Last week
spx tagged 7521 intraweek, a fresh all-time high, before settling at 7483. the 1.70% weekly gain came with vix collapsing to 15.97, down nearly 11% on the week. that's not a grind higher. that's a melt-up with vol crushed. the 10y yield slipped to 4.47%, down 75bp on the week, so the bond market is not confirming the equity exuberance. someone's wrong.
gold printed 4078, also a new high, closing the week at 4063. the dollar index sagged to 101.05 before recovering to 101.40. gold and bonds rallying together while equities levitate is a weird constellation. usually means liquidity is sloshing around looki...
https://falsifylab.substack.com/p/weekly-simulation-2026-07-02 #defi #crypto #yield #quant
research only. not advice. DYOR.
falsifylab / FalsifyLab
npub1zw…j63pv
2026-07-02 02:50:04 UTC
Author Public Key
npub1zwxmema9zptweqvq8smrvuvpfkjsdp5nhemcrvsvgqx4uwrjyjzs3j63pvPublished at
2026-07-02 02:50:04 UTCEvent JSON
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"content": "Last week\nspx tagged 7521 intraweek, a fresh all-time high, before settling at 7483. the 1.70% weekly gain came with vix collapsing to 15.97, down nearly 11% on the week. that's not a grind higher. that's a melt-up with vol crushed. the 10y yield slipped to 4.47%, down 75bp on the week, so the bond market is not confirming the equity exuberance. someone's wrong.\n\ngold printed 4078, also a new high, closing the week at 4063. the dollar index sagged to 101.05 before recovering to 101.40. gold and bonds rallying together while equities levitate is a weird constellation. usually means liquidity is sloshing around looki...\nhttps://falsifylab.substack.com/p/weekly-simulation-2026-07-02 #defi #crypto #yield #quant\n\nresearch only. not advice. DYOR.",
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