Tigris Protocol is now live on ValueChain, enabling users to unlock unique yield opportunities backed by top global tech assets directly on-chain.
To kick things off, the CXMT Vault is now open for subscription! Powered by Tigris, the CXMT vault offers yield exposure to Asia’s leading DRAM maker!
Subscribe now: https://t.co/g2gA1dAQ6E
#ValueChain #RWA #DeFi #Tigris
SoSoValue Flash: Brent Crosses $95, Google Capex Hike Lifts Semis Amid Cash-Flow Debates, Korea Reviews ETF Limits
💥 Core Catalyst:
Houthi strikes hit two Saudi tankers in the Red Sea as U.S.–Iran clashes continue, sending Brent past $95 and WTI to $88, though Trump signaled potential deal terms ahead. South Korea's ruling party is reviewing cutting single-stock leveraged/inverse ETF multipliers from 2x to 1.5x. Google’s Q2 Cloud beat and FY26 capex raise boosted upstream semis, but negative FCF and an ex-investment EPS miss triggered a 3% post-market drop. South Korean President Lee Jae-myung visits San Francisco Friday to meet Sam Altman and Jensen Huang.
🔍 Key Logic Shifts:
1️⃣ Geopolitics and Regulatory Tightening Pressuring Macro: Brent topping $95 alongside 10Y UST yields at 4.65% continue to weigh on risk assets, with Korea's proposed ETF leverage cap adding friction to Asian markets. The July 29 FOMC is expected to hold, with lower oil/inflation needed to ease hike fears.
2️⃣ Semis Lifted by Capex, but AI Thesis Awaits Further Proof: Google's capex raise provided a short-term boost to upstream chipmakers (Micron +2.5% AH), yet failed to resolve broader market doubts over AI trade sustainability. Lacking the crisp April–May "agent-driven demand" narrative, AI continues to consolidate in a high range pending further earnings proof.
📊 Trade Setup:
Core: $USTECH-100 · $CL · $XAUT · $BTC
MAG7: $NVDA · $AMZN · $GOOGL · $META · $MSFT · $TSLA · $AAPL
AI Hardware: $SNDK · $MU · $AMD · $INTC · $TSM
Wave 3 Last Call Post 7/18
🚨 Final Call for Wave 3 Builders
Only 1 day left before the SoSoValue Buildathon Wave 3 Build Phase ends.
If you haven't submitted your project yet, now's the time.
Wave 3 is all about real value — build something complete, easy to use, and impactful.
Our 6 Product Reviewers are ready to dive into your projects and discover the best builders of this final round.
Join here:
https://t.co/7Bhz6epoyi
Ship your best version. See you at the finish line. 🔥
#SoSoValue #Buildathon #SoDEX #AI #Web3 #Akindo
$SPCX has fallen more than 40% in its first month of trading. Investors rushed to subscribe before the IPO, but the stock has now dropped below its offering price—and the real test is only beginning:
• The initial float is below 5%, and the scarcity premium is fading
• Its current market value still equals roughly 90 times 2025 revenue
• The first lock-up release begins after Q2 earnings, reshaping supply and demand
• Long-term value hinges on whether Starlink, Starship and AI can generate free cash flow
Read the full analysis on SPCX’s valuation, lock-up schedule and outlook 👇
https://t.co/LItk65tFCC #SPCX
🇯🇵 An incredible night at the SoSoValue Japan Community Meetup.
Great conversations, fresh ideas, and amazing energy from the Japanese community as we continue building the next generation of on-chain finance together.
Thank you to everyone who joined us! @SosovalueJP
#SoSoValue #SoDEX #WebX #Japan