Feliko capital π²

15 days ago

SoSoValue Flash: U.S.–Iran Pause Flare-Up for Qatar Talks, OpenAI Price War Triggers LLM Shakeup 💥 Core Catalyst: The U.S. and Iran paused attacks for June 30 Qatar talks after weekend skirmishes, while OpenAI ignited an LLM price war with half-priced GPT-5.6 models, and the U.S. partially lifted export bans on Claude Mythos 5. 🔍 Key Logic Shifts: 1️⃣ AI High-Level Range: The core thesis is unchanged: AI holds its high-level consolidation. The current hardware/software seesaw signals capital crowding within the tech eco-system rather than a structural sector rotation. 2️⃣ Fed Guidance Volatility: Chair Warsh confirmed the absolute removal of forward guidance at the June FOMC, holding rates at 3.50%–3.75%. With the July 29 meeting just 6 weeks out, every upcoming data print will amplify near-term market volatility. 3️⃣ Enterprise Adoption Boost: GPT-5.6's half-price structure forces an immediate competitive response from Anthropic and Google, while the regulatory clearance of Mythos 5 is poised to accelerate commercial enterprise AI adoption. 📊 Trade Setup: Core: $USTECH-100 | $CL | $XAUT | $BTC MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

SoSoValueCrypto's tweet photo. SoSoValue Flash: U.S.–Iran Pause Flare-Up for Qatar Talks, OpenAI Price War Triggers LLM Shakeup

💥 Core Catalyst:
The U.S. and Iran paused attacks for June 30 Qatar talks after weekend skirmishes, while OpenAI ignited an LLM price war with half-priced GPT-5.6 models, and the U.S. partially lifted export bans on Claude Mythos 5.

🔍 Key Logic Shifts:
1️⃣ AI High-Level Range: The core thesis is unchanged: AI holds its high-level consolidation. The current hardware/software seesaw signals capital crowding within the tech eco-system rather than a structural sector rotation.
2️⃣ Fed Guidance Volatility: Chair Warsh confirmed the absolute removal of forward guidance at the June FOMC, holding rates at 3.50%–3.75%. With the July 29 meeting just 6 weeks out, every upcoming data print will amplify near-term market volatility.
3️⃣ Enterprise Adoption Boost: GPT-5.6's half-price structure forces an immediate competitive response from Anthropic and Google, while the regulatory clearance of Mythos 5 is poised to accelerate commercial enterprise AI adoption.

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

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17 days ago

@SoSoValueCrypto gn!!

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FelikoC retweeted

Crypto videos on YouTube and X Building @WaypointTools Founder @TheGorillaLabs

18 days ago

SoSoValue Flash: Tanker Strike Near Oman Spurs Oil Flare, Micron Blowout Tops Meta to Reinforce AI Crowding 💥 Core Catalyst: Tanker Attack near Oman: A cargo ship was struck near Oman on Thursday by an unidentified projectile, prompting the UN's IMO to halt convoy guidance through the strait. U.S. officials point to possible Iranian fire, while Tehran stated it cannot guarantee the safety of vessels traveling outside designated Hormuz lanes. Resilient Macro Data: U.S. Q1 GDP was revised above expectations (with consumption trimmed) and May core PCE arrived in line. Growth remains resilient and inflation should continue to ease alongside falling oil prices—keeping the Fed on hold with zero case for a near-term hike. Tech Ecosystem Updates: Apple lifted pricing for MacBooks, iPads, and smart-home products due to rising memory costs, while the iPhone remains unchanged for now. Concurrently, the NYT reported OpenAI is considering pushing its potential IPO from as early as 2026 out to 2027. 🔍 Key Logic Shifts: 1️⃣ Oil Firming vs. Micron Mania: Oil prices firmed modestly following the Iranian tanker strike, though broad market expectations remain stable. Post-close, Micron jumped roughly 16% on its earnings print, overtaking Meta in total market capitalization as liquidity continues to crowd into AI leadership. Most mega-cap tech pulled back, with Apple sliding 6% on its price hikes—extreme moves that raise structural concerns about overall market health. 2️⃣ AI Range Consolidation: Big picture, AI remains locked in high-level range trading, where the heavily crowded market leadership keeps drawing robust capital support. 3️⃣ Macro Eyeball Swings to Fed: The core macroeconomic focus switches back to Fed policy. Chair Warsh’s structural approach differs sharply from Powell's, marked by an absolute refusal to offer forward guidance. The next FOMC meeting on July 29 is just six weeks away, likely amplifying near-term market volatility. 📊 Trade Setup: Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

SoSoValueCrypto's tweet photo. SoSoValue Flash: Tanker Strike Near Oman Spurs Oil Flare, Micron Blowout Tops Meta to Reinforce AI Crowding

💥 Core Catalyst:
Tanker Attack near Oman: A cargo ship was struck near Oman on Thursday by an unidentified projectile, prompting the UN's IMO to halt convoy guidance through the strait. U.S. officials point to possible Iranian fire, while Tehran stated it cannot guarantee the safety of vessels traveling outside designated Hormuz lanes.
Resilient Macro Data: U.S. Q1 GDP was revised above expectations (with consumption trimmed) and May core PCE arrived in line. Growth remains resilient and inflation should continue to ease alongside falling oil prices—keeping the Fed on hold with zero case for a near-term hike.
Tech Ecosystem Updates: Apple lifted pricing for MacBooks, iPads, and smart-home products due to rising memory costs, while the iPhone remains unchanged for now. Concurrently, the NYT reported OpenAI is considering pushing its potential IPO from as early as 2026 out to 2027.

🔍 Key Logic Shifts:
1️⃣ Oil Firming vs. Micron Mania: Oil prices firmed modestly following the Iranian tanker strike, though broad market expectations remain stable. Post-close, Micron jumped roughly 16% on its earnings print, overtaking Meta in total market capitalization as liquidity continues to crowd into AI leadership. Most mega-cap tech pulled back, with Apple sliding 6% on its price hikes—extreme moves that raise structural concerns about overall market health.
2️⃣ AI Range Consolidation: Big picture, AI remains locked in high-level range trading, where the heavily crowded market leadership keeps drawing robust capital support.
3️⃣ Macro Eyeball Swings to Fed: The core macroeconomic focus switches back to Fed policy. Chair Warsh’s structural approach differs sharply from Powell's, marked by an absolute refusal to offer forward guidance. The next FOMC meeting on July 29 is just six weeks away, likely amplifying near-term market volatility.
📊 Trade Setup:
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

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Who to follow

Gorilla

@CryptoGorilla

OksanaDragomire (⁠•⁠‿⁠•⁠) base.eth

building @LegalOS (YC W26) • helping founders & teams get US visas

FelikoC retweeted

20 days ago

SoSoValue Flash: Global AI Supply Chain Rattled by KOSPI Crash, Softening Geopolitical Risks Pivot Focus to Hot PMI 💥 Core Catalyst: Korean "Black Tuesday": The global AI supply chain suffered a heavy blow. As South Korea weighed taxing unrealized equity gains, alongside local media reports flagging a cut to Nvidia’s Rubin output and SK Hynix slowing its HBM4 expansion, the KOSPI crashed 9.99% to trigger a circuit breaker, dragging U.S. tech sharply lower. Middle East De-escalation: Trump stated that Iran has fully agreed to accept top-level nuclear inspections long-term and will no longer blockade the strait, causing Middle East geopolitical risks to keep cooling. PMI Hotter Than Expected: The U.S. June Markit PMI beat expectations, with the manufacturing PMI hitting a more than 2-year high of 55.7, reigniting hawkish Fed rate-hike expectations. 🔍 Key Logic Shifts: 1️⃣ Policy Fears and Profit-Taking: Tuesday's steep technology sell-off was primarily driven by localized policy anxieties and profit-taking, concentrated within Korea's retail-heavy, highly leveraged market. This negative sentiment quickly cascaded across wider Asian and U.S. equity markets into one clustered pullback. 2️⃣ Micron Earnings & Liquidity Drag: Immediate market attention shifts to Micron’s Wednesday post-close earnings, specifically regarding long-term contracts and pricing guidance, setting up elevated volatility over the next two sessions. Additionally, a historic month-end U.S. pension rebalancing is expected to trigger roughly $40B in equity selling, adding mild pressure. AI continues to trade in a high-level range. 3️⃣ Macro Eye Swings Back to Fed: U.S.–Iran uncertainty falls further as both sides lean strongly toward finalizing a deal, confirming a definitive trend toward peace as Hormuz gradually reopens. Consequently, the macro spotlight transitions back to Fed policy, with the July 29 FOMC meeting just 6 weeks away. 📊 Trade Setup: Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

SoSoValueCrypto's tweet photo. SoSoValue Flash: Global AI Supply Chain Rattled by KOSPI Crash, Softening Geopolitical Risks Pivot Focus to Hot PMI

💥 Core Catalyst:
Korean "Black Tuesday": The global AI supply chain suffered a heavy blow. As South Korea weighed taxing unrealized equity gains, alongside local media reports flagging a cut to Nvidia’s Rubin output and SK Hynix slowing its HBM4 expansion, the KOSPI crashed 9.99% to trigger a circuit breaker, dragging U.S. tech sharply lower.
Middle East De-escalation: Trump stated that Iran has fully agreed to accept top-level nuclear inspections long-term and will no longer blockade the strait, causing Middle East geopolitical risks to keep cooling.
PMI Hotter Than Expected: The U.S. June Markit PMI beat expectations, with the manufacturing PMI hitting a more than 2-year high of 55.7, reigniting hawkish Fed rate-hike expectations.

🔍 Key Logic Shifts:
1️⃣ Policy Fears and Profit-Taking: Tuesday's steep technology sell-off was primarily driven by localized policy anxieties and profit-taking, concentrated within Korea's retail-heavy, highly leveraged market. This negative sentiment quickly cascaded across wider Asian and U.S. equity markets into one clustered pullback.
2️⃣ Micron Earnings & Liquidity Drag: Immediate market attention shifts to Micron’s Wednesday post-close earnings, specifically regarding long-term contracts and pricing guidance, setting up elevated volatility over the next two sessions. Additionally, a historic month-end U.S. pension rebalancing is expected to trigger roughly $40B in equity selling, adding mild pressure. AI continues to trade in a high-level range.
3️⃣ Macro Eye Swings Back to Fed: U.S.–Iran uncertainty falls further as both sides lean strongly toward finalizing a deal, confirming a definitive trend toward peace as Hormuz gradually reopens. Consequently, the macro spotlight transitions back to Fed policy, with the July 29 FOMC meeting just 6 weeks away.
📊 Trade Setup:
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

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19 days ago

@SoSoValueCrypto gn

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FelikoC retweeted

22 days ago

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

SoSoValueCrypto's tweet photo. 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

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FelikoC retweeted

26 days ago

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

SoSoValueCrypto's tweet photo. 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

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23 days ago

@SoSoValueCrypto ded

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about 1 month ago

@Astra__Nova $RVV yessss

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about 1 month ago

donee

7 months ago

$RVV Buyback Update Our buyback program has reached a major execution milestone, with a significant portion of $RVV already reacquired and secured as part of our long-term strategy. 🔒 This marks a strong step forward in reinforcing supply discipline, restoring confidence, and aligning with the community-first vision we’ve committed to. 👍 Total $RVV bought back so far: 505M+ Further updates will follow as we continue progressing toward our buyback objectives.

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FelikoC retweeted

7 months ago

$RVV Buyback Update Our buyback program has reached a major execution milestone, with a significant portion of $RVV already reacquired and secured as part of our long-term strategy. 🔒 This marks a strong step forward in reinforcing supply discipline, restoring confidence, and aligning with the community-first vision we’ve committed to. 👍 Total $RVV bought back so far: 505M+ Further updates will follow as we continue progressing toward our buyback objectives.

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FelikoC retweeted

2 months ago

Astra Nova × VELO The Orbit Activation Campaign is officially LIVE! 🔥 We teamed up with @veloprotocol to make something genuinely fun and rewarding your simple way to dive into Astra Nova and start collecting rewards right away. Here’s what’s waiting for you: • Discover Astra Nova straight from the Orbit Plus wallet • Jump into engaging SocialFi quests on Black Pass • Connect with both communities • Earn Astra Nova shards that count toward seasonal rewards The campaign is designed to feel natural and exciting no complicated steps, just real participation from day one. It’s live right now inside Black Pass. You don’t want to miss getting in early 👀 Jump straight into the Orbit Activation Campaign here: 👉 https://t.co/xSXP2xnKwP

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FelikoC retweeted

5 months ago

Astra Nova is not a moment. It’s a mission. Markets move. Listings change. Narratives shift. We keep building.⚡️💎 2026 is already in motion: • Black Pass Season 2 expanding globally • Nova Toons launching new IP integrations • Multi-exchange presence strengthening access to $RVV • AI-powered UGC layer coming next We’re building an AI-native entertainment ecosystem not just a token. More products. More utility. More expansion. 💪 This is long-term infrastructure for creators and communities. If you’re here for quick noise, you’ll miss it. If you’re here for the journey, welcome. ⚡️ $RVV is just getting started.

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about 2 months ago

don!

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FelikoC retweeted

2 months ago

When blockchain collides with AI, if you have ideas, you can build. One person, powered by AI, can operate like a super-efficient finance company. Use SoSoValue’s market intelligence, research and index tools, together with SoDEX’s execution and trading infrastructure, to create your own Web3 × AI stack — and build your own on-chain empire. Wave 1 is now live: May 1 – May 12 This is the stage to shape your idea, define your use case, plan your APIs, and build your early prototype. The SoSoValue Buildathon is open now. If you’re still thinking about it, just hit Enter and start building. Join here: https://t.co/7Bhz6epoyi #SoSoValue #Buildathon #AI #Agentic #OnePerson #Web3 #Crypto #SoDEX

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3 months ago

@Astra__Nova @NebulaiHQ 😇

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FelikoC retweeted

6 months ago

Astra Nova x Nebulai We’re excited to announce our partnership with @NebulaiHQ, a platform where developers and users build, share, and innovate AI agent solutions together. Nebulai is shaping the future of AI through a decentralized marketplace that enables AI agents to collaborate, enhancing human efficiency and productivity at scale. ⚡️ We’re looking forward to exploring how this collaboration unlocks new possibilities for agent-driven experiences and AI-native ecosystems. Stay tuned for more updates from Astra Nova and Nebulai 👀

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3 months ago

good days

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3 months ago

Check out this article, it explains it simply: $NDAQ news on @EdgenTech https://t.co/hA4KfYQU5f 🤡🤡🤡

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