SoSoValue

MAG7.ssi Component ETF Flow Watch | 05015 BTC ETFs: -$290.42M Net Inflow ETH ETFs: -$65.65M Net Inflow XRP ETFs: +$10.87M Net Inflow MAG7.ssi: Multi-Asset in One Token, Capture Crypto Growth with Ease. Trade MAG7.ssi on SoDEX — powered by an L1 order book: sodex.com/trade/spot/MAG… #BTC #ETH #SOL #XRP #ETF #Crypto #MAG7ssi #SoDEX

🚨SoSoValue Flash: Xi-Trump Summit Signals Warmth, Resilient Economy Drives AI to New Highs 💥 Core Catalyst: Truce Extensions & Tehran ShadowsDay 1 of the Xi-Trump summit closed friendly: Taiwan stance remains firm, while Iran shows signs of motion. Boeing orders undershot expectations; Bessent floated a committee for trade and bilateral investment. Trump departs after Friday tea and lunch. 🔍 Key Logic Shifts: 1️⃣ Macro Economy: U.S. April retail sales beat expectations, showing the economy stayed resilient through the end of April. 2️⃣ Macro Policy: U.S. equities stance remains unchanged—hot oil has yet to bleed into core inflation; jobs are steady and the economy is resilient. The Fed has no need to hike and no room to cut. If high oil persists, H2 could re-ignite hike concerns. 3️⃣ AI & Regulation: Senate Banking passed the CLARITY Act; it still needs merger with the Ag-panel version, 60 floor votes, and House reconciliation, with ethics clauses being the core fight. AI extended higher Thursday on hopes NVDA chips win China approval, pushing NVDA to new highs. 📊 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

700+ builders. 120+ submissions. Wave 1 of the SoSoValue Buildathon is massive. 🚀 We’re seeing incredible innovation across AI, index tools, and on-chain execution. With so many high-quality submissions, our team has been overwhelmed by the review workload, but we are working hard and moving as quickly and carefully as possible to judge every project fairly. To give every submission a fair, high-quality review, we are doubling our evaluation window. ✨ New Evaluation Phase: May 13 - May 22, 2026 Our team and guest reviewers from SoSoValue, SoSoValue Indexes, and SoDEX are diving deep into your projects to identify the future of on-chain finance. Thanks for your patience and your brilliance, builders! #SoSoValue #Buildathon #DeFi #AI

Hyperliquid ETF Dashboard Update The SoSoValue HYPE ETF dashboard now tracks the Bitwise Hyperliquid ETF (BHYP), officially listed on NASDAQ. @Bitwise @HyperliquidX Key Details: Ticker: BHYP Exchange: NASDAQ Mgmt Fee: 0.34% Supports cash/in-kind creations and redemptions US HYPE Spot ETF Overview: Trading is set to begin on May 14 Data: sosovalue.com/assets/etf/us-… #HYPE #Hyperliquid #ETF #Bitwise #Crypto

🚨SoSoValue Flash: Xi-Trump Summit Anchors Macro, Warsh Takes the Fed & AI Supply Shock 💥 Core Catalyst: Truce Extensions & Tehran Shadows Trump has landed in Beijing for a Thu–Fri summit with President Xi, placing Iran and trade at the center of the agenda. While Washington maintains a "no-rush" stance on the Hormuz stalemate, the summit serves as a critical buffer against "Tehran Shadows," with the market eyeing potential structural concessions to ease the energy blockade. 🔍 Key Logic Shifts: 1️⃣ Macro & PPI: April PPI printed hot, driven by energy, freight, and massive AI Capex, reinforcing the "Fed-on-hold" narrative. The Senate has confirmed Kevin Warsh as Fed Chair; he replaces Powell on May 15. Markets are now recalibrating for a more hawkish "Warsh Era" amid persistent pipeline inflation. 2️⃣ Supply Chain Risk: The Samsung union confirmed an 18-day strike starting May 21. As a cornerstone of global DRAM/NAND supply, this creates a major structural risk for memory pricing, potentially exacerbating supply constraints just as AI demand hits new peaks. 3️⃣ AI Resilience: After Tuesday’s dip, capital aggressively bought the Wednesday snap-back, signaling that "buy the dip" remains the dominant AI psychology. While the "top" debate intensifies, core leadership continues to run toward extremes, fueled by overwhelming consensus. 📊 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

Remix it. Drop yours below. 👇😆

Hyperliquid ETF Dashboard Update The SoSoValue HYPE ETF dashboard now tracks the 21Shares HYPE ETF (THYP), officially listed on NASDAQ. @21shares @HyperliquidX Key Details: - Ticker: THYP - Exchange: NASDAQ - Mgmt Fee: 0.30% - Supports cash/in-kind creations and redemptions US HYPE Spot ETF Overview: - Total Value Traded: $1.80M （As of May 13·Last Update: 2 hours ago） Data: sosovalue.com/assets/etf/us-… #HYPE #Hyperliquid #ETF #21Shares #Crypto

🚨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

Last Call for Wave 1 Builders. Today, May 12, is the final day to submit for Wave 1 of the SoSoValue Buildathon. Whether you are starting a new idea or adapting an existing project, we welcome you to try integrating SoSoValue/SoDEX API into your product. Our Wave 1 Product Reviewers and team judges are ready to review the submissions and discover projects with real potential. Strong projects may also receive further promotion from the SoSoValue community. Submit today 👇 app.akindo.io/wave-hacks/JBE… #SoSoValue #Buildathon #SoSoScholar #AI #OnChainFinance #Web3 #Builder

🚨SoSoValue Flash: Mega-CEO Entourage Re-anchors Trade, AI and Crypto Synergize in Dual FOMO 💥 Core Catalyst: Truce Extensions & Tehran ShadowsUS-Iran talks remain deadlocked over nuclear terms, and Trump has yet to pull the trigger on restarting the "Freedom Plan" escorts. While diplomacy stumbles, the market is bracing for structural inflation as Brent holds near $105 and the 10Y yield pushes back above 4.4%. 🔍 Key Logic Shifts: 1️⃣ Macro & Diplomacy: Trump’s May 13 Beijing trip features a heavyweight CEO entourage including Apple, Tesla, and Wall Street titans. This "commercial-first" diplomacy aims to hedge geopolitical noise with potential landmark trade deals, shifting the tape's focus toward the Xi-Trump summit. 2️⃣ Crypto Momentum: Circle (CRCL) surged 16% post-earnings, with ARC token presales emerging as a major future profit driver. Coupled with anticipation for the Clarity Act, US-listed crypto names are experiencing a significant sentiment thaw. 3️⃣ AI FOMO: AI remains the undisputed axis. Discussion is shifting to "peak narrative," but the consensus for leaders remains bullish. We are in a regime of vertical concentration where the strongest consensus trades are being pushed to extremes. 📊 Trade Setup (SoDEX Assets to Watch): Core: $USTECH-100 | $CL (Crude) | $XAUT | $BTC MAG7: $NVDA | $AMZN | $GOOGL | $META | $MSFT | $TSLA | $AAPL Crypto & AI: $CRCL | $COIN | $SNDK | $MU | $AMD | $INTC

Circle released its Q1 2026 earnings report. Revenue came in at $694 million, up 20% year-over-year but below the consensus estimate of $720 million. Adjusted EBITDA was $151 million, up 24% YoY but down 10% sequentially. GAAP net income was $55 million, down 15% YoY and down 59% quarter-over-quarter. EPS was $0.21, beating the consensus estimate of $0.17 but falling short of the bull-case estimate of $0.25. Explore more key information on SoSoValue sosovalue.com/shares/aDw1at #SOSO via @sosovaluecrypto

⏰ 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!

SoSoValue Flash: US-Iran Talks Collapse, Trump’s Beijing Visit Re-anchors Macro 💥 Core Catalyst: Truce Extensions & Tehran ShadowsWeekend negotiations failed as Trump rejected Tehran’s counter-proposal as "completely unacceptable," pushing Brent back above $105. While the "Tehran Shadows" persist, the lack of fresh military exchanges over the weekend suggests markets remain desensitized to localized skirmishes, focusing instead on the diplomatic stalemate. 🔍 Key Logic Shifts: 1️⃣ Geopolitics: The MOU collapse puts a floor under oil, but the macro tape is already pivoting. Trump’s scheduled visit to Beijing (May 14–15) is the new primary anchor, potentially recalibrating global trade expectations and the geopolitical risk premium. 2️⃣ Macro Policy: Strong April nonfarms and a steady jobless rate give the Fed cover to hold steady. Inflation remains the ultimate swing factor; if triple-digit oil persists, fears of a H2 rate hike could re-enter the conversation. 3️⃣ AI FOMO: AI remains the undisputed market axis. Friday’s sharp snap-back in Memory and CPU names—following a brief dip—has re-ignited FOMO. We are seeing a "Concentration > Breadth" regime where top-tier narratives are being pushed toward vertical extremes. 📊 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

The key message from ETF flows last week: this was not a full risk-on week, but a week of layered capital allocation as macro conditions improved. $BTC ETFs recorded $623M in net inflows for the week, marking 6 straight weeks of inflows. That tells us institutional positioning in Bitcoin remains intact. But the recent two-day outflow streak also matters. With BTC pushing back toward the $80K area, some fast money appears to be taking profit, even as longer-term allocation capital stays in place. $ETH ETFs brought in $70.49M last week, led by BlackRock’s ETHA with $100M in net inflows. That looks like a recovery on the surface, but the structure matters: it feels more like concentrated buying into a top-tier product than broad-based demand across the full ETH ETF complex. In other words, ETH is stabilizing, but the recovery is still not as convincing as BTC’s. The more interesting shift came from $SOL and $XRP. Last week, spot SOL ETFs saw $39.23M in net inflows, while spot XRP ETFs added $34.21M. That suggests that as macro pressure eased and risk appetite improved, capital was not just rotating back into Bitcoin, but also starting to reach for higher-beta exposure. So the real takeaway is not simply who got the most inflows. It is this: BTC remains the core allocation, ETH is in repair mode, and SOL/XRP are starting to capture tactical beta flows. What matters next is whether this layered rotation continues. If BTC flows keep cooling while SOL and XRP continue to attract capital, the market may be rotating further out the risk curve. But if BTC re-accelerates and ETH flows broaden beyond ETHA alone, then this week may look more like a healthy sentiment reset than a true style shift. Which scenario do you think plays out? #BTC #ETH #SOL #XRP #ETF #Crypto #SoSoValue

Introducing our Wave 1 Product Reviewers! A warm welcome to the 8 SoSoScholars from the SoSoValue research community who are joining us to find the gems. 💎 They’ll dig into the demos, review product logic, and surface the real value behind your ideas. May the best projects shine. ✨ Submit yours 👇 app.akindo.io/wave-hacks/JBE… #SoSoValue #SoSoScholar #Buildathon #OnChainFinance