ケンタ$BLUAI

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We are currently in the process of renewing our domain registration
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#JASMY #jasmychain

[ケンタ$BLUAI @kenta37He]

@HidesanADK2963 こりゃビール🍺いりますな😆

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto @SoSoValueCrypto

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto https://t.co/kNlbm9xRMr

[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

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto @SoSoValueCrypto

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto https://t.co/Ef3Qxeeapx

[SoSoValue @SoSoValueCrypto]

Big day for Space X.

See views from our research community and check out the brand new RWA Research Hub. 👇

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto @SoSoValueCrypto

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto https://t.co/zkwAlcxBL1

[SoSoValue @SoSoValueCrypto]

🚨 Last Call for Wave 2 Builders
Wave 2 of the SoSoValue AI Buildathon is almost closing.
Our 8 Wave 2 Product Reviewers are now ready and excited to dive into your submissions — including 4 returning reviewers from Wave 1 and 4 new reviewers joining this round.
Updated products, new ideas, stronger demos — we’re ready to see them.
Submit before the deadline 👇
https://t.co/7Bhz6epoyi
#SoSoValue #SoDEX #Buildathon #AI #AIAgents #OnChainFinance #Web3 #Builder

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto @SoSoValueCrypto

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto https://t.co/w5TGHqgPD7

[SoSoValue @SoSoValueCrypto]

https://t.co/Y6BODtJ76f

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto @SoSoValueCrypto

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto https://t.co/4AHwi1knAk

[SoSoValue @SoSoValueCrypto]

📢 SoSoValue Buildathon Wave 2 Timeline Update
We identified a display issue on the campaign page that may have caused confusion around the Wave 2 schedule.

Here are the Wave 2 key dates:
🛠 Build Phase May 23 – Jun 7, 2026 at 18:00
🧑⚖️ Judge Phase Jun 7, 2026 at 18:00 – Jun 21, 2026 (closes 00:00, Jun 22)

The Build Phase is still open. You have time to refine your submission before judging begins.

Use it well: sharpen your demo, clean up your user flow, and make it easy for judges to test your product. In Wave 2, execution quality and clarity of presentation will carry significant weight.

Keep building. 🚀

#SoSoValue #Buildathon #AI #DeFi #OnChainFinance #SoDEX

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto @SoSoValueCrypto

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto https://t.co/cuM9nV6VIR

[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

[ケンタ$BLUAI @kenta37He]

@SoSoValueCrypto