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🚨SoSoValue Flash: Sticky Inflation Clashes with AI Policy Debate, Markets Enter Post-Earnings Chop 💥 Core Catalyst: Truce Extensions & Tehran ShadowsU.S.–Iran negotiations remain gridlocked. Trump signaled he is in no rush to settle the conflict and dismissed any Chinese mediation. This stalemate keeps the bid under oil, ensuring that geopolitical friction remains a persistent driver of headline inflation. 🔍 Key Logic Shifts: 1️⃣ Macro & CPI: April Core CPI printed hot, fueled by energy costs and a housing-data reset. While super-core components stay steady, triple-digit oil is reviving fears of a "Higher-for-Longer" Fed stance, with H2 hike risks beginning to filter back into terminal rate pricing. 2️⃣ AI Policy Risks: A proposal in Korea for an "AI Citizens' Dividend" to distribute super-profits has reignited the global debate over AI windfall taxes. Combined with the ongoing Samsung strike, this adds structural policy risk to the AI sector, leading to increased price divergence and profit-taking. 3️⃣ Crypto Regulation: The Senate Banking Committee released the latest Clarity Act text Tuesday, with a markup hearing set for Thursday. The steady progress toward regulatory clarity is providing a floor for U.S.-linked crypto assets amid the broader macro softening. 📊 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

⏰ 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!