Văn Thịnh

3/2/2025 tôi mất 90% do margin, quyết tâm làm lại từ đầu. Đây sẽ là trang mình viết nhật ký của bản thân và hành trình làm lại.

[Văn Thịnh @Thinhvan02]

@Ryker_Crypto thu nhập 7t 1 tháng nhưng tổng lỗ 12k u, mục tiêu là về bờ sau đó lấy tiền làm start up

[Văn Thịnh @Thinhvan02]

@Ryker_Crypto BPi5z1X9u9FvDtZfe3ZrTcjVJjhvjcx3MnGZ4UKfgHUG
wish me luck guys, need more money to DCA eth

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto
https://t.co/WPUSfVNUx1

[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

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto
nice

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto nice

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto nice

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto
https://t.co/SfsLPHSPFb

[SoSoValue @SoSoValueCrypto]

🚨 Last Call for Wave 2 Builders
Wave 2 of the SoSoValue AI Buildathon is almost closing.
Our 8 Wave 2 Product Reviewers are now ready and excited to dive into your submissions — including 4 returning reviewers from Wave 1 and 4 new reviewers joining this round.
Updated products, new ideas, stronger demos — we���re ready to see them.
Submit before the deadline 👇
https://t.co/7Bhz6epoyi
#SoSoValue #SoDEX #Buildathon #AI #AIAgents #OnChainFinance #Web3 #Builder

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto nice

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto nice

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto
https://t.co/P2m5z70cKW

[SoSoValue @SoSoValueCrypto]

https://t.co/Y6BODtJ76f

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto nice

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto
https://t.co/3h0HBYZZXR

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Iran Peace Deal Nears Signature, Fed Maintains Wait-and-See Stance

💥 Core Catalyst: Truce Extensions & Tehran ShadowsA 60-day MOU framework between the U.S. and Iran has been reached, though President Trump has yet to grant final sign-off. While VP Vance indicated that a deal is "close but not yet done," diplomatic efforts are intensifying: Pakistan’s Deputy PM Ishaq Dar is in Washington today (5/29) to meet with Secretary of State Marco Rubio, signaling a high-stakes effort to solidify the peace process.

🔍 Key Logic Shifts:
1️⃣ Macro & Inflation: The April PCE printed at 3.8%, aligning with expectations and showing no signs of second-round inflation pass-through. The market’s near-term Fed path remains unchanged, with policy effectively held in a "wait-and-see" state.
2️⃣ Fed & Policy: With Kevin Warsh now at the helm of the Fed, the central bank maintains a hawkish bias. Persistent high energy costs remain the primary risk factor, keeping the possibility of a Q4 hike on the table should inflation stickiness re-emerge.
3️⃣ AI Portfolio: AI remains the core driver of U.S. equities. Despite the persistent "AI top" debate, strong industry trends, solid earnings, and a lack of macro-shock data support the view that any current price chop is a pullback within a broader uptrend rather than a trend break.

📊 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

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto
https://t.co/auPESCW2DL

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Iran Deal Denials Muddle Sentiment, Fed & BoJ Pivot Hawkish

💥 Core Catalyst: Truce Extensions & Tehran Shadows
The market’s "peace rally" hit a snag as the White House and Trump administration officially denied the leaked MOU terms regarding sanctions relief and shared control of Hormuz. While both sides remain motivated to resolve the conflict, the transition from back-channel leaks to formal negotiation has proven volatile, leaving oil prices sensitive to every headline.

🔍 Key Logic Shifts:
1️⃣ Fed Pivot: The "Warsh Era" at the Fed has begun with a distinctly hawkish flavor. By signaling support for removing "easing bias" and emphasizing the costs of entrenched inflation, Warsh has effectively shifted market focus toward potential Q4 rate hikes rather than cuts.
2️⃣ BoJ Shift: Governor Ueda’s characterization of the current energy crisis as a "fifth oil shock" has served as a formal warning to markets. With OIS pricing now suggesting a 75% probability of a 25bp hike in June, Japan is moving toward a decisive normalization phase.
3️⃣ AI & Market: AI remains the primary anchor for U.S. equities. While speculative headlines caused semiconductor volatility, the fundamental narrative—fueled by robust hyperscaler capex and NVIDIA’s structural dominance—persists. Markets are currently treating macro-headline "wobbles" as opportunities for consolidation within the broader AI uptrend.

📊 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

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto nice

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto

[Văn Thịnh @Thinhvan02]

@SoSoValueCrypto