Swaggie_

[elzz 🛡️ @CQ_Elzz]

Proof of Privacy Day 2

yesterday, we talked about why financial privacy matters.

today, we look at what happens when you transact on a public blockchain and just how much information can actually be seen.

at 5PM WAT, @thedrekal will be breaking down what public blockchains reveal about our transactions

today’s Gleyo quest will be tied to the live class too, so make sure you’re there.

see you at 5PM WAT.
link to space in the comments.
#ZcashClass26

[Swaggie_ @Swaggie40]

@CQ_Elzz @Zcash @ZecHub interesting... stoked up for this, would love to bring my comm and friends onboard

[Swaggie_ @Swaggie40]

@xaber @housaylouise @loberbutcher @NatalkaMaria @GraysonDolan

[elzz 🛡️ @CQ_Elzz]

there's a joy in watching someone you introduced to an ecosystem find their place.
you sent them their first crypto.
helped them set up a wallet.
invited them to a community call.

months later, they're explaining everything to someone else, contributing, building, or simply glad you brought them in!
i think more people deserve that introduction to @Zcash
so this august, i'm doing something about it.

introducing: Proof of Privacy #ZcashClass26

an onboarding experience built to bring a new class of people into Zcash and actually give them the context to understand what Zcash is, why financial privacy matters, and why any of this should matter to them.

if you're already here, chances are something or someone opened that door for you.

this time, you get to help bring in the next class.

and yes, there'll be rewards for doing it.

all you have to do to get started is:

➺ like + repost this post, then tag up to 5 friends in the quotes that you'd genuinely love to see discover Zcash.

➺ head over to Gleyo, via this link https://t.co/vZXrF20Oz7

➺ create an account and complete the Proof of Privacy quest so your participation actually counts.

your referrals have to sign up on Gleyo too and actually participate in the quests,
including joining the Proof of Privacy spaces.

your rewards depend on how active the people you bring in actually are.
and once they're in, they're free to bring their own people into the class too.

from august 31 to september 4, class is officially in session.

i'll be hosting a live X Space every day where we'll learn about financial privacy and Zcash together, with tasks along the way, a second leaderboard, and one final test before graduation.
and yes, the top students across the campaign will be taking home $ZEC rewards + Zcash merch.

doors open august 24.
class starts august 31.

so, who are you bringing into the Proof of Privacy Zcash Class of 2026?
#ZcashClass26

[Swaggie_ @Swaggie40]

@looftapay JACKPOT

[Swaggie_ @Swaggie40]

loofta x @pajcash: get paid in NGN, directly to your bank account 🇳🇬

[Loofta Pay @looftapay]

Your money should arrive where you actually live.

loofta x @pajcash: get paid in NGN, directly to your bank account 🇳🇬

→ share your loofta payment link
→ get paid to your social @ handle or email
→ cash out straight to naira with Paj Cash

no wallet needed to receive. sender pays in whatever token they hold.

celebrating with a $100 funded giveaway, winners get paid on loofta.

[Loofta Pay @looftapay]

Your money should arrive where you actually live.

loofta x @pajcash: get paid in NGN, directly to your bank account 🇳🇬

→ share your loofta payment link
→ get paid to your social @ handle or email
→ cash out straight to naira with Paj Cash

no wallet needed to receive. sender pays in whatever token they hold.

celebrating with a $100 funded giveaway, winners get paid on loofta.

[Swaggie_ @Swaggie40]

@SoSoValueCrypto
https://t.co/AiEBjySRyJ

[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 👇

[Swaggie_ @Swaggie40]

@SoSoValueCrypto
https://t.co/pjnVwDM8tt

[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

[Swaggie_ @Swaggie40]

@SoSoValueCrypto

🔥
$SoSo
Season 3 is shaping up to be bigger, hotter, and completely different from both Season 1 and Season 2.

[Swaggie_ @Swaggie40]

@SoSoValueCrypto
https://t.co/P2JvAxNoI7

[SoSoValue @SoSoValueCrypto]

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

[Swaggie_ @Swaggie40]

@SoSoValueCrypto
https://t.co/5Z4n4KoeN3

[SoSoValue @SoSoValueCrypto]

https://t.co/72k7SAhY7S

[Swaggie_ @Swaggie40]

@SoSoValueCrypto Geopolitical Escalation Shocks Markets, Strong NFP Elevates Hike Pricing, Tech Crowding Liquidates

[Swaggie_ @Swaggie40]

@SoSoValueCrypto
https://t.co/VeTwgvJ2EP

[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

[Swaggie_ @Swaggie40]

@SoSoValueCrypto Wave 2 of the SoSoValue AI Buildathon is almost closing.

[Swaggie_ @Swaggie40]

@SoSoValueCrypto Tom Lee’s Ethereum-focused treasury company Bitmine announced plans to publicly issue 9.50% perpetual preferred shares, raising $300 million

[Swaggie_ @Swaggie40]

@SoSoValueCrypto
https://t.co/mKny37nsCV

[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

[Swaggie_ @Swaggie40]

@SoSoValueCrypto https://t.co/eDLy2TCfTY

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Partial Lebanon Ceasefire Brokered, Big Tech Unleashes Massive Capital Wave

💥 Core Catalyst: Truce Extensions & Tehran ShadowsGeopolitical dynamics took a sharp turn as Trump brokered a partial Lebanon-Hezbollah ceasefire, resolving a temporary freeze in negotiations after Iran suspended talks over the Israeli military incursions. Trump noted he expects a U.S.-Iran deal "within one week." However, friction persists as Netanyahu clarified the ceasefire does not halt IDF ground operations in southern Lebanon, prompting Lebanese officials to head to Washington on Wednesday to seek a broader pause.

🔍 Key Logic Shifts:
1️⃣ Macro Resilience: The U.S. May ISM Manufacturing PMI beat expectations, signaling continued industrial improvement and reinforcing broad market confidence in U.S. economic resilience. With growth steady and energy tracking hot, the Fed is widely expected to hold in June; however, a Q4 rate hike pivot remains a structural tail-risk if oil stays sticky at these levels.
2️⃣ AI Capital Wave: Mega-cap capital raising is accelerating to a frantic pace. Anthropic has confidentially filed its draft S-1 with the SEC, while Google announced a massive $80 billion equity fundraising plan. This capital market blitz provides massive fresh liquidity to sustain the ongoing AI infrastructure buildout.
3️⃣ Market Equilibrium: U.S. equities remain balanced in a tug-of-war between macro risk management and AI momentum. Trump’s swift ceasefire intervention demonstrates a firm resolve to protect the broader U.S.-Iran negotiation channel. While the "AI top" debate persists, robust sector fundamentals, solid earnings, and an improving macro backstop indicate that recent pullbacks are corrections rather than a structural peak.

📊 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

[Swaggie_ @Swaggie40]

@SoSoValueCrypto Great one

[𝒥𝓊𝓁ℯ𝓏 💞 @JulezJakez]

Chizoba needs to put out more videos like this, she’s so intelligent not too.

I am going to download two of these Apps that I don’t have