Francis walkers

Am a Libra ♎ King💯💪

[Francis walkers @FrankWalkers]

@SoSoValueCrypto

[Francis walkers @FrankWalkers]

@SoSoValueCrypto https://t.co/G9J211qd8z

[SoSoValue @SoSoValueCrypto]

https://t.co/Y6BODtJ76f

[Francis walkers @FrankWalkers]

@SoSoValueCrypto

[Francis walkers @FrankWalkers]

@SoSoValueCrypto https://t.co/5g3FpamUF0

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Iran Discloses Historic Nuclear Concessions, AI Capital Crowds into Hardware

💥 Core Catalyst: Truce Extensions & Tehran Shadows
President Trump publicly denied rumors that U.S.–Iran negotiations had stalled, confirming that dialogue has remained continuous. Following this, Secretary of State Marco Rubio revealed a "historic concession" in congressional testimony: Iran has agreed for the first time to negotiate core nuclear terms, specifically the disposition of highly enriched uranium. On the ground, the IRGC Navy confirmed 24 vessels transited the Strait of Hormuz over the past 24 hours without interruption, signaling a practical de-escalation of the blockade risk.

🔍 Key Logic Shifts:
1️⃣ Macro & Labor: The U.S. April JOLTS job openings beat consensus estimates, reaffirming the deep structural stability of the domestic labor market. This macro resilience shifts the tactical focus to Wednesday's May ADP and Friday's May Non-Farm Payrolls (NFP). With the job market firm, the Fed is locked into a pause for June while keeping the door open to hikes; sticky energy costs remain the ultimate swing factor for a Q4 hike pivot.
2️⃣ AI Capital Reallocation: A rotation within tech is unfolding. As the SpaceX IPO and Anthropic capital pipeline accelerate, mega-cap Big Tech names are increasingly acting as a source of liquidity outflows, facing sustained selling pressure as capital searches for pure-play alpha.
3️⃣ AI Sentiment Shift: The "AI top" debate has temporarily quieted down. Following explosive Post-Dell and Marvell earnings rallies, institutional appetite for discovering new hardware supply chain enablers is near fever pitch. The market is actively adapting to higher volatility, opting to crowd deeper into hardware rather than executing a sector-wide reversal.

📊 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

[Francis walkers @FrankWalkers]

@SoSoValueCrypto

[Francis walkers @FrankWalkers]

@SoSoValueCrypto https://t.co/ai1ETneJeQ

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Trump Tightens Iran Terms to Inject Fresh Uncertainty, Fed Split Eases Macro Strain

💥 Core Catalyst: Truce Extensions & Tehran ShadowsPresident Trump convened a two-hour War Room meeting on Friday, significantly revising and tightening the terms of the Iran MOU. The revised text, which critically alters the "uranium disposal arrangements" and "Hormuz reopening wording," has been sent to Tehran. Iran is expected to take around 3 days to respond, pushing a potential final deal out by "a week or more" and delaying the anticipated normalization of Strait throughput.

🔍 Key Logic Shifts:
1️⃣ Fed Internal Split: Fed Vice Chair Bowman expressed support for retaining dovish rate-cut language in the upcoming June 17 FOMC statement. In the context of a broader hawkish tilt under the "Warsh Era," this internal divide over whether to keep an easing bias provides a temporary sentiment buffer for equity liquidity.
2️⃣ Macro Realignment: While a pause at the June meeting remains the consensus, the macro outlook remains hostage to energy costs. If Tehran rejects Trump's tightened terms and high oil persists, a Q4 hike pivot stays on the table. For now, the market is pricing a framework deal as the baseline but remains highly sensitive to re-escalation risks within the 60-day window.
3️⃣ AI Continuation: The "AI top" debate continues to build, but overwhelming secular tailwinds, solid earnings, and a slightly softer macro environment argue against a full reversal. Volatility is being treated as a correction within an intact uptrend, with capital continuously re-engaging core leadership ahead of new hardware cycles and the upcoming AI IPO wave.

📊 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

[Francis walkers @FrankWalkers]

@SoSoValueCrypto

[Francis walkers @FrankWalkers]

@SoSoValueCrypto

[Francis walkers @FrankWalkers]

@SoSoValueCrypto https://t.co/oEd8ZnEmF0

[SoSoValue @SoSoValueCrypto]

Mark Your Calendar 📅: SoSoValue Community Update Call is coming on May 31.

Got a question about our building progress? Let us know in the comments.

[Francis walkers @FrankWalkers]

@SoSoValueCrypto

[Francis walkers @FrankWalkers]

@SoSoValueCrypto https://t.co/gKugp6q5zE

[SoSoValue @SoSoValueCrypto]

Macro risk is rising, oil remains the key variable, and $NVDA earnings could decide this week’s AI trade.

We turned today’s SoDEX Market Brief into a short video.

Watch the key setup before the market moves. 👇

#SoDEX #MarketBrief #NVDA #AI #CryptoTrading

[Francis walkers @FrankWalkers]

@SoSoValueCrypto

[Francis walkers @FrankWalkers]

@SoSoValueCrypto

[Francis walkers @FrankWalkers]

@SoSoValueCrypto https://t.co/YIivgor2Ud

[SoSoValue @SoSoValueCrypto]

MAG7.ssi Component ETF Flow Watch | 05015

BTC ETFs: -$290.42M Net Inflow
ETH ETFs: -$65.65M Net Inflow
XRP ETFs: +$10.87M 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 #Crypto #MAG7ssi #SoDEX

[Francis walkers @FrankWalkers]

@SoSoValueCrypto

[Francis walkers @FrankWalkers]

@SoSoValueCrypto https://t.co/2u9CW5f3HW

[SoSoValue @SoSoValueCrypto]

Circle released its Q1 2026 earnings report. Revenue came in at $694 million, up 20% year-over-year but below the consensus estimate of $720 million. Adjusted EBITDA was $151 million, up 24% YoY but down 10% sequentially. GAAP net income was $55 million, down 15% YoY and down 59% quarter-over-quarter. EPS was $0.21, beating the consensus estimate of $0.17 but falling short of the bull-case estimate of $0.25.

Explore more key information on SoSoValue https://t.co/umNiiS6OFU #SOSO via @sosovaluecrypto

[Francis walkers @FrankWalkers]

@SoSoValueCrypto

[Francis walkers @FrankWalkers]

@SoSoValueCrypto

[Francis walkers @FrankWalkers]

@SoSoValueCrypto https://t.co/W8HE1rHCkE

[SoSoValue @SoSoValueCrypto]

SoSoValue Macro Trading Desk | Weekly Brief ⚠️

Iran uncertainty hits peak.
Only 4 trading days before the Apr 6 Trump deadline.
▸ Houthis enter war — Red Sea oil route threatened
▸ WTI $103 | Brent $108 | JP/KR -4%+
▸ Apr 3 US markets closed → 3-day escalation window
▸ NFP Fri: Est +60K vs Prior -92K
▸ Oil >$100 may force central banks to hike early

Full analysis in our latest Macro Recap 👇

Trade the volatility on SoDEX — USTECH-100 · XAUT · BTC
🔗 https://t.co/UPUBrsjBkS

[Francis walkers @FrankWalkers]

@SoSoValueCrypto