TOM TENG
291 posts
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第1期 SoSoValue Japan Community Leader が決定しました
このたび、SoSoValue勉強会での選考を通過した以下5名が、第1期 SoSoValue Japan Community Leader として正式に加わりました。
ご参加・ご応募いただいた皆さま、ありがとうございました。
@hr_deep
@Masa_MMGG
@LeonFinance369
@gennosuke0123
@kpn7332318831
今後、彼らが日本各地で展開していく Web3 関連の活動やリサーチについては、SoSoValue Japan Community として SOSO トークンによるスポンサー支援を行っていきます。
これから順番に、各 Leader の自己紹介、得意分野、SoSoValue の各種ツールの活用方法などもご紹介していく予定です。
ぜひ今後の活動にもご注目いただき、応援していただければ嬉しいです。
つながりと分析から価値を生む、日本の Community Leader へ！
#SoSoValue #SOSO #Web3 #JapanCommunity
日本語
TOM TENG retweetledi
🚨SoSoValue Flash: Talks Collapse & Strait Blockade, Trump Deploys "Maximum Pressure" 2.0
💥 Core Catalyst: Negotiations Stall, Blockade Takes EffectThe 21-hour Islamabad talks ended with no agreement, leading both delegations to withdraw. Trump responded by ordering an immediate naval blockade of the Strait of Hormuz, effective April 13 at 10 AM ET. CENTCOM will also begin mine-clearing operations. Oil prices have surged back above $100.
🔍 Key Logic Shifts:
1️⃣ The Leverage War: Negotiations failed over revenue sharing and a 20-year ban on uranium enrichment. Trump’s blockade strategy is designed to intercept Iranian oil smuggling and dismantle Tehran’s "toll booth" over the Strait, effectively stripping Iran of its primary economic leverage.
2️⃣ Inflation’s Final Boss: March CPI data confirms that inflation is largely under control, except for the energy component. The Fed is holding steady, Refusing to consider rate cuts until the conflict reaches a resolution—keeping the market in a high-rate chokehold.
3️⃣ Market Fatigue: While Trump is sticking to his "Maximum Pressure" playbook, the market is growing weary of the constant uncertainty. Investors are rotating away from geopolitical noise toward "fundamentally clean" AI stocks as earnings season begins.
📊 Trade Setup (SoDEX Assets to Watch):
Core Watchlist: $USTECH-100 | $XAUT | $BTC
Safe Harbors: MAG7 and AI Hardware (MU, AMD, etc.) are favored for their earnings resilience.
Tactical Move: Monitor the intensity of the blockade starting at 10 AM ET. If the military enforcement leads to direct kinetic engagement, expect a deeper shift into Risk-Off mode.
#Geopolitics #Trump #SoSoValue #OilPrice #AI #Fed #HormuzBlockade #Macro
English
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English
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