Crypto ETF flows remain in focus as fresh SoSoValue data highlights continued institutional activity across the market. Recent reports show U.S. spot Bitcoin ETFs have experienced notable outflows in Q2, reflecting cautious investor sentiment amid ongoing macro uncertainty.
Meanwhile, SoSoValue data remains a key reference for monitoring Bitcoin and Ethereum ETF flows, which have recently experienced continued outflows as investors navigate broader market uncertainty@SoSoValueCrypto
SoSoValue continues to expand beyond crypto data and research, with its ecosystem focusing on ValueChain and SoDEX, aiming to bridge AI-powered market intelligence with on-chain investing. Recent updates highlight growing interest in real-world asset (RWA) integrations and contin
The project's long-term focus remains on strengthening the ValueChain ecosystem and SoDEX, giving the SOSO token utility for governance, gas fees, and on-chain activities. Backed by strong user growth and previous funding rounds, SoSoValue is positioning itself as a full-stack
@"We identified a display issue on the campaign page that may have caused confusion around the Wave 2 schedule... The Build Phase is still open." ๏ฟฝ@ https://t.co/MdoyjOSQLn
Oracle, Broadcom, Ciena โ 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 ๐
Meanwhile, ETF data tracked by SoSoValue shows mixed institutional sentiment: Bitcoin ETFs have recently faced notable outflows, while some Ethereum and emerging crypto ETF products have recorded inflows, highlighting a shifting market landscape. ๏ฟฝ@SoSoValueCrypto
"From our inception, every step has been shaped by you." โ ๏ฟฝ discussing the EXP Season 2 Airdrop and measures to protect real contributors. ๏ฟฝ
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TwStalkera@SoSoValueCrypto https://t.co/bE6bDUBdxT
SoSoValue Flash: Severe Geopolitical Reignited, CPI Holds Steady, Heavy Capex Warnings Trigger Tech Volatility
๐ฅ 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.
๐ Key Logic Shifts:
1๏ธโฃ Macro Risks: Trump's hawkish military threats have fundamentally disrupted the marketโs 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.
2๏ธโฃ 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.
3๏ธโฃ 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.
๐ 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
SoSoValue data continues to highlight shifting institutional sentiment in the crypto ETF market. Recent figures show U.S. spot Bitcoin ETFs recording notable net outflows, while Ethereum ETFs attracted fresh inflows, suggesting investors may be rotating capital toward ETH amid on
Recent data tracked by SoSoValue shows continued pressure on U.S. spot Bitcoin ETFs, with significant net outflows recorded over recent weeks. Meanwhile, Ethereum ETFs have begun attracting fresh capital, signaling a possible shift in investor sentiment toward ETH amid broad