🚨SoSoValue Flash: Great Power Diplomacy & Liquidity Squeeze, Markets Brace for NVDA Earnings
💥 Core Catalyst: Truce Extensions & Tehran ShadowsTrump has warned of fresh strikes within 2–3 days if no deal is reached (potentially Friday–Sunday or early next week), though the market continues to price in "TACO" (Talk-and-Carry-On) as the base case. On Monday night, Vladimir Putin landed in Beijing ahead of his summit with Xi, signaling deepening China-Russia coordination.
🔍 Key Logic Shifts:
1️⃣ Macro & Yields: The 10Y U.S. Treasury yield briefly neared 4.7% as major sell-side desks lifted targets above 4.6%, triggering a wave of stop-loss selling. G7 finance ministers, including Bessent, provided no rate-soothing signals, deflating expectations for a "policy backstop" and further pressuring liquidity.
2️⃣ AI Portfolio: The "is AI topping?" debate continues to build, but strong industry trends and earnings fundamentals argue against a structural reversal—a pullback remains the more likely scenario.
3️⃣ Event Pivot: NVIDIA’s (NVDA) earnings on Wednesday after the bell stand as this week's primary pivot. With expectations at a fever pitch, the results are set to be the dominant source of market volatility.
📊 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
700+ builders. 120+ submissions. Wave 1 of the SoSoValue Buildathon is massive. 🚀
We’re seeing incredible innovation across AI, index tools, and on-chain execution.
With so many high-quality submissions, our team has been overwhelmed by the review workload, but we are working hard and moving as quickly and carefully as possible to judge every project fairly.
To give every submission a fair, high-quality review, we are doubling our evaluation window.
✨ New Evaluation Phase: May 13 - May 22, 2026
Our team and guest reviewers from SoSoValue, SoSoValue Indexes, and SoDEX are diving deep into your projects to identify the future of on-chain finance.
Thanks for your patience and your brilliance, builders!
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⏰ Upcoming Token Unlocks (May 11 - May 17)
Several crypto projects will unlock tokens this week, including $AVAX, $CHEEL, $XCN, $STRK, $TRIBL, $SEI, $ARB, $ZK
Investors, keep an eye on these token unlocks events!