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![JulianKlymochko Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1640715014.png) Julian Klymochko [@JulianKlymochko](/creator/twitter/JulianKlymochko) on x 28.4K followers
Created: 2025-07-18 12:35:32 UTC

We outlined our $HES / $CVX thesis in our June 2024 client memo:

![](https://pbs.twimg.com/media/GwI-p_pbUAAqVpn.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946187079131767274/c:line.svg)

**Related Topics**
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[convex finance](/topic/convex-finance)
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[Post Link](https://x.com/JulianKlymochko/status/1946187079131767274)