SoSoValue

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

[SoSoValue @SoSoValueCrypto]

https://t.co/xkKIBfbbvz

[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

[SoSoValue @SoSoValueCrypto]

https://t.co/fZPvOdzuvN

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Swiss Talks Pause on Trump’s Rhetoric, Normalizing Hormuz Shifts Macro Eye to Upcoming FOMC

💥 Core Catalyst:
Swiss Talks Paused: The U.S., Iran, and Qatar held trilateral talks in Switzerland on June 21 with VP Vance attending, covering a Lebanon ceasefire and frozen assets; Lebanon remains the primary sticking point. After Trump threatened on Truth Social to resume strikes unless Iran reins in Hezbollah, the Iranian delegation walked out in protest, pausing the talks.

Sanctions & Assets: Iranian negotiators stated the oil sanctions-waiver draft is finalized, and the process to unfreeze Iranian assets is underway with the Qatari delegation's involvement.

Hormuz Closure Denied: Iran's foreign ministry spokesman Baghaei denied media reports claiming the Strait of Hormuz had been closed.

🔍 Key Logic Shifts:
1️⃣ U.S.-Iran Risks Recede: The latest negotiation hiccup and walkout over Trump's threats represent routine political theater. Both sides maintain strong incentives to secure a deal, and the broader trend still points toward peace. Third-party data confirms Hormuz traffic is gradually normalizing.
2️⃣ Macro Focus Shifts to Fed: From here, the macroeconomic spotlight transitions back to the Federal Reserve. The next FOMC meeting on July 29 is just six weeks away, and this compressed timeline is likely to amplify near-term volatility.
3️⃣ AI Range Consolidation: The call stands that AI will continue to trade within a high-level range; the crowded market leadership remains fundamentally supported by retail inflows for now.

📊 Trade Setup:
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[SoSoValue @SoSoValueCrypto]

Huge thanks to our 7 Product Reviewers for SoSoValue Buildathon Wave 2 🙏
Wave 2 momentum was even stronger, with 125 submissions — surpassing Wave 1.
In a short time, our reviewers worked day and night to evaluate demos, repos, and product progress. Salute 🫡
@MuhammadBa_2024
@Web3_Lord001
@BlessingSum
@0xmiharbi
@Goodybtc
@JellyZhouishere
@DavisLambo

Next, SoSoValue will combine feedback from all Judge teams and allocate points as fairly as possible.
Builders, please wait for the final results 🚀
#SoSoValue #Buildathon #SoDEX #AI #Web3 #Akindo

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Warsh Strips Forward Guidance in Fed Debut, Early U.S.–Iran Signing Refocuses Macro Tape

💥 Core Catalyst:
Fed Transformation: The Fed held rates steady at the June FOMC as expected. Chair Warsh stripped forward guidance and risk-balance language from the statement and declined to submit a dot-plot. Among the other 18 officials, half favor a rate hike, tilting the dot-plot hawkish. Warsh stressed the 2% inflation mandate, barely mentioned jobs, and formed five working groups to reshape Fed communication by year-end.

Early Iran Signing: The U.S.–Iran ceasefire MOU signing was pulled forward from Friday to Wednesday to lift the U.S. naval blockade sooner and restore normal transit through the Strait of Hormuz; a second round of bilateral talks opens Friday in Switzerland.

Retail Sales: U.S. May retail sales beat expectations overall, signaling continued economic resilience through May.

🔍 Key Logic Shifts:
1️⃣ Hike Bets Pull Forward: Warsh’s debut refused to grant forward guidance, forcing the market to extrapolate linearly from his inflation focus and the hawkish tilt of the remaining dots. This hardened institutional bets on a rate hike this year—with potential timing as early as September—directly triggering the equity liquidation.
2️⃣ Long-End Yield Stability: The Fed's urgency to hike this year remains constrained with the peace framework signed, oil declining, and the labor market not showing runaway strength. Fixed income markets validated this: while the 2Y yield jumped nearly 20bp, the 10Y ticked up just 5bp and the 30Y finished flat, suggesting a near-term overreaction.
3️⃣ Volatility Shifts to Fed Policy: With the early MOU execution, peace expectations solidify. As Hormuz normalizes, the macro narrative shifts back to the Fed. The next policy meeting on July 29 is just six weeks away, likely amplifying near-term volatility. AI remains locked in high-level consolidation, insulated by steady retail inflows into crowded clusters.

📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Strait Reopening Fixed for Friday, BoJ Hikes 25bp, Markets Await Warsh’s Horizon Speech

💥 Core Catalyst:
Strait Reopening & Russian Oil: At the G7, Trump stated the Strait of Hormuz will fully reopen Friday and hinted at restoring sanctions on Russian oil soon, shifting his focus to the Russia–Ukraine conflict.

Switzerland Meeting: Iran's FM confirmed Iranian and U.S. delegations will meet June 19 in Switzerland to sign the MOU, followed by the first round of follow-up talks.

$300B Private Fund: The framework agreement includes a $300B private investment fund for Iran (zero U.S. government money), with over half of the capital already firmly subscribed.

BoJ Hike: The Bank of Japan raised rates by 25bp as expected and will pause its bond-buying taper next April; the deputy governor turned hawkish, signaling another potential hike in Q4.

🔍 Key Logic Shifts:
1️⃣ Macro Uncertainty Slams Shut: Emerging details and narrowing gaps in the upcoming 60-day talks sharply lower macro overhangs. Trump's clear intent to disengage favors reaching a final deal rapidly. Brent has dropped below $80, and Goldman expects Middle East oil exports to normalize by late July.
2️⃣ AI Dominance Intact: AI remains the vital secular theme amid a peaceful macro backdrop. Mega-cap tech extends its rebound while AI hardware executes a healthy pullback after a sharp bounce. The sector should consolidate at elevated levels, with memory and CPU remaining the highest-conviction clusters.
3️⃣ Fed & Warsh Focus: Immediate market focus shifts to Warsh's upcoming speech. Rates are locked in for a pause at this FOMC, and the removal of historical dovish phrasing is already fully priced; with oil plunging, the market's key expectation is for Warsh to strike a dovish tone.

📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: U.S.–Iran Deal Enters Geneva Countdown, Rebounding Tech Restores Market Appetite

💥 Core Catalyst:
Deal Signed: Ceasefire MOU signed electronically; formal ceremony set for June 19 in Geneva, after which the Strait of Hormuz will reopen.Transit Fees: Sources report Iran plans to charge shipping service fees (security, navigation, environment, insurance) after the 60-day free window.
Israel Stance: PM Netanyahu publicly refused to withdraw troops, reserving the right to strike Hezbollah.

🔍 Key Logic Shifts:
1️⃣ Macro Uncertainty Drops: The deal sharply repairs risk appetite. While Israel’s rift with Trump and upcoming transit fees may pose minor friction, Trump's resolve to exit the war keeps the overall market impact contained.
2️⃣ Fed & Liquidity: Peace ahead of the FOMC leaves dovish room for Warsh's debut. SpaceX's IPO is complete, fading its liquidity drain and sparking a mega-cap tech rebound.
3️⃣ AI Focus: AI reclaims center stage amid a calmer macro backdrop. The sector continues high-altitude consolidation, with memory and CPU remaining the highest-conviction clusters.

📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[SoSoValue @SoSoValueCrypto]

⏰ Upcoming Token Unlocks (Jun 15 - Jun 21）

Several crypto projects will unlock tokens this week, including $SEI, $ARB, $ZK, $ZRO, $KAITO, $UDS

Investors, keep an eye on these token unlocks events!

[SoSoValue @SoSoValueCrypto]

https://t.co/HhJW749DrU

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: U.S.–Iran Deal Fully Finalized to Repair Risk Appetite, Anthropic Advances Model Access Restrictions Under Gov't Directive

💥 Core Catalyst:
Trump announced a finalized U.S.–Iran deal, authorizing free passage through the Strait of Hormuz and an immediate end to the naval blockade. Iran's Supreme National Security Council confirmed the ceasefire memorandum, and the formal signing is scheduled for June 19 in Switzerland. Under the draft MOU, Iran commits to not producing or acquiring nuclear weapons in exchange for sanctions relief and an open strait, with a 60-day window to dilute its highly enriched uranium stockpile. Concurrently, Anthropic stated it received a U.S. government directive to impose full access restrictions on its Fable 5 and Mythos 5 AI models.

🔍 Key Logic Shifts:
1️⃣ Macro Uncertainty Drops: The formal U.S.–Iran framework significantly reduces macro overhangs and restores broad market risk appetite. Based on the disclosed terms, Iran secured more favorable conditions than pre-war levels, while Trump achieved a firm non-nuclear commitment for domestic messaging, lowering the risk of a relapse during the 60-day talks. Renewed efforts by Israel to disrupt the process failed; any ongoing friction is expected to remain a contained Israel-Iran conflict with reduced market impact.
2️⃣ Monetary & Liquidity Tailwinds: Sealing geopolitical peace prior to the FOMC meeting creates comfortable dovish breathing room for Warsh's debut as Fed Chair. Meanwhile, because the SpaceX IPO has successfully concluded, its previous structural drag on secondary market liquidity has entirely dissipated.
3️⃣ AI Narrative Focus: Against a calmer macro backdrop, AI is positioned to return as the dominant market theme. Although Anthropic's flagship models face sudden access restrictions, the wider AI sector is expected to sustain its high-altitude consolidation, with capital likely rebounding into crowded, high-conviction hardware names first.

📊 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 @SoSoValueCrypto]

How do you read this valuation? Join the SoSoValue research community ���

[JellyZ @JellyZhouishere]

SpaceX at $2 Trillion: What Is the Market Pricing In?
On June 12, 2026, SpaceX went public on Nasdaq. SoDEX listed $SPCX the same day — you can trade it directly here: https://t.co/OXDlwIYo2V

Priced at $135 per share, the stock jumped 29% after opening, briefly pushing SpaceX’s market value above $2 trillion and making it the world’s sixth-largest listed company.

Why is SpaceX valued so highly? What Is the Market Pricing In?

The key is that SpaceX is no longer just a rocket company.

Falcon launches and government contracts make it a high-barrier aerospace business; Starlink turns it into a global communications platform; and xAI, Grok, Colossus and orbital data centers add an AI infrastructure story.

Its business can therefore be divided into three segments: Space, Connectivity and AI.

Space — the foundation.
Reusable, low-cost access to orbit is SpaceX’s core strategic moat. It determines the deployment cost of Starlink and provides the foundation for Starship, orbital data centers and future Mars missions.
In 2025, the Space segment generated $4.1 billion in revenue(~22% of Spacex), with $653 million in adjusted EBITDA.

Connectivity — the cash cow.
Mostly Starlink. 2025 revenue $11.387B (~61% of group), up 50% YoY, with $4.4B operating profit. Users passed 10.3 million in Q1, double a year earlier, with no rival at comparable scale; institutions put its addressable market as high as $1.6 trillion.
Aviation, maritime, government and mobile are markets terrestrial networks can't reach, and those customers pay far more than households — supporting long-term ARPU and margins.
This high-growth, high-margin business forms the foundation of SpaceX’s current valuation.

AI — the biggest story.
The AI segment includes X, Grok, Colossus and potential orbital compute infrastructure.
It remains highly capital-intensive, losing $6.3 billion in 2025, while first-quarter 2026 capital expenditure reached $7.7 billion. However, based on announced contracts, I estimate external compute revenue could reach around $11.5 billion in 2026 and $26 billion in 2027.

So the valuation stacks in three layers:
- Cash flow today — Starlink, launches, government contracts — sets the floor.
- Commercializing growth — Direct to Cell, enterprise connectivity, military satellites, Starship — small now, but could expand the market sharply.
- Long-term options — xAI, orbital data centers, the Moon, Mars — unquantifiable today, yet already partly priced in.
In one line: Connectivity makes money, AI burns money, and Space builds the foundation.

The math: nearly $18.7B in 2025 revenue against a ~$4.9B net loss. At ~$2.1 trillion, that's over 110x 2025 sales — or about 57x on projected 2026 revenue of $36.6B.

Goldman Sachs and Morgan Stanley go further: nearly $160B revenue by 2028, over $470B by 2030, and possibly $3.4 trillion by 2040 — assuming Musk's team keeps making the right calls for 14 years through every uncertainty in AI, space, regulation and competition.

Ultimately, SpaceX's valuation is a probability-weighted bet on future scenarios. Starlink is the base, Starship the growth optionality, AI and space-based data centers the upside. Execution risk decides how much of it becomes real.

So the real question: are you willing to bet on Elon Musk?

[SoSoValue @SoSoValueCrypto]

Big day for Space X.

See views from our research community and check out the brand new RWA Research Hub. 👇

[JellyZ @JellyZhouishere]

https://t.co/hyCvb3qryd

[SoSoValue @SoSoValueCrypto]

$SOSO EXP S2 Airdrop Claim is now live. Congrats!

We're excited to announce two new utilities for $SOSO:
1️⃣ RWA Research Hub is live
Tech is shaping the world and Valuechain makes it accessible to everyone Stake $SOSO to vote and onboard top tech assets to ValueChain.
2️⃣ Multi-Asset Margin is enabled on SoDEX
Trade with $SOSO as collateral in your margin account, alongside $BTC, $ETH and $XAUT.

Now, claim your $SOSO, explore the RWA Research Hub, trade $SPCX and share the $100,000 prize pool.

Claim now: https://t.co/yKFzSmA43o
Research Hub: https://t.co/mYGLsxMeNY

[SoSoValue @SoSoValueCrypto]

Update on EXP Season 2 Airdrop Checker EXP Season 2 has been an incredible journey!

Participation and data metrics have far blown past Season 1, and our team is currently running final checks on the full dataset.

Because we’re still processing a massive amount of data, the opening of Airdrop Checker (initially set for 12:00 UTC today) will need just a bit more time.

We are grinding hard to push this out and expect the page will go live within the next 8 hours.

We’ll drop the official link here once it's ready. 🔔

Huge thanks for your patience and stay tuned! 🤝

— SoSoValue Team

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Trump Brinkmanship De-escalates to Lift Sentiment, SpaceX Capital Unlock Triggers Hardware Rebound

💥 Core Catalyst:
The Middle East geopolitical theater experienced a sudden u-turn. Trump initially declared an imminent full-scale strike on Iran and the immediate seizure of Kharg Island, only to abruptly stand down as the framework text was finalized and approved by Iran's senior leadership. Trump expects a formal signing ceremony shortly in Europe, with VP Vance attending. However, Iran noted that "no final decision has been made" yet; while most of the text is settled, Tehran refuses to compromise on its core red lines, and the draft remains under structural review.

🔍 Key Logic Shifts:
1️⃣ Macro & Yields: Trump's abrupt policy pivot (another rapid TACO) triggered a rapid decompression in risk premiums. Brent crude broke below $90 and the 10Y Treasury yield slipped under 4.5%. However, underlying macro signals remain mixed: the May PPI print arrived slightly hot while core PPI undershot, driven by sticky energy services. Concurrently, weekly jobless claims continue to climb, leaving the Fed stuck in a complex stagflationary "weaker jobs + sticky inflation" bottleneck.
2️⃣ Liquidity & SpaceX: The historic SpaceX IPO is materializing with overwhelming demand. Reports indicate the deal is over 4x oversubscribed with a staggering $100B in retail orders alone, forcing the retail allocation to compress slightly above 20%. Crucially, the expiration of this massive subscription capital lock-up has released vast amounts of idle cash back into the financial system, instantly alleviating the secondary market's recent liquidity drain.
3️⃣ Sector Rotation: Seizing on the newly unlocked dry powder, the highly crowded AI hardware clusters (Memory, CPU, and Foundries) spearheaded a broad-based index rebound. With the broader technology sector in a near-term catalyst vacuum following the conclusion of ComputeX, AI is expected to continue its high-altitude consolidation, while attention swings to the Monday launch of over a dozen 2x leveraged long/inverse SpaceX ETFs from ProShares and Direxion. Additionally, the ECB delivered a well-anticipated 25bp rate hike on Thursday.

📊 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