AlaouiCapital

🇺🇸President Trump says the U.S. is “taking over” the Strait of Hormuz and countries must pay for its protection.
Brent crude has climbed above $79/barrel.
Should every country using it help pay the bill?

Japan’s financial giant SBI Holdings is teaming up with Solana.
The mission:
- Yen stablecoins
- Tokenized assets
- Institutional on-chain finance
- Next-gen payment rails
Japan is building the future of finance on-chain.

Empery Digital sold 1,400 $BTC for $87.1M.
Not because Bitcoin failed.
Because AI infrastructure became the higher priority.
Empery Digital is cashing out Bitcoin to invest in AI data centers and strengthen its balance sheet.
Fascinating shift in priorities.
Yesterday, companies were buying $BTC.
Today, they’re selling it to build AI.
The capital rotation is getting interesting.

FIVE COUNTRIES.
ONE COORDINATED ATTACK.
Iran has reportedly launched missile and drone strikes against Bahrain, Kuwait, Qatar, Jordan, and the UAE.
Real question isn’t what happened.
The question is how the region responds next.
That answer could move every market on Monday.

THE CLARITY ACT IS NOW IN DO-OR-DIE MODE.
The window is closing.
- Senate returns: July 13
- Time left: 20 working days
- Deadline: August 7
This may be the biggest regulatory event for crypto in 2026.
A single vote could reshape how crypto is regulated in the U.S.
Pass it, and crypto gets long-awaited regulatory clarity.
Miss the window, and the bill could be dead for the year.

🇺🇸Eric Trump:
“ETH is pumping hard. Great to see! Crypto is the future.”
Correct me if I’m wrong but last time he said something like this crypto dumped pretty hard.
Now everyone wants to know how high this rally can go.
Is this just the beginning?

🇮🇷🇱🇷 Iran refuses to return to the negotiating table.
Tehran says there will be no negotiations with the U.S. until Washington delivers on previously agreed terms covering the Strait of Hormuz and oil exports.
If tensions rise from here, expect oil and crypto markets to react.
Talks stay on hold until actions match the promises.

BlackRock moved 43.985 $BTC worth around $2.81M through Coinbase Prime today.
Small compared to its holdings, but institutional wallet activity is always worth watching.
Most people only notice after the candles move.
Wallet activity often tells the story before the chart does.

IRAN VOWS REVENGE FOR SLAIN SUPREME LEADER.
As the U.S. 24-hour deadline approaches, Mojtaba Khamenei says revenge is “the demand of the nation” and “must certainly be carried out.”
He also warned those responsible, from “the most senior to the most junior,” will not escape accountability.
With the U.S. deadline approaching, geopolitical risk is back in focus again.
The situation became even more tense now.

AI IS THE NEW STRATEGIC WEAPON
OpenAI and Google are reportedly supplying models to Singapore-based units of Alibaba, Baidu and Tencent.
The world is racing to build smarter machines,
But the bigger battle is who gets access to them.
Despite rising US-China tensions, AI adoption keeps moving faster than regulation.
The next tech war will be fought with intelligence.

TWO HOURS TO GO: ALL EYES ON U.S.-IRAN TALKS.
Markets were preparing for another tense day.
Just two hours before the U.S. market opens.
Reports say Qatar is working behind the scenes to keep the U.S.-Iran ceasefire alive.
One headline could decide whether markets open with relief or panic.
Waiting for the next confirmation tweet from Mr. President.

🇺🇸CLARITY ACT IS ONE STEP AWAY FROM THE SENATE.
Congress could unveil a revised draft next week.
The only major hurdle left is an ethics provision that would prevent government officials from profiting from crypto.
Clear that hurdle, and the bill could head to the Senate by July 20.
One agreement could unlock the biggest crypto legislation of the year.

Michael Saylor built his reputation on one message
“Never sell your Bitcoin.”
Now Strategy has sold 3,588 $BTC , its largest Bitcoin sale on record.
With a $1.25B selling program still ahead, the market could be watching the start of a very different chapter.

🇺🇸 ANOTHER U.S. STATE IS TALKING BITCOIN.
New Hampshire Governor Kelly Ayotte says Bitcoin is “something we really need to think about.”
Innovation is becoming the biggest argument for state-level $BTC adoption.
More U.S. states are openly discussing $BTC.
The race to build Bitcoin reserves is just getting started.
Who’s next?

🇷🇺 RUSSIA’S BIGGEST BANKS ARE GOING ALL IN ON CRYPTO.
Alfa Bank is preparing to launch crypto services and become a digital asset depository.
Sber did it.
T-Bank followed.
Now Alfa Bank plans to add crypto services and digital asset custody.
Taken together with similar announcements from other major banks, the direction is becoming increasingly clear: traditional finance is adapting to digital assets.

🇺🇸🇮🇷 TRUMP DECLARES MOU WITH IRAN IS OVER.
“It’s a waste of time dealing with them.”
A single statement could reshape the next chapter of U.S.-Iran relations.
The next few days could be crucial for oil and global markets.
We all know what's about to happen again.
The Bear is near.
Act accordingly!

🇨🇳 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.