夜会.

本垢凍結中/
クリプト用アカウント

[夜会. @RPsagi]

@SoSoValueCrypto
lfg

[夜会. @RPsagi]

@SoSoValueCrypto
ggggggo

[夜会. @RPsagi]

@SoSoValueCrypto
LFG!

[SoSoValue @SoSoValueCrypto]

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.

[夜会. @RPsagi]

@SoSoValueCrypto
LFG

[夜会. @RPsagi]

@SoSoValueCrypto
jk

[夜会. @RPsagi]

@SoSoValueCrypto
go!

[夜会. @RPsagi]

@grvt_japan 本当にさらっと延期は運営の信頼を損ないます、これが数日中に日程の発表をしますでは無く数日中にTEGとエアドロップしますの詳細発表ならユーザーからの信頼が全く違う結果になっていたとは考えれないのでしょうか？この報告ならもっと早くすべきです。

[夜会. @RPsagi]

@BitcoinIntelX BTC

[夜会. @RPsagi]

@SoSoValueCrypto
lfg

[夜会. @RPsagi]

Just joined the @BlackboardFi waitlist. Perps, prediction markets, and Up or Down in one onchain terminal. https://t.co/VGdKYGbmnX $BOARD

[夜会. @RPsagi]

@grvt_japan 本当にさらっと延期は運営の信頼を損ないます、これが数日中に日程の発表をしますでは無く数日中にTEGとエアドロップしますの詳細発表ならユーザーからの信頼が全く違う結果になっていたとは考えれないのでしょうか？この報告ならもっと早くすべきです。

[夜会. @RPsagi]

@grvt_japan あなた方運営がTEGとエアドロップ配布に向けたしっかりしたアナウンスも無く、今さら延期？そりゃ期待しているユーザーが多いのだから騙されるユーザーもでますよ、今毅然とした対応をしなくては行けないのはGRVT貴方です。

[夜会. @RPsagi]

@grvt_io A sudden postponement now? Please stop actions that further damage user trust. I'm pinning my last hope on TEG and the airdrop coming in early July.

[夜会. @RPsagi]

@SoSoValueCrypto

[SoSoValue Japan Community 🇯🇵 @SosovalueJP]

📢 2026/7/1（水）21:00｜SoSoValue勉強会 開催
今回は「SoSoValue チャート分析編・第9回」として開催します。

この編では、SoSoValue ターミナル内の「分析」→「チャート」から確認できる、さまざまな暗号資産関連チャートを一緒に見ていきます。

Web3 のニュースでよく見る指標や数字について、
「見たことはあるけど、意味まではよく分からない」
という方も多いと思います。

そこで今回は、SoSoValue 上で見られる各種チャートを使いながら、
それぞれが何を示しているのか、どう読むのかを日本語で整理していきます。
ニュースとチャートを結びつけながら、
相場を見るための基礎を一緒に学んでいきましょう。

🗣️ 音声：X スペース（同時配信）
💬 画面共有・リアルタイムチャット：Telegram

🎁 今回も SoSoValue Japan Community にて
合計60枚の SOSO トークン（ValueChainより）配布 を予定しています。

💬 Telegram（画面共有＆リアルタイムチャット）
https://t.co/fdpxqZTxTn
🎙️ X スペースリンク：
https://t.co/VKnurEfWDd

⚠️ 注意事項
本勉強会は投資助言を目的としたものではありません。
各トークンやプロジェクトについて、参加者の皆さんと理解や考え方を共有することを目的としています。

[夜会. @RPsagi]

@SoSoValueCrypto
lfg

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Tanker Strike Near Oman Spurs Oil Flare, Micron Blowout Tops Meta to Reinforce AI Crowding

💥 Core Catalyst:
Tanker Attack near Oman: A cargo ship was struck near Oman on Thursday by an unidentified projectile, prompting the UN's IMO to halt convoy guidance through the strait. U.S. officials point to possible Iranian fire, while Tehran stated it cannot guarantee the safety of vessels traveling outside designated Hormuz lanes.
Resilient Macro Data: U.S. Q1 GDP was revised above expectations (with consumption trimmed) and May core PCE arrived in line. Growth remains resilient and inflation should continue to ease alongside falling oil prices—keeping the Fed on hold with zero case for a near-term hike.
Tech Ecosystem Updates: Apple lifted pricing for MacBooks, iPads, and smart-home products due to rising memory costs, while the iPhone remains unchanged for now. Concurrently, the NYT reported OpenAI is considering pushing its potential IPO from as early as 2026 out to 2027.

🔍 Key Logic Shifts:
1️⃣ Oil Firming vs. Micron Mania: Oil prices firmed modestly following the Iranian tanker strike, though broad market expectations remain stable. Post-close, Micron jumped roughly 16% on its earnings print, overtaking Meta in total market capitalization as liquidity continues to crowd into AI leadership. Most mega-cap tech pulled back, with Apple sliding 6% on its price hikes—extreme moves that raise structural concerns about overall market health.
2️⃣ AI Range Consolidation: Big picture, AI remains locked in high-level range trading, where the heavily crowded market leadership keeps drawing robust capital support.
3️⃣ Macro Eyeball Swings to Fed: The core macroeconomic focus switches back to Fed policy. Chair Warsh’s structural approach differs sharply from Powell's, marked by an absolute refusal to offer forward guidance. The next FOMC meeting on July 29 is just six weeks away, likely amplifying near-term market volatility.
📊 Trade Setup:
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[夜会. @RPsagi]

@SoSoValueCrypto
GO

[SoSoValue @SoSoValueCrypto]

800+ builders. 125 submissions. Wave 2 has officially surpassed Wave 1 🚀
This round, builders brought stronger execution, sharper demos, and deeper SoSoValue / SoDEX API integration across real on-chain workflows.
With this much to review, we're extending the Wave 2 Evaluation Phase so every project gets a fair look:
📅 Original: Jun 7 – Jun 21, 2026
📅 Updated: Jun 7 – Jun 28, 2026
The SoSoValue Judge Team will combine feedback from the SoSoValue, SSI, and SoDEX teams for the final review and point allocation.
Thanks for your patience, and huge respect to everyone who shipped. Wave 2 is powerful 🔥
#SoSoValue #Buildathon #SoDEX #AI #Web3 #Akindo