Wrapping up our introduction to the SoSoValue Buildathon Wave 3 Top 10 — in no particular order.
These two projects explore how research can move beyond signals into portfolios, indices and execution.
🔹 Bellwether — Connects market regimes with research, index strategies and execution across SoSoValue, SSI and SoDEX.
https://t.co/HYMUtjygHz
🔹 Mosaic — Turns market themes and live data into transparent thematic baskets and executable workflows.
https://t.co/IllcUqwNyD
Together they demonstrate a broader on-chain finance loop:
Research → Strategy → Index / Portfolio → Execution
From SoSoValue data and research, to SSI index infrastructure, to SoDEX execution — the Buildathon is showing what builders can create when these capabilities come together.
Explore the projects and experience the SoSoValue ecosystem for yourself.
#SoSoValue #SSI #SoDEX #Buildathon
More from the SoSoValue Buildathon Wave 3 Top 10 — in no particular order.
This time: AI agents, risk control and the path from market intelligence to execution.
🔹 ThesisX — A multi-agent fund platform connecting research, investment approval and execution.
https://t.co/gd9qHVJiNz
🔹 Bloom AI — A five-agent system spanning intelligence, strategy, risk control and copy-trade execution.
https://t.co/IqEtvvfMiw
🔹 Helix — Turns market events and news signals into actionable trading workflows.
https://t.co/spmplZbG67
🔹 Upside — An AI-powered risk monitor with guarded intervention and execution.
https://t.co/hlN2MeVhOV
🔹 TradeFirewall — A pre-trade risk engine that checks and safeguards trades before execution.
https://t.co/9vihARv4gl
Together, they explore the loop from SoSoValue intelligence → AI → risk control → SoDEX execution.
Try the products yourself.
More Wave 3 Top 10 projects coming soon. 👀
#SoSoValue #SoDEX #Buildathon #AI
The SoSoValue Buildathon Wave 3 Top 10 explored many different directions.
Today, we’re highlighting three projects focused on turning market data into better research, signals and decisions — in no particular order.
🔹 sonar — A transparent research and risk platform that turns market analysis into actionable proposals.
https://t.co/2H4xmsXTiB
🔹 POD — Turns SoSoValue signals into clear scores and actionable insights across Web and Telegram.
https://t.co/ugdLJWDpfE
🔹 SectorPulse — Finds market opportunities through sector rotation, crowding and order-book signals.
https://t.co/g6HaTGzr2s
Built with SoSoValue data & APIs, these projects show how builders can turn information into real financial tools.
Try them out and see what’s being built across the SoSoValue ecosystem.
More Wave 3 Top 10 projects coming next. 👀
#SoSoValue #Buildathon #AI #Web3
Technology is shaping the world.
The next generation of value will be created at the intersection of intelligence, industry and capital.
SoSoValue Technology Investment Intelligence Initiative is built to help the world understand where technology is heading, where value is created, and how investors can participate.
SoSoValue Frontier Alpha Roundtable Series — Episode 1 kicks off.
Topic: Unitree Races Toward IPO — Where Are the Investment Opportunities in Embodied Intelligence?
On the eve of its listing, join multiple industry guests as we explore valuation logic, sector risks, and cross-border AI investment strategies.
⏰ August 18 (Tuesday), 12:00 UTC (20:00 UTC+8)
Link: https://t.co/hPpjjaAblH
Set a reminder and join us to explore investment opportunities in embodied intelligence. See you there!
SoSoValue Flash: Cool PPI Anchors Rate Pause, Anthropic Eyes $2T IPO, SanDisk & DeepSeek Reaffirm AI Value Premium
💥 Core Catalyst:
Macro-wise, US July PPI cooled below estimates while core PPI held in line; jobless claims ticked up slightly but showed no clear employment decline. On the AI front, FT reported Anthropic is eyeing an October 2026 IPO at a $2T valuation, backed by investor projections of $100B–$120B run-rate revenue by year-end (~10x since Jan). SanDisk (SNDK) Investor Day unveiled high-visibility targets (~80% gross margin, $93.9B locked in NBM deals), while DeepSeek announced API price hikes (V4 Pro output up ~350% to 27 RMB/M tokens), effective Aug 17.
🔍 Key Logic Shifts:
1️⃣ Mild Inflation Supports Rate Hold: Soft PPI data alleviates immediate tightening fears, offering market breathing room despite elevated yields from Fed trust deficits.
2️⃣ Mega IPOs & Long-Term Contracts Validate Capex: Anthropic's exponential revenue pace and SanDisk's long-term NBM commitments provide concrete evidence of AI ROI, easing capex anxiety.
3️⃣ API Hikes Shift AI Narrative to Monetization: DeepSeek's sharp price increases highlight soaring inference demand and pricing power, moving the AI sector from margin-diluting price wars toward sustainable monetization.
📊 Trade Setup:
Core: $USTECH-100 · $CL · $XAUT · $BTC
MAG7: $NVDA · $AMZN · $GOOGL · $META · $MSFT · $TSLA · $AAPL
AI Hardware: $SNDK · $MU · $AMD · $INTC · $TSM
SoSoValue Flash: In-Line US CPI Supports Fed Pause, Temasek Eyeing Korean Memory Giants, DeepSeek & Grok Fire Up Price War
💥 Core Catalyst:
US July CPI printed in line with expectations, showing narrowing energy drag, rebounding goods, and weak housing—signaling no broad re-acceleration. Temasek plans its first direct Korean equity investment targeting Samsung and SK Hynix. DeepSeek and Grok launched flagship models simultaneously, driving model convergence and token adoption through price cuts.
🔍 Key Logic Shifts:
1️⃣ In-line CPI Cements Fed Hold: Calm inflation gives the Fed breathing room to pause, though a credibility deficit leaves Treasury yields sticky. Key watch: US-Iran talks, oil prices, and Warsh's late-August Jackson Hole address.
2️⃣ Sovereign Capital Backs Memory Recovery: Temasek's push into Samsung and SK Hynix validates memory bottoming, fueling rebounds across neocloud and Korean memory plays.
3️⃣ Token Price Wars Accelerate Adoption: While cloud ROI debates linger, price competition speeds up model penetration. Sentiment stabilizes, but volatility remains elevated.
📊 Trade Setup:
Core: $USTECH-100 · $CL · $XAUT · $BTC
MAG7: $NVDA · $AMZN · $GOOGL · $META · $MSFT · $TSLA · $AAPL
AI Hardware: $SNDK · $MU · $AMD · $INTC · $TSM
SoSoValue Flash: Pakistan/Qatar Signal US–Iran Progress, Huang Clarifies $500B Plan, CoreWeave Beats and Raises Guide
💥 Core Catalyst:
Geopolitically, Pakistan and Qatar signaled US–Iran talks are nearing "some arrangement" with Oman-mediated diplomacy in an advanced stage; however, friction lingers as the US military fired on a vessel violating Iran's port blockade and Houthis allegedly attacked a Bab el-Mandeb cargo ship (4 casualties). Trump pivoted strategy toward economic pressure, advising tighter sanctions. In tech, Jensen Huang clarified NVIDIA’s $500B AI infrastructure framework, stating NVIDIA only offers up to a 25% residual value backstop ($125B cap) per project as a supplementary tool. CoreWeave beat Q2 estimates and raised full-year guidance by 15.7%.
🔍 Key Logic Shifts:
1️⃣ Diplomatic Progress Countered by Friction: Advanced US–Iran negotiations continue to deflate crude risk premiums, though ongoing Red Sea strikes keep geopolitical volatility elevated ahead of CPI prints.
2️⃣ NVIDIA Clarification Allays Bubble Concerns: Huang's confirmation of a 25% residual value guarantee cap dispels circular financing fears, framing the $500B initiative as third-party institutional capital rather than direct company debt.
3️⃣ Compute Monetization Solidifies Bottom: CoreWeave’s guidance raise alongside accelerating cloud and OpenAI revenues reaffirms tangible AI capex returns, providing fundamental support for a short-term market bottom.
📊 Trade Setup:
Core: $USTECH-100 · $CL · $XAUT · $BTC
MAG7: $NVDA · $AMZN · $GOOGL · $META · $MSFT · $TSLA · $AAPL
AI Hardware: $SNDK · $MU · $AMD · $INTC · $TSM
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