Milon

Welcome to my profile

[Milon @Milon884]

@SoSoValueCrypto Community strong and active.

[Milon @Milon884]

@SoSoValueCrypto
https://t.co/QL9dLNR69s

[SoSoValue @SoSoValueCrypto]

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

[Milon @Milon884]

@SoSoValueCrypto
Rapid progress never slows.

[Milon @Milon884]

@SoSoValueCrypto Game changer.

[Milon @Milon884]

@SoSoValueCrypto
https://t.co/T4BzQTBWoh

[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

[Milon @Milon884]

@SoSoValueCrypto
Real value is built quietly.

[Milon @Milon884]

@SoSoValueCrypto Direction feels right.

[Milon @Milon884]

@SoSoValueCrypto
https://t.co/f3Z6CRV4w0

[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

[Milon @Milon884]

@SoSoValueCrypto
Pace feels comfortable.

[Milon @Milon884]

@SoSoValueCrypto Real utility.

[Milon @Milon884]

@SoSoValueCrypto
https://t.co/7WQzgzvFPF

[SoSoValue @SoSoValueCrypto]

https://t.co/hrZUGZs18K

[Milon @Milon884]

@SoSoValueCrypto
It has real utility.

[Milon @Milon884]

@SoSoValueCrypto Approach feels sensible.

[Milon @Milon884]

@SoSoValueCrypto
https://t.co/XIGKxpQMDx

[SoSoValue @SoSoValueCrypto]

https://t.co/Y6BODtJ76f

[Milon @Milon884]

@SoSoValueCrypto
Structure looks clean.

[Milon @Milon884]

@SoSoValueCrypto
Platform growth feels organic.

[Milon @Milon884]

@SoSoValueCrypto
https://t.co/IuybnpmdBY

[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

[Milon @Milon884]

@SoSoValueCrypto Well-presented and relevant update.

[Milon @Milon884]

@SoSoValueCrypto
It could be a game changer.

[Milon @Milon884]

@SoSoValueCrypto
https://t.co/HXi6tcR3sY

[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