SoSoValue

Enable crypto investment for the global masses. Cut the noise, find true value. Join SoDEX 🌲

[SoSoValue @SoSoValueCrypto]

https://t.co/xkKIBfbbvz

[SoSoValue @SoSoValueCrypto]

📢 SIP-3 Voting Results: PASSED! ✅
Thank you to everyone who participated. 978 addresses cast their votes, and the results are in:
✅ For: 6M $SOSO (99.94%)
With overwhelming consensus, the community has approved the allocation of 50,000,000 $SOSO to the ValueChain Ecosystem Incentive Treasury.
Next up — incentives move into execution:
🔹 Trading & liquidity incentives for ecosystem protocols incl. SoDEX & Tigris Protocol
🔹 Deployment incentives & grants for builders and protocols
🔹 Validator expansion & staking rewards
Detailed incentive programs, reward weights, and distribution cycles will be announced via governance and official channels. All tx hashes and addresses will be publicly disclosed.
Stay tuned — the ecosystem flywheel is about to accelerate 🚀

[SoSoValue @SoSoValueCrypto]

📢 SIP-3 is now live for voting!
The proposal: a one-time allocation of 50,000,000 $SOSO (5% of total supply) from the Ecosystem Fund reserve to the ValueChain Ecosystem Incentive Treasury — turning reserved tokens into productive capital for ecosystem growth.
Funds will be dedicated to:
🔹 User & growth incentives for ecosystem protocols (SoDEX, Tigris Protocol & more)
🔹 Attracting more protocols and builders to deploy on ValueChain
🔹 Expanding the validator set to strengthen network security
⚠️ Allocation ≠ Circulation: tokens will remain in a multi-sig Treasury and be released in phases only as incentives are actually earned and distributed. All tx hashes and addresses will be publicly disclosed.
A thriving ValueChain is the foundation of $SOSO's long-term value. Every vote counts — cast yours now 👇
📸 Snapshot: Aug 27, 2026, 00:00 UTC (both SOSO and sSOSO holdings at snapshot are eligible to vote)
⏰ Voting closes: Aug 29, 2026, 12:00 UTC
🗳️ Vote here: https://t.co/MgKag64sxp
💬 Join the discussion: https://t.co/CEouOG2TqJ

[SoSoValue @SoSoValueCrypto]

MAG7.ssi Component ETF Flow Watch | 0828

BTC ETFs: -$201.81M Net Inflow
ETH ETFs: +$102.18M Net Inflow
XRP ETFs: +$26.20M Net Inflow
SOL ETFs: +$18.08M Net Inflow
HYPE ETFs: +$4.48M 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:
https://t.co/BYLNRYriFD

#BTC #ETH #SOL #XRP #ETF #HYPE #Crypto #MAG7ssi #SoDEX

[SoSoValue @SoSoValueCrypto]

https://t.co/418IIWcRJB

[SoSoValue @SoSoValueCrypto]

https://t.co/HXHO50kSkb

[SoSoValue @SoSoValueCrypto]

https://t.co/0Eu9YZeRqe

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Deepening Fed Split Lifts 10Y Yield, NVDA's $12.9B Hugging Face Deal & CRM's Claudeforce Spark AI ROI Rotation

💥 Core Catalyst:
In Macro & Commodities, Hormuz tanker transit rebounded to 7-8M bpd (~75% of pre-war levels), while Brent crude nudged up 1.76% to $88.47/bbl. The Federal Reserve's policy rift broadened: hawks Hammack and Schmid labeled the current rate structure as "accommodative," directly contrasting Collins' view of it being "restrictive." Consequently, the 10Y US Treasury yield rose to 4.67%, continuing to weigh on long-duration risk assets. All eyes remain fixed on Fed Chair Walsh's maiden Jackson Hole address this Friday.
In AI & Tech, key enterprise and M&A moves reframed market narratives: NVIDIA agreed to acquire open-source benchmark Hugging Face for $12.9B (~80x sales). Concurrently, Salesforce (CRM) surged 22.6% on beat-and-raise earnings after launching "Claudeforce" in partnership with Anthropic, effectively dismantling the "SaaS doom" narrative. In Crypto, BTC reclaimed the $80K mark with ETH at $2,514, supported by $232M in daily BTC ETF inflows and expanding USDC liquidity ($73.89B).

🔍 Key Logic Shifts:
1️⃣ Hawkish Fed Rhetoric Keeps Yields Elevated: The deepening hawk-dove split exacerbates the Fed's credibility gap, anchoring long-end Treasury yields near 4.67% and capping broad valuation expansion.
2️⃣ AI Market Leadership Pivots from Pure Hardware to Software ROI: While NVDA's short-covering rally saw muted follow-through across hardware peers, CRM's Claudeforce rollout demonstrates real monetizable application layer value, kicking off a broad hardware-to-software ROI rotation.
3️⃣ Crypto Breaks Out above $80K on Institutional Inflows: Steady ETF creation and expanding stablecoin liquidity underscore underlying market resilience despite macro rate headwinds.

📊 SoDEX Key Assets Watchlist:
Core: $USTECH-100 · $CL · $XAUT · $BTC
AI Hardware-Software ROI Rotation: $NVDA · $MSFT · $ORCL · $PLTR · $MU · $SNDK

[SoSoValue @SoSoValueCrypto]

https://t.co/Msmo9KbCxo

[SoSoValue @SoSoValueCrypto]

https://t.co/zbYZ77PCaC

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: NVDA Guides FY26 Growth to ~70% Raising AI Outlook, Hot July PCE Triggers Hawkish Rate Repricing, Hormuz Tensions Ease Interims

💥 Core Catalyst:
In tech & AI, NVIDIA reported record Q2 revenue of $96.22B (+106% YoY) and guided Q3 revenue to $108B, topping buy-side expectations. Full-year FY26 revenue growth is now projected at ~70% (vs. buy-side consensus of 60%), validating the structural durability of AI spending despite memory-cost margin pressures (gross margin at 75%).
In macro, US Q2 GDP was revised up to 1.5%, while July PCE printed slightly higher at 3.7% YoY (core PCE at 3.3% in line). Combined with durable goods orders (+1.1%), the data sparked hawkish Fed repricing, driving up 2Y Treasury yields. Geopolitically, Iran and Oman reached an interim agreement regarding Strait of Hormuz jurisdiction, easing immediate supply panic as Brent crude settled down 0.65% to $86.7/bbl. Crypto held steady with BTC consolidating near $78K, ETH rising to $2,496, and solid ETF net inflows persisting.

🔍 Key Logic Shifts:
1️⃣ NVDA Resets AI Demand Paradigm: The raised ~70% FY26 growth benchmark dispels lingering capex slowdown fears. Market scrutiny officially moves from structural hardware bottlenecks toward per-gigawatt ROI validation.
2️⃣ Sticky Inflation Keeps Rate Pressures Intact: July PCE accelerating to 3.7% under elevated oil costs underscores persistent price pressures. Hawkish repricing pushes short-end yields up, preserving tight financial conditions across risk assets.
3️⃣ Geopolitical Premium Recedes Incrementally: The interim Iran-Oman Hormuz deal caps tail-risk oil spikes for now, shifting macro focus directly back to Fed policy signals and Kevin Warsh's upcoming Jackson Hole remarks.

📊 SoDEX Key Assets Watchlist:
Core: $USTECH-100 · $CL · $XAUT · $BTC
AI Compute & Supply Chain Synergy: $NVDA · $MU · $SNDK · $MRVL · $ORCL · $AMD

[SoSoValue @SoSoValueCrypto]

📢 SIP-3 is now live for voting!
The proposal: a one-time allocation of 50,000,000 $SOSO (5% of total supply) from the Ecosystem Fund reserve to the ValueChain Ecosystem Incentive Treasury — turning reserved tokens into productive capital for ecosystem growth.
Funds will be dedicated to:
🔹 User & growth incentives for ecosystem protocols (SoDEX, Tigris Protocol & more)
🔹 Attracting more protocols and builders to deploy on ValueChain
🔹 Expanding the validator set to strengthen network security
⚠️ Allocation ≠ Circulation: tokens will remain in a multi-sig Treasury and be released in phases only as incentives are actually earned and distributed. All tx hashes and addresses will be publicly disclosed.
A thriving ValueChain is the foundation of $SOSO's long-term value. Every vote counts — cast yours now 👇
📸 Snapshot: Aug 27, 2026, 00:00 UTC (both SOSO and sSOSO holdings at snapshot are eligible to vote)
⏰ Voting closes: Aug 29, 2026, 12:00 UTC
🗳️ Vote here: https://t.co/MgKag64sxp
💬 Join the discussion: https://t.co/CEouOG2TqJ

[SoSoValue @SoSoValueCrypto]

https://t.co/ypt4EG1f4Y

[SoSoValue @SoSoValueCrypto]

https://t.co/O6qmKxYQLm

[SoSoValue @SoSoValueCrypto]

https://t.co/iMhQasRmBa

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Oil Slips 5% & Yields Ease, Market Awaits NVDA Print for AI ROI Test

💥 Core Catalyst:
In macro and global markets, Brent crude plummeted 5.06% to $85.96/bbl as geopolitical risk premiums unwound, bringing short-term relief to inflation expectations. The 10Y US Treasury yield declined 7.13 bps to 4.6248% and the 30Y fell to 5.164%. However, with the US-Iran standoff unresolved, limited tools in Bessent's fiscal toolkit, and zero Fed rate-cut leeway, long-end yields remain fundamentally sticky. Markets remain glued to incoming Fed leadership comments at Jackson Hole this Friday.
In AI and crypto, Nvidia (NVDA) reports results Wednesday post-market, with the overarching market debate shifting from "hardware bottleneck" to "capex ROI validation." Anthropic's imminent IPO filing will provide crucial data on whether foundation model revenue can sustain long-term capital intensity. Crypto consolidated as BTC pulled back to $78K after touching $80K, with ETH at $2,448 and continuous ETF inflows. Meanwhile, Alibaba's equity placement dragged Hang Seng Tech down 3.7%, and A-share optical module stocks led domestic tech pullbacks.

🔍 Key Logic Shifts:
1️⃣ Temporary Relief in Oil and Yields, Macro Constraints Persist: While lower crude and bond yields ease tight financial conditions temporarily, structural Fed constraints leave limited room for easing.
2️⃣ AI Narrative Pivots to ROI Validation: Pre-NVDA positioning drives high volatility rather than structural trend shifts. NVDA's print serves as the litmus test for hyperscaler spending durability.
3️⃣ Crypto Market Consolidates with Stable Institutional Demand: Stablecoin supplies remain firm ($73.65B USDC, $183.19B USDT) and spot-futures basis stays tight, confirming resilient institutional underlying bids amid macro chop.

📊 SoDEX Key Assets Watchlist:
Core: $USTECH-100 · $CL · $XAUT · $BTC
AI Earnings & ROI Validation: $NVDA · $AMD · $MSFT · $GOOGL · $MRVL · $TSM

[SoSoValue @SoSoValueCrypto]

Wrapping up our introduction to the SoSoValue Buildathon Wave 3 Top 10 — in no particular order.
These two projects explore how research can move beyond signals into portfolios, indices and execution.

🔹 Bellwether — Connects market regimes with research, index strategies and execution across SoSoValue, SSI and SoDEX.
https://t.co/HYMUtjygHz

🔹 Mosaic — Turns market themes and live data into transparent thematic baskets and executable workflows.
https://t.co/IllcUqwNyD

Together they demonstrate a broader on-chain finance loop:
Research → Strategy → Index / Portfolio → Execution

From SoSoValue data and research, to SSI index infrastructure, to SoDEX execution — the Buildathon is showing what builders can create when these capabilities come together.
Explore the projects and experience the SoSoValue ecosystem for yourself.
#SoSoValue #SSI #SoDEX #Buildathon

[SoSoValue @SoSoValueCrypto]

U.S. stocks are moving onchain. Coinbase tokenized stocks are now live on @base , starting with $AAPL, $NVDA, $META, and $GOOGL. Available only to eligible users outside the U.S.

Read more on the SoSoValue News Feed 👇 https://t.co/bh5F48Njut

[SoSoValue @SoSoValueCrypto]

https://t.co/le3olMhlBO

[SoSoValue @SoSoValueCrypto]

https://t.co/YjYoa9vbkA

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Treasury Eyes TGA for Bond Buybacks, Oil Pulls Back 2.5% as Sanctions Shift, Alibaba Completes HK$80B Placement

💥 Core Catalyst:
In macro and liquidity, the US Treasury is considering tapping its ~$1T Treasury General Account (TGA) for bond buybacks. Scott Bessent confirmed 10Y and 20Y repurchases will commence Sep 10, signaling short-term relief for long-end yields despite capped operational scale. Geopolitically, the US expanded sanctions on Iran targeting 60 entities, individuals, and vessels; however, no Chinese banks were included and secondary sanctions lacked specificity, sending Brent crude down 2.48% to $90.37/bbl.
In crypto and tech, BTC touched $80K before consolidating to $77K, while MicroStrategy established a ~$1.6B cash reserve for future BTC accumulation. Alibaba completed its HK$80B equity placement at HK$112.70 (~8.37% discount), with top executives Joe Tsai and Eddie Wu buying ~HK$120M to signal long-term AI infrastructure confidence; the Hang Seng Tech Index fell 3.61%.

🔍 Key Logic Shifts:
1️⃣ TGA Repurchases Offer Short-Term Rate Cushion: Tapping the TGA provides localized liquidity relief for Treasuries, though persistent Fed trust deficits keep long-end yields elevated. Focus remains glued to US-Iran dynamics, energy trends, and Kevin Warsh's Jackson Hole address.
2️⃣ Risk Premium Exits Oil on Measured Sanctions: The omission of Chinese financial institutions and secondary details led energy markets to price out immediate escalation risks, triggering a pullback in crude.
3️⃣ AI Focus Shifts to Earnings & Capex Validation: Alibaba's funding push for full-stack AI highlights ongoing structural investment, but broader markets remain in an ROI validation phase. All eyes now shift to Nvidia's (NVDA) Q2 earnings release this Wednesday after market close.

📊 SoDEX Key Assets Watchlist:
Core: $USTECH-100 · $CL · $XAUT · $BTC
AI Earnings Validation & Crypto: $NVDA · $MSTR · $ETH · $TSM · $AMD

[SoSoValue @SoSoValueCrypto]

🇭🇰 AI × BTC — See you at Bitcoin Asia Hong Kong.

This Friday, SoSoValue is joining OP_CAT Layer, @OnePieceLabs, @MEGroup and ecosystem partners for an afternoon exploring two forces reshaping the on-chain world: AI and Bitcoin.

Our Co-Founder @LeviSoSoValue will take the stage for a keynote on “The Future of On-Chain Finance” — sharing our perspective on where the next generation of open financial infrastructure is heading.

Expect conversations around AI agents, Bitcoin infrastructure, BIP-110, on-chain finance, and what comes next for Web3.

🗓 Aug 28 | 12:30–18:00 UTC+8
🎟 RSVP → https://t.co/JPhjm1TaS1
See you in Hong Kong. 🇭🇰