We're live on the 10X Founders Demo Day stage 🎯
Zetarium is one of only 12 projects selected out of 150+ applicants for the 10X Founders Demo Day, hosted by @InspiraLabsHQ, @yellow__capital and @yellow.
On May 1, we’ll be pitching live in front of:
🟢 Tom Dunleavy (Varys Capital)
🟢 Ahan Rajgor (Blockchain Founders Fund)
🟢 Aleksandr Nechaev (Funders VC)
🟢 Jessie Xiao (Starknet Foundation)
🟢 Charles Harding (Magnus Capital)
🟢 Eddy Travia (Coinsilium Group)
🟢 Mick (Draper Associates)
Zetarium is building the trader-first perpetual DEX (ZetariumDEX) and on-chain prediction markets with fair rebates up to 70%, deep liquidity, and true community-aligned incentives.
This Demo Day is a major milestone for us as we accelerate our path to broader adoption and ecosystem growth.
🚨SoSoValue Flash: Structural Thaw in Hormuz, AI Giants Face Earnings Verdict
💥 Core Catalyst: Truce Extensions & Tehran ShadowsTrump is weighing Iran's latest proposal to keep the Strait of Hormuz open while shelving nuclear talks, with a response expected within days. Diplomacy is pivoting from "temporary truces" to "structural concessions," signaling a massive reduction in the long-term geopolitical risk premium.
🔍 Key Logic Shifts:
1️⃣ Geopolitics: Tehran’s offer to maintain Hormuz passage and pause nuclear friction marks a pragmatic shift toward economic relief. This proposal effectively lowers the ceiling for oil prices if negotiations advance.
2️⃣ Macro Policy: Warsh’s nomination moves to a full Senate vote Wednesday. Markets are now anchoring for the "Warsh Era" (May 15), making Powell’s final tone at Wednesday's FOMC a critical bridge for terminal rate expectations.
3️⃣ AI & Earnings: China’s block of Meta’s Manus acquisition underscores the deepening AI technology moat. Wednesday’s "Big 4" earnings (MSFT, GOOGL, META, AMZN) will serve as the ultimate verdict on AI infrastructure ROI.
📊 Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $MSFT | $GOOGL | $META | $AMZN | $NVDA | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC
🚨SoSoValue Flash: The "Siege" Under Indefinite Ceasefire, Markets Pivot to Earnings
💥 Core Catalyst: Unilateral Indefinite ExtensionDespite the collapse of Round 2 talks, Trump has unilaterally declared an "indefinite extension" of the ceasefire until Iran settles its internal divisions and returns to the table. While the naval blockade persists, this move effectively eliminates the tail risk of an immediate all-out war.
🔍 Key Logic Shifts:
1️⃣ "No War, No Passage": Trump is holding the geopolitical line with the ceasefire while simultaneously "bleeding" Iran via the Hormuz blockade and Indo-Pacific tanker intercepts. This "cold-storage" approach moves the war narrative to the background, leading to market desensitization.
2️⃣ Fed Independence meets Political Friction: Nominee Kevin Warsh signaled a defense of monetary-policy independence, but Senator Tillis’s pledge to block nominees until the Powell probe is resolved introduces a new layer of domestic political risk for the Fed.
3️⃣ The Dual-Track Market: Oil remains sticky at $90-100, keeping inflation concerns alive. However, the NASDAQ remains anchored by AI progress. The market is betting on blockbuster tech earnings to offset the "Higher for Longer" policy environment.
📊 Trade Setup (SoDEX Assets to Watch):
Watchlist: $USTECH-100 | $CL (Crude Oil) | $XAUT | $BTC
The Earnings Anchor: MAG7 and AI Hardware. With geopolitical escalation off the table, the next two weeks are a pure test of fundamental earnings strength.
Tactical Move: Geopolitical noise has been de-risked. Focus on guidance from NVDA, AMZN, and others. AI hardware (MU, AMD, etc.) remains the preferred vehicle for growth as the market normalizes.
#Geopolitics #Trump #SoSoValue #EarningsSeason #AI #Fed #Macro #Trading
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🚨SoSoValue Flash: Trump Declares "War Over," Market Pivots to Earnings Reality
💥 Core Catalyst: De-escalation Momentum Gathers SteamTrump has declared the war with Iran "over," with a second round of Pakistan talks expected within 48 hours. Critically, the US blockade has commenced without a single armed intercept—this lack of kinetic escalation has significantly slashed market tail risks.
🔍 Key Logic Shifts:
1️⃣ Diplomatic Full Court Press: Rubio-led Israel-Lebanon talks are constructive, and Pakistan is pushing for a 45-day ceasefire extension. Regional powers are successfully pivoting the narrative from "imminent strike" to "protracted diplomacy."
2️⃣ Market Desensitization: Much like the later stages of the Russia-Ukraine conflict, the market is beginning to look through the noise. As long as large-scale hostilities don't resume, geopolitical volatility is expected to normalize.
3️⃣ Earnings Season Dominance: The focus is shifting from "hedging against war" to "screening for growth." With the US earnings heavy-hitters reporting this week, capital is rotating back into high-conviction names with strong fundamental tailwinds.
📊 Trade Setup (SoDEX Assets to Watch):
Watchlist: $USTECH-100 | $XAUT | $BTC
Preferred Plays: MAG7 (NVDA, AMZN, etc.) and AI Hardware (MU, AMD).
Tactical View: As geopolitical risk premiums evaporate, use dips to accumulate "fundamentally clean" AI stocks ahead of their earnings prints.
#Geopolitics #Trump #SoSoValue #EarningsSeason #AI #Macro #TechStocks
🚨SoSoValue Flash: Talks Collapse & Strait Blockade, Trump Deploys "Maximum Pressure" 2.0
💥 Core Catalyst: Negotiations Stall, Blockade Takes EffectThe 21-hour Islamabad talks ended with no agreement, leading both delegations to withdraw. Trump responded by ordering an immediate naval blockade of the Strait of Hormuz, effective April 13 at 10 AM ET. CENTCOM will also begin mine-clearing operations. Oil prices have surged back above $100.
🔍 Key Logic Shifts:
1️⃣ The Leverage War: Negotiations failed over revenue sharing and a 20-year ban on uranium enrichment. Trump’s blockade strategy is designed to intercept Iranian oil smuggling and dismantle Tehran’s "toll booth" over the Strait, effectively stripping Iran of its primary economic leverage.
2️⃣ Inflation’s Final Boss: March CPI data confirms that inflation is largely under control, except for the energy component. The Fed is holding steady, Refusing to consider rate cuts until the conflict reaches a resolution—keeping the market in a high-rate chokehold.
3️⃣ Market Fatigue: While Trump is sticking to his "Maximum Pressure" playbook, the market is growing weary of the constant uncertainty. Investors are rotating away from geopolitical noise toward "fundamentally clean" AI stocks as earnings season begins.
📊 Trade Setup (SoDEX Assets to Watch):
Core Watchlist: $USTECH-100 | $XAUT | $BTC
Safe Harbors: MAG7 and AI Hardware (MU, AMD, etc.) are favored for their earnings resilience.
Tactical Move: Monitor the intensity of the blockade starting at 10 AM ET. If the military enforcement leads to direct kinetic engagement, expect a deeper shift into Risk-Off mode.
#Geopolitics #Trump #SoSoValue #OilPrice #AI #Fed #HormuzBlockade #Macro
$SOSO deposits via ValueChain are now live on SoDEX.
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We are honored to be listed among the newest #DeFi builders on @BNBCHAIN.
Our mission is clear
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🚨SoSoValue Flash: Islamabad Negotiations Begin, Capital Rotates Back to Tech Giants
💥 Core Catalyst: VP Vance Leads First Round of TalksThe US and Iran confirm the first round of talks on April 11, led by VP Vance and Speaker Kalibaf. Trump has signaled optimism, calling the 10-point proposal "very good" and largely "fully negotiated." Despite temporary friction in Lebanon causing a pause in Hormuz transit, the US is urging Israeli restraint to safeguard the diplomatic track.
🔍 Key Logic Shifts:
1️⃣ Macro Re-calibration: The "Fed Whisperer" suggests that since the energy shock failed to crush demand, the Fed is inclined to keep rates steady for longer. This reduces both the urgency for cuts and the fear of reactive hikes due to inflation spikes.
2️⃣ Tech Normalization Trade: Capital is rotating back into Large-cap Tech (MAG7) and Semiconductors, with AI narratives regaining dominance. The market currently favors hardware over software as it positions for the upcoming earnings season.
3️⃣ Sensitivity Threshold: The inclusion of Lebanon in the ceasefire remains the primary sticking point. However, as long as the Strait of Hormuz shows signs of recovery, the market impact will likely mirror late-stage Russia-Ukraine dynamics—gradual desensitization to local skirmishes.
📊 Trade Setup (SoDEX Assets to Watch):
Watchlist: $USTECH-100 | $XAUT | $BTC
Focus: MAG7 (NVDA, TSLA, AAPL, etc.) and Semis.
Strategy: Shift focus to mid-April tech earnings. The "Geopolitical Discount" is being replaced by fundamental positioning.
#Geopolitics #IslamabadTalks #SoSoValue #Fed #MAG7 #TechEarnings #MarketRotation
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🚨SoSoValue Flash: US-Iran Announce Two-Week Ceasefire, Market Pivots to Diplomacy
💥 Core Catalyst: A Breakthrough Truce The US and Iran have announced a two-week ceasefire, with formal negotiations set to begin in Islamabad on April 10. Iran’s 10-point proposal includes coordinated Hormuz transit, lifting of sanctions, and asset unfreezing. Israel has also agreed to pause strikes in Iran and Lebanon.
🔍 Key Logic Shifts:
1️⃣ From Kinetics to Diplomacy: Reaching a ceasefire under extreme conditions signals that both sides are exhausted and prefer de-escalation. Similar to the "TACO" pattern seen in previous tariff wars, Trump often pivots to negotiation once the damage to interests reaches a tipping point. The worst of the military conflict is likely over.
2️⃣ Conditional Strait Reopening: The Strait of Hormuz will reopen for a two-week window. While coordination with Iranian forces is required, the immediate threat to global oil supply is significantly receding.
3️⃣ The Basis for a Deal: Iran did not emphasize nuclear demands in its proposal, suggesting room for compromise on Trump’s top priority (nuclear containment) in exchange for the sanctions relief Iran desperately needs.
📊 Trade Setup (SoDEX Assets to Watch):
Watchlist: $USTECH-100 | $XAUT | $BTC
Market Outlook: The market is transitioning from "War Mode" back to "Macro Mode." As Hormuz transit gradually normalizes, expect a tiered decline in oil prices and a relief rally in tech stocks.
Caveat: Given the deep trust deficit, expect setbacks in negotiations. Volatility will diminish but remain a factor until a permanent deal is sighted.
#Geopolitics #Ceasefire #SoSoValue #Trump #Macro #TechStocks #btcım