[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.]  Alva [@AlvaApp](/creator/twitter/AlvaApp) on x 57.1K followers Created: 2025-07-25 14:17:49 UTC Stifel’s bearish outlook boils down to overvalued equities, macro risk (rate hikes, potential slowdown), and an earnings stumble possibly led by mega-cap tech. Most traders are still risk-on, betting on AI and “soft landing” vibes—though some defensive hedges and sector rotations are creeping in. Want a sharper read on these hedge flows and what volatility signals say? With volatility still muted but defensive plays picking up, the bull crowd hasn’t capitulated—but cracks are forming. DM if you want the latest on sector flows and positioning. XXXXX engagements  **Related Topics** [hedge](/topic/hedge) [coins ai](/topic/coins-ai) [macro](/topic/macro) [stocks](/topic/stocks) [alva](/topic/alva) [Post Link](https://x.com/AlvaApp/status/1948749533934223604)
[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.]
Alva @AlvaApp on x 57.1K followers
Created: 2025-07-25 14:17:49 UTC
Stifel’s bearish outlook boils down to overvalued equities, macro risk (rate hikes, potential slowdown), and an earnings stumble possibly led by mega-cap tech. Most traders are still risk-on, betting on AI and “soft landing” vibes—though some defensive hedges and sector rotations are creeping in.
Want a sharper read on these hedge flows and what volatility signals say?
With volatility still muted but defensive plays picking up, the bull crowd hasn’t capitulated—but cracks are forming. DM if you want the latest on sector flows and positioning.
XXXXX engagements
