Krauser

2022年２月よりSTEPN始めました。よろしくどうぞ。

[Krauser @KrauserFSL]

@SoSoValueCrypto ☘️

[Krauser @KrauserFSL]

@SoSoValueCrypto https://t.co/LPgvxx3aV5

[SoSoValue @SoSoValueCrypto]

https://t.co/72k7SAhY7S

[Krauser @KrauserFSL]

@SoSoValueCrypto

[Krauser @KrauserFSL]

@SoSoValueCrypto ☘️

[Krauser @KrauserFSL]

@SoSoValueCrypto https://t.co/V7GMvR8FE1

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Geopolitical Escalation Shocks Markets, Strong NFP Elevates Hike Pricing, Tech Crowding Liquidates

💥 Core Catalyst:
Israel's strike on Beirut breached Trump's red line, triggering the most severe exchange of ballistic missiles and retaliatory airstrikes between the U.S. and Iran since the April ceasefire. Trump called for restraint and a return to talks. Concurrently, the massive May NFP beat paired with uncertain negotiation speed lifted market rate-hike expectations.

🔍 Key Logic Shifts:
1️⃣ Macro & Fed: Strong employment data deflated Fed rate-cut justifications, pushing Treasury yields higher and forcing the market to price in hike possibilities. The Fed is expected to hold in June, but a Q4 pivot to tightening remains on the table if oil stays elevated.
2️⃣ Crowded Outflows: Following excessive gains, the tech sector suffered from overcrowded profit-taking. A series of headlines—including softer Broadcom sentiment, Google's completed issuance, Meta's debt plans, and potential memory cuts in NVIDIA's Rubin chips—triggered the selloff.
3️⃣ AI & Volatility: With ComputeX concluded, AI is entering a range-bound consolidation period due to a near-term catalyst vacuum. This week's core volatility drivers include Wednesday's CPI, Thursday's PPI, Oracle's earnings, and Friday's SpaceX IPO.

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

[Krauser @KrauserFSL]

@SoSoValueCrypto

[Krauser @KrauserFSL]

@SoSoValueCrypto ☘️

[Krauser @KrauserFSL]

@SoSoValueCrypto https://t.co/GyIV5I68JQ

[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

[Krauser @KrauserFSL]

@SoSoValueCrypto

[Krauser @KrauserFSL]

@SoSoValueCrypto ☘️

[Krauser @KrauserFSL]

@SoSoValueCrypto https://t.co/Z9yp0eahES

[SoSoValue @SoSoValueCrypto]

https://t.co/hrZUGZs18K

[Krauser @KrauserFSL]

@SoSoValueCrypto

[Krauser @KrauserFSL]

@SoSoValueCrypto ☘️

[Krauser @KrauserFSL]

@SoSoValueCrypto https://t.co/srMixEaJTa

[SoSoValue @SoSoValueCrypto]

https://t.co/Y6BODtJ76f

[Krauser @KrauserFSL]

@SoSoValueCrypto

[Krauser @KrauserFSL]

@SoSoValueCrypto ☘️

[Krauser @KrauserFSL]

@SoSoValueCrypto https://t.co/fJSjpBlka7

[SoSoValue @SoSoValueCrypto]

📢 SoSoValue Buildathon Wave 2 Timeline Update
We identified a display issue on the campaign page that may have caused confusion around the Wave 2 schedule.

Here are the Wave 2 key dates:
🛠 Build Phase May 23 – Jun 7, 2026 at 18:00
🧑⚖️ Judge Phase Jun 7, 2026 at 18:00 – Jun 21, 2026 (closes 00:00, Jun 22)

The Build Phase is still open. You have time to refine your submission before judging begins.

Use it well: sharpen your demo, clean up your user flow, and make it easy for judges to test your product. In Wave 2, execution quality and clarity of presentation will carry significant weight.

Keep building. 🚀

#SoSoValue #Buildathon #AI #DeFi #OnChainFinance #SoDEX

[Krauser @KrauserFSL]

@SoSoValueCrypto

[Krauser @KrauserFSL]

@SoSoValueCrypto ☘️

[Krauser @KrauserFSL]

@SoSoValueCrypto https://t.co/8CisR5VqCk

[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