Nathan's

[Nathan's @jonathanisiwu3]

@tomoland_app Nice one

[Tomoland @tomoland_app]

Intern update:

Intern has been in the chaosverse for several days.

But he is back in the kitchen now or MAYBE he was in the kitchen only this whole time 👀

[Nathan's @jonathanisiwu3]

@pp_privatejet Jcnathan #PPxSTAKE

[P P @pp_privatejet]

$200,000 drop is coming within the next 24 hours 😎

[Nathan's @jonathanisiwu3]

@pp_privatejet Congratulations to everyone

[Nathan's @jonathanisiwu3]

@tomoland_app @Magne_Ai Good morning

[Tomoland @tomoland_app]

The worlds you build inside Tomoland are yours.

The assets you earn are yours.

As Tomoland's economy gets more real, the device you use to access it matters more.

@MAGNE_AI gets that.

Excited to build together!🫡

[Nathan's @jonathanisiwu3]

@SoSoValueCrypto

[Nathan's @jonathanisiwu3]

@SoSoValueCrypto Good morning

[Nathan's @jonathanisiwu3]

@SoSoValueCrypto https://t.co/Ba3Znqy4Rd

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Trump Brinkmanship De-escalates to Lift Sentiment, SpaceX Capital Unlock Triggers Hardware Rebound

💥 Core Catalyst:
The Middle East geopolitical theater experienced a sudden u-turn. Trump initially declared an imminent full-scale strike on Iran and the immediate seizure of Kharg Island, only to abruptly stand down as the framework text was finalized and approved by Iran's senior leadership. Trump expects a formal signing ceremony shortly in Europe, with VP Vance attending. However, Iran noted that "no final decision has been made" yet; while most of the text is settled, Tehran refuses to compromise on its core red lines, and the draft remains under structural review.

🔍 Key Logic Shifts:
1️⃣ Macro & Yields: Trump's abrupt policy pivot (another rapid TACO) triggered a rapid decompression in risk premiums. Brent crude broke below $90 and the 10Y Treasury yield slipped under 4.5%. However, underlying macro signals remain mixed: the May PPI print arrived slightly hot while core PPI undershot, driven by sticky energy services. Concurrently, weekly jobless claims continue to climb, leaving the Fed stuck in a complex stagflationary "weaker jobs + sticky inflation" bottleneck.
2️⃣ Liquidity & SpaceX: The historic SpaceX IPO is materializing with overwhelming demand. Reports indicate the deal is over 4x oversubscribed with a staggering $100B in retail orders alone, forcing the retail allocation to compress slightly above 20%. Crucially, the expiration of this massive subscription capital lock-up has released vast amounts of idle cash back into the financial system, instantly alleviating the secondary market's recent liquidity drain.
3️⃣ Sector Rotation: Seizing on the newly unlocked dry powder, the highly crowded AI hardware clusters (Memory, CPU, and Foundries) spearheaded a broad-based index rebound. With the broader technology sector in a near-term catalyst vacuum following the conclusion of ComputeX, AI is expected to continue its high-altitude consolidation, while attention swings to the Monday launch of over a dozen 2x leveraged long/inverse SpaceX ETFs from ProShares and Direxion. Additionally, the ECB delivered a well-anticipated 25bp rate hike on Thursday.

📊 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

[Nathan's @jonathanisiwu3]

@SoSoValueCrypto

[Nathan's @jonathanisiwu3]

@SoSoValueCrypto Wow that's amazing

[Nathan's @jonathanisiwu3]

@SoSoValueCrypto https://t.co/QJYYVIXPNT

[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

[Nathan's @jonathanisiwu3]

@SoSoValueCrypto

[Tomoland @tomoland_app]

Imagine opening an app where the community builds most of the experiences 👀

Oh wait… you don’t have to imagine anymore 🫡

[Nathan's @jonathanisiwu3]

@SoSoValueCrypto Good morning everyone

[Nathan's @jonathanisiwu3]

@SoSoValueCrypto https://t.co/j2Dk5E0HgJ

[SoSoValue @SoSoValueCrypto]

MAG7.ssi Component ETF Flow Watch | 0609

BTC ETFs: -$77.44M Net Inflow
ETH ETFs: -$40.85M Net Inflow
SOL ETFs: +$794.27K Net Inflow
XRP ETFs: +$7.44M 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

[Nathan's @jonathanisiwu3]

@SoSoValueCrypto

[Tomoland @tomoland_app]

A lot of platforms want creators

We want creators to actually grow WITH the ecosystem.

Are you one of them?👀

[Nathan's @jonathanisiwu3]

@SoSoValueCrypto Let's keep grinding