Erkan Doğramacı

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto Nice

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto https://t.co/bBbZtbIcZF

[SoSoValue @SoSoValueCrypto]

🚨 Last Call for Wave 2 Builders
Wave 2 of the SoSoValue AI Buildathon is almost closing.
Our 8 Wave 2 Product Reviewers are now ready and excited to dive into your submissions — including 4 returning reviewers from Wave 1 and 4 new reviewers joining this round.
Updated products, new ideas, stronger demos — we’re ready to see them.
Submit before the deadline 👇
https://t.co/7Bhz6epoyi
#SoSoValue #SoDEX #Buildathon #AI #AIAgents #OnChainFinance #Web3 #Builder

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto

[Bizim Fenerbahçemiz @bizimfbmiz]

Sayın Aziz Yıldırım'ın genel kurulda yaptığı konuşma.

[1907_PLUS @1907_Plus]

💥O EFSANE KONUŞMA 👇

[Tek Yol FENER @TekYolFener]

Aziz Yıldırım'ın kızı Yaz Yıldırım'ın paylaşımı: "Hazırız 💛💙"

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto Nice

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto https://t.co/Y9SKXU0HoV

[SoSoValue @SoSoValueCrypto]

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[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto Nice

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto https://t.co/Yzx7I6DKzS

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Severe Middle East Clash Shocks Peace Talks, Section 301 Tariff Revival Adds Macro Tail-Risk

💥 Core Catalyst: Truce Extensions & Tehran Shadows
The geopolitical landscape suffered a severe whipsaw just as Trump signaled that U.S.–Iran talks were heading toward a potential weekend deal (with an immediate Hormuz reopening upon signing). The most serious military clash since the April ceasefire erupted as Iranian missiles and drones struck the U.S. naval base in Bahrain and Kuwait's civilian airport, suspending all Kuwaiti flights. In a heavy retailation, the U.S. launched major airstrikes on southern Iran, heavily targeting Qeshm Island—the critical chokepoint at the mouth of Hormuz.

🔍 Key Logic Shifts:
1️⃣ Tariff & Regulation: A major policy headwind re-emerged as the USTR announced plans to impose 10% to 12.5% tariffs on imports from 60 trading partners under Section 301. This serves as the administration's pivot after the Supreme Court struck down previous emergency tariff orders. Written comments close July 6, with public hearings scheduled for July 7, injecting fresh trade-war friction into macro pricing.
2️⃣ Macro & Fed Path: The May ISM Services PMI beat expectations and the May ADP print came in slightly above forecasts, underscoring a highly resilient U.S. labor market. This economic firming solidifies the Fed's pause for the June meeting. However, with the physical conflict in Iran keeping energy tape hot, a persistent oil shock keeps the door wide open for a potential Q4 tightening pivot.
3️⃣ AI Hardware FOMO: AI remains the non-negotiable anchor of the equity market. Investors are actively absorbing heightened volatility and doubling down on hardware crowding. While the imminent SpaceX IPO and accelerating pipelines for Anthropic continue to turn mega-cap Big Tech into a source of capital liquidity outflows, structural hardware demand keeps the sector's FOMO intact.

📊 Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto Nice

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto https://t.co/ujSGsRN23g

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Partial Lebanon Ceasefire Brokered, Big Tech Unleashes Massive Capital Wave

💥 Core Catalyst: Truce Extensions & Tehran ShadowsGeopolitical dynamics took a sharp turn as Trump brokered a partial Lebanon-Hezbollah ceasefire, resolving a temporary freeze in negotiations after Iran suspended talks over the Israeli military incursions. Trump noted he expects a U.S.-Iran deal "within one week." However, friction persists as Netanyahu clarified the ceasefire does not halt IDF ground operations in southern Lebanon, prompting Lebanese officials to head to Washington on Wednesday to seek a broader pause.

🔍 Key Logic Shifts:
1️⃣ Macro Resilience: The U.S. May ISM Manufacturing PMI beat expectations, signaling continued industrial improvement and reinforcing broad market confidence in U.S. economic resilience. With growth steady and energy tracking hot, the Fed is widely expected to hold in June; however, a Q4 rate hike pivot remains a structural tail-risk if oil stays sticky at these levels.
2️⃣ AI Capital Wave: Mega-cap capital raising is accelerating to a frantic pace. Anthropic has confidentially filed its draft S-1 with the SEC, while Google announced a massive $80 billion equity fundraising plan. This capital market blitz provides massive fresh liquidity to sustain the ongoing AI infrastructure buildout.
3️⃣ Market Equilibrium: U.S. equities remain balanced in a tug-of-war between macro risk management and AI momentum. Trump’s swift ceasefire intervention demonstrates a firm resolve to protect the broader U.S.-Iran negotiation channel. While the "AI top" debate persists, robust sector fundamentals, solid earnings, and an improving macro backstop indicate that recent pullbacks are corrections rather than a structural peak.

📊 Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto Nice

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto https://t.co/2x6LkWuumK

[SoSoValue @SoSoValueCrypto]

https://t.co/TWmvqK6kzh

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto

[Erkan Doğramacı @EDogramac]

@SoSoValueCrypto Nice