AlaouiCapital

🇬🇧 The UK is getting serious about blockchain.
The regulator wants companies to use blockchains across financial markets to make transactions faster, more efficient and more secure.
Kinda ironic.
Crypto spent years trying to explain why financial rails should move on-chain.
Now TradFi is slowly figuring it out for itself.
Slowly, then all at once.

🇺🇸Jamie Dimon dropped a pretty wild warning.
The U.S. could lose its reserve-currency status within 25 years.
That sounds like a long time.
But 25 years in markets is nothing.
To be honest, if dollar dominance starts cracking, i’m watching gold, BTC and scarce assets very closely.

🇺🇸🇮🇷 TRUMP SAYS IRAN IS RUNNING OUT OF MONEY.
The U.S. is “low keying it” for now, according to Trump, with economic pressure taking priority over another military offensive.
He says Iran is in “very bad shape” and has “no money” to pay its troops.
Blew up Iranian schools, hospitals, civilian homes, bridges, towers, power plants, oil refineries but Iran still control the Strait with shipping fees with no money.
- Make sense?
They have no money but have enough munitions to defeat the U.S. in a war.
Do U.S. have money?
- Yeah $40 trillion in debt.
No bombs also no calm either.
Markets still

SAYLOR IS COOKING AGAIN.
Michael Saylor just posted: “Doing ₿usiness.”
If you know Saylor, you know what that usually means.
Another Bitcoin buy could be loading.
If MicroStrategy starts stacking here, the market is going to notice.
How much BTC this time he can buy?

🇨🇳🇺🇸 THE YUAN JUST HIT A 3+ YEAR HIGH AGAINST THE USD.
Everyone will ask: Is China replacing the dollar?
Wrong question.
The real question is how much global trade can slowly move toward CNY settlement.
China already has massive trade power.
Now it wants monetary power too.
No overnight USD collapse, this could be just a slow reduction in dependency.
One trade means nothing but millions of trades in year can change the whole story.

X’s new creator monetization rules are going to be interesting.
Starting September 7, the old program is replaced by the Original Content Rewards Program.
Existing creators reapply from September 8.
To qualify, you need👇
- 500K verified-user impressions in 90 days.
- For payouts, only Premium subscriber impressions count.
- Community Note that content earns nothing.
- Engagement requests like “like, reply, bookmark, follow or repost” can get you removed.
- Reuploading someone else’s content will be not eligible, even with credit.
- And memes or commentary only count when they bring meaningful

THE WALL BETWEEN CRYPTO & STOCKS IS DISAPPEARING.
Coinbase just launched 24/5 access to almost 4,000 US stocks for UK users.
- One app.
- Crypto + equities.
- Almost around-the-clock trading.
Every update makes Coinbase looks like the financial super app they’ve been building all along.
The winners will be the platforms that let you trade everything in one place.

US-CHINA TRADE WAR HEATING UP AGAIN.
The US moved to restrict Chinese drones and robotics.
China’s response?
New sanctions targeting the United States.
The tech war between the world’s two biggest economies is getting hotter, and every new move adds another layer of uncertainty for global markets.
Both sides continuing to raise the stakes in an already fragile global environment.

THE MARKET IS TIRED OF WAITING. CLARITY ACT ON HOLD AGAIN.
At this point, I’m more confident in Bitcoin making a new ATH than Congress making a decision on time.
The Senate delayed the Crypto Clarity Act again.
Bitcoin has survived exchange collapses, bans, and bear markets.
It’ll survive another political delay too.
Nothing new. still frustrating.
Crypto has spent years asking for clarity.
Instead, we keep getting “maybe next week.”

STRATEGY HASN’T BOUGHT BITCOIN IN FIVE WEEKS.
That’s unusual.
What’s even more unusual? They’re still raising capital.
Now they’re sitting on $3.75B in cash while holding 843,775 BTC.
Saylor has spent years buying every opportunity.
If he’s waiting now
He probably thinks a better one is coming.
Is he waiting for the Clarity Act too?

BitMart was once a top-10 crypto exchange.
Today it’s asking users to close positions and withdraw their funds.
BitMart’s timeline is a reminder that exchanges don’t fail overnight.
2021: $196M hack.
2022: FTC investigation.
2025: Withdrawal complaints.
2026: Shutdown.
BitMart once benefited from the altcoin boom.
Today it’s winding down operations.
Narratives can build an exchange only execution keeps it alive.
Survival remains crypto’s ultimate competitive advantage.

NVIDIA SECURED THE FUTURE OF AI COMPUTE.
The smart money is building everything behind them.
- Power.
- Memory.
- Data centers.
- GPUs.
That’s what this $500B+ NVIDIA × SK Group initiative is really about.
The next AI winner won’t just have the best model. It’ll have the infrastructure no one else can match.
Companies closest to AI demand aren’t slowing down, they’re preparing for a world that needs far more compute than exists today.

NVIDIA SECURED THE FUTURE OF AI COMPUTE.
The smart money is building everything behind them.
- Power.
- Memory.
- Data centers.
- GPUs.
That’s what this $500B+ NVIDIA × SK Group initiative is really about.
The next AI winner won’t just have the best model. It’ll have the infrastructure no one else can match.
Companies closest to AI demand aren’t slowing down, they’re preparing for a world that needs far more compute than exists today.

RWA adoption won’t come from another flashy announcement.
It will come when using these assets feels as simple as swapping any other token.
Because a tokenized asset with no liquidity is just a number sitting onchain.
Real unlock is access.
That’s the reason @maplefinance bringing syrupUSDC and syrupUSDT live on @1inch matters.
Maple’s yield bearing stable assets are now connected to one of DeFi’s BIGGEST liquidity layers on Ethereum making them easier for users to swap, developers to integrate, and the ecosystem to build around.
Tokenization won’t win because we put more assets onchain.
It wi

WALL STREET IS BORROWING CRYPTO’S BEST FEATURE.
On Sept. 17, the SEC will hold a roundtable to discuss 24-hour trading for U.S. equity markets.
NYSE Arca, Nasdaq, and Cboe are all targeting near-24/5 trading by 2026, while the London Stock Exchange is testing its own rollout and Blue Ocean ATS has already been operating overnight since 2021.
Wall Street is starting to trade on crypto’s schedule.
Took them long enough.
Who would’ve thought crypto was the blueprint?
The next bull market won’t care what time it is.

CRYPTO HAS SPENT YEARS WAITING FOR REGULATORY CLARITY.
NOW THE BIGGEST BANKS ARE TOO.
Goldman Sachs says it’s time to move the CLARITY Act forward.
He says the CLARITY Act isn’t perfect, but believes it creates a level playing field and gives digital asset markets room to grow.
When the biggest banks start pushing for the rules, they’re already planning for what comes after.
Clear rules create bigger markets. More adoption.

🇺🇸198 Democrats voted against banning members of Congress and their spouses from trading individual stocks.
Only 13 Democrats voted for it.
AOC and Ilhan Omar were among those who voted NO.
The bill passed 232–198.
Democrats say it was a sham because it included other provisions and didn’t force lawmakers to sell existing holdings.
Fair criticism?
Maybe.
But watching politicians vote against banning themselves from trading stocks is still interesting.