NMD

Insight Airdrop & Retroactive 👁
Value Will Prove By Time
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[NMD @nmd9997]

@NamOK_bnb So với tư duy cũ thì trường hợp này luôn lặp lại, mỗi lần khi BTC giảm thì altcoin sẽ giảm sâu với hệ số hơn lần trước

Mùa này nếu áp dụng như vậy thì mình nghĩ khó đủ volume để chờ đợi 1 entry tốt

[NMD @nmd9997]

@NamOK_bnb Mình có thể hỏi thêm đoạn market đổi ổ khoá nhưng cũng trong kì vọng ở đây là gì không

Ý của sếp có phải là cách chơi, open mindset thay vì khắp comunity vẫn đang hỏi về ETH và dự đoán BTC xuống thấp hơn 40k

[NMD @nmd9997]

@NamOK_bnb Luôn ở vùng kì vọng thấp hơn của riêng HYPE hay sẽ gom theo vùng BTC 60-40 thì sẽ hợp lý hơn, chúc sếp Nam sớm kh���i bệnh để có kèo HYPE v2

[NMD @nmd9997]

@NamOK_bnb Theo như quan sát thì timing bear market sẽ hết năm nay, ngắn hơn thì là tháng 9-10 và mình thường thấy thì sau bear hay có bluechip farm được như HYPE mà sếp đã từng share. Vậy cho mình hỏi thêm 1 câu HYPE trước đã từng xuống 2x, so với giá trị thật thì nên gom

[NMD @nmd9997]

@Ryker_Crypto E8c5nLzxNiEgM8FonJtian6BwYJTv5iDjizp41oHJUPQ

Massive respect. You're one of the most generous builders in this space. I'll keep supporting you no matter what. 🚀

[NMD @nmd9997]

@SoSoValueCrypto

[NMD @nmd9997]

@SoSoValueCrypto
https://t.co/uz2uJRCuuU

[SoSoValue @SoSoValueCrypto]

Oracle, Broadcom, Ciena — solid earnings across the board, and the market didn't care.
How do you trade AI infrastructure from here? Join the SoSoValue research community and let's talk 👇

[NMD @nmd9997]

@SoSoValueCrypto ...

[NMD @nmd9997]

@SoSoValueCrypto

[NMD @nmd9997]

@SoSoValueCrypto
https://t.co/XPFRuGh7AD

[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

[NMD @nmd9997]

@SoSoValueCrypto ..

[NMD @nmd9997]

@SoSoValueCrypto ...

[NMD @nmd9997]

@SoSoValueCrypto
https://t.co/kfEG20QzkQ

[SoSoValue @SoSoValueCrypto]

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

[NMD @nmd9997]

@SoSoValueCrypto

[NMD @nmd9997]

@SoSoValueCrypto

[NMD @nmd9997]

@SoSoValueCrypto
https://t.co/FgIOYVPhOQ

[SoSoValue @SoSoValueCrypto]

https://t.co/72k7SAhY7S

[NMD @nmd9997]

@SoSoValueCrypto

[NMD @nmd9997]

@SoSoValueCrypto ..

[NMD @nmd9997]

@SoSoValueCrypto
https://t.co/P7O5Q4P3eL

[SoSoValue @SoSoValueCrypto]

https://t.co/hrZUGZs18K