KoMi@三輪江一/pal垢民

役者・脚本などの活動垢は⇨ $XRP になけなしの1万円を初投資。2017年〜 本格投資。 #pal垢 #AIクリエイター #STEPN

[KoMi@三輪江一/pal垢民 @komicrypto]

@rafal_adel 昨日チェッカーが遅れてるってことで半日放置してたらガッツリ下がってたw
元が少額だから誤差だけど〜

複垢ポチポチが正義だったかw
公式にも複垢であまりpt稼いでないのに1500もらえたとかいたな…

毎日のストレスが減るからもぉいいや🤣

[KoMi@三輪江一/pal垢民 @komicrypto]

50 $SOSO ＝12ドルくらい？でした😇
バイトした方がマシなのでSoSo引退します🙋‍♂️笑

[SoSoValue Japan Community 🇯🇵 @SosovalueJP]

$SOSO EXP S2 エアドロップのクレームが開始されました。おめでとうございます！🎉

そして今回、$SOSO に2つの新しいユーティリティが追加されました。

1️⃣ RWA Research Hub が公開
テクノロジーが世界を変え、ValueChain がその価値へのアクセスを誰でも可能にします。

$SOSO をステーキングして投票に参加し、優れたテック資産を ValueChain に導入しましょう。

2️⃣ SoDEX でマルチアセット証拠金に対応
$SOSO を $BTC、$ETH、$XAUT と並んで証拠金として利用できるようになりました。

さっそく $SOSO を受け取り、
RWA Research Hub を探索し、
$SPCX を取引し、
総額 $100,000 の報酬プールを目指しましょう。

Claimはこちら👇
https://t.co/LtFjtZ2BLl

Research Hub👇
https://t.co/XHjYWgtMxj

[KoMi@三輪江一/pal垢民 @komicrypto]

Galaxy Digital：ビットコインのサイクル底値は過去より高い可能性があり、潜在的な底値は6.2万ドルから5.36万ドル

SoSoValue についての重要情報をさらに探る https://t.co/f2uyNKp6Xh #MAG7.SSI #BTC @sosovaluecryptoより

[親善大使 @besting_crypto]

【宣伝系の仕事募集中です】

①仮想通貨系YouTube案件
↓
https://t.co/QtLca9DeND

② ポイ活・節約・お得情報・副業案内系の以下媒体保有者

オープンチャット
公式LINE
YouTube
Tiktok
インスタグラム
テレグラムまたはディスコード
↓
引用先にて

[親善大使 @besting_crypto]

🎁3000円ギブアウェイ🎁

1000円分のPayPayを3名様にプレゼント🥳

✅本ポストと引用先をRT

⏰明日（13日）の23時59分

[親善大使 @besting_crypto]

🎁20ドルギブアウェイ🎁

本ポストをRTで2名様に10USDTプレゼント🥳

⏰6月14日

🐣以下Predictfunの紹介🐣

世間の話題はワールドカップに突入⚽️

仮想通貨界隈の取引所とかでもワールドカップ関連のキャンペーンが連発してますが、この界隈特有として今ワールドカップで最も盛り上がるのは予測市場ですよね。

予測市場といえばPolymarketが王者ですが、Predictfunも賞金総額200万ドルのワールドカップ関連キャンペーンを開催で注目されてます。
もちろん私としては日本応援📣

https://t.co/P9vsk2MVao

注目すべきはキャンペーンだけでなく、Predictfun自体がバイナンスからも支援されてるので、BSCチェーンとしての予測市場プラットフォームとしては確立した立場になれるかもしれませんね🥳

[KoMi@三輪江一/pal垢民 @komicrypto]

@SoSoValueCrypto @SoSoValueCrypto

[KoMi@三輪江一/pal垢民 @komicrypto]

モルガン・スタンレーは最近、価格が下落した際に買い増しを行い、Bitcoinの保有量は3,850枚に達しました。

SoSoValue についての重要情報をさらに探る https://t.co/dRNb1WlKOD #BTC #MAG7.SSI #ARKM @sosovaluecryptoより

[KoMi@三輪江一/pal垢民 @komicrypto]

@SoSoValueCrypto
https://t.co/dhmXNmEBln

[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

[KoMi@三輪江一/pal垢民 @komicrypto]

@SoSoValueCrypto
https://t.co/t6X68Zdq95

[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

[KoMi@三輪江一/pal垢民 @komicrypto]

@SoSoValueCrypto @SoSoValueCrypto

[KoMi@三輪江一/pal垢民 @komicrypto]

OpenAI、Anthropicとの競争激化を受け、大幅な値下げを検討

SoSoValue についての重要情報をさらに探る https://t.co/mdFTy8JWAq @sosovaluecryptoより

[三輪江一@世にも奇妙な物語'21秋『金の卵』を執筆したシンゴジラ小松原潤 @KoichiMiwa]

渋谷ヒカリエにあるBytePlus(ByteDance)の本社に行って来ました〜😆
内部の人に直接お話が伺える貴重な機会‼️
とても楽しかった✨
今月何か発表あるかな〜ワクワク👀
(なお、その手の情報なんて当然教えてもらえませんでした🤣)

[KoMi@三輪江一/pal垢民 @komicrypto]

@SoSoValueCrypto
https://t.co/N5SoMe9noV

[SoSoValue @SoSoValueCrypto]

A useful read on why AI CapEx matters beyond Nvidia. 👇

[KoMi@三輪江一/pal垢民 @komicrypto]

@SoSoValueCrypto @SoSoValueCrypto

[KoMi@三輪江一/pal垢民 @komicrypto]

ティム・ドレイパー氏：Bitcoinは銀行預金よりも安全であり、銀行システムは量子リスクに直面する可能性がより早い

SoSoValue についての重要情報をさらに探る https://t.co/nMaMV5Cxml #MAG7.SSI #BTC @sosovaluecryptoより

[KoMi@三輪江一/pal垢民 @komicrypto]

@SoSoValueCrypto
https://t.co/biRlj75bmE

[SoSoValue @SoSoValueCrypto]

https://t.co/72k7SAhY7S

[KoMi@三輪江一/pal垢民 @komicrypto]

@SoSoValueCrypto @SoSoValueCrypto

[KoMi@三輪江一/pal垢民 @komicrypto]

アルトコインはなぜ突然急騰しているのか？ 2つの力がこの動きを牽引

SoSoValue についての重要情報をさらに探る https://t.co/1UK5bYNqHS #BTC #TAO #NEAR #WLD #XAI @sosovaluecryptoより

[KoMi@三輪江一/pal垢民 @komicrypto]

@SoSoValueCrypto
https://t.co/gNn7JGrifu

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Geopolitical Escalation Shocks Markets, Strong NFP Elevates Hike Pricing, Tech Crowding Liquidates

💥 Core Catalyst:
Israel's strike on Beirut breached Trump's red line, triggering the most severe exchange of ballistic missiles and retaliatory airstrikes between the U.S. and Iran since the April ceasefire. Trump called for restraint and a return to talks. Concurrently, the massive May NFP beat paired with uncertain negotiation speed lifted market rate-hike expectations.

🔍 Key Logic Shifts:
1️⃣ Macro & Fed: Strong employment data deflated Fed rate-cut justifications, pushing Treasury yields higher and forcing the market to price in hike possibilities. The Fed is expected to hold in June, but a Q4 pivot to tightening remains on the table if oil stays elevated.
2️⃣ Crowded Outflows: Following excessive gains, the tech sector suffered from overcrowded profit-taking. A series of headlines—including softer Broadcom sentiment, Google's completed issuance, Meta's debt plans, and potential memory cuts in NVIDIA's Rubin chips—triggered the selloff.
3️⃣ AI & Volatility: With ComputeX concluded, AI is entering a range-bound consolidation period due to a near-term catalyst vacuum. This week's core volatility drivers include Wednesday's CPI, Thursday's PPI, Oracle's earnings, and Friday's SpaceX IPO.

Trade Setup (SoDEX Assets to Watch):
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI & SPAC: $SNDK | $MU | $AMD | $INTC | $SPAC