AlaouiCapital

THE CLARITY ACT IS ABOUT TO GET ANOTHER BIG SPOTLIGHT.
Tomorrow, July 17, the House Financial Services Committee will hold a field hearing on how the bill could unlock financial innovation.
Every new hearing brings crypto one step closer to something the industry has been waiting for:
Regulatory clarity.

🇺🇸 ONE COIN. ENDLESS DEBATES.
A President Trump $1 gold coin is officially coming for America’s 250th anniversary.
Some will collect it.
Some will criticize it.
Expect this to become one of the most talked-about collectibles in years

🇯🇵Japan is officially opening the door to crypto.
Bitcoin ETFs are now on the table, and crypto taxes could be cut from 55% to 20%.
The world’s 4th-largest economy is betting on Bitcoin.
The next decade is the decade of Digitals Assets.
More adoption. Definitely bullish.

MORGAN STANLEY JUST MADE ANOTHER BIG CRYPTO MOVE.
$9.3 trillion Morgan Stanley has filed amended S-1s with the SEC for both Ethereum and Solana ETFs.
One filing alone won’t change everything.
But trillion-dollar firms all moving in the same direction usually does.

THE CLARITY ACT JUST HIT A NEW ROADBLOCK.
Sen. Elizabeth Warren is calling for ethics rules that would prevent government officials and their families from profiting from crypto.
Washington is now debating who should be allowed to profit from it.
Will this strengthen the CLARITY Act or make it harder to pass?

🇰🇷 GOVERNMENT BONDS ARE COMING ON-CHAIN.
South Korea will reportedly launch a pilot to tokenize government bonds on blockchain.
- Linked to the Bank of Korea’s institutional CBDC.
- Government debt is moving on-chain.
Every government that moves on-chain makes it easier for the next one to follow.
The long-term bull case keeps writing itself.
If governments are adopting blockchain,
Who’s still betting against tokenization?

🇺🇸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.