$SPCX has fallen more than 40% in its first month of trading. Investors rushed to subscribe before the IPO, but the stock has now dropped below its offering price—and the real test is only beginning:
• The initial float is below 5%, and the scarcity premium is fading
• Its current market value still equals roughly 90 times 2025 revenue
• The first lock-up release begins after Q2 earnings, reshaping supply and demand
• Long-term value hinges on whether Starlink, Starship and AI can generate free cash flow
Read the full analysis on SPCX’s valuation, lock-up schedule and outlook 👇
https://t.co/LItk65tFCC #SPCX
🇯🇵 An incredible night at the SoSoValue Japan Community Meetup.
Great conversations, fresh ideas, and amazing energy from the Japanese community as we continue building the next generation of on-chain finance together.
Thank you to everyone who joined us! @SosovalueJP
#SoSoValue #SoDEX #WebX #Japan
🚨 Big News: Japan has officially passed an amendment to the Financial Instruments and Exchange Act, bringing crypto assets under financial-product regulation!
The tax rate will plunge from as high as 55% to 20%.
https://t.co/yFmPaeutWM
TradFi is rushing in. Want to track the most comprehensive real-time ETF data first hand?👇
Folow @sosovaluecrypto
📣 24 Hours Count Down! See you soon at the SoSoValue Japan Community Meetup|WebX Side Event
The SoSoValue core team, Japan community, our partner @RootDataCrypto, industry KOLs, Builders, and ecosystem partners will gather to share the latest building progress and future outlook.
📍 July 13th (Mon) 19:30–21:30 Crypto Cafe&Bar
Register via: https://t.co/C4I3Yz0ugL
In the "Inviter" field of the registration form, please write "SoSoValue Japan Community".
SoSoValue Flash: Renewed Tensions Whipsaw Oil, Fed Easing Bias Softens, AI Hardware Rebounds Ahead of Earnings
💥 Core Catalyst:
Trump called the U.S.–Iran understanding "dead" before walking it back, but Wednesday's renewed tit-for-tat strikes squeezed crude shorts, sending Brent briefly over $80; a low-intensity "fight-and-talk" persists. The Fed's June minutes revealed sharpening policy rifts and rising inflation worries, noticeably softening the prior easing bias. In tech, xAI released Grok 4.5 to a solid reception. OpenAI cleared its U.S. security review and rolls out GPT-5.6 globally today, July 9. Meanwhile, SK Hynix’s U.S. IPO drew 7x+ oversubscription ahead of its Friday debut.
🔍 Key Logic Shifts:
1️⃣ Geopolitical Swings Widen Oil Band: Low-intensity clashes are expanding near-term crude volatility. The immediate spike in oil nudged Treasury yields higher, placing localized friction on liquidity-sensitive crypto and cyclicals.
2️⃣ AI Hardware Rebounds Into Testing: Dip-buying flow lifted AI hardware on Wednesday, with NVIDIA jumping 3.7%. The sector still lacks a crisp "agents drive demand" narrative and remains range-bound at highs; next week's U.S. earnings season is the key test.
3️⃣ Macro Eyeball Anchored to Fed: Macro focus stays on the upcoming July 29 FOMC meeting. With Chair Warsh offering no forward guidance, as crude eventually drifts lower and disinflation deepens, broader rate-cut odds can improve.
📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM
The latest update is that the original target of getting the CLARITY Act signed by July 4 has now been missed, pushing the bill into a much tighter legislative window. While much of the Senate-side coordination can still move forward behind the scenes during the summer recess, the House process and bicameral text alignment remain key bottlenecks.
The next critical deadline is whether lawmakers can resolve the major outstanding issues before the Senate recess begins on August 7, including ethics provisions, developer protections, enforcement authority, and alignment between the House and Senate versions.
If a breakthrough is reached before the recess, the CLARITY Act could still pass in 2026, becoming the second major building block of the U.S. crypto regulatory framework after stablecoin legislation.
But if the bill slips past the pre-midterm window, the political variables will rise sharply. In particular, if control of Congress changes after the election, Democrats would likely push for major revisions to the current text, increasing the risk that the bill enters the next Congress and has to be renegotiated.
For the market, the key question is no longer just whether the CLARITY Act passes, but when it passes and in what form. Regulatory clarity is still moving forward, but the time cost and political discount are rising.
SoSoValue Flash: U.S.–Iran Pause Flare-Up for Qatar Talks, OpenAI Price War Triggers LLM Shakeup
💥 Core Catalyst:
The U.S. and Iran paused attacks for June 30 Qatar talks after weekend skirmishes, while OpenAI ignited an LLM price war with half-priced GPT-5.6 models, and the U.S. partially lifted export bans on Claude Mythos 5.
🔍 Key Logic Shifts:
1️⃣ AI High-Level Range: The core thesis is unchanged: AI holds its high-level consolidation. The current hardware/software seesaw signals capital crowding within the tech eco-system rather than a structural sector rotation.
2️⃣ Fed Guidance Volatility: Chair Warsh confirmed the absolute removal of forward guidance at the June FOMC, holding rates at 3.50%–3.75%. With the July 29 meeting just 6 weeks out, every upcoming data print will amplify near-term market volatility.
3️⃣ Enterprise Adoption Boost: GPT-5.6's half-price structure forces an immediate competitive response from Anthropic and Google, while the regulatory clearance of Mythos 5 is poised to accelerate commercial enterprise AI adoption.
📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM
Huge thanks to our 7 Product Reviewers for SoSoValue Buildathon Wave 2 🙏
Wave 2 momentum was even stronger, with 125 submissions — surpassing Wave 1.
In a short time, our reviewers worked day and night to evaluate demos, repos, and product progress. Salute 🫡
@MuhammadBa_2024@Web3_Lord001@BlessingSum@0xmiharbi@Goodybtc@JellyZhouishere@DavisLambo
Next, SoSoValue will combine feedback from all Judge teams and allocate points as fairly as possible.
Builders, please wait for the final results 🚀
#SoSoValue #Buildathon #SoDEX #AI #Web3 #Akindo
@SoSoValueCrypto Dear @SoSoValueCrypto team
The communities feel betrayed after trusting you 100% and participating in SODEX trading and MAC7 staking on SSI.They believe you wasted their time and gave them worthless allocations.They won’t continue with Season 3 until you correct the allocations
Dear @SoSoValueCrypto team
The communities feel betrayed after trusting you 100% and participating in SODEX trading and MAC7 staking on SSI.They believe you wasted their time and gave them worthless allocations.They won’t continue with Season 3 until you correct the allocations
Dear @SoSoValueCrypto Team,
This distribution has left a large part of the community disappointed. Many users dedicated significant time, effort, trading volume, and participation throughout the season, only to receive little or nothing in return.
What makes the situation worse is that the community was repeatedly told that SoDEX activities and EXP were different metrics. However, the final allocation appears to have been heavily influenced by SoDEX-related activities, which directly contradicts previous statements made by Levi and the team.
The verification process now feels less like a fair qualification system and more like a way to generate trading volume while keeping users engaged without transparency about the actual allocation criteria.
Even those of us who received allocations are not satisfied because we can clearly see the frustration and disappointment across the community. Trust is built through transparency and consistency, and unfortunately many users feel misled.
The community deserves a clear explanation of the allocation methodology, accountability for the conflicting information that was provided, and a commitment to fairer treatment going forward.
At this point, many users have lost confidence and have no interest in farming Season 3. Please listen to the community before that trust is lost completely.
Update on EXP Season 2 Airdrop Checker EXP Season 2 has been an incredible journey!
Participation and data metrics have far blown past Season 1, and our team is currently running final checks on the full dataset.
Because we’re still processing a massive amount of data, the opening of Airdrop Checker (initially set for 12:00 UTC today) will need just a bit more time.
We are grinding hard to push this out and expect the page will go live within the next 8 hours.
We’ll drop the official link here once it's ready. 🔔
Huge thanks for your patience and stay tuned! 🤝
— SoSoValue Team