AlaouiCapital

🇨🇳 THE AI COLD WAR JUST TOOK ANOTHER STEP
The U.S. restricted AI chips now China maybe restrict its AI models.
That could affect models like👇
- Qwen (Alibaba)
- DeepSeek R1
- Doubao (ByteDance)
- Kimi
- MiniMax
- GLM
According to Reuters, Beijing is considering classifying its most advanced models as sensitive technology, limiting overseas access.
The reported goal?
- Protect national security
- Prevent foreign misuse
- Keep cutting-edge AI inside China
- Safeguard domestic innovation
We’re no longer only competing to build the best AI.
We’re now competing over who gets access to it.

One small change could have a big impact on $BTC .
According to Grayscale’s Zach Pandl, Strategy’s new reserve approach lowers downside risk and could help Bitcoinbuild a more durable bottom.
Sometimes the biggest bullish signals come from better risk management.
Lower tail risk.
Potentially a stronger floor for Bitcoin.
Market may not be pricing that in yet.

In the era where everyone is talking about AI generating content.
I think the bigger opportunity is what comes after that.
If essays, resumes, reports, articles and half the internet are going to be written by AI, then being able to tell what’s human starts to matter a lot.
Not in a futuristic way in a very practical way.
That's the reason why I like @ai_detection / SN32.
It’s one of the few Bittensor subnets that feels tied to a real problem already showing up at scale: trust.
Not more content, just a better way to verify what you’re actually looking at.
Part of the stack is only going to get

🇺🇸 THE U.S. JUST MADE ITS BIGGEST BITCOIN MOVE YET.
The White House confirmed it’s formally structuring a Strategic Bitcoin Reserve.
The U.S. already holds👇
- 328,372 $BTC
- $25B in value
- 1.6% of Bitcoin’s circulating supply
With 328,372 BTC already under its control, the conversation has shifted from “Should we own Bitcoin?” to “How do we manage it?”
Governments don’t build reserves around assets they think are going to zero.

🇺🇸 THE CLOCK IS TICKING TICK TOCK.
The CLARITY Act has until August 7 to be signed into law.
Just 32 days before the Senate leaves for summer recess.
The next few weeks could shape the future of crypto in the U.S.

Map showing thousands of small merchants across Africa accepting Bitcoin is way more powerful than most people realize.
This is real adoption.
Not headlines or ETF flows.
Neither people arguing on the timeline.
Just everyday businesses choosing Bitcoin.
Bitcoin is becoming part of daily life, and that’s how revolutions actually happen.

“BITCOIN IS DIGITAL ENERGY” SAYLOR.
That might sound simple, but when it comes from the most aggressive corporate Bitcoin accumulator on earth, traders immediately start asking the same question:
That’s the kind of tweet that makes Bitcoin traders stop scrolling and start guessing the size of the next buy.
How much $BTC is he buying this time?

The biggest opportunities usually aren’t where everyone is looking.
Right now, most people are obsessed with AI that creates content.
I’m becoming far more interested in AI that verifies it.
That’s the reason @ai_detection on Bittensor SN32 keeps ending up on my radar.
Every update looks practical here to me
- OCR support.
- Plagiarism detection.
- BitMind partnership.
- Consistent improvements.
As AI-generated content becomes the default, proving something is authentic could become just as valuable as creating it.
Generation gets the attention.
Verification might end up building the bigger bu

20M EURO STABLECOIN GOES LIVE ON ETHEREUM VIA CRÉDIT AGRICOLE ARM.
🇪🇺A European banking giant just launched a euro stablecoin on Ethereum.
Crédit Agricole’s securities arm CACEIS, which holds €4.6T in assets under custody, is behind $EURXT: a MiCA-compliant stablecoin with 20M already in circulation, backed 1:1 by euro reserves.
This could be the bridge Europe needed.
Good to see real bank backing here.
Solid step for European stablecoin adoption, actual bank money moving on-chain.

🇩🇪 GERMANY’S BANKS ARE GOING ALL IN ON CRYPTO.
Four years ago, Germany’s biggest savings banks called Bitcoin an “incalculable risk.”
Now? They’re bringing crypto trading to millions of retail customers.
This is a 248-year-old banking network embracing digital assets.
- Bitcoin.
- Ethereum.
- Litecoin.
- Cardano.
Pattern keeps repeating
First they ignore it, then criticize it and finally they offer it to their own customers.
Fact:-The fastest way to normalize crypto is through the banks people already trust.

Before the tariff pause,
Trump’s investment accounts reportedly accumulated 327 stocks, including Apple, Microsoft, Nvidia, Amazon, and Alphabet.
Trades were disclosed more than a year later, even though federal law generally requires reporting within 45 days.
This story is back in the spotlight again.
When policy and portfolios overlap, every detail matters.

AI is scaling fast but compute is still centralized.
That gap is where Bittensor subnets matter most.
@nodexo (SN106) focuses on the physical layer GPUs, not only models.
Instead of trusting providers, every machine must prove its hardware continuously through Proof-of-Hardware checks.
If it can’t verify, it doesn’t earn.
On top of that, a decentralized GPU marketplace lets verified hardware flow directly to AI builders.
Lock Alpha → stake earns yield + daily GPU credits.
15% supply already locked permanently.
This is the real way how compute gets re-priced.

THE WAY MICHAEL SAYLOR THINKS ABOUT BITCOIN IS COMPLETELY DIFFERENT.
Michael Saylor believes $BTC isn’t about growing richer.
It’s about making sure your wealth survives.
It’s about protecting purchasing power for the next 20 years.
He compares inflation to losing 7% of your oxygen or blood every year.
You may not notice it immediately.
But over time, the impact is impossible to ignore.

BLACKROCK KNOWS WHAT’S COMING.
BlackRock now controls nearly $50 BILLION in crypto.
- 734K BTC.
- 2.7M ETH.
The world’s largest asset manager isn’t chasing hype right now.
They’re accumulating scarce assets.
The price is temporary.
The positioning is forever.
Supply doesn’t increase.
Competition does.
We’re still very early.

🇺🇸 U.S. TREASURY JUST SETTLED ON-CHAIN IN REAL TIME AND ALMOST NOBODY NOTICED.
Tradeweb just executed the first real-time on-chain U.S. Treasury trade settled in USDCx.
Franklin Templeton moved a tokenized Treasury to Virtu Financial over Canton Network.
Six firms involved, including Digital Asset, Blockdaemon, Societe Generale.
No headlines will capture it properly but the system is already changing.
More adoption, more bullish for bitcoin and rest of the markets.

🇪🇺EUROPE JUST TOOK ANOTHER STEP TOWARD CRYPTO.
Banks are no longer watching from the sidelines.
Standard Chartered has entered Europe’s MiCA framework.
280 licensed crypto firms.
The line between TradFi and crypto keeps fading.
Big banks are finally bowing down to the inevitable. MiCA is just the starting gun.
Who is really preparing for the next bull market?

🇷🇺 RUSSIA IS DOUBLING DOWN ON DIGITAL ASSETS.
The central bank confirmed the Digital Ruble will launch on September 1.
Meanwhile, Bitcoin and crypto are expected to be legalized for international trade.
One digital currency issued by the state.
One decentralized network for global commerce.
CBDCs for inside the country. Bitcoin for outside it.
What happens when nation-states start settling trade with Bitcoin?

🇺🇸🇮🇷 U.S.-Iran negotiations going to resume on July 18.
One meeting with Countless market implications.
Nice, progress in motion.
Hope for productive talks and a clearer path forward.
Casefire > War > Casefire > War
When this gonna stop?