Jan

"An thời, sử thuận"

[Jan @yzidrops]

@SoSoValueCrypto
https://t.co/eoepk1riE2

[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

[Jan @yzidrops]

@SoSoValueCrypto hi

[Jan @yzidrops]

@SoSoValueCrypto

[Jan @yzidrops]

@SoSoValueCrypto

[Jan @yzidrops]

@SoSoValueCrypto 123456

[Jan @yzidrops]

@SoSoValueCrypto
https://t.co/98NiOmaA5W

[SoSoValue @SoSoValueCrypto]

Last week’s ETF flows showed a clear divergence across crypto assets.

$BTC ETFs recorded $1.039B in net outflows, ending a six-week inflow streak. $ETH ETFs were weaker, with net outflows in all five trading days and a total weekly outflow of $255M. From a flow perspective, the main pressure was concentrated in the two largest assets. Yet SOL ETFs pulled in $58.12M and XRP ETFs absorbed $60.50M.

Flows and prices together suggest that market preferences were being repriced rather than broadly withdrawn.

The divergence tells a story worth unpacking.

Macro is the primary culprit behind the reversal. The Iran war continues to drive energy prices higher, the Strait of Hormuz remains disrupted, and ECB chief economist Philip Lane last week explicitly flagged that the oil shock "may well require" rate hikes. A Bloomberg survey now prices two ECB hikes in 2026 — June and September. Meanwhile, anticipation around Waller taking over at the Fed is adding another layer of hawkish uncertainty, with markets beginning to reassess the pace of any resumed balance sheet reduction. Two major central banks leaning tighter simultaneously is exactly the kind of environment that prompts institutional risk reduction in assets like BTC and ETH first.

But SOL and XRP bucking the trend tells a different story. Their inflows are being driven by crypto-native logic, not macro allocation. XRP continues to attract pre-positioning around the CLARITY Act's expected progress — regulatory certainty is a catalyst that doesn't care about ECB rate paths. SOL's recovery looks more like mean-reversion buying after weeks of overselling. Neither asset is responding to the same demand signals as BTC and ETH, which explains why they can diverge when macro headwinds build.

Core view: the ETF outflows have now been confirmed in price. BTC has broken below $77K. ETH has broken below $2,200. Flows and price are now moving in sync to the downside. AUM still holds at $104B, but continued macro pressure will test that floor. The key variables ahead: if the ECB hikes in June and Waller signals renewed tightening, reclaiming $80K becomes a heavier lift. If geopolitics ease and oil retreats, flows return. Right now, bears have the momentum.

The divergence persists: macro-sensitive money is reducing BTC exposure, regulatory-driven capital stays in XRP, SOL catches an ecosystem bid. ETH is still waiting for its own narrative — and the cost of waiting is showing up in the price.

Short-term disruption or trend shift? Drop your take 👇
#Bitcoin #Ethereum #XRP #Solana #CryptoETF #MacroCrypto #BTC #ETH

[Jan @yzidrops]

@SoSoValueCrypto

[Jan @yzidrops]

@SoSoValueCrypto
https://t.co/pfKFBfi7L4

[SoSoValue @SoSoValueCrypto]

https://t.co/yFl5J3FDUx

[Jan @yzidrops]

@SoSoValueCrypto AI

[Jan @yzidrops]

@SoSoValueCrypto A

[Jan @yzidrops]

@SoSoValueCrypto

[Jan @yzidrops]

@SoSoValueCrypto
https://t.co/Je6PjzlOML

[SoSoValue @SoSoValueCrypto]

🚨SoSoValue Flash: Countdown to US-Iran Deal, AI Hardware Enters Peak Euphoria

💥 Core Catalyst: Truce Extensions & Tehran Shadows
The U.S. and Iran are nearing a 14-point MOU, with Washington expecting Tehran’s reply within 48 hours. Trump anticipates a signed deal within the week. While the "Tehran Shadows" linger, the narrative has shifted decisively from military escalation to structural diplomacy.

🔍 Key Logic Shifts:
1️⃣ Geopolitics: Rising peace odds for the 14-point MOU are driving oil prices lower while broadening market risk appetite. Investors are shrugging off past tensions, pivoting toward a reflationary "peace trade."
2️⃣ Macro Policy: April ADP private payrolls (109K vs 70K expected) confirm a steady labor market. This gives the Fed continued cover to hold rates steady, as the "resilient economy" narrative outweighs near-term cut hopes.
3️⃣ AI Hardware: Hardware euphoria has reached a fever pitch. Samsung crossing the $1T market cap and AMD’s 18.6% post-earnings surge reinforce that Memory and CPUs are the absolute core of the current momentum trade, potentially running to valuation extremes.

📊 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

[Jan @yzidrops]

@SoSoValueCrypto !

[Jan @yzidrops]

@SoSoValueCrypto

[Jan @yzidrops]

@SoSoValueCrypto

[Jan @yzidrops]

@SoSoValueCrypto Hi

[Jan @yzidrops]

@SoSoValueCrypto
https://t.co/P2miSjTWEg

[SoSoValue @SoSoValueCrypto]

Do you have to be a developer to join this Buildathon?

Not necessarily.

If you’re interested in AI agents, crypto data, trading strategies, or building Web3 tools, this is for you.

We’ll be live on April 28 at 13:00 UTC — join the workshop to learn more:
https://t.co/MZCPliT5FE

#SoSoValue #Buildathon #AI #Web3 #Crypto #SoDEX

[Jan @yzidrops]

@SoSoValueCrypto

[Jan @yzidrops]

@SoSoValueCrypto @LeviSoSoValue Hi

[Jan @yzidrops]

@SoSoValueCrypto
https://t.co/cdsAhrxS69

[SoSoValue @SoSoValueCrypto]

Don’t forget to join today’s SoSoValue Product Update & Community Q&A AMA.

We’ll share the latest progress on SoDEX v3, API rollout,deposit/withdrawal improvements, and what’s coming in May.

🗓 Apr 24
⏰ 12:00 UTC / 20:00 SGT
🎙 Host: @LeviSoSoValue , SoSoValue Co-Founder

Set your reminder and join here:
https://t.co/BNyeyxLsKL