Shervin Malelang

[Shervin Malelang @SMalelang]

@SoSoValueCrypto Nice sosovalue

[Shervin Malelang @SMalelang]

@SoSoValueCrypto https://t.co/imFyuzS2VY

[SoSoValue @SoSoValueCrypto]

A useful read on why AI CapEx matters beyond Nvidia. 👇

[Shervin Malelang @SMalelang]

@SoSoValueCrypto Nice sosovalue

[Shervin Malelang @SMalelang]

@SoSoValueCrypto https://t.co/kneFyMvZ2t

[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

[Shervin Malelang @SMalelang]

@SoSoValueCrypto

[Shervin Malelang @SMalelang]

@SoSoValueCrypto Nice sosovalue

[Shervin Malelang @SMalelang]

@SoSoValueCrypto https://t.co/jLiei4jdkp

[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

[Shervin Malelang @SMalelang]

@SoSoValueCrypto

[Shervin Malelang @SMalelang]

@SoSoValueCrypto @LeviSoSoValue Wonderful sosovalue

[Shervin Malelang @SMalelang]

Nice sosovalue

[Shervin Malelang @SMalelang]

@SoSoValueCrypto https://t.co/uJDPXuOrZw

[SoSoValue @SoSoValueCrypto]

📢 Save the date.

The next SoSoValue Ecosystem Update & Community Q&A AMA is coming on May 31.

Get the latest updates on SoSoValue, hear what the team is building, and see what’s planned for June.

🗓 May 31
⏰ 12:00 UTC / 20:00 SGT
🎙 Host: @LeviSoSoValue, Co-Founder of SoSoValue

Got a question for the team?
Drop it below and we may cover it during the AMA.

Set your reminder:https://t.co/wuEuMl6EHL

[Shervin Malelang @SMalelang]

@SoSoValueCrypto

[Shervin Malelang @SMalelang]

@SoSoValueCrypto Nice sosovalue

[Shervin Malelang @SMalelang]

@SoSoValueCrypto https://t.co/hEQ5F6CveN

[SoSoValue @SoSoValueCrypto]

🚨SoSoValue Flash: Iran Peace Deal Nears & Memory Stocks Hit $1T Milestone

💥 Core Catalyst: Truce Extensions & Tehran Shadows
A framework deal is crystallizing. Reports confirm narrowing gaps: Iran secures half of its $24B in frozen assets immediately upon signing, with the remainder due in 60 days. Crucially, the U.S. has dropped the demand for direct custody of Iran’s highly-enriched uranium, accepting a third-party arrangement.

🔍 Key Logic Shifts:
1️⃣ Memory Supercycle: A new "Trillion-Dollar" era for memory. Micron (MU) surged 19% as UBS hiked its price target to $1,625, citing a regime change from cyclical volatility to stable, long-term supply agreements; Micron has joined SK Hynix in the $1 trillion market cap club. The launch of 2x leveraged ETFs for Korean chip giants on May 27 further catalyzed this capital rush.
2️⃣ NVIDIA Vera Pivot: NVIDIA’s Vera CPU has officially arrived, outperforming top-tier Intel and AMD x86 processors in independent benchmarks. Designed for "agentic AI" with 1.2TB/s of memory bandwidth, Vera is now the focal point of the AI hardware debate and a key driver of future data center dominance.
3️⃣ Macro Policy: With Kevin Warsh at the helm and a hawkish FOMC tilt, the "macro tug-of-war" persists. Oil is the primary swing factor; should it remain elevated, market pricing will pivot away from H2 cuts toward a potential Q4 hike.

📊 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

[Shervin Malelang @SMalelang]

@SoSoValueCrypto

[Shervin Malelang @SMalelang]

@SoSoValueCrypto Nice sosovalue

[Shervin Malelang @SMalelang]

@SoSoValueCrypto https://t.co/IuJ3O4qifi

[SoSoValue @SoSoValueCrypto]

The one-person finance business is no longer a fantasy. Onchain rails + AI + the right data tools — it’s now buildable by a single motivated person.

Wave 1 of the SoSoValue Buildathon closes May 12.
Show us your direction: your idea, your target users, how you’d use the SoSoValue / SoDEX APIs, and an early prototype. That’s all Wave 1 asks for.

The builders who start here shape what the ecosystem looks like. Come build yours.

Submit 👇
https://t.co/7Bhz6epoyi

Already submitted? Have an idea brewing? Share it below - let's see what the community is building.

[Shervin Malelang @SMalelang]

@SoSoValueCrypto

[Shervin Malelang @SMalelang]

@SoSoValueCrypto

[Shervin Malelang @SMalelang]

@SoSoValueCrypto