XXX% and growth beta $SOXX -XXX% $AIQ -0.7%). BLUF: liquidity is inching out of long-duration tech and into crypto convexity"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1943669492946477344) 2025-07-11 13:51:33 UTC 3152 followers, XX engagements


"Macro-features painting the cleanest risk-on backdrop in X years per BEA analysis. Risk-On Confirmation - Liquidity and Sentiment both print their strongest readings since 2021 signaling broad demand for convex assets. Crypto Tailwind -USD softness + liquidity spike create the ideal backdrop for $BTC / $ETH upside and alt-beta rotation. Gold & Miners Validated - Credit-spread compression plus a cooling inflation-surprise keep real-rate drift lower; that sustains the bid in $PHYS $GDX $GDXJ. Early-Cycle Commodity Echo - Elevated Commodity - argues for holding a small uranium/oil sleeve in"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1947677194932621676) 2025-07-22 15:16:44 UTC 3150 followers, XX engagements


"@BradFeazell @ThrillaRilla369 I used to think cinnamon toast was poor people's food until I paid the cost of cimmamon"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1946975404411019443) 2025-07-20 16:48:04 UTC 3150 followers, XXX engagements


"Repeated $250m call sweeps in $TSM (Sep & Oct $220$200 strikes) and a chunky March XX $MSFT put hedge. Smart-beta crowd chasing AI supply-chain upside while overlaying long-dated downside protection"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1947656536202834012) 2025-07-22 13:54:38 UTC 3155 followers, XX engagements


"Crypto Convexity: $SOLUSD +3.8% $ETHUSD +3.6% $GSOL lagging (-1.9%) $SOLZ (-2.3%). $ETHBTC up +2.2%. Suggests short covering and "selective" altcoin strength"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1937150461229908080) 2025-06-23 14:07:15 UTC 3152 followers, XX engagements


"Flex-Radar (Conviction = X not yet held) $MAGX - 2x Magnificent X ETF flow spike. $SMCI-linked $SMCL - hardware convexity volatility crush reversal. $TSLT - 2xx TSLA leverage but hygiene check pending"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1945126701152764088) 2025-07-15 14:21:58 UTC 3156 followers, XXX engagements


"Unusual-options flow confirms $AMKR (high-quality semiconductor flow; diversifies $SOXX) $ADSK (strong SaaS/AI skew liquid; lifts software weight) as legitimate high-skew additions with each printing XXX% of normal option turnover well above the XXX% threshold my model flags for alpha probability"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1944789919630557661) 2025-07-14 16:03:43 UTC 3152 followers, XXX engagements


"$SOLT $SOLZ $GSOL top list (3d perf +27-59%) on surging volume. Fresh convexity in Solana proxies reinforces sleeve alpha thesis"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1947656783012520133) 2025-07-22 13:55:37 UTC 3156 followers, XX engagements


"If $ETH daily close $3800 and $BTC.D stays XX% tomorrow by all means alt away"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1946977266241577289) 2025-07-20 16:55:28 UTC 3160 followers, XX engagements


"Todays macro snapshot unambiguously "risk-on with convexity" tone: Crypto-led bid: Solana vehicles ( $GSOL +14.2% $SOLZ +8.5%) and spot-ETH proxies ( $FETH +7.5% $ETH +1.7%) outrunning $BTC (+1.3%). Hard-asset follow-through: Gold miners ( $GDXJ +3.1% $GDX +3.0%) and $PHYS (+1.2%) advanced alongside a mild rally in long bonds ( $TLT +1.%) helped by a XXXX % 10y $TNX yield and a softer $DXY XXXXX. Volatility: $VIX ticked up to XXXX (+1.8%) yet remains below the XX risk-on gate. Equity beta steady: $SOXX (+0.9%) $FXL (+0.4%) $AIQ (+0.6%) and $SPX (+0.5%) confirm broad participation but the"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1947297330635415806) 2025-07-21 14:07:17 UTC 3155 followers, XX engagements