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# ![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::917111664289484800.png) @Lee_Shikoh Lee Shikoh

Lee Shikoh posts on X about $gsol, $solz, $eth, solana the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::917111664289484800/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::917111664289484800/c:line/m:interactions.svg)

- X Week XXX -XX%
- X Month XXXXXX +197%
- X Months XXXXXX -XX%
- X Year XXXXXXX +1,619%

### Mentions: X [#](/creator/twitter::917111664289484800/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::917111664289484800/c:line/m:posts_active.svg)


### Followers: XXXXX [#](/creator/twitter::917111664289484800/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::917111664289484800/c:line/m:followers.svg)

- X Week XXXXX +0.61%
- X Month XXXXX +0.64%
- X Months XXXXX +16%
- X Year XXXXX +598%

### CreatorRank: undefined [#](/creator/twitter::917111664289484800/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::917111664289484800/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::917111664289484800/influence)
---

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  XXXX% [stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$gsol](/topic/$gsol) 5.68%, [$solz](/topic/$solz) 5.68%, [$eth](/topic/$eth) 3.41%, [solana](/topic/solana) 3.41%, [$feth](/topic/$feth) 2.84%, [momentum](/topic/momentum) 1.7%, [$mstx](/topic/$mstx) 1.7%, [$tlt](/topic/$tlt) 1.7%, [$phys](/topic/$phys) 1.7%, [$btc](/topic/$btc) XXX%

**Top accounts mentioned or mentioned by**
[@mia_vincent53](/creator/undefined) [@mikezaccardi](/creator/undefined) [@wterrence](/creator/undefined) [@visionergeo](/creator/undefined) [@grok](/creator/undefined) [@bradfeazell](/creator/undefined) [@thrillarilla369](/creator/undefined) [@peterlbrandt](/creator/undefined) [@gsol](/creator/undefined) [@brianlockner](/creator/undefined) [@stephenreed_agi](/creator/undefined)

**Top assets mentioned**
[Ethereum (ETH)](/topic/$eth) [Solana (SOL)](/topic/solana) [Fidelity Ethereum Fund (FETH)](/topic/$feth) [Bitcoin (BTC)](/topic/$btc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Grayscale Ethereum Trust (ETHE)](/topic/$ethe) [ETHA Lend (ETHA)](/topic/$etha) [Compound Ether (CETH)](/topic/$ceth) [ETHPoW (ETHW)](/topic/$ethw) [ether.fi Staked ETH (EETH)](/topic/$eeth) [Apple, Inc. (AAPL)](/topic/$aapl) [Advanced Micro Devices (AMD)](/topic/$amd) [XRP (XRP)](/topic/$xrp) [ProShares TR Ultra Ether ETF (ETHT)](/topic/$etht) [Volatility Shs TR 2X Ether ETF (ETHU)](/topic/$ethu) [Vixco (VIX)](/topic/$vix) [Fidelity BTC Trust (FBTC)](/topic/$fbtc) [Microsoft Corp. (MSFT)](/topic/$msft) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Autodesk Inc (ADSK)](/topic/$adsk)
### Top Social Posts [#](/creator/twitter::917111664289484800/posts)
---
Top posts by engagements in the last XX hours

"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 3159 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


"Evidently so that Democrats can skim it off the top to pay for weddings and such"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1948029786464436641) 2025-07-23 14:37:48 UTC 3158 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


"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 3158 followers, XXX 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


"There is currently a strong demand for electric vehicle (EV) batteries and energy storage systems. Spotted Lithium Miners ETF $LITP"  
![@Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::917111664289484800.png) [@Lee_Shikoh](/creator/x/Lee_Shikoh) on [X](/post/tweet/1901743371007496656) 2025-03-17 21:12:06 UTC 3155 followers, XX 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 3156 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


"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 3155 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 3161 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, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@Lee_Shikoh Avatar @Lee_Shikoh Lee Shikoh

Lee Shikoh posts on X about $gsol, $solz, $eth, solana the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

Engagements Line Chart

  • X Week XXX -XX%
  • X Month XXXXXX +197%
  • X Months XXXXXX -XX%
  • X Year XXXXXXX +1,619%

Mentions: X #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.61%
  • X Month XXXXX +0.64%
  • X Months XXXXX +16%
  • X Year XXXXX +598%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence #


Social category influence cryptocurrencies XXXX% stocks XXXX% finance XXXX% technology brands XXXX% countries XXXX% currencies XXXX%

Social topic influence $gsol 5.68%, $solz 5.68%, $eth 3.41%, solana 3.41%, $feth 2.84%, momentum 1.7%, $mstx 1.7%, $tlt 1.7%, $phys 1.7%, $btc XXX%

Top accounts mentioned or mentioned by @mia_vincent53 @mikezaccardi @wterrence @visionergeo @grok @bradfeazell @thrillarilla369 @peterlbrandt @gsol @brianlockner @stephenreed_agi

Top assets mentioned Ethereum (ETH) Solana (SOL) Fidelity Ethereum Fund (FETH) Bitcoin (BTC) NVIDIA Corp. (NVDA) Amkor Technology Inc (AMKR) Grayscale Ethereum Trust (ETHE) ETHA Lend (ETHA) Compound Ether (CETH) ETHPoW (ETHW) ether.fi Staked ETH (EETH) Apple, Inc. (AAPL) Advanced Micro Devices (AMD) XRP (XRP) ProShares TR Ultra Ether ETF (ETHT) Volatility Shs TR 2X Ether ETF (ETHU) Vixco (VIX) Fidelity BTC Trust (FBTC) Microsoft Corp. (MSFT) Taiwan Semiconductor (TSM) Autodesk Inc (ADSK)

Top Social Posts #


Top posts by engagements in the last XX hours

"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 @Lee_Shikoh on X 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 @Lee_Shikoh on X 2025-04-14 12:19:21 UTC 3159 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 @Lee_Shikoh on X 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 @Lee_Shikoh on X 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 @Lee_Shikoh on X 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 @Lee_Shikoh on X 2025-06-24 15:27:15 UTC 3152 followers, XXX engagements

"Evidently so that Democrats can skim it off the top to pay for weddings and such"
@Lee_Shikoh Avatar @Lee_Shikoh on X 2025-07-23 14:37:48 UTC 3158 followers, XX engagements

"Covered-call/convexity: $MSTX $GSOL $SOLZ $FETH all weak. No new adds here until relative strength improves"
@Lee_Shikoh Avatar @Lee_Shikoh on X 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 @Lee_Shikoh on X 2025-07-10 19:44:06 UTC 3152 followers, XX 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 @Lee_Shikoh on X 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 @Lee_Shikoh on X 2025-07-22 14:00:05 UTC 3158 followers, XXX 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 @Lee_Shikoh on X 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 @Lee_Shikoh on X 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 @Lee_Shikoh on X 2025-07-20 16:48:04 UTC 3150 followers, XXX engagements

"There is currently a strong demand for electric vehicle (EV) batteries and energy storage systems. Spotted Lithium Miners ETF $LITP"
@Lee_Shikoh Avatar @Lee_Shikoh on X 2025-03-17 21:12:06 UTC 3155 followers, XX 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 @Lee_Shikoh on X 2025-07-22 13:54:38 UTC 3156 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 @Lee_Shikoh on X 2025-06-23 14:07:15 UTC 3152 followers, XX 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 @Lee_Shikoh on X 2025-07-14 16:03:43 UTC 3155 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 @Lee_Shikoh on X 2025-07-22 13:55:37 UTC 3161 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 @Lee_Shikoh on X 2025-07-21 14:07:17 UTC 3155 followers, XXX engagements

creator/x::Lee_Shikoh
/creator/x::Lee_Shikoh