Gretel

I am testing!

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Now I understand!

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@SoSoValueCrypto eadaedadeadadea

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@SoSoValueCrypto
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[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

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@SoSoValueCrypto
Perpetual preferred shares with weekly dividends keep them afloat—has the DAT era ended?

Explore more key information on SoSoValue:
https://t.co/nP0qhDTihM

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@SoSoValueCrypto
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[SoSoValue @SoSoValueCrypto]

https://t.co/hrZUGZs18K

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@SoSoValueCrypto
Arthur Hayes: Has sold all WLD

Explore more key information on SoSoValue:
https://t.co/DK55zVEUpl

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@SoSoValueCrypto
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[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

[Gretel @PodcastClipsMal]

@SoSoValueCrypto
Crypto VC deal count slumps to five-year low as investors grow more selective

Explore more key information on SoSoValue:
https://t.co/QwcpOWhPuF

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@SoSoValueCrypto
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[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Iran Discloses Historic Nuclear Concessions, AI Capital Crowds into Hardware

💥 Core Catalyst: Truce Extensions & Tehran Shadows
President Trump publicly denied rumors that U.S.–Iran negotiations had stalled, confirming that dialogue has remained continuous. Following this, Secretary of State Marco Rubio revealed a "historic concession" in congressional testimony: Iran has agreed for the first time to negotiate core nuclear terms, specifically the disposition of highly enriched uranium. On the ground, the IRGC Navy confirmed 24 vessels transited the Strait of Hormuz over the past 24 hours without interruption, signaling a practical de-escalation of the blockade risk.

🔍 Key Logic Shifts:
1️⃣ Macro & Labor: The U.S. April JOLTS job openings beat consensus estimates, reaffirming the deep structural stability of the domestic labor market. This macro resilience shifts the tactical focus to Wednesday's May ADP and Friday's May Non-Farm Payrolls (NFP). With the job market firm, the Fed is locked into a pause for June while keeping the door open to hikes; sticky energy costs remain the ultimate swing factor for a Q4 hike pivot.
2️⃣ AI Capital Reallocation: A rotation within tech is unfolding. As the SpaceX IPO and Anthropic capital pipeline accelerate, mega-cap Big Tech names are increasingly acting as a source of liquidity outflows, facing sustained selling pressure as capital searches for pure-play alpha.
3️⃣ AI Sentiment Shift: The "AI top" debate has temporarily quieted down. Following explosive Post-Dell and Marvell earnings rallies, institutional appetite for discovering new hardware supply chain enablers is near fever pitch. The market is actively adapting to higher volatility, opting to crowd deeper into hardware rather than executing a sector-wide reversal.

📊 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

[Gretel @PodcastClipsMal]

@SoSoValueCrypto
SpaceX plans to IPO next week, seeking a valuation of approximately $1.75 trillion.

Explore more key information on SoSoValue:
https://t.co/qF4hh2pRmF

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@SoSoValueCrypto
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[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Trump Tightens Iran Terms to Inject Fresh Uncertainty, Fed Split Eases Macro Strain

💥 Core Catalyst: Truce Extensions & Tehran ShadowsPresident Trump convened a two-hour War Room meeting on Friday, significantly revising and tightening the terms of the Iran MOU. The revised text, which critically alters the "uranium disposal arrangements" and "Hormuz reopening wording," has been sent to Tehran. Iran is expected to take around 3 days to respond, pushing a potential final deal out by "a week or more" and delaying the anticipated normalization of Strait throughput.

🔍 Key Logic Shifts:
1️⃣ Fed Internal Split: Fed Vice Chair Bowman expressed support for retaining dovish rate-cut language in the upcoming June 17 FOMC statement. In the context of a broader hawkish tilt under the "Warsh Era," this internal divide over whether to keep an easing bias provides a temporary sentiment buffer for equity liquidity.
2️⃣ Macro Realignment: While a pause at the June meeting remains the consensus, the macro outlook remains hostage to energy costs. If Tehran rejects Trump's tightened terms and high oil persists, a Q4 hike pivot stays on the table. For now, the market is pricing a framework deal as the baseline but remains highly sensitive to re-escalation risks within the 60-day window.
3️⃣ AI Continuation: The "AI top" debate continues to build, but overwhelming secular tailwinds, solid earnings, and a slightly softer macro environment argue against a full reversal. Volatility is being treated as a correction within an intact uptrend, with capital continuously re-engaging core leadership ahead of new hardware cycles and the upcoming AI IPO wave.

📊 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

[Gretel @PodcastClipsMal]

@SoSoValueCrypto Sope!!

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@SoSoValueCrypto
Solana initiates upgrade draft SIMD 547, proposing to increase the long-term burn amount of SOL.

Explore more key information on SoSoValue:
https://t.co/QlXtqJTvfx

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@SoSoValueCrypto

Polymarket's trading functionality is experiencing an anomaly; the official team has identified the issue and is proceeding with repairs.

Explore more key information on SoSoValue:
https://t.co/8mhVThAllD

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@SoSoValueCrypto
Strategy deposited 411 BTC to Coinbase Prime, approximately $30.30 million.

Explore more key information on SoSoValue:
https://t.co/cLzir5SAmr

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@SoSoValueCrypto
https://t.co/tLFfP2iHwq

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Iran Peace Deal Nears Signature, Fed Maintains Wait-and-See Stance

💥 Core Catalyst: Truce Extensions & Tehran ShadowsA 60-day MOU framework between the U.S. and Iran has been reached, though President Trump has yet to grant final sign-off. While VP Vance indicated that a deal is "close but not yet done," diplomatic efforts are intensifying: Pakistan’s Deputy PM Ishaq Dar is in Washington today (5/29) to meet with Secretary of State Marco Rubio, signaling a high-stakes effort to solidify the peace process.

🔍 Key Logic Shifts:
1️⃣ Macro & Inflation: The April PCE printed at 3.8%, aligning with expectations and showing no signs of second-round inflation pass-through. The market’s near-term Fed path remains unchanged, with policy effectively held in a "wait-and-see" state.
2️⃣ Fed & Policy: With Kevin Warsh now at the helm of the Fed, the central bank maintains a hawkish bias. Persistent high energy costs remain the primary risk factor, keeping the possibility of a Q4 hike on the table should inflation stickiness re-emerge.
3️⃣ AI Portfolio: AI remains the core driver of U.S. equities. Despite the persistent "AI top" debate, strong industry trends, solid earnings, and a lack of macro-shock data support the view that any current price chop is a pullback within a broader uptrend rather than a trend break.

📊 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