🌱 TangHan.xch

my life，my blockchain。推荐一直在用的翻墙VPN，不限流量，电脑，手机同时用

[🌱 TangHan.xch @chiabore]

@xiaomanhedy 赞同！

[🌱 TangHan.xch @chiabore]

@Neeraj91774115 真正让我停止折腾的方案，主页有。

[🌱 TangHan.xch @chiabore]

@gys5643 踩过不少坑后，我保留下来的放主页了。

[🌱 TangHan.xch @chiabore]

@vivimoneya 我试过不少，最后一直续费的那个放主页了。

[🌱 TangHan.xch @chiabore]

@LJXSvpn 我筛掉了一大半，剩下的放主页了。

[🌱 TangHan.xch @chiabore]

@Neeraj91774115 试来试去，最后留下来的放主页了。

[🌱 TangHan.xch @chiabore]

@kamilrahim98 我现在主力用的那个，已经用了很久。

[🌱 TangHan.xch @chiabore]

@surenshaofujie 不想一个个试的话，可以看看我最后留下来的。

[🌱 TangHan.xch @chiabore]

@st7evechou 目前最省心的那个，我放主页了。

[🌱 TangHan.xch @chiabore]

@RenneRubio03 我最后留下来的那个，到现在还没让我失望。

[🌱 TangHan.xch @chiabore]

@CCointreau_39 很多推荐我都试过，真正留下来的没几个。

[🌱 TangHan.xch @chiabore]

@kamilrahim98 我试过不少，最后一直续费的那个放主页了。

[🌱 TangHan.xch @chiabore]

@SoSoValueCrypto
https://t.co/tRLKbQ2kcZ

[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

[🌱 TangHan.xch @chiabore]

@JFGAi 踩过不少坑后，我保留下来的放主页了。

[🌱 TangHan.xch @chiabore]

@yangyang9333 我筛掉了一大半，剩下的放主页了。

[🌱 TangHan.xch @chiabore]

@SoSoValueCrypto
https://t.co/PGeGqdmFSR

[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

[🌱 TangHan.xch @chiabore]

@LJXSvpn 高峰期还能稳定用的，确实没几个。

[🌱 TangHan.xch @chiabore]

@Babyck9a @love__bbh__lks 以前经常换，现在终于固定下来了。主页有。

[🌱 TangHan.xch @chiabore]

@Ansonfang0608 我筛掉了一大半，剩下的放主页了。

[🌱 TangHan.xch @chiabore]

@HTSgop 换过很多之后，现在终于懒得折腾了。