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![Lee_Shikoh Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::917111664289484800.png) Lee Shikoh [@Lee_Shikoh](/creator/twitter/Lee_Shikoh) on x 3152 followers
Created: 2025-07-11 13:51:33 UTC

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 97.7, and the $VIX pops to XXXX (+6.3%) - still sub-18 but flashing an early hedging bid. 

Rates drifting higher $TNX 4.40%, +1.2%), pressuring $TLT -XXX% and growth beta $SOXX -0.8%, $AIQ -0.7%).  BLUF: liquidity is inching out of long-duration tech and into crypto convexity + macro hedges, perfectly matching the barbell model design brief.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943669492946477344/c:line.svg)

**Related Topics**
[vix](/topic/vix)
[$vix](/topic/$vix)
[$dxy](/topic/$dxy)
[money](/topic/money)
[$phys](/topic/$phys)
[$gdxj](/topic/$gdxj)
[leaderboard](/topic/leaderboard)
[$mstx](/topic/$mstx)

[Post Link](https://x.com/Lee_Shikoh/status/1943669492946477344)