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@SoSoValueCrypto 12th june

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@SoSoValueCrypto https://t.co/nQoXKEss1Y

[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

[Energy God @EnergyGod9]

@SoSoValueCrypto

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@SoSoValueCrypto

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@SoSoValueCrypto June

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@SoSoValueCrypto

[Energy God @EnergyGod9]

@SoSoValueCrypto https://t.co/u4DAGogGQD

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Iran Deal Denials Muddle Sentiment, Fed & BoJ Pivot Hawkish

💥 Core Catalyst: Truce Extensions & Tehran Shadows
The market’s "peace rally" hit a snag as the White House and Trump administration officially denied the leaked MOU terms regarding sanctions relief and shared control of Hormuz. While both sides remain motivated to resolve the conflict, the transition from back-channel leaks to formal negotiation has proven volatile, leaving oil prices sensitive to every headline.

🔍 Key Logic Shifts:
1️⃣ Fed Pivot: The "Warsh Era" at the Fed has begun with a distinctly hawkish flavor. By signaling support for removing "easing bias" and emphasizing the costs of entrenched inflation, Warsh has effectively shifted market focus toward potential Q4 rate hikes rather than cuts.
2️⃣ BoJ Shift: Governor Ueda’s characterization of the current energy crisis as a "fifth oil shock" has served as a formal warning to markets. With OIS pricing now suggesting a 75% probability of a 25bp hike in June, Japan is moving toward a decisive normalization phase.
3️⃣ AI & Market: AI remains the primary anchor for U.S. equities. While speculative headlines caused semiconductor volatility, the fundamental narrative—fueled by robust hyperscaler capex and NVIDIA’s structural dominance—persists. Markets are currently treating macro-headline "wobbles" as opportunities for consolidation within the broader AI uptrend.

📊 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

[Energy God @EnergyGod9]

@SoSoValueCrypto https://t.co/mWkx7zE9kS

[SoSoValue @SoSoValueCrypto]

The CLARITY Act just cleared the Senate Banking Committee, but why didn’t the market react?

This video breaks down the key factors behind it. 👇

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@SoSoValueCrypto

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@SoSoValueCrypto 14 days to go

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@SoSoValueCrypto

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@SoSoValueCrypto https://t.co/7zQgUhNbiC

[SoSoValue @SoSoValueCrypto]

700+ builders. 120+ submissions. Wave 1 of the SoSoValue Buildathon is massive. 🚀

We’re seeing incredible innovation across AI, index tools, and on-chain execution.

With so many high-quality submissions, our team has been overwhelmed by the review workload, but we are working hard and moving as quickly and carefully as possible to judge every project fairly.

To give every submission a fair, high-quality review, we are doubling our evaluation window.

✨ New Evaluation Phase: May 13 - May 22, 2026
Our team and guest reviewers from SoSoValue, SoSoValue Indexes, and SoDEX are diving deep into your projects to identify the future of on-chain finance.
Thanks for your patience and your brilliance, builders!
#SoSoValue #Buildathon #DeFi #AI

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@SoSoValueCrypto 16 day to go

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@SoSoValueCrypto https://t.co/RPQMF9mXkd

[SoSoValue @SoSoValueCrypto]

Circle released its Q1 2026 earnings report. Revenue came in at $694 million, up 20% year-over-year but below the consensus estimate of $720 million. Adjusted EBITDA was $151 million, up 24% YoY but down 10% sequentially. GAAP net income was $55 million, down 15% YoY and down 59% quarter-over-quarter. EPS was $0.21, beating the consensus estimate of $0.17 but falling short of the bull-case estimate of $0.25.

Explore more key information on SoSoValue https://t.co/umNiiS6OFU #SOSO via @sosovaluecrypto

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@SoSoValueCrypto Boom

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@SoSoValueCrypto We feast the may

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@SoSoValueCrypto

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@SoSoValueCrypto https://t.co/tFMbCZJJiF

[SoSoValue @SoSoValueCrypto]

🚨SoSoValue Flash: Hormuz Skirmishes Ignite Noise, AI Shifts into "Seesaw" Mode

💥 Core Catalyst: Truce Extensions & Tehran ShadowsA direct military flare-up occurred as Iran accused the U.S. of striking a tanker, triggering IRGC retaliation against warships followed by U.S. counterstrikes. However, Trump maintains that the ceasefire holds, and Washington’s "self-defense" framing signals a lack of appetite for full-scale escalation, containing the macro fallout.

🔍 Key Logic Shifts:
1️⃣ Geopolitics: Local skirmishes pushed Brent back above $100, injecting fresh anxiety into the 14-point deal narrative. Yet, as long as both sides signal restraint, the damage to global risk appetite remains localized rather than systemic.
2️⃣ Macro Policy: Japan is suspected of a third FX intervention raid near ¥4.68T. Repeated yen-defense measures are steepening the odds for a June BOJ rate hike, adding pressure to global carry trade dynamics.
3️⃣ AI & Earnings: AI remains the undisputed engine, but internal rotations have begun. After an explosive rally, Memory and CPU players are seeing profit-taking, while NVIDIA and software laggards are catching a bid. Consolidation looms as the market gauges the "post-earnings" narrative.

📊 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