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Benny Triumph

@Freshideasking

Digital Currency Trading {Fx & Crypto},and Digital Marketing.
Joined May 2023
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Benny Triumph @Freshideasking
@SoSoValueCrypto Great news!
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Benny Triumph @Freshideasking
@SoSoValueCrypto Good job. When is TGE
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Benny Triumph @Freshideasking
@SoSoValueCrypto That's the fact.
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Benny Triumph @Freshideasking
@SoSoValueCrypto Wow! What an innovation.
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Benny Triumph @Freshideasking
@SoSoValueCrypto https://t.co/E0ev9H8pGQ
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🚨AMD's Second Act: From GPU Challenger to AI Infrastructure Duopoly AMD reported Q1 2026 results with revenue of $10.25B (+38% YoY), ahead of the $9.84B consensus; Non-GAAP EPS of $1.37 (+43% YoY), also beating expectations. GAAP net income came in at $1.38B (+95% YoY); Non-GAAP net income reached $2.27B (+45% YoY), with Non-GAAP gross margin at 55%. Free cash flow hit a record $2.6B for the quarter, more than tripling year-over-year. On the surface, the financials were a modest beat across the board — but AMD stock surged more than 18% in after-hours trading, briefly topping $410. The numbers alone don't explain the move. What does: CEO Lisa Su's forward guidance. Su stated that the server CPU TAM will double to $120B by 2030, that annual data center AI revenue is on track to reach "tens of billions of dollars," and reaffirmed a long-term Non-GAAP EPS target of over $20. ⚡️Core Theme: Data Center Takes the Wheel Data Center revenue reached $5.78B, up 57% YoY, crossing the halfway mark of total company revenue and becoming the primary driver of both top-line and earnings growth — powered by the dual engine of EPYC server CPUs and Instinct GPUs. The market's historical read on AMD's AI thesis was straightforward: can MI300/MI350/MI450 take share from NVIDIA? What this quarter's management commentary reframes is that agentic AI and inference workloads are driving a significant uplift in CPU demand as well. AI clusters don't just need GPUs for training and inference — they require substantial CPU capacity for orchestration, data preprocessing, head node management, and parallel task scheduling. AMD's advantage is now expanding from a single-point GPU play into a compound architecture: EPYC + Instinct + Helios, together. Critically, CEO Lisa Su raised AMD's server CPU TAM outlook significantly: the addressable market is now expected to grow at over 35% annually, reaching more than $120B by 2030 — effectively doubling the prior forecast of ~18% CAGR and a ~$60B TAM. 🌞Product Pipeline: MI450 / Helios Enter the Visible Order Cycle On the AI accelerator front, AMD confirmed that MI450 series GPUs have begun sampling with lead customers, and Helios rack-scale AI systems remain on track for production shipments in H2 2026. Su noted that customer demand forecasts for MI450 and Helios have already exceeded AMD's original 2027 plans, with new customers now in discussions for large-scale deployments — including additional multi-gigawatt opportunities. More significantly, AMD raised its confidence in 2027 data center AI revenue: management expressed conviction in achieving tens of billions of dollars in annual data center AI revenue in 2027, ahead of the prior long-term target of greater than 80% CAGR. On the hyperscaler side, the order book is becoming concrete: OpenAI and Meta have each committed to deploying 6GW of Instinct compute; Oracle plans to launch the world's first publicly available AI supercluster powered by 50,000 MI450 GPUs in Q3. Taken together, these three commitments are moving AMD's status as "AI compute's second source" from narrative to reality. Q2 Outlook: Above Expectations, Data Center Continues to Accelerate AMD guided Q2 revenue to approximately $11.2B (±$300M), meaningfully above the $10.5B consensus, representing roughly 46% growth YoY and 9% sequentially. Non-GAAP gross margin is guided at approximately 56%. Server CPU is expected to grow more than 70% for the full year, with both data center AI and server businesses projected to deliver double-digit sequential growth. 📈Bottom Line This quarter isn't just another beat. The on-track delivery of MI450 and Helios has moved AMD from "potential NVIDIA alternative" to "confirmed co-anchor of AI infrastructure." The after-hours surge to above $410 implies roughly 30x that $20 long-term EPS target — the market is pricing it in today. Notably, AMD had gone virtually nowhere over the prior three sessions, with tonight's after-hours move catching it up to Intel's recent gains. The capital rotation story isn't complicated: last Friday, Western Digital's blowout earnings ignited a fresh AI hardware rally, with funds rotating out of NVIDIA into memory and CPU names — Western Digital and Micron gained 28% and 24% respectively over three sessions, Intel added 15%, and AMD's earnings tonight became the final piece of that rotation trade. Looking further out, the key variables are whether MI450 and Helios ship on schedule, whether the Meta and OpenAI deployments convert into durable multi-year order flow, and whether EPYC can continue capturing share as AI-driven CPU demand structurally expands.
SoSoValueCrypto's tweet photo. 🚨AMD's Second Act: From GPU Challenger to AI Infrastructure Duopoly AMD reported Q1 2026 results with revenue of $10.25B (+38% YoY), ahead of the $9.84B consensus; Non-GAAP EPS of $1.37 (+43% YoY), also beating expectations. GAAP net income came in at $1.38B (+95% YoY); Non-GAAP net income reached $2.27B (+45% YoY), with Non-GAAP gross margin at 55%. Free cash flow hit a record $2.6B for the quarter, more than tripling year-over-year. On the surface, the financials were a modest beat across the board — but AMD stock surged more than 18% in after-hours trading, briefly topping $410. The numbers alone don't explain the move. What does: CEO Lisa Su's forward guidance. Su stated that the server CPU TAM will double to $120B by 2030, that annual data center AI revenue is on track to reach "tens of billions of dollars," and reaffirmed a long-term Non-GAAP EPS target of over $20. ⚡️Core Theme: Data Center Takes the Wheel Data Center revenue reached $5.78B, up 57% YoY, crossing the halfway mark of total company revenue and becoming the primary driver of both top-line and earnings growth — powered by the dual engine of EPYC server CPUs and Instinct GPUs. The market's historical read on AMD's AI thesis was straightforward: can MI300/MI350/MI450 take share from NVIDIA? What this quarter's management commentary reframes is that agentic AI and inference workloads are driving a significant uplift in CPU demand as well. AI clusters don't just need GPUs for training and inference — they require substantial CPU capacity for orchestration, data preprocessing, head node management, and parallel task scheduling. AMD's advantage is now expanding from a single-point GPU play into a compound architecture: EPYC + Instinct + Helios, together. Critically, CEO Lisa Su raised AMD's server CPU TAM outlook significantly: the addressable market is now expected to grow at over 35% annually, reaching more than $120B by 2030 — effectively doubling the prior forecast of ~18% CAGR and a ~$60B TAM. 🌞Product Pipeline: MI450 / Helios Enter the Visible Order Cycle On the AI accelerator front, AMD confirmed that MI450 series GPUs have begun sampling with lead customers, and Helios rack-scale AI systems remain on track for production shipments in H2 2026. Su noted that customer demand forecasts for MI450 and Helios have already exceeded AMD's original 2027 plans, with new customers now in discussions for large-scale deployments — including additional multi-gigawatt opportunities. More significantly, AMD raised its confidence in 2027 data center AI revenue: management expressed conviction in achieving tens of billions of dollars in annual data center AI revenue in 2027, ahead of the prior long-term target of greater than 80% CAGR. On the hyperscaler side, the order book is becoming concrete: OpenAI and Meta have each committed to deploying 6GW of Instinct compute; Oracle plans to launch the world's first publicly available AI supercluster powered by 50,000 MI450 GPUs in Q3. Taken together, these three commitments are moving AMD's status as "AI compute's second source" from narrative to reality. Q2 Outlook: Above Expectations, Data Center Continues to Accelerate AMD guided Q2 revenue to approximately $11.2B (±$300M), meaningfully above the $10.5B consensus, representing roughly 46% growth YoY and 9% sequentially. Non-GAAP gross margin is guided at approximately 56%. Server CPU is expected to grow more than 70% for the full year, with both data center AI and server businesses projected to deliver double-digit sequential growth. 📈Bottom Line This quarter isn't just another beat. The on-track delivery of MI450 and Helios has moved AMD from "potential NVIDIA alternative" to "confirmed co-anchor of AI infrastructure." The after-hours surge to above $410 implies roughly 30x that $20 long-term EPS target — the market is pricing it in today. Notably, AMD had gone virtually nowhere over the prior three sessions, with tonight's after-hours move catching it up to Intel's recent gains. The capital rotation story isn't complicated: last Friday, Western Digital's blowout earnings ignited a fresh AI hardware rally, with funds rotating out of NVIDIA into memory and CPU names — Western Digital and Micron gained 28% and 24% respectively over three sessions, Intel added 15%, and AMD's earnings tonight became the final piece of that rotation trade. Looking further out, the key variables are whether MI450 and Helios ship on schedule, whether the Meta and OpenAI deployments convert into durable multi-year order flow, and whether EPYC can continue capturing share as AI-driven CPU demand structurally expands.
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Freshideasking's profile image
Benny Triumph @Freshideasking
@SoSoValueCrypto https://t.co/ZN64pYfINx
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SoSoValue Verified account @SoSoValueCrypto
🚨SoSoValue Flash: Geopolitical Noise Recedes, AI and Policy Enter "Super Decision Week" 💥 Core Catalyst: Truce Extensions & Tehran ShadowsTrump extended the Israel-Lebanon ceasefire by 3 weeks, securing a diplomatic window. Despite Friday's Tehran air defense incident and negotiator resignation rumors rattling weekend sentiment, neither side shows intent to escalate. The tape is pivoting from war noise to a massive week of earnings and central bank cues. 🔍 Key Logic Shifts: 1️⃣ Geopolitics: Islamabad talks wavered as Tehran proposed four core conditions (lifting blockade, reparations, etc.) decoupled from nuclear issues. Geopolitical risk has largely desensitized into a prolonged diplomatic grind. 2️⃣ Macro Policy: DOJ dropped its probe into Chair Powell, clearing the path for Kevin Warsh’s May 15 confirmation. A central bank triple-header (FOMC, BOJ, ECB) this week is expected to keep rates steady. 3️⃣ Earnings Surge: The AI arms race re-accelerates with DeepSeek-V4 and Google’s $10B bet on Anthropic. Thursday’s "Big 4" (MSFT, GOOGL, META, AMZN) earnings will be the ultimate test for AI Capex logic. 📊 Trade Setup (SoDEX Assets to Watch): Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC MAG7 & AI: $MSFT | $GOOGL | $META | $AMZN | $NVDA AI Hardware: $MU | $AMD | $INTC | $TXN | $SNDK
SoSoValueCrypto's tweet photo. 🚨SoSoValue Flash: Geopolitical Noise Recedes, AI and Policy Enter "Super Decision Week" 💥 Core Catalyst: Truce Extensions & Tehran ShadowsTrump extended the Israel-Lebanon ceasefire by 3 weeks, securing a diplomatic window. Despite Friday's Tehran air defense incident and negotiator resignation rumors rattling weekend sentiment, neither side shows intent to escalate. The tape is pivoting from war noise to a massive week of earnings and central bank cues. 🔍 Key Logic Shifts: 1️⃣ Geopolitics: Islamabad talks wavered as Tehran proposed four core conditions (lifting blockade, reparations, etc.) decoupled from nuclear issues. Geopolitical risk has largely desensitized into a prolonged diplomatic grind. 2️⃣ Macro Policy: DOJ dropped its probe into Chair Powell, clearing the path for Kevin Warsh’s May 15 confirmation. A central bank triple-header (FOMC, BOJ, ECB) this week is expected to keep rates steady. 3️⃣ Earnings Surge: The AI arms race re-accelerates with DeepSeek-V4 and Google’s $10B bet on Anthropic. Thursday’s "Big 4" (MSFT, GOOGL, META, AMZN) earnings will be the ultimate test for AI Capex logic. 📊 Trade Setup (SoDEX Assets to Watch): Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC MAG7 & AI: $MSFT | $GOOGL | $META | $AMZN | $NVDA AI Hardware: $MU | $AMD | $INTC | $TXN | $SNDK
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Freshideasking's profile image
Benny Triumph @Freshideasking
@SoSoValueCrypto @LeviSoSoValue Hope this will address TGE.
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Freshideasking's profile image
Benny Triumph @Freshideasking
@SoSoValueCrypto https://t.co/Bc09QDp0cz
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SoSoValue Verified account @SoSoValueCrypto
Don’t forget to join today’s SoSoValue Product Update & Community Q&A AMA. We’ll share the latest progress on SoDEX v3, API rollout,deposit/withdrawal improvements, and what’s coming in May. 🗓 Apr 24 ⏰ 12:00 UTC / 20:00 SGT 🎙 Host: @LeviSoSoValue , SoSoValue Co-Founder Set your reminder and join here: https://t.co/BNyeyxLsKL
SoSoValueCrypto's tweet photo. Don’t forget to join today’s SoSoValue Product Update & Community Q&A AMA. We’ll share the latest progress on SoDEX v3, API rollout,deposit/withdrawal improvements, and what’s coming in May. 🗓 Apr 24 ⏰ 12:00 UTC / 20:00 SGT 🎙 Host: @LeviSoSoValue , SoSoValue Co-Founder Set your reminder and join here: https://t.co/BNyeyxLsKL
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Freshideasking's profile image
Benny Triumph @Freshideasking
@SoSoValueCrypto https://t.co/QmNtfhD1Df
SoSoValueCrypto's profile image
SoSoValue Verified account @SoSoValueCrypto
🚨SoSoValue Flash: Ultimatum Window Opens—Strait Lockdown Meets the "Warsh Era" Debut 💥 Core Catalyst: Wednesday’s "Judgment Day"Trump has laid his final cards on the table: No deal, no Hormuz. With the ceasefire set to expire Wednesday evening, he is "almost certain" to walk away from any extension without a signed agreement. Tehran remains non-committal on the second round, doubling down on demands for reparations and a "new phase" of Strait management. 🔍 Key Logic Shifts: 1️⃣ Strait in "System Failure": With only 2 vessels transiting in 24 hours, Hormuz is effectively a ghost town. Trump is betting that this economic hemorrhage will force Iran’s hand before the clock runs out on Wednesday. 2️⃣ The Warsh Volatility Trigger: Fed nominee Kevin Warsh hits the Senate today. With the Nasdaq hovering near record highs, his stance on "Fed Independence" and the pace of balance-sheet runoff will be the primary filter for market risk appetite this week. 3️⃣ Diplomatic Decoupling: While the US-Iran core is frozen, the Israel-Lebanon track in DC remains constructive. This "peripheral de-escalation" is a calculated move to isolate the core conflict and manage regional spillover. 📊 Trade Setup (SoDEX Assets to Watch): Watchlist: $USTECH-100 | $XAUT | $BTC Core Plays: MAG7 (Big Tech/AI) and AI Hardware (NVDA, MU, etc.) remain the "cleanest" trades for capital seeking shelter from geopolitical noise. Tactical View: We are in a high-stakes "straddle" between deadline panic and earnings optimism. Expect amplified swings through Wednesday. Keep an eye on Warsh—if he leans hawkish, the high-flying tech indices could see a rapid de-leveraging. #Geopolitics #Trump #SoSoValue #Fed #WarshHearing #NasdaqRecord #AI #Trading
SoSoValueCrypto's tweet photo. 🚨SoSoValue Flash: Ultimatum Window Opens—Strait Lockdown Meets the "Warsh Era" Debut 💥 Core Catalyst: Wednesday’s "Judgment Day"Trump has laid his final cards on the table: No deal, no Hormuz. With the ceasefire set to expire Wednesday evening, he is "almost certain" to walk away from any extension without a signed agreement. Tehran remains non-committal on the second round, doubling down on demands for reparations and a "new phase" of Strait management. 🔍 Key Logic Shifts: 1️⃣ Strait in "System Failure": With only 2 vessels transiting in 24 hours, Hormuz is effectively a ghost town. Trump is betting that this economic hemorrhage will force Iran’s hand before the clock runs out on Wednesday. 2️⃣ The Warsh Volatility Trigger: Fed nominee Kevin Warsh hits the Senate today. With the Nasdaq hovering near record highs, his stance on "Fed Independence" and the pace of balance-sheet runoff will be the primary filter for market risk appetite this week. 3️⃣ Diplomatic Decoupling: While the US-Iran core is frozen, the Israel-Lebanon track in DC remains constructive. This "peripheral de-escalation" is a calculated move to isolate the core conflict and manage regional spillover. 📊 Trade Setup (SoDEX Assets to Watch): Watchlist: $USTECH-100 | $XAUT | $BTC Core Plays: MAG7 (Big Tech/AI) and AI Hardware (NVDA, MU, etc.) remain the "cleanest" trades for capital seeking shelter from geopolitical noise. Tactical View: We are in a high-stakes "straddle" between deadline panic and earnings optimism. Expect amplified swings through Wednesday. Keep an eye on Warsh—if he leans hawkish, the high-flying tech indices could see a rapid de-leveraging. #Geopolitics #Trump #SoSoValue #Fed #WarshHearing #NasdaqRecord #AI #Trading
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Freshideasking's profile image
Benny Triumph @Freshideasking
@SoSoValueCrypto We wait and see.
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Benny Triumph @Freshideasking
@SoSoValueCrypto Going to the moon
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Freshideasking's profile image
Benny Triumph @Freshideasking
@SoSoValueCrypto https://t.co/QcgJXVxnfY
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SoSoValue Verified account @SoSoValueCrypto
Risk hasn’t gone away — it’s just being repriced into the weekend. Trump delayed the Iran decision by 10 days, but markets barely bounced. That tells you sentiment is still fragile. What to watch this weekend: • Any military escalation headlines • Hormuz-related developments • Whether risk assets start pricing in a wider conflict If tensions rise, crypto may not stay immune. Key weekend watchlist on SoDEX: $USTECH-100, $XAUT, $BTC #SoSoValue #SoDEX #Crypto #Macro #Trading #Bitcoin #Gold
SoSoValueCrypto's tweet photo. Risk hasn’t gone away — it’s just being repriced into the weekend. Trump delayed the Iran decision by 10 days, but markets barely bounced. That tells you sentiment is still fragile. What to watch this weekend: • Any military escalation headlines • Hormuz-related developments • Whether risk assets start pricing in a wider conflict If tensions rise, crypto may not stay immune. Key weekend watchlist on SoDEX: $USTECH-100, $XAUT, $BTC #SoSoValue #SoDEX #Crypto #Macro #Trading #Bitcoin #Gold
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Benny Triumph @Freshideasking
@SoSoValueCrypto https://t.co/XymB20C4St
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SoSoValue Verified account @SoSoValueCrypto
📊 3 weeks straight of inflows — #BTC & #ETH ETFs are quietly signaling something According to SoSoValue, both Bitcoin and Ethereum spot ETFs have posted net inflows for 3 consecutive weeks, reflecting sustained institutional demand. Price action confirms the trend: BTC: ~$72K, up 13%+ from its early-March low of $63K ETH: back above $2,200, holding a key psychological level Fear & Greed still reads Extreme Fear — yet institutional capital keeps flowing in. Retail panics. Institutions accumulate. The data speaks for itself. #Bitcoin #Ethereum #CryptoETF #cryptocurrency #BTC #ETH #ETF #SoSoValue
SoSoValueCrypto's tweet photo. 📊 3 weeks straight of inflows — #BTC & #ETH ETFs are quietly signaling something According to SoSoValue, both Bitcoin and Ethereum spot ETFs have posted net inflows for 3 consecutive weeks, reflecting sustained institutional demand. Price action confirms the trend: BTC: ~$72K, up 13%+ from its early-March low of $63K ETH: back above $2,200, holding a key psychological level Fear & Greed still reads Extreme Fear — yet institutional capital keeps flowing in. Retail panics. Institutions accumulate. The data speaks for itself. #Bitcoin #Ethereum #CryptoETF #cryptocurrency #BTC #ETH #ETF #SoSoValue
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Freshideasking's profile image
Benny Triumph @Freshideasking
@SoSoValueCrypto This is incredible
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Benny Triumph @Freshideasking
@SoSoValueCrypto https://t.co/NZp7SRnOUD
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SoSoValue Verified account @SoSoValueCrypto
This marks another important step in the continued evolution of SOSO ecosystem utility. With the launch of SoDEX Dynamic Fee Tiers and SOSO Staking Fee Discounts, the role of SOSO is expanding beyond holding and governance into more practical on-chain trading benefits. For SOSO holders, this means more direct and more tangible utility across the ecosystem. 👉 Stake now: https://t.co/zrFdbOvFon
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Benny Triumph @Freshideasking
@SoSoValueCrypto Good progress
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Benny Triumph @Freshideasking
@SoSoValueCrypto https://t.co/eMKjLPVico
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SoSoValue Verified account @SoSoValueCrypto
Polkadot ETF Dashboard Update 🆓 The SoSoValue DOT ETF dashboard now tracks the 21Shares Polkadot Trust ETF (TDOT), officially listed on NASDAQ. @21Shares @Polkadot Key Details: - Ticker: TDOT - Exchange: NASDAQ - Mgmt Fee: 0.00% - Supports cash/in-kind creation & redemption US DOT Spot ETF Overview: - Total Net Assets: $11.08M - Total Value Traded: $32.32K （As of Mar 6·Last Update: 6 hours ago） Data: https://t.co/g0zEu5B5zY #DOT #Polkadot #ETF #21Shares #Crypto
SoSoValueCrypto's tweet photo. Polkadot ETF Dashboard Update 🆓 The SoSoValue DOT ETF dashboard now tracks the 21Shares Polkadot Trust ETF (TDOT), officially listed on NASDAQ. @21Shares @Polkadot Key Details: - Ticker: TDOT - Exchange: NASDAQ - Mgmt Fee: 0.00% - Supports cash/in-kind creation & redemption US DOT Spot ETF Overview: - Total Net Assets: $11.08M - Total Value Traded: $32.32K （As of Mar 6·Last Update: 6 hours ago） Data: https://t.co/g0zEu5B5zY #DOT #Polkadot #ETF #21Shares #Crypto
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Benny Triumph @Freshideasking
@SoSoValueCrypto @21shares @Polkadot This is a good news
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Benny Triumph @Freshideasking
@SoSoValueCrypto https://t.co/mYmZaORlzh
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SoSoValue Verified account @SoSoValueCrypto
https://t.co/biLOhH7Ych
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Benny Triumph @Freshideasking
@SoSoValueCrypto How do we measure real value now in crypto? 📊💬 https://t.co/ozPHoWlmul
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SoSoValue Verified account @SoSoValueCrypto
The $10 experiment is over. What collapsed wasn’t crypto — it was the illusion that narratives create value. What survived was simpler: stablecoins, verifiable execution, and rules that don’t bend. Episode 6 concludes the series — not the end of crypto, but its coming of age. 👇
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