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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 3155 followers
Created: 2025-07-22 15:16:44 UTC

Macro-features painting the cleanest risk-on backdrop in ~3 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 later iterations while we watch energy flows.

Macro-Growth Mix- Solid Capex/Durables pulse with weakening dollar re-opens EM-Asia upside, justifying the $EWY / $FLTW probe.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947677194932621676/c:line.svg)

**Related Topics**
[btc eth](/topic/btc-eth)
[$eth](/topic/$eth)
[$btc](/topic/$btc)
[united states dollar](/topic/united-states-dollar)
[javascript](/topic/javascript)
[Sentiment](/topic/sentiment)
[bea](/topic/bea)
[bitcoin](/topic/bitcoin)

[Post Link](https://x.com/Lee_Shikoh/status/1947677194932621676)