June 12 Democracy Day: ❌ SoSoValue Day: ✅

Dropee is the most hyped TGE according to Grok x.com/i/grok/share/e3dbe4c45… CA: 0x122283fBE84a3C387B24684D452cD53aD5906C92

RT @dropee_app: 1h. $DROPEE goes live. AI. Real revenue. Thousands of apps coming. All in one token. Tokenomics below 👇 t.co/Iycr…

📢 $DROPEE is getting listed on MEXC in just 5 hours and 20 minutes! 💰 The countdown has officially begun, and the community hype is getting stronger every minute. 🔥 Many users are already saying they’ve received their allocations successfully. Did you get yours yet? 👀 What are your expectations from this project after listing? Drop your thoughts and allocation status in the comments below! ⬇️

$Dropee who are this people @dropee_app

🥱

where is $ARI ? 5 months later....

The $DROPEE TGE is coming on 27th of May. We're building the world's first tool to create, deploy and distribute mini-apps on Telegram, and $DROPEE will be the heart of our ecosystem. Empowering the next generation of Telegram creators with $DROPEE. Massive announcements drops soon. 🚀

Gaming industry is $200B /yr AI hasn't structurally disrupted it yet $DROPEE is the on-chain engine that does You still have time to be an Early Adopter 👀

Shopify didn't hit $100B by selling its own products, it simply gave 5M entrepreneurs the infrastructure $DROPEE create is that, but for App creation 💸 Platform Market >> Studio Market

When blockchain collides with AI, if you have ideas, you can build. One person, powered by AI, can operate like a super-efficient finance company. Use SoSoValue’s market intelligence, research and index tools, together with SoDEX’s execution and trading infrastructure, to create your own Web3 × AI stack — and build your own on-chain empire. Wave 1 is now live: May 1 – May 12 This is the stage to shape your idea, define your use case, plan your APIs, and build your early prototype. The SoSoValue Buildathon is open now. If you’re still thinking about it, just hit Enter and start building. Join here: app.akindo.io/wave-hacks/JBE… #SoSoValue #Buildathon #AI #Agentic #OnePerson #Web3 #Crypto #SoDEX

BTC holds the line. Everything else fades. ✅Five straight weeks of BTC ETF inflows — $153.87M last week. Consistent institutional buying in the $75K–$80K range is starting to look less like opportunistic dip-buying and more like deliberate position-building. BTC has since broken above $80K. ❌ETH tells the opposite story. After three weeks of inflows, last week saw $82.47M exit. ETH holding above $2,300. Short-term profit-taking is the obvious read — but ETH's persistent underperformance relative to BTC is becoming a pattern, not a blip. ⚠️XRP and SOL are effectively invisible right now. XRP ETF net outflows: $35.21K — essentially zero. SOL: seven of eight ETFs recorded no flows whatsoever, with only GSOL moving. SOL at $85.47. Altcoin ETF momentum has quietly evaporated. 💡Institutions are buying BTC at $78K while pulling back from ETH and ignoring the rest. Is this the early setup for a BTC-led move — or just consolidation before the altcoins catch up? Drop your take 👇 #Bitcoin #Ethereum #XRP #Solana #CryptoETF #BTC #ETH #BitcoinETF #SoSoValue

SoSoValue Flash: Hormuz Returns to the Table, AI Hardware Maps "Exponential" TAM 💥 Core Catalyst: Truce Extensions & Tehran ShadowsTrump has paused the "Freedom Plan" escort in favor of diplomacy, as both sides review a 14-point US proposal. While the "Tehran Shadows" persist, the pivot back to the negotiation table has temporarily capped the immediate escalation premium, returning the market to a "talk-and-stall" regime. 🔍 Key Logic Shifts: 1️⃣ Geopolitics: The shift from force to 14-point negotiations confirms that a military fix for Hormuz remains a last resort. Markets are largely shrugging off the diplomatic back-and-forth, treating it as a structural but contained overhang. 2️⃣ Macro Policy: April ISM Manufacturing Prices surged ( 25.6 pts over 3 months), signaling massive cost-push inflation. With Japan intervening for three straight days, the June BOJ hike risk is adding a fresh layer of volatility to global carry trades. 3️⃣ Earnings Surge: AMD raised its 2030 CPU TAM to $120B, doubling the CAGR guide to 35%. This reinforces the AI hardware bull case and suggests the cycle is moving from "recovery" toward "euphoria" as pricing power remains robust. 📊 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

🚨AMD's Second Act: From GPU Challenger to AI Infrastructure Duopoly AMD reported Q1 2026 results with revenue of $10.25B ( 38% YoY), ahead of the $9.84B consensus; Non-GAAP EPS of $1.37 ( 43% YoY), also beating expectations. GAAP net income came in at $1.38B ( 95% YoY); Non-GAAP net income reached $2.27B ( 45% YoY), with Non-GAAP gross margin at 55%. Free cash flow hit a record $2.6B for the quarter, more than tripling year-over-year. On the surface, the financials were a modest beat across the board — but AMD stock surged more than 18% in after-hours trading, briefly topping $410. The numbers alone don't explain the move. What does: CEO Lisa Su's forward guidance. Su stated that the server CPU TAM will double to $120B by 2030, that annual data center AI revenue is on track to reach "tens of billions of dollars," and reaffirmed a long-term Non-GAAP EPS target of over $20. ⚡️Core Theme: Data Center Takes the Wheel Data Center revenue reached $5.78B, up 57% YoY, crossing the halfway mark of total company revenue and becoming the primary driver of both top-line and earnings growth — powered by the dual engine of EPYC server CPUs and Instinct GPUs. The market's historical read on AMD's AI thesis was straightforward: can MI300/MI350/MI450 take share from NVIDIA? What this quarter's management commentary reframes is that agentic AI and inference workloads are driving a significant uplift in CPU demand as well. AI clusters don't just need GPUs for training and inference — they require substantial CPU capacity for orchestration, data preprocessing, head node management, and parallel task scheduling. AMD's advantage is now expanding from a single-point GPU play into a compound architecture: EPYC Instinct Helios, together. Critically, CEO Lisa Su raised AMD's server CPU TAM outlook significantly: the addressable market is now expected to grow at over 35% annually, reaching more than $120B by 2030 — effectively doubling the prior forecast of ~18% CAGR and a ~$60B TAM. 🌞Product Pipeline: MI450 / Helios Enter the Visible Order Cycle On the AI accelerator front, AMD confirmed that MI450 series GPUs have begun sampling with lead customers, and Helios rack-scale AI systems remain on track for production shipments in H2 2026. Su noted that customer demand forecasts for MI450 and Helios have already exceeded AMD's original 2027 plans, with new customers now in discussions for large-scale deployments — including additional multi-gigawatt opportunities. More significantly, AMD raised its confidence in 2027 data center AI revenue: management expressed conviction in achieving tens of billions of dollars in annual data center AI revenue in 2027, ahead of the prior long-term target of greater than 80% CAGR. On the hyperscaler side, the order book is becoming concrete: OpenAI and Meta have each committed to deploying 6GW of Instinct compute; Oracle plans to launch the world's first publicly available AI supercluster powered by 50,000 MI450 GPUs in Q3. Taken together, these three commitments are moving AMD's status as "AI compute's second source" from narrative to reality. Q2 Outlook: Above Expectations, Data Center Continues to Accelerate AMD guided Q2 revenue to approximately $11.2B (±$300M), meaningfully above the $10.5B consensus, representing roughly 46% growth YoY and 9% sequentially. Non-GAAP gross margin is guided at approximately 56%. Server CPU is expected to grow more than 70% for the full year, with both data center AI and server businesses projected to deliver double-digit sequential growth. 📈Bottom Line This quarter isn't just another beat. The on-track delivery of MI450 and Helios has moved AMD from "potential NVIDIA alternative" to "confirmed co-anchor of AI infrastructure." The after-hours surge to above $410 implies roughly 30x that $20 long-term EPS target — the market is pricing it in today. Notably, AMD had gone virtually nowhere over the prior three sessions, with tonight's after-hours move catching it up to Intel's recent gains. The capital rotation story isn't complicated: last Friday, Western Digital's blowout earnings ignited a fresh AI hardware rally, with funds rotating out of NVIDIA into memory and CPU names — Western Digital and Micron gained 28% and 24% respectively over three sessions, Intel added 15%, and AMD's earnings tonight became the final piece of that rotation trade. Looking further out, the key variables are whether MI450 and Helios ship on schedule, whether the Meta and OpenAI deployments convert into durable multi-year order flow, and whether EPYC can continue capturing share as AI-driven CPU demand structurally expands.

🚨SoSoValue Flash: Countdown to US-Iran Deal, AI Hardware Enters Peak Euphoria 💥 Core Catalyst: Truce Extensions & Tehran Shadows The U.S. and Iran are nearing a 14-point MOU, with Washington expecting Tehran’s reply within 48 hours. Trump anticipates a signed deal within the week. While the "Tehran Shadows" linger, the narrative has shifted decisively from military escalation to structural diplomacy. 🔍 Key Logic Shifts: 1️⃣ Geopolitics: Rising peace odds for the 14-point MOU are driving oil prices lower while broadening market risk appetite. Investors are shrugging off past tensions, pivoting toward a reflationary "peace trade." 2️⃣ Macro Policy: April ADP private payrolls (109K vs 70K expected) confirm a steady labor market. This gives the Fed continued cover to hold rates steady, as the "resilient economy" narrative outweighs near-term cut hopes. 3️⃣ AI Hardware: Hardware euphoria has reached a fever pitch. Samsung crossing the $1T market cap and AMD’s 18.6% post-earnings surge reinforce that Memory and CPUs are the absolute core of the current momentum trade, potentially running to valuation 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 one-person finance business is no longer a fantasy. Onchain rails AI the right data tools — it’s now buildable by a single motivated person. Wave 1 of the SoSoValue Buildathon closes May 12. Show us your direction: your idea, your target users, how you’d use the SoSoValue / SoDEX APIs, and an early prototype. That’s all Wave 1 asks for. The builders who start here shape what the ecosystem looks like. Come build yours. Submit 👇 app.akindo.io/wave-hacks/JBE… Already submitted? Have an idea brewing? Share it below - let's see what the community is building.

🚨SoSoValue Flash: Hormuz Skirmishes Ignite Noise, AI Shifts into "Seesaw" Mode 💥 Core Catalyst: Truce Extensions & Tehran ShadowsA direct military flare-up occurred as Iran accused the U.S. of striking a tanker, triggering IRGC retaliation against warships followed by U.S. counterstrikes. However, Trump maintains that the ceasefire holds, and Washington’s "self-defense" framing signals a lack of appetite for full-scale escalation, containing the macro fallout. 🔍 Key Logic Shifts: 1️⃣ Geopolitics: Local skirmishes pushed Brent back above $100, injecting fresh anxiety into the 14-point deal narrative. Yet, as long as both sides signal restraint, the damage to global risk appetite remains localized rather than systemic. 2️⃣ Macro Policy: Japan is suspected of a third FX intervention raid near ¥4.68T. Repeated yen-defense measures are steepening the odds for a June BOJ rate hike, adding pressure to global carry trade dynamics. 3️⃣ AI & Earnings: AI remains the undisputed engine, but internal rotations have begun. After an explosive rally, Memory and CPU players are seeing profit-taking, while NVIDIA and software laggards are catching a bid. Consolidation looms as the market gauges the "post-earnings" narrative. 📊 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 $DROPEE TGE is coming this May! Date, exchanges, sale details dropping in the coming days. Massive announcements coming. You don't want to miss them.

$BTC Moves up to $82,429