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Voting is heating up on the SoDEX Research Hub.
This week's Top 3 on the Community Wishlist:
- Unitree — 888 voters · 142.13K sSOSO
- Anthropic — 116 voters · 47.56K sSOSO
- DeepSeek — 256 voters · 31.17K sSOSO
Which top tech assets should ValueChain onboard next?
Read the community research, vote with your sSOSO, and push your pick to the top 👉 sodex.com/research

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@sodex_official @vitalythm @junxcrypto @Farsivann @pvcuong92 @monsieury_ @9e6hUeBpkwxYYaT @iRalmix @k03150825 @nam_yb hey @sodex_official check DM pls
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Congratulations to our winners 🎉
@vitalythm @junxcrypto @Farsivann @pvcuong92 @destekgrt @monsieury_ @9e6hUeBpkwxYYaT @iRalmix @k03150825 @nam_yb
You joined the SoDEX $MSTR trading event.
Each winner will receive 20 ethereum:0x76a0e27618462bdac7a29104bdcfff4e6bfcea2d .
Rewards will be distributed within 7 business days. Thanks to everyone who joined. Keep trading, keep sharing your view.
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Saylor's "never sell" narrative just cracked for the first time — and it cracked exactly when BTC fell below his cost basis and mNAV compressed toward 1. This is a directional signal, not noise.
Between May 26–31, Strategy (MSTR) disclosed its first-ever net sale of 32 BTC (~$2.5M), used to fund the dividend on its STRC preferred stock. The size is trivial — just 0.004% of its holdings — so most analysts shrugged: "immaterial."
But the real signal is in the timing + the reason:
1️⃣ The first sale ever was to pay a dividend, not to rebalance — a cash-flow gap had to be plugged with the core asset. For the first time, a gear in the flywheel turned backwards.
2️⃣ It sold below cost basis — Strategy's average cost is ~$75,699/BTC, and BTC has now slid to ~$67k–69k. The treasury is underwater on paper.
3️⃣ mNAV has compressed to ~1 (basic mNAV ~0.77) — below 1, the company can no longer issue equity at a premium to buy more BTC; the financing flywheel stalls. Yet the preferred dividends still have to be paid in cash. Where does it come from? More debt, or… selling BTC.
4️⃣ Index-removal risk is heating up — MSTR narrowly survived the Nasdaq-100 reshuffle (Dec 2025) and dodged MSCI exclusion (Jan 2026), but both were close calls. The Nasdaq-100 is market-cap weighted; with the stock now cut down and its market cap shrinking, another leg lower could see it dropped at the December 2026 annual reconstitution. MSCI has also frozen index exposure for these "digital-asset treasury" firms and opened a broader consultation on non-operating companies — the overhang hasn't gone away. If MSTR falls out of the Nasdaq-100, QQQ and other passive funds are forced to sell — another reflexive leg down.
Connect the dots: BTC drops → mNAV breaks below 1 → equity issuance stalls → cash pressure → forced BTC sales → more downside → (if dropped from the Nasdaq-100) passive-fund selling piles on. MSTR is a high-beta proxy for BTC and tends to fall harder on the way down.
The directional take: near-term, MSTR's risk/reward skews to the downside, and this "symbolic" sale is an inflection-point signal to respect. But the bulls will say: it's only 0.004%, Saylor has always run liquidity flexibly, this is noise — every dip is a gift.
👉 Which side are you on? Long or short — post your trade and let the PnL do the talking.

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800+ builders. 125 submissions. Wave 2 has officially surpassed Wave 1 🚀
This round, builders brought stronger execution, sharper demos, and deeper SoSoValue / SoDEX API integration across real on-chain workflows.
With this much to review, we're extending the Wave 2 Evaluation Phase so every project gets a fair look:
📅 Original: Jun 7 – Jun 21, 2026
📅 Updated: Jun 7 – Jun 28, 2026
The SoSoValue Judge Team will combine feedback from the SoSoValue, SSI, and SoDEX teams for the final review and point allocation.
Thanks for your patience, and huge respect to everyone who shipped. Wave 2 is powerful 🔥
#SoSoValue #Buildathon #SoDEX #AI #Web3 #Akindo

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Falcon 9 is vertical at pad 4E in California ahead of tomorrow’s launch of the @NRO_gov’s NROL-179 mission → spacex.com/launches/nrol1…

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Huge thanks to our 7 Product Reviewers for SoSoValue Buildathon Wave 2 🙏
Wave 2 momentum was even stronger, with 125 submissions — surpassing Wave 1.
In a short time, our reviewers worked day and night to evaluate demos, repos, and product progress. Salute 🫡
@MuhammadBa_2024
@Web3_Lord001
@BlessingSum
@0xmiharbi
@Goodybtc
@JellyZhouishere
@DavisLambo
Next, SoSoValue will combine feedback from all Judge teams and allocate points as fairly as possible.
Builders, please wait for the final results 🚀
#SoSoValue #Buildathon #SoDEX #AI #Web3 #Akindo

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