AlaouiCapital

Trump is turning up the pressure on China again.
Another 7.5% tariff → total tariffs hit 20%.
Official reason: China’s excess manufacturing capacity.
But what happens before the September 24 Trump-Xi summit.
Tariffs now. Negotiation later?

THE TREASURY REVEALED HOW BIG ITS BAZOOKA COULD BE.
Treasury has doubled long-term bond buybacks from $2B to at least $4B per operation.
But the real firepower is the $1T sitting in the TGA.
According to CNBC, Treasury could tap that cash to fund larger buybacks.
The full $1T is not being deployed.
But even a fraction would be massive for the bond market.
Higher bond prices.
Lower long-term yields.
And potentially more liquidity flowing toward stocks and crypto.
The $4B buyback might be the appetizer.

🇮🇷 THE RIAL CRASH IS ONLY HALF THE STORY.
Nearly 2M rial per $1.
The other half is happening behind the scenes
- Pressure on oil exports
- Tighter financial access
- More dependence on China
- More interest in BRICS
When traditional financial channels get harder to use, alternative ones suddenly become a lot more valuable.

🇺🇸🦅 $WLFI might be sitting on a much bigger narrative than people are pricing in.
What’s happening with USD1👇
- @worldlibertyfi teamed up with @Aster_DEX for a massive trading campaign.
Phase One
- 125M $WLFI for open interest
- 6.25M $USD1 for volume
- 2X boost if USD1 is used as the only collateral
And this is only HALF of the full commitment.
Their goal is pretty simple to understand
- Push USD1 into real trading activity.
- Get traders using it.
- Get liquidity around it.
- Get protocols integrating it.
Make USD1 useful.
That’s how a stablecoin actually becomes powerful.
And $WLFI sits

NVIDIA IS MAKING A BIGGER BET ON OPEN-WEIGHT AI.
$6B.
100+ Poolside engineers.
Nemotron.
The move comes as DeepSeek keeps showing how competitive Chinese AI models can become.
NVIDIA clearly doesn’t want to sit back and watch that gap close.
They already have the hardware.
Now they’re putting serious resources behind the models too.
The US-China AI race got another level of competition.

🇮🇷🇺🇸 IRAN ADDED ANOTHER PROBLEM TO THE OIL MARKET.
Countries backing U.S. sanctions could now be considered “enemies,” according to Iran.
And tanker traffic through Hormuz is already down 95%.
2–3 large crude carriers are crossing daily vs 8 before.
Yeah, this is probably not the kind of supply shock oil bulls were asking for.

BOUNCEBIT JUST KILLED ITS OWN L1.
After a $3M exploit, BounceBit plans to shut down its Layer 1 and move BB to BNB Chain.
The attacker moved 286.5M BB from 9 accounts through an authorization flaw.
No private keys were compromised.
BounceBit says it will use a pre-attack snapshot, cancel the unauthorized transfers, and reissue BB as a BEP-20 token.
wild way to handle an exploit, but the chain itself is basically getting retired.

🇺🇸🇨🇦 U.S.-Canada trade deal falls apart at the final hurdle.
Canada rejected the latest U.S. terms, prompting 50% tariffs on roughly $20B of Canadian goods.
Prime Minister Mark Carney has pulled Canada’s trade team from negotiations.
Ottawa now threatens matching tariffs on $20B of U.S. goods.
Canada says it will retaliate dollar-for-dollar.
Another trade war got more expensive.

So @Nodexo has an interesting idea around $TAO that caught my attention.
Instead of treating staking as something where you simply lock Alpha and forget about it, Nodexo turns that locked position into access.
Alpha staked on SN106 can continue earning its normal network yield while unlocking recurring compute credits for the Nodexo marketplace.
And the bigger the network gets, the more interesting that flywheel becomes, more verified machines, available compute, more developers using it.
The cool part is simple.
You don’t have to choose between staking and using your capital.
The same positio

There’s a simple idea behind what @nodexo is doing.
Your Alpha doesn’t have to stop working just because you want compute access.
Lock the position while it stays intact.
keep the network yield and start receiving recurring compute credits alongside it.
Those credits unlock verified AI compute supplied by machines that can prove their hardware.
The capital keeps working in the background while the credits give you direct access to the marketplace that capital is helping secure.
and more verified capacity means the credits can potentially go further.
That loop is making nodexo on bittensor more

BTC SPOT VOLUME FLASHING A WARNING.
Lowest spot exchange volume since 2019.
$BTC is stuck between $63K and $68.7K while the market is waiting for direction.
Seller exhaustion is approaching levels we’ve seen around previous major bottoms.
Sounds bullish, right?
There’s still one problem.
Nobody is aggressively buying.
- ETF demand is modest.
- Exchange flows remain elevated.
- Spot demand is weak.
So for me, $58.5K is the level that matters.
Lose it and thin liquidity could turn a slow bleed into a very fast move.

While everyone is busy saying their tech is unbreakable.
@EnigmaSN63 is literally paying people to prove otherwise.
Live RSA and quantum verification challenges.
Industry partners like Terra Quantum and BlueQubit. Zero-trust treasury. Every solution open-sourced.
That’s the way how real innovation compounds.
This might become one of the smartest experiments in the $TAO ecosystem.
In the long run, proof usually wins.