Hami P (⋈,🤖)
601 posts
Hami P (⋈,🤖)
@hami_1404
The boys are my love. crypto traide movies
Katılım Eylül 2025
334 Takip Edilen207 Takipçiler
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Match Night is HERE!
🇮🇷 Iran 🆚 🇧🇪 Belgium
Kick-Off: 10:30 PM
Two teams. One epic battle. Every minute could change everything.
The crowd is ready.
The stakes are high. Predictions are open on @Polymarket
Who are you backing tonight? 👀
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Bullish joining the @solsticefi allocator base is bigger than another TVL headline
It shows a regulated NYSE listed exchange using onchain infrastructure not as a side experiment but as part of its capital strategy
That matters because @Bullish is now playing two roles at once
Allocator into YieldVault
Venue for Solstice assets
So the flow is not only about capital entering eUSX
It is also about where that capital can move how liquidity forms and how institutional volume starts touching Solana yield rails
With Solstice now past $400M TVL and 30 plus institutional allocators this starts to look less like a single protocol milestone and more like a sign that onchain yield is becoming acceptable infrastructure for serious capital
Quietly a very important step for Solstice
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@0xKairom @morningvillexyz 0x7aF4eD0C271AB53453fDbF5339ecf77619812DD9
Dansk
Giveaway of 14 NFTs from the @morningvillexyz collection.
To participate in this draw:
1- like & Retweet the post
2- Follow @0xKairom & @morningvillexyz
3- Comment your evm address.
🎁 Winners will be announced automatically and drawn within the next 24 hours.
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@SoSoValueCrypto The future for Sodex is definitely similar to Hyperliquid, maybe even better.
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The first unlocked version of SLX will arrive in about 20 days. @solsticefi cooking is near.
That makes this phase important because Solstice is moving from pure participation into a more serious pricing moment
Until now most people looked at the system through Flares Season 2 USX eUSX and yield activity
But an unlock changes the conversation
People start asking what SLX is actually tied to
SLX is not just the token people are waiting to unlock
It is the asset meant to sit around the Solstice economy where stable capital activity incentives and protocol growth start connecting
USX gives the system a stable base
eUSX represents the productive side of that capital
Flares reward user activity and early participation
and SLX becomes the token that can reflect how much of that activity turns into long term alignment around the protocol
That is why this unlock matters
It is not only about supply entering the market
It is about seeing how the market values a system that already has capital users yield activity and a growing role inside Solana DeFi
For me this is the part worth watching
Not only the unlock itself
but how the market reacts when Solstice becomes easier to measure
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Big day for Space X.
See views from our research community and check out the brand new RWA Research Hub. 👇
JellyZ@JellyZhouishere
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SoSoValue Flash: Trump Brinkmanship De-escalates to Lift Sentiment, SpaceX Capital Unlock Triggers Hardware Rebound
💥 Core Catalyst:
The Middle East geopolitical theater experienced a sudden u-turn. Trump initially declared an imminent full-scale strike on Iran and the immediate seizure of Kharg Island, only to abruptly stand down as the framework text was finalized and approved by Iran's senior leadership. Trump expects a formal signing ceremony shortly in Europe, with VP Vance attending. However, Iran noted that "no final decision has been made" yet; while most of the text is settled, Tehran refuses to compromise on its core red lines, and the draft remains under structural review.
🔍 Key Logic Shifts:
1️⃣ Macro & Yields: Trump's abrupt policy pivot (another rapid TACO) triggered a rapid decompression in risk premiums. Brent crude broke below $90 and the 10Y Treasury yield slipped under 4.5%. However, underlying macro signals remain mixed: the May PPI print arrived slightly hot while core PPI undershot, driven by sticky energy services. Concurrently, weekly jobless claims continue to climb, leaving the Fed stuck in a complex stagflationary "weaker jobs + sticky inflation" bottleneck.
2️⃣ Liquidity & SpaceX: The historic SpaceX IPO is materializing with overwhelming demand. Reports indicate the deal is over 4x oversubscribed with a staggering $100B in retail orders alone, forcing the retail allocation to compress slightly above 20%. Crucially, the expiration of this massive subscription capital lock-up has released vast amounts of idle cash back into the financial system, instantly alleviating the secondary market's recent liquidity drain.
3️⃣ Sector Rotation: Seizing on the newly unlocked dry powder, the highly crowded AI hardware clusters (Memory, CPU, and Foundries) spearheaded a broad-based index rebound. With the broader technology sector in a near-term catalyst vacuum following the conclusion of ComputeX, AI is expected to continue its high-altitude consolidation, while attention swings to the Monday launch of over a dozen 2x leveraged long/inverse SpaceX ETFs from ProShares and Direxion. Additionally, the ECB delivered a well-anticipated 25bp rate hike on Thursday.
📊 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
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SOSOValue Airdrop Round 2 is almost here.@SoSoValueCrypto
June 12 is the day , and only 24 hours remain.
Get ready for the next drop🎁
How many points do you have and what percentage did you reach?
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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
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