Oracle, Broadcom, Ciena โ solid earnings across the board, and the market didn't care.
How do you trade AI infrastructure from here? Join the SoSoValue research community and let's talk ๐
๐จSoSoValue Flash: Diplomacy Gains Ground, NASDAQ Extends 11-Day Winning Streak to New Highs
๐ฅ Core Catalyst: Trump Eyes "Charles III Deadline"Trump stated a deal with Iran is "very likely" before King Charles IIIโs state visit (April 27โ30). Market confidence has surged, pushing WTI crude below the $90 threshold as the geopolitical risk premium continues to evaporate.
๐ Key Logic Shifts:
1๏ธโฃ Hormuz Deadlock Softens: Iran has proposed a new transit plan that could allow free passage through the Oman side of the Strait without the threat of attackโa major constructive signal for the next round of talks.
2๏ธโฃ Financial System Resilience: Concerns over private credit systemic risk have eased after the JPM CEO's supportive comments and the full subscription of key private credit bonds, halting the recent redemption-driven anxiety.
3๏ธโฃ The Desensitization Trade: Markets have transitioned into a "drawn-out negotiation" mindset (akin to late-stage Russia-Ukraine dynamics). As long as hostilities remain paused, geopolitics will remain a background noise rather than a primary driver.
๐ Trade Setup (SoDEX Assets to Watch):
Watchlist: $USTECH-100 | $CL (Crude Oil) | $XAUT | $BTC
Market Momentum: The NASDAQ has rallied for 11 straight sessions, hitting new all-time highs alongside the S&P 500. Investors are now laser-focused on the dense earnings stretch, with AI remaining the dominant consensus theme.
Tactical Move: Accumulate high-conviction MAG7 and AI hardware leaders on any brief dips as the focus shifts entirely to fundamental earnings strength.
#Geopolitics #Trump #SoSoValue #NasdaqRecord #AI #CrudeOil #EarningsSeason
Do you dream of building your own on-chain financial services business? Leveraging the power of AI and with the right platform, you can build a business empire all by yourself.
Now, here is your chance to build on the SoSoValue platform.
Prize Pool: 10,000 USD
SoSoValue is a holistic on-chain finance platform, covering the full financial services spectrum including information and research, index creation and investment, and active trading. The core applications are powered by ValueChain, its proprietary Layer-1 chain, which is performant, transparent, EVM compatible and agent-friendly.
Aspire to build a one-person financial news agency, investment bank, index fund manager or active fund manager? Start brainstorming and get your agentic skills ready. SoSoValue has lined up the data, feeds, index tools and trading APIs. Here is your chance to turn your brilliant business idea into reality.
More details coming in April. Stay tuned.
#SoSoValue #Buildathon #AI #Agentic #OnePerson #Web3 #Crypto #Builder #BuildInPublic
Mark your calendar โ March 31, 14:00 UTC/22:00 SGT.
SoSoValue Community Call #1 is coming.
@0xjessielo, together with @LeviSoSoValue, @MayMayMay1983, and @jivvvaguan from the SoSoValue co-founding team, will join a live conversation covering:
โจ SoSoValue
โก SoDEX
๐ SSI
๐ ValueChain ecosystem updates
๐ฌ Community Q&A
Set your reminder and join us live:
https://t.co/d2FCjCSo0E
#SoSoValue #SoDEX #SSI #AMA #Web3
Same market. Opposite flows.
BTC ETFs: +$95.18M last week. ETH ETFs: -$59.94M. One in, one out.
Neither price is inspiring confidence โ but capital is still tilting toward BTC. In a risk-off environment, the pecking order is clear.
How long does ETH's relative underperformance last?
#Bitcoin #Ethereum #CryptoETF #cryptocurrency #BTC #ETH #ETF #SoSoValue
BTC ETFs snapped a 7-day inflow streak with consecutive outflows โ $164M on March 18, $90.19M on March 19. That's over $250M out in 48 hours.
Flows and price are both fading at the same time.
Short-term profit-taking, or something shifting beneath the surface?
Drop your take ๐
๐ 3 weeks straight of inflows โ #BTC & #ETH ETFs are quietly signaling something
According to SoSoValue, both Bitcoin and Ethereum spot ETFs have posted net inflows for 3 consecutive weeks, reflecting sustained institutional demand.
Price action confirms the trend:
BTC: ~$72K, up 13%+ from its early-March low of $63K ETH: back above $2,200, holding a key psychological level
Fear & Greed still reads Extreme Fear โ yet institutional capital keeps flowing in.
Retail panics. Institutions accumulate. The data speaks for itself.
#Bitcoin #Ethereum #CryptoETF #cryptocurrency #BTC #ETH #ETF #SoSoValue