sora

2024年2月から仮想通貨をスタート。アルトコインに絞った戦略（XRP DOGE SUI SOL LINK）。派生してマイニング株で株デビューもしました。

[波乗りジョニー @naminori_jhonny]

最終調整が終わり、ついにリリースできる形まで持ってきた。

ギャンブル好きな方はぜひ使ってみてください。

なんだかんだ言って、優位性がある場面だけを狙うので勝率は割と高めです。
ただし、勝ったら全出金が前提。負けたら0。ご利用は計画的に。

無料配布するので、欲しい人はRT♻️

[sora @yabu8500]

@SoSoValueCrypto (⁠•⁠‿⁠•⁠)
@SoSoValueCrypto

[sora @yabu8500]

@SoSoValueCrypto https://t.co/3mx976eHSt

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Trump Brinkmanship De-escalates to Lift Sentiment, SpaceX Capital Unlock Triggers Hardware Rebound

💥 Core Catalyst:
The Middle East geopolitical theater experienced a sudden u-turn. Trump initially declared an imminent full-scale strike on Iran and the immediate seizure of Kharg Island, only to abruptly stand down as the framework text was finalized and approved by Iran's senior leadership. Trump expects a formal signing ceremony shortly in Europe, with VP Vance attending. However, Iran noted that "no final decision has been made" yet; while most of the text is settled, Tehran refuses to compromise on its core red lines, and the draft remains under structural review.

🔍 Key Logic Shifts:
1️⃣ Macro & Yields: Trump's abrupt policy pivot (another rapid TACO) triggered a rapid decompression in risk premiums. Brent crude broke below $90 and the 10Y Treasury yield slipped under 4.5%. However, underlying macro signals remain mixed: the May PPI print arrived slightly hot while core PPI undershot, driven by sticky energy services. Concurrently, weekly jobless claims continue to climb, leaving the Fed stuck in a complex stagflationary "weaker jobs + sticky inflation" bottleneck.
2️⃣ Liquidity & SpaceX: The historic SpaceX IPO is materializing with overwhelming demand. Reports indicate the deal is over 4x oversubscribed with a staggering $100B in retail orders alone, forcing the retail allocation to compress slightly above 20%. Crucially, the expiration of this massive subscription capital lock-up has released vast amounts of idle cash back into the financial system, instantly alleviating the secondary market's recent liquidity drain.
3️⃣ Sector Rotation: Seizing on the newly unlocked dry powder, the highly crowded AI hardware clusters (Memory, CPU, and Foundries) spearheaded a broad-based index rebound. With the broader technology sector in a near-term catalyst vacuum following the conclusion of ComputeX, AI is expected to continue its high-altitude consolidation, while attention swings to the Monday launch of over a dozen 2x leveraged long/inverse SpaceX ETFs from ProShares and Direxion. Additionally, the ECB delivered a well-anticipated 25bp rate hike on Thursday.

📊 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

[sora @yabu8500]

米国のトレーダーが、追跡対象のオフショア予測市場取引量の25％を占めている
SoSoValue の詳細情報を見る:
https://t.co/HJ6pP6kZea
@SoSoValueCrypto

[sora @yabu8500]

@SoSoValueCrypto (⁠•⁠‿⁠•⁠)
@SoSoValueCrypto

[sora @yabu8500]

@SoSoValueCrypto https://t.co/2CMPoc4tn5

[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

[sora @yabu8500]

バイナンスの株式取引プラットフォームは、初週の取引量の84%が新興市場からであり、管理資産は4億米ドルを突破しました。
SoSoValue の詳細情報を見る:
https://t.co/QnSnY4P4OS
@SoSoValueCrypto

[sora @yabu8500]

@SoSoValueCrypto (⁠•⁠‿⁠•⁠)
@SoSoValueCrypto

[sora @yabu8500]

@SoSoValueCrypto https://t.co/4YZvkQU3aU

[SoSoValue @SoSoValueCrypto]

MAG7.ssi Component ETF Flow Watch | 0609

BTC ETFs: -$77.44M Net Inflow
ETH ETFs: -$40.85M Net Inflow
SOL ETFs: +$794.27K Net Inflow
XRP ETFs: +$7.44M Net Inflow

MAG7.ssi:
Multi-Asset in One Token, Capture Crypto Growth with Ease.
Trade MAG7.ssi on SoDEX — powered by an L1 order book:
https://t.co/BYLNRYriFD

#BTC #ETH #SOL #XRP #ETF #Crypto #MAG7ssi #SoDEX

[sora @yabu8500]

アント・インターナショナルが10億米ドルの資金調達を計画、評価額は100億米ドルを超える可能性があり、今年中に香港でIPOを実施する予定です。
SoSoValue の詳細情報を見る:
https://t.co/phXRA7ORSl
@SoSoValueCrypto

[sora @yabu8500]

@SoSoValueCrypto (⁠•⁠‿⁠•⁠)
@SoSoValueCrypto

[sora @yabu8500]

@SoSoValueCrypto https://t.co/wlYVriU7hi

[SoSoValue @SoSoValueCrypto]

https://t.co/72k7SAhY7S

[sora @yabu8500]

米国防総省（ペンタゴン）が、アリババ、バイドゥ、BYDを中国の軍事関連企業リストに追加
SoSoValue の詳細情報を見る:
https://t.co/DrsXeDRKR5
@SoSoValueCrypto

[sora @yabu8500]

@SoSoValueCrypto (⁠•⁠‿⁠•⁠)
@SoSoValueCrypto

[sora @yabu8500]

@SoSoValueCrypto https://t.co/zwjpZsGxDT

[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

[sora @yabu8500]

日本の決済会社NetStarsとAllScaleが協力覚書に署名、ステーブルコインの実店舗決済を推進
SoSoValue の詳細情報を見る:
https://t.co/TjuA8wzdVW
@SoSoValueCrypto

[sora @yabu8500]

@SoSoValueCrypto (⁠•⁠‿⁠•⁠)
@SoSoValueCrypto

[sora @yabu8500]

@SoSoValueCrypto https://t.co/h1Vbl9JCGt

[SoSoValue @SoSoValueCrypto]

🚨 Last Call for Wave 2 Builders
Wave 2 of the SoSoValue AI Buildathon is almost closing.
Our 8 Wave 2 Product Reviewers are now ready and excited to dive into your submissions — including 4 returning reviewers from Wave 1 and 4 new reviewers joining this round.
Updated products, new ideas, stronger demos — we’re ready to see them.
Submit before the deadline 👇
https://t.co/7Bhz6epoyi
#SoSoValue #SoDEX #Buildathon #AI #AIAgents #OnChainFinance #Web3 #Builder

[sora @yabu8500]

新株式神Serenity：投資の核心は、市場がまだ合意に至っていない産業トレンドを発見することです。
SoSoValue の詳細情報を見る:
https://t.co/RwVae5FfVo
@SoSoValueCrypto

[sora @yabu8500]

@SoSoValueCrypto (⁠•⁠‿⁠•⁠)@SoSoValueCrypto