KoMi@三輪江一/pal垢民

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KoMi@三輪江一/pal垢民

KoMi@三輪江一/pal垢民

@komicrypto

役者・脚本などの活動垢は⇨https://t.co/o2He7zSYDe こっちは仮想通貨アカ。2014年 $XRP になけなしの1万円を初投資。2017年〜 本格投資。 #pal垢 #AIクリエイター #STEPN

가입일 Eylül 2017
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KoMi@三輪江一/pal垢民
KoMi@三輪江一/pal垢民@komicrypto·
@SoSoValueCrypto twitter.com/SoSoValueCrypt…
SoSoValue@SoSoValueCrypto

🚨SoSoValue Flash: Islamabad Negotiations Begin, Capital Rotates Back to Tech Giants 💥 Core Catalyst: VP Vance Leads First Round of TalksThe US and Iran confirm the first round of talks on April 11, led by VP Vance and Speaker Kalibaf. Trump has signaled optimism, calling the 10-point proposal "very good" and largely "fully negotiated." Despite temporary friction in Lebanon causing a pause in Hormuz transit, the US is urging Israeli restraint to safeguard the diplomatic track. 🔍 Key Logic Shifts: 1️⃣ Macro Re-calibration: The "Fed Whisperer" suggests that since the energy shock failed to crush demand, the Fed is inclined to keep rates steady for longer. This reduces both the urgency for cuts and the fear of reactive hikes due to inflation spikes. 2️⃣ Tech Normalization Trade: Capital is rotating back into Large-cap Tech (MAG7) and Semiconductors, with AI narratives regaining dominance. The market currently favors hardware over software as it positions for the upcoming earnings season. 3️⃣ Sensitivity Threshold: The inclusion of Lebanon in the ceasefire remains the primary sticking point. However, as long as the Strait of Hormuz shows signs of recovery, the market impact will likely mirror late-stage Russia-Ukraine dynamics—gradual desensitization to local skirmishes. 📊 Trade Setup (SoDEX Assets to Watch): Watchlist: $USTECH-100 | $XAUT | $BTC Focus: MAG7 (NVDA, TSLA, AAPL, etc.) and Semis. Strategy: Shift focus to mid-April tech earnings. The "Geopolitical Discount" is being replaced by fundamental positioning. #Geopolitics #IslamabadTalks #SoSoValue #Fed #MAG7 #TechEarnings #MarketRotation

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SoSoValue
SoSoValue@SoSoValueCrypto·
🚨SoSoValue Flash: Islamabad Negotiations Begin, Capital Rotates Back to Tech Giants 💥 Core Catalyst: VP Vance Leads First Round of TalksThe US and Iran confirm the first round of talks on April 11, led by VP Vance and Speaker Kalibaf. Trump has signaled optimism, calling the 10-point proposal "very good" and largely "fully negotiated." Despite temporary friction in Lebanon causing a pause in Hormuz transit, the US is urging Israeli restraint to safeguard the diplomatic track. 🔍 Key Logic Shifts: 1️⃣ Macro Re-calibration: The "Fed Whisperer" suggests that since the energy shock failed to crush demand, the Fed is inclined to keep rates steady for longer. This reduces both the urgency for cuts and the fear of reactive hikes due to inflation spikes. 2️⃣ Tech Normalization Trade: Capital is rotating back into Large-cap Tech (MAG7) and Semiconductors, with AI narratives regaining dominance. The market currently favors hardware over software as it positions for the upcoming earnings season. 3️⃣ Sensitivity Threshold: The inclusion of Lebanon in the ceasefire remains the primary sticking point. However, as long as the Strait of Hormuz shows signs of recovery, the market impact will likely mirror late-stage Russia-Ukraine dynamics—gradual desensitization to local skirmishes. 📊 Trade Setup (SoDEX Assets to Watch): Watchlist: $USTECH-100 | $XAUT | $BTC Focus: MAG7 (NVDA, TSLA, AAPL, etc.) and Semis. Strategy: Shift focus to mid-April tech earnings. The "Geopolitical Discount" is being replaced by fundamental positioning. #Geopolitics #IslamabadTalks #SoSoValue #Fed #MAG7 #TechEarnings #MarketRotation
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palpal｜PalAcademy
palpal｜PalAcademy@palpalNFT·
$ZEC 315 余計なギャンブルやめて非対称性のある価格の銘柄を仕込んで握ってるだけ イージーでしたね
palpal｜PalAcademy tweet media
palpal｜PalAcademy@palpalNFT

$ZEC 249 200〜300は蓄積ゾーン Zcash ・プライバシーがプロトコルの中核であること（象徴性） ・必要時に説明できる設計（Viewing Key＝選択的開示） ・技術的な筋の良さ（信頼最小化へ寄せる進化） ・供給上限の明快さ（物語の作りやすさ） 今もっとも注目している銘柄の一つです

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KoMi@三輪江一/pal垢民
KoMi@三輪江一/pal垢民@komicrypto·
@SoSoValueCrypto twitter.com/SoSoValueCrypt…
SoSoValue@SoSoValueCrypto

🚨SoSoValue Flash: Ultimatum Nears as Inflation Fears Spread to Services 💥 Core Catalyst: The Tuesday Evening DeadlineTrump has reaffirmed Tuesday evening as the final negotiation cutoff, threatening to destroy Iran’s bridges and power plants within a 4-hour window. Iran has formally rejected the interim framework, insisting on a permanent end to the war. Markets are in "wait-and-see" mode, with Monday's equity volume hitting a YTD low. 🔍 Key Logic Shifts: 1️⃣ Hormuz "Thaw" Amidst Stalemate: Despite the political deadlock, field reports show actual shipping volume is recovering. 20 ships transited in the past 24 hours (including a Turkish tanker). France, Japan, and Greece are actively negotiating navigation rights directly with Tehran—shifting the Strait from "blockade" to "orderly checkpoints." 2️⃣ Inflation Contagion: The March ISM Services PMI confirms that oil-driven inflation is now infecting the services sector. Market anxiety is shifting toward Friday’s (April 10) CPI release. 3️⃣ Market Desensitization: If the Strait remains open and oil prices stabilize, the conflict may enter a "Russia-Ukraine style" phase where its direct impact on risk assets gradually diminishes. 📊 Trade Setup (SoDEX Assets to Watch): Watchlist: $USTECH-100 | $XAUT | $BTC Key Variable: The intensity of US strikes tonight vs. the scale of Iranian retaliation. The Bottom Line: While risk-off sentiment persists, the recovery of Hormuz transit may dampen inflation fears even before a formal peace deal is signed. #Geopolitics #Trump #SoSoValue #CPI #Inflation #HormuzStrait #TradingSignals

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SoSoValue
SoSoValue@SoSoValueCrypto·
🚨SoSoValue Flash: Ultimatum Nears as Inflation Fears Spread to Services 💥 Core Catalyst: The Tuesday Evening DeadlineTrump has reaffirmed Tuesday evening as the final negotiation cutoff, threatening to destroy Iran’s bridges and power plants within a 4-hour window. Iran has formally rejected the interim framework, insisting on a permanent end to the war. Markets are in "wait-and-see" mode, with Monday's equity volume hitting a YTD low. 🔍 Key Logic Shifts: 1️⃣ Hormuz "Thaw" Amidst Stalemate: Despite the political deadlock, field reports show actual shipping volume is recovering. 20 ships transited in the past 24 hours (including a Turkish tanker). France, Japan, and Greece are actively negotiating navigation rights directly with Tehran—shifting the Strait from "blockade" to "orderly checkpoints." 2️⃣ Inflation Contagion: The March ISM Services PMI confirms that oil-driven inflation is now infecting the services sector. Market anxiety is shifting toward Friday’s (April 10) CPI release. 3️⃣ Market Desensitization: If the Strait remains open and oil prices stabilize, the conflict may enter a "Russia-Ukraine style" phase where its direct impact on risk assets gradually diminishes. 📊 Trade Setup (SoDEX Assets to Watch): Watchlist: $USTECH-100 | $XAUT | $BTC Key Variable: The intensity of US strikes tonight vs. the scale of Iranian retaliation. The Bottom Line: While risk-off sentiment persists, the recovery of Hormuz transit may dampen inflation fears even before a formal peace deal is signed. #Geopolitics #Trump #SoSoValue #CPI #Inflation #HormuzStrait #TradingSignals
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KoMi@三輪江一/pal垢民
KoMi@三輪江一/pal垢民@komicrypto·
ALISの人たち、生きてますかーーー⁉️ #いたら呼びかけに応じよ🥹
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KoMi@三輪江一/pal垢民
KoMi@三輪江一/pal垢民@komicrypto·
@anncoron2019 お久しぶりで〜す🙋🏻‍♂️ お返事遅くなってすいません💦 お元気でしたか？ ALISの人たちが息を吹き返すとイイですね〜今の界隈も楽しいフェーズだと思うので😆
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KoMi@三輪江一/pal垢民 리트윗함
AoKi ¹⁰⁴
AoKi ¹⁰⁴@aoki_tosh·
【重大発表：AIクリエイターの皆様へ】 「職歴なし」を貫いて20年。 ついに年貢の納め時が来ました。 この度、日本コロムビアグループのCCO（最高クリエイティブ責任者）兼プロデューサーに就任します。 履歴書の書き方も怪しい私を抜擢するとは、相当なギャンブラーな組織です。ですが、既存の「当たり前」を知らないからこそ、AIという最強の「翼」でエンタメの枠組みを根底から壊せると確信しています。 これからの私の任務は「AIのIP創出と育成」です。 作品はクリエイターが愛情を注いだ子どものようなもの。 ビジネスの道具として消費するのではなく、正当に評価され、世界へ羽ばたける土壌を全力で耕します。 ここまで来られたのは、間違いなくXのコミュニティのおかげです。共に切磋琢磨してくれた皆さんに、心から感謝します。 私が先陣を切ります。AIクリエイターが「職業」として、そして「アーティスト」として爆発できる未来を必ず証明してみせます。皆様宜しくお願いいたします！
日本コロムビアグループ株式会社@ncg_2025

＼ 新CCO・プロデューサー就任のお知らせ✨ ／ 日本コロムビアグループのCCO 兼 プロデューサーに気鋭の映像クリエイター・青木俊樹氏（AoKi¹⁰⁴）が就任しました！ 生成AIを武器にクリエイティブの最前線を切り拓いてきた、唯一無二の表現者を迎え、NCGの新たなクリエイティブ体制が始動します。 当社の今後の動きにぜひご期待ください！

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KoMi@三輪江一/pal垢民
KoMi@三輪江一/pal垢民@komicrypto·
@SoSoValueCrypto twitter.com/SoSoValueCrypt…
SoSoValue@SoSoValueCrypto

🚨SoSoValue Flash: Maximum Pressure vs. "Transit Tolls"—Stalemate Enters Holiday Blind Spot 💥 Core Catalyst: Kinetic Pressure vs. Withdrawal TimelineTrump is leveraging airstrike footage to force a deal within his self-imposed 2-3 week window. The market is weighing one critical question: Will US bombing intensity force an Iranian surrender, or trigger a regional wildfire? 🔍 Key Logic Shifts: 1️⃣ War on Infrastructure & Cloud: US-Israel strikes destroyed the Karaj Beyk Bridge and eliminated Iran’s missile chief. Iran has retaliated via cyber warfare, claiming a strike on Amazon’s cloud center in Bahrain. 2️⃣ Monetizing the Strait: Tehran is pivoting toward an agreement with Oman to study "toll fees" for ships. Internal divide: Legislators want tax revenue, while IRGC hardliners are holding out for $200 oil. 3️⃣ Regional Contagion: The UAE’s willingness to join maritime security measures signals that Gulf neutrality may be ending. 📊 Trade Setup (SoDEX Assets to Watch): Watchlist: $USTECH-100 | $XAUT | $BTC Market Dynamics: Entering a 3-day weekend closure with massive uncertainty. WTI at $112 (surpassing Brent) signals extreme local supply distortion and panic. The Pivot: Watch for the official Hormuz reopening plan—Iran's shift from "closure" to "toll collection" could be the first sign of a de-escalation path. #Geopolitics #Trump #SoSoValue #OilPrice #WTI #Macro #Trading

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SoSoValue@SoSoValueCrypto·
🚨SoSoValue Flash: Maximum Pressure vs. "Transit Tolls"—Stalemate Enters Holiday Blind Spot 💥 Core Catalyst: Kinetic Pressure vs. Withdrawal TimelineTrump is leveraging airstrike footage to force a deal within his self-imposed 2-3 week window. The market is weighing one critical question: Will US bombing intensity force an Iranian surrender, or trigger a regional wildfire? 🔍 Key Logic Shifts: 1️⃣ War on Infrastructure & Cloud: US-Israel strikes destroyed the Karaj Beyk Bridge and eliminated Iran’s missile chief. Iran has retaliated via cyber warfare, claiming a strike on Amazon’s cloud center in Bahrain. 2️⃣ Monetizing the Strait: Tehran is pivoting toward an agreement with Oman to study "toll fees" for ships. Internal divide: Legislators want tax revenue, while IRGC hardliners are holding out for $200 oil. 3️⃣ Regional Contagion: The UAE’s willingness to join maritime security measures signals that Gulf neutrality may be ending. 📊 Trade Setup (SoDEX Assets to Watch): Watchlist: $USTECH-100 | $XAUT | $BTC Market Dynamics: Entering a 3-day weekend closure with massive uncertainty. WTI at $112 (surpassing Brent) signals extreme local supply distortion and panic. The Pivot: Watch for the official Hormuz reopening plan—Iran's shift from "closure" to "toll collection" could be the first sign of a de-escalation path. #Geopolitics #Trump #SoSoValue #OilPrice #WTI #Macro #Trading
SoSoValue tweet media
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@SoSoValueCrypto @palpalNFT @anncoron2019 @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates