りゅうちゃん餃子

仮想通貨💰| Web3 | NFT | 少しだけAI🤖
ブルーカラーのおっちゃんです👕
目指せ‼︎ブラック業界からの脱出‼️
少しコミュ障気味🧚#CAW

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Renewed Tensions Whipsaw Oil, Fed Easing Bias Softens, AI Hardware Rebounds Ahead of Earnings

💥 Core Catalyst:
Trump called the U.S.–Iran understanding "dead" before walking it back, but Wednesday's renewed tit-for-tat strikes squeezed crude shorts, sending Brent briefly over $80; a low-intensity "fight-and-talk" persists. The Fed's June minutes revealed sharpening policy rifts and rising inflation worries, noticeably softening the prior easing bias. In tech, xAI released Grok 4.5 to a solid reception. OpenAI cleared its U.S. security review and rolls out GPT-5.6 globally today, July 9. Meanwhile, SK Hynix’s U.S. IPO drew 7x+ oversubscription ahead of its Friday debut.

🔍 Key Logic Shifts:
1️⃣ Geopolitical Swings Widen Oil Band: Low-intensity clashes are expanding near-term crude volatility. The immediate spike in oil nudged Treasury yields higher, placing localized friction on liquidity-sensitive crypto and cyclicals.
2️⃣ AI Hardware Rebounds Into Testing: Dip-buying flow lifted AI hardware on Wednesday, with NVIDIA jumping 3.7%. The sector still lacks a crisp "agents drive demand" narrative and remains range-bound at highs; next week's U.S. earnings season is the key test.
3️⃣ Macro Eyeball Anchored to Fed: Macro focus stays on the upcoming July 29 FOMC meeting. With Chair Warsh offering no forward guidance, as crude eventually drifts lower and disinflation deepens, broader rate-cut odds can improve.

📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue Japan Community 🇯🇵 @SosovalueJP]

🚨SoSoValue Flash：新たな外交ルートで米・イラン緊張が緩和、Metaが「Compute Glut」論を否定、SK Hynix ADRは149ドルで価格決定

💥 Core Catalyst：

米国とイランの軍事衝突は拡大したものの、パキスタンとカタールを通じた新たな外交ルートが開かれ、双方は再び「イスラマバードMOU」に基づく協議へ向かっています。

FRBのWarsh議長は、年末までに結論を出す予定の5つの新たなワーキンググループを設置しました。

一方、Metaは「コンピュート能力の供給過剰（Compute Glut）」という見方を明確に否定し、2027年までにAI計算能力を倍増させる計画と、新たなAIモデル Muse Spark 1.1 を発表しました。

また、SK Hynix は米国ADRの公開価格を149ドルに決定し、約265億ドルを調達する見込みです。ADRは金曜日にプレマーケットで取引開始となり、7月13日の正式上場を予定しています。

🔍 Key Logic Shifts：

1️⃣ Diplomatic Channels Ease Commodity Drag

米・イラン間の軍事衝突は続いていますが、イスラマバードを通じた外交交渉が再開されたことで、原油価格は下落し、米国債利回りもやや低下しました。

一方で、米国株式市場では売買代金の減少が続いており、市場全体の慎重姿勢も強まっています。

2️⃣ Compute Rebuttal Spurs Hardware Bounce

Metaが「コンピュート供給過剰」説を否定したことで、同社株は4.7％上昇し、AIハードウェア関連も2日連続で上昇しました。

ただし、Micron や SanDisk は引けにかけて上げ幅を縮小しており、機関投資家が依然として慎重姿勢を崩していないことも示しています。

金曜日は、韓国市場全体のデレバレッジの動向に加え、SK Hynix ADRの米国プレマーケットでの値動きにも注目が集まります。

3️⃣ AI Range-Bound Ahead of Reality Check

大局的には、AIセクターは依然として高値圏でのレンジ相場が続いています。

4〜5月の上昇相場を支えたような「AIエージェントが需要を押し上げる」という明確なストーリーは依然として不足しており、来週から本格化する米企業の決算シーズンが、その成長ストーリーを試す重要な局面となります。

4️⃣ Macro Shifts on Disinflation Tailwinds

市場のマクロテーマは引き続き7月29日のFOMCです。

「戦いながら交渉する（Fight-and-Talk）」という状況が全面戦争への発展を抑えているため、原油価格は徐々に落ち着く可能性があります。

これにより、ディスインフレの流れがさらに進み、市場で高まっていた追加利上げ観測も徐々に後退するとみられます。

📊 Trade Setup

Core：
$USTECH-100 | $CL | $XAUT | $BTC

MAG7：
$NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL

AI Hardware：
$SNDK | $MU | $AMD | $INTC | $TSM

[りゅうちゃん餃子 @ratabish77]

EXP Adsがついに公開！🚀 すべてのアイデアには見られる価値があります。100ドルから、世界中の何百万人もの実ユーザーにリーチして成長を加速しましょう。

トラフィックの好機を掴み、今すぐ広告を出稿しよう：
https://t.co/bc6nl6PTQK

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Renewed Tensions Whipsaw Oil, Fed Easing Bias Softens, AI Hardware Rebounds Ahead of Earnings

💥 Core Catalyst:
Trump called the U.S.–Iran understanding "dead" before walking it back, but Wednesday's renewed tit-for-tat strikes squeezed crude shorts, sending Brent briefly over $80; a low-intensity "fight-and-talk" persists. The Fed's June minutes revealed sharpening policy rifts and rising inflation worries, noticeably softening the prior easing bias. In tech, xAI released Grok 4.5 to a solid reception. OpenAI cleared its U.S. security review and rolls out GPT-5.6 globally today, July 9. Meanwhile, SK Hynix’s U.S. IPO drew 7x+ oversubscription ahead of its Friday debut.

🔍 Key Logic Shifts:
1️⃣ Geopolitical Swings Widen Oil Band: Low-intensity clashes are expanding near-term crude volatility. The immediate spike in oil nudged Treasury yields higher, placing localized friction on liquidity-sensitive crypto and cyclicals.
2️⃣ AI Hardware Rebounds Into Testing: Dip-buying flow lifted AI hardware on Wednesday, with NVIDIA jumping 3.7%. The sector still lacks a crisp "agents drive demand" narrative and remains range-bound at highs; next week's U.S. earnings season is the key test.
3️⃣ Macro Eyeball Anchored to Fed: Macro focus stays on the upcoming July 29 FOMC meeting. With Chair Warsh offering no forward guidance, as crude eventually drifts lower and disinflation deepens, broader rate-cut odds can improve.

📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Renewed U.S.–Iran Strikes Shock Commodities, Samsung Blowout Spurred Profit-Taking, DeepSeek Chips Rumor Drags Hardware

💥 Core Catalyst:
Middle East geopolitical risks re-escalated violently as the U.S. launched military counter-strikes and revoked temporary waivers on Iranian oil sales following another vessel attack, driving global crude up over 5% in a single session (Brent $76). NY Fed President Williams struck a dovish tone on energy-driven inflation realities. In tech, Samsung Electronics printed blockbuster preliminary Q2 results, with revenue at KRW171T and operating profit skyrocketing 1,810% YoY to KRW89.4T (crushing the KRW84.8T consensus), yet a "sell-the-news" liquidation followed. Additionally, Reuters reported DeepSeek is developing its own proprietary AI inference chips to bypass Nvidia and Huawei constraints.

🔍 Key Logic Shifts:
1️⃣ Geopolitical Shock Ripples Macro: The abrupt U.S. military execution and total elimination of Iranian oil waivers sharply disrupted the macro landscape, sending crude spiking and Treasury yields higher while sparking localized equity de-risking. The baseline still models an eventual return to diplomatic tables, but near-term attention must monitor Iranian retaliation patterns post-Khamenei's funeral.
2️⃣ Hardware Capitulation Probes for Floor: Aggressive profit-taking post-Samsung earnings, compounded structurally by the DeepSeek in-house chip headlines, triggered another severe liquidation across the AI hardware tape. Micron, Samsung, and SK Hynix have now drifted roughly 20% off their cyclical highs. Lacking the explicit "AI Agent demand catalyst" seen in the April–May run, a rapid V-shaped recovery remains unlikely; expect AI clusters to hold a wide high-level range heading into next week's corporate earnings season.
3️⃣ Fed Playbook Remapped: The macro narrative continues to pivot toward the July 29 FOMC meeting. While the crude spike introduces near-term headline noise, the broader cooling of underlying core pricing pressures implies that aggressive rate-cut pricing may see further corrective pushes further down the calendar.

📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

1/Today we're launching the EXP Ad Agent Program 🎉

Refer advertisers → earn 5% Ad Agent Commission.

2 months ago, we opened EXP Ads (Beta). You ran campaigns, gave feedback, helped us fix what was broken — together we built an ad platform that actually helps builders grow. Thank you 🙏

Now, it’s time to bring EXP Ads to more founders & creators.

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

The latest update is that the original target of getting the CLARITY Act signed by July 4 has now been missed, pushing the bill into a much tighter legislative window. While much of the Senate-side coordination can still move forward behind the scenes during the summer recess, the House process and bicameral text alignment remain key bottlenecks.

The next critical deadline is whether lawmakers can resolve the major outstanding issues before the Senate recess begins on August 7, including ethics provisions, developer protections, enforcement authority, and alignment between the House and Senate versions.

If a breakthrough is reached before the recess, the CLARITY Act could still pass in 2026, becoming the second major building block of the U.S. crypto regulatory framework after stablecoin legislation.

But if the bill slips past the pre-midterm window, the political variables will rise sharply. In particular, if control of Congress changes after the election, Democrats would likely push for major revisions to the current text, increasing the risk that the bill enters the next Congress and has to be renegotiated.

For the market, the key question is no longer just whether the CLARITY Act passes, but when it passes and in what form. Regulatory clarity is still moving forward, but the time cost and political discount are rising.

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Disappointing Payrolls Remap Rate Path, "Compute Glut" Panic Shocks Asian Tech as Meta and Tesla Curtail Spend

💥 Core Catalyst:
June nonfarm payrolls added just 57K vs. 115K expected—a stark headline miss—while the unemployment rate slipped to 4.2% (below the 4.3% consensus) primarily due to a lower labor participation rate. The print confirms a cooling labor market but removes any immediate case for an emergency cut, prompting markets to push out the next rate move from September to October. Simultaneously, a "compute glut" scare swept through Asian trading hours: Meta floated intentions to lease out idle compute, Anthropic is reportedly planning its own proprietary AI chips (in manufacturing talks with Samsung), and Zuckerberg conceded AI-agent progress has lagged initial expectations. Further fueling fears that AI capex is peaking, Tesla capped employee AI token spend at $200/week from July 6, causing the KOSPI to plummet 7.9% and China's STAR index to drop 5.6%.

🔍 Key Logic Shifts:
1️⃣ Easing Rate Regimes Lift Cyclicals: The severe payroll miss was ultimately viewed as "weak enough" to dial back Fed tightening anxieties without triggering outright economic growth panic. As crude glides lower and broader inflation cools, the reduction in macro rate pressure is shifting into a structural tailwind for broader U.S. equity indexes and cyclicals.
2️⃣ Compute Panic Hits Aggressive Positioning: Meta's idle-compute commentary snowballed into a structural "compute glut" narrative in Asia (KOSPI -7.9%, STAR -5.6%), cascading into a direct liquidation of U.S. AI hardware alongside Anthropic's insourcing chip news and Meta's agent bottleneck. While analytical views remain split on whether the secular tech thesis is broken, the outsized price action points heavily to overbought, crowded positioning being flushed.
3️⃣ AI High-Level Range trading: Big picture, the AI sector is expected to remain bound within a wider high-level range. Though the long trade is growing increasingly crowded, core consensus positions continue to see meaningful capital backstops on deeper pullbacks.
4️⃣ Guidance Vacuum Amplifies Volatility: The immediate macro narrative hinges completely on the Fed’s reaction function. Chair Warsh's operating style offers zero forward guidance, meaning the upcoming July 29 FOMC meeting is structurally poised to expand data-driven volatility.
📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Warsh Strikes Dovish Tilt at Sintra Forum, Taming Eurozone CPI Slashes Near-Term Hike Bets

💥 Core Catalyst:
At the ECB's annual forum, Fed Chair Warsh refused forward guidance but noted that inflation expectations and price pressures are easing, reaffirming a firm commitment to the 2% target and stressing AI's boost to the wider economy; he leans toward shrinking the balance sheet but stays open, keeping rate policy the primary tool with any changes following full deliberation. Meanwhile, U.S. June ADP arrived slightly below expectations while the labor market stays resilient, shifting focus to Thursday's June nonfarm payrolls where the unemployment rate is expected to hold steady. In Europe, Eurozone June CPI undershot at 2.8% y/y, well below the 3.0% expected and down from May's 3.2%, prompting markets to trim regional rate-hike bets for the year.

🔍 Key Logic Shifts:
1️⃣ Slightly Dovish Pivot: Warsh's upbeat read on recent inflation carry an underlying dovish tilt. Near term, his insistence on an unshakable 2% target combined with recurring Middle East risks keeps Treasury yields choppy; however, a full reopening of the Strait of Hormuz by late July could tilt overall bets toward a policy hold for the rest of the year.
2️⃣ Liquidity Seesaw Drifts On: The broader macroeconomic tape remains calm and clear of fresh thematic narratives, extending the localized capital seesaw where recently beaten-down mega-cap tech titles triggered a unified corrective rebound. Big picture, AI remains locked in high-level range trading where the crowded leadership nodes keep drawing defensive capital support.
3️⃣ Guidance Vacuum Fuels Volatility: Core macro focus stays highly trained on upcoming Fed policy execution. Chair Warsh’s operating style diverges sharply from Powell's via his absolute refusal to issue forward guidance. With the July 29 FOMC meeting just 6 weeks away, near-term data-driven volatility is poised to expand.

📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[フッ素加工@にゃろめ @nyaromesam90271]

今日CAW V2のソースコードずっと読んでたんだけど、めちゃくちゃ良く出来てて感動したので、暗号詳しくない人にも伝わるように書く🍺
普通、ブロックチェーンのSNSって「ウォレット」ってアプリを別で入れて、投稿するたびに「署名しますか？」ってポップアップが出て、しかも1回ごとに手数料(ガス代)がかかる。正直めんどい。これが新規の人が離脱する最大の壁なんよね。
CAW V2が何をやろうとしてるかっていうと、この壁を全部なくす。
① ウォレット不要。スマホやPCの指紋認証・顔認証(パスキー)だけでアカウントが作れる。LINEやゲームアプリ登録するのとほぼ同じ感覚。
② 投稿・いいね・フォローのたびに出る署名ポップアップも消せる。最初に1回だけ「はい」しておけば、あとは普通のSNSみたいにサクサク使える(Quick Signって仕組み)。
③ 手数料も、運営側が裏で肩代わりする仕組みが入ってる。ユーザーは自分の操作にサインするだけ。しかも「本人しか作れないサイン」だから、他人が勝手にどうこうできない。安全性を保ったままタダで動かせる、という設計。
で、今日感心したのはここから。
こういう「裏で全部やる」系って、たいてい途中でどこか噛み合わなくてエラーになる。CAWも実際そういう不具合が過去にあった。でもソースコード見たら、その不具合を①発生しないよう予防し②既に壊れたアカウントは自動修復し③そもそもエラーになる画面をユーザーに見せない、って三方向からちゃんと塞いでた。
しかも直し方が雑じゃない。「この不具合は資金が抜かれる類じゃない、でも別の小さいリスクはある」って正確に見積もった上で、過剰でも過小でもない対処をしてる。開発者が"わかってる人"なのが行間から伝わってくる。
派手さは無いけど、こういう地味で泥臭いところの作り込みこそがプロダクトの生死を分ける。指紋認証ポチッ→もう使える、の裏側にこれだけの配慮が詰まってるの、ちゃんと知られてほしい。
世界の支配構造を変えるSNS、着実に進んでるよ🪨

👉 https://t.co/AIymyFszDE ... ノード運用ガイドはこちら、ご不明な点がありましたらDMください！ #CAW #cawbuilders #onchain #Validator #NodeOperator #Web3 #THE_CROW_WILL_FLY
@caw_dev

#THE_CROW_WILL_FLY #CAW #Gilgamesh #testnet #CawProtocol #TehFuturelsHere #IAmRyoshi #DecentralizedFreedom #Web3 #Validator #SourceCode

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Solid JOLTS Flashes Labor Resilience, Hawkish Fed Chorus Amplifies Focus on Warsh’s ECB Debut

💥 Core Catalyst:
May JOLTS job openings topped expectations and held roughly flat with the prior month to reconfirm a slowly improving labor market, shifting attention to Wednesday's June ADP and Thursday's June nonfarm payrolls. Concurrently, Cleveland Fed's Hammack (2026 voter, hawkish) noted the labor market sits near full employment with a solid growth outlook, warning that rate hikes may be required to curb high inflation; with Fed officials striking consecutive hawkish tones, markets await Chair Warsh's remarks at the ECB's 2026 central banking forum on Wednesday. Meanwhile, Qatar confirmed no direct U.S.–Iran talks occurred on June 30, though macro markets have grown largely desensitized to these negotiations.

🔍 Key Logic Shifts:
1️⃣ Liquidity Seesaw Extension: The broader macroeconomic tape remains calm and clear of fresh thematic narratives, extending the localized capital seesaw where recently beaten-down mega-cap tech titles triggered a unified corrective rebound.
2️⃣ AI Range Consolidation: Big picture, AI remains firmly locked in its high-level range trading pattern. While the crowded nature of these leadership nodes continues to increase, institutional consensus keeps funneling defensive capital support into the cluster.
3️⃣ Fed Guidance Regime Shift: Macro scrutiny remains highly trained on upcoming Fed policy execution. Chair Warsh’s operating style diverges sharply from Powell's via his absolute refusal to issue forward guidance. With the July 29 FOMC just 6 weeks away, near-term data-driven volatility is poised to expand.

📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: U.S.–Iran Pause Flare-Up for Qatar Talks, OpenAI Price War Triggers LLM Shakeup

💥 Core Catalyst:
The U.S. and Iran paused attacks for June 30 Qatar talks after weekend skirmishes, while OpenAI ignited an LLM price war with half-priced GPT-5.6 models, and the U.S. partially lifted export bans on Claude Mythos 5.

🔍 Key Logic Shifts:
1️⃣ AI High-Level Range: The core thesis is unchanged: AI holds its high-level consolidation. The current hardware/software seesaw signals capital crowding within the tech eco-system rather than a structural sector rotation.
2️⃣ Fed Guidance Volatility: Chair Warsh confirmed the absolute removal of forward guidance at the June FOMC, holding rates at 3.50%–3.75%. With the July 29 meeting just 6 weeks out, every upcoming data print will amplify near-term market volatility.
3️⃣ Enterprise Adoption Boost: GPT-5.6's half-price structure forces an immediate competitive response from Anthropic and Google, while the regulatory clearance of Mythos 5 is poised to accelerate commercial enterprise AI adoption.

📊 Trade Setup:
Core: $USTECH-100 | $CL | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

A very energetic Product Reviewer (@0xmiharbi) shared his personal Top 3 picks from the SoSoValue Buildathon Wave 2, and even put together a video breakdown. 🚀 Go check it out and show some support 👇

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Tanker Strike Near Oman Spurs Oil Flare, Micron Blowout Tops Meta to Reinforce AI Crowding

💥 Core Catalyst:
Tanker Attack near Oman: A cargo ship was struck near Oman on Thursday by an unidentified projectile, prompting the UN's IMO to halt convoy guidance through the strait. U.S. officials point to possible Iranian fire, while Tehran stated it cannot guarantee the safety of vessels traveling outside designated Hormuz lanes.
Resilient Macro Data: U.S. Q1 GDP was revised above expectations (with consumption trimmed) and May core PCE arrived in line. Growth remains resilient and inflation should continue to ease alongside falling oil prices—keeping the Fed on hold with zero case for a near-term hike.
Tech Ecosystem Updates: Apple lifted pricing for MacBooks, iPads, and smart-home products due to rising memory costs, while the iPhone remains unchanged for now. Concurrently, the NYT reported OpenAI is considering pushing its potential IPO from as early as 2026 out to 2027.

🔍 Key Logic Shifts:
1️⃣ Oil Firming vs. Micron Mania: Oil prices firmed modestly following the Iranian tanker strike, though broad market expectations remain stable. Post-close, Micron jumped roughly 16% on its earnings print, overtaking Meta in total market capitalization as liquidity continues to crowd into AI leadership. Most mega-cap tech pulled back, with Apple sliding 6% on its price hikes—extreme moves that raise structural concerns about overall market health.
2️⃣ AI Range Consolidation: Big picture, AI remains locked in high-level range trading, where the heavily crowded market leadership keeps drawing robust capital support.
3️⃣ Macro Eyeball Swings to Fed: The core macroeconomic focus switches back to Fed policy. Chair Warsh’s structural approach differs sharply from Powell's, marked by an absolute refusal to offer forward guidance. The next FOMC meeting on July 29 is just six weeks away, likely amplifying near-term market volatility.
📊 Trade Setup:
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Tanker Strike Near Oman Spurs Oil Flare, Micron Blowout Tops Meta to Reinforce AI Crowding

💥 Core Catalyst:
Tanker Attack near Oman: A cargo ship was struck near Oman on Thursday by an unidentified projectile, prompting the UN's IMO to halt convoy guidance through the strait. U.S. officials point to possible Iranian fire, while Tehran stated it cannot guarantee the safety of vessels traveling outside designated Hormuz lanes.
Resilient Macro Data: U.S. Q1 GDP was revised above expectations (with consumption trimmed) and May core PCE arrived in line. Growth remains resilient and inflation should continue to ease alongside falling oil prices—keeping the Fed on hold with zero case for a near-term hike.
Tech Ecosystem Updates: Apple lifted pricing for MacBooks, iPads, and smart-home products due to rising memory costs, while the iPhone remains unchanged for now. Concurrently, the NYT reported OpenAI is considering pushing its potential IPO from as early as 2026 out to 2027.

🔍 Key Logic Shifts:
1️⃣ Oil Firming vs. Micron Mania: Oil prices firmed modestly following the Iranian tanker strike, though broad market expectations remain stable. Post-close, Micron jumped roughly 16% on its earnings print, overtaking Meta in total market capitalization as liquidity continues to crowd into AI leadership. Most mega-cap tech pulled back, with Apple sliding 6% on its price hikes—extreme moves that raise structural concerns about overall market health.
2️⃣ AI Range Consolidation: Big picture, AI remains locked in high-level range trading, where the heavily crowded market leadership keeps drawing robust capital support.
3️⃣ Macro Eyeball Swings to Fed: The core macroeconomic focus switches back to Fed policy. Chair Warsh’s structural approach differs sharply from Powell's, marked by an absolute refusal to offer forward guidance. The next FOMC meeting on July 29 is just six weeks away, likely amplifying near-term market volatility.
📊 Trade Setup:
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

The US Crypto Spot ETF Aggregate Dashboard is now live on SoSoValue.

In 2024, SoSoValue launched the world’s first dedicated US Crypto Spot ETF Dashboard, giving global crypto investors a clearer, faster, and more structured way to track ETF capital flows.
Over the past two years, this dashboard has helped tens of millions of users monitor net inflows and outflows, read institutional capital signals, and make more informed decisions on market direction, position management, and conviction.
Today, SoSoValue is taking that experience one step further.
The new US Crypto Spot ETF Aggregate Dashboard brings all major US crypto spot ETF products into one unified view, covering 12 digital assets and 51 ETFs in a single page.
Now, investors can compare ETF flows across BTC, ETH, SOL, XRP, and more, identify where capital is entering or exiting, and better understand how institutional risk appetite is rotating across the crypto market.

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Global AI Supply Chain Rattled by KOSPI Crash, Softening Geopolitical Risks Pivot Focus to Hot PMI

💥 Core Catalyst:
Korean "Black Tuesday": The global AI supply chain suffered a heavy blow. As South Korea weighed taxing unrealized equity gains, alongside local media reports flagging a cut to Nvidia’s Rubin output and SK Hynix slowing its HBM4 expansion, the KOSPI crashed 9.99% to trigger a circuit breaker, dragging U.S. tech sharply lower.
Middle East De-escalation: Trump stated that Iran has fully agreed to accept top-level nuclear inspections long-term and will no longer blockade the strait, causing Middle East geopolitical risks to keep cooling.
PMI Hotter Than Expected: The U.S. June Markit PMI beat expectations, with the manufacturing PMI hitting a more than 2-year high of 55.7, reigniting hawkish Fed rate-hike expectations.

🔍 Key Logic Shifts:
1️⃣ Policy Fears and Profit-Taking: Tuesday's steep technology sell-off was primarily driven by localized policy anxieties and profit-taking, concentrated within Korea's retail-heavy, highly leveraged market. This negative sentiment quickly cascaded across wider Asian and U.S. equity markets into one clustered pullback.
2️⃣ Micron Earnings & Liquidity Drag: Immediate market attention shifts to Micron’s Wednesday post-close earnings, specifically regarding long-term contracts and pricing guidance, setting up elevated volatility over the next two sessions. Additionally, a historic month-end U.S. pension rebalancing is expected to trigger roughly $40B in equity selling, adding mild pressure. AI continues to trade in a high-level range.
3️⃣ Macro Eye Swings Back to Fed: U.S.–Iran uncertainty falls further as both sides lean strongly toward finalizing a deal, confirming a definitive trend toward peace as Hormuz gradually reopens. Consequently, the macro spotlight transitions back to Fed policy, with the July 29 FOMC meeting just 6 weeks away.
📊 Trade Setup:
Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC
MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL
AI Hardware: $SNDK | $MU | $AMD | $INTC | $TSM

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

800+ builders. 125 submissions. Wave 2 has officially surpassed Wave 1 🚀
This round, builders brought stronger execution, sharper demos, and deeper SoSoValue / SoDEX API integration across real on-chain workflows.
With this much to review, we're extending the Wave 2 Evaluation Phase so every project gets a fair look:
📅 Original: Jun 7 – Jun 21, 2026
📅 Updated: Jun 7 – Jun 28, 2026
The SoSoValue Judge Team will combine feedback from the SoSoValue, SSI, and SoDEX teams for the final review and point allocation.
Thanks for your patience, and huge respect to everyone who shipped. Wave 2 is powerful 🔥
#SoSoValue #Buildathon #SoDEX #AI #Web3 #Akindo

[りゅうちゃん餃子 @ratabish77]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

800+ builders. 125 submissions. Wave 2 has officially surpassed Wave 1 🚀
This round, builders brought stronger execution, sharper demos, and deeper SoSoValue / SoDEX API integration across real on-chain workflows.
With this much to review, we're extending the Wave 2 Evaluation Phase so every project gets a fair look:
📅 Original: Jun 7 – Jun 21, 2026
📅 Updated: Jun 7 – Jun 28, 2026
The SoSoValue Judge Team will combine feedback from the SoSoValue, SSI, and SoDEX teams for the final review and point allocation.
Thanks for your patience, and huge respect to everyone who shipped. Wave 2 is powerful 🔥
#SoSoValue #Buildathon #SoDEX #AI #Web3 #Akindo