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@tonkeeper UQBi_PTTVkxxYdAvob-cXPr1VsJFSAwGDIXor4vYBDloiWUM

[ADI Predictstreet @Predictstreet]

History made! And ADI Predictstreet was part of the stage.

Lionel Messi scores for Argentina 🇦🇷 and becomes the all-time leading goalscorer in men’s World Cup™ history.

Can Messi now lead the 2022 champs to a back-to-back World Cup™ title?

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@Predictstreet Hh

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Just discovered @predictstreet on @adi — check it out! #predictstreet

[ADI Predictstreet @Predictstreet]

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[ADI Predictstreet @Predictstreet]

ADI Predictstreet x @Kalshi

A new way to call football’s biggest moments.

Starting with the FIFA World Cup 2026™. Built to go beyond.

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[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Global AI Supply Chain Rattled by KOSPI Crash, Softening Geopolitical Risks Pivot Focus to Hot PMI

💥 Core Catalyst:
Korean "Black Tuesday": The global AI supply chain suffered a heavy blow. As South Korea weighed taxing unrealized equity gains, alongside local media reports flagging a cut to Nvidia’s Rubin output and SK Hynix slowing its HBM4 expansion, the KOSPI crashed 9.99% to trigger a circuit breaker, dragging U.S. tech sharply lower.
Middle East De-escalation: Trump stated that Iran has fully agreed to accept top-level nuclear inspections long-term and will no longer blockade the strait, causing Middle East geopolitical risks to keep cooling.
PMI Hotter Than Expected: The U.S. June Markit PMI beat expectations, with the manufacturing PMI hitting a more than 2-year high of 55.7, reigniting hawkish Fed rate-hike expectations.

🔍 Key Logic Shifts:
1️⃣ Policy Fears and Profit-Taking: Tuesday's steep technology sell-off was primarily driven by localized policy anxieties and profit-taking, concentrated within Korea's retail-heavy, highly leveraged market. This negative sentiment quickly cascaded across wider Asian and U.S. equity markets into one clustered pullback.
2️⃣ Micron Earnings & Liquidity Drag: Immediate market attention shifts to Micron’s Wednesday post-close earnings, specifically regarding long-term contracts and pricing guidance, setting up elevated volatility over the next two sessions. Additionally, a historic month-end U.S. pension rebalancing is expected to trigger roughly $40B in equity selling, adding mild pressure. AI continues to trade in a high-level range.
3️⃣ Macro Eye Swings Back to Fed: U.S.–Iran uncertainty falls further as both sides lean strongly toward finalizing a deal, confirming a definitive trend toward peace as Hormuz gradually reopens. Consequently, the macro spotlight transitions back to Fed policy, with the July 29 FOMC meeting just 6 weeks away.
📊 Trade Setup:
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

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@Yooldo_Games What's are you doing 😔🤯😡

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@SoSoValueCrypto Today ☺️

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@SoSoValueCrypto https://t.co/sJ9cdlC3qZ

[SoSoValue @SoSoValueCrypto]

Oracle, Broadcom, Ciena — solid earnings across the board, and the market didn't care.
How do you trade AI infrastructure from here? Join the SoSoValue research community and let's talk 👇

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@SoSoValueCrypto

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@quantagentAi Gg

[Quant @quantagentAi]

Meet QuantAgent

1/
We are building an autonomous AI agent designed to facilitate fee redistribution, enabling community takeover for dormant or abandoned projects, Track bundlers, and Power community marketing campaign

What the idea behind this? 🧵

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@SoSoValueCrypto Gg

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[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Severe Geopolitical Reignited, CPI Holds Steady, Heavy Capex Warnings Trigger Tech Volatility

💥 Core Catalyst:
The Middle East situation has sharply re-escalated. Dissatisfied with slow talks, Trump threatened to target Iran's power plants and bridges if a deal isn't signed. Following the downing of a U.S. Apache helicopter, the U.S. launched nearly 4 hours of retaliatory airstrikes, claiming Iran's control capability in the strait was eliminated (which Iran denies). In response, Iran issued stern warnings and the Strait of Hormuz has been fully closed. Iran fired dozens of ballistic missiles and drones at 21 key strategic Gulf targets, including a U.S. base in Jordan.

🔍 Key Logic Shifts:
1️⃣ Macro Risks: Trump's hawkish military threats have fundamentally disrupted the market’s prior baseline assumption that he would avoid reopening active hostilities. However, the macro front received some insulation as the May CPI print arrived broadly in line (with core slightly below expectations). Feared second-round effects from oil pass-through, World Cup distortions, and endogenous inflation failed to materialize.
2️⃣ Liquidity Drain: U.S. equities remain locked in a tug-of-war between macro anxiety and secular AI momentum. On the capital front, the ongoing SpaceX IPO continues to absorb significant institutional liquidity. The trading desk notes a broader decline in secondary market depth, which is amplifying short-term volatility across major indices.
3️⃣ Capex Concerns: AI momentum continues to consolidate at elevated levels during a post-ComputeX catalyst vacuum. While Oracle's post-close earnings and guidance matched consensus, its massive $40 billion equity and debt fundraising blueprint for the next fiscal year reignited fierce market anxieties over over-extended capex. Shares plunged 11% after-hours, acting as a direct drag on tech sentiment.

📊 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 | $TSM

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@SoSoValueCrypto

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@SoSoValueCrypto https://t.co/1vNTvPX8Yr

[SoSoValue @SoSoValueCrypto]

MAG7.ssi Component ETF Flow Watch | 0609

BTC ETFs: -$77.44M Net Inflow
ETH ETFs: -$40.85M Net Inflow
SOL ETFs: +$794.27K Net Inflow
XRP ETFs: +$7.44M Net Inflow

MAG7.ssi:
Multi-Asset in One Token, Capture Crypto Growth with Ease.
Trade MAG7.ssi on SoDEX — powered by an L1 order book:
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