AlaouiCapital

G20 PUT CRYPTO IN THE ECONOMIC GROWTH CONVO.
They’re talking clearer rules for digital assets, stablecoins and cross-border payments.
That’s actually pretty big.
A few years ago crypto was something governments wanted to stop.
Now they’re figuring out how to build around it.

GOOGLE’S AI SECRETS LANDED IN A US-CHINA BATTLE.
A Google engineer allegedly took 2,000+ pages of confidential AI chip designs while secretly building a Chinese startup.
All 7 espionage charges were thrown out, but 7 trade-secret charges remain.
Everyone is watching who wins the AI race, but cases like this show there’s another battle happening behind the scenes over talent, technology and whoever gets the first-mover advantage.
AI competition between the US and China is only getting more intense.

HORMUZ IS ABOUT TO LOSE ITS CROWN.
Bessent says alternative routes could make the Strait “worthless” within two years.
Iran has massive energy reserves.
The U.S. is talking to China. More banking sanctions are coming.
If alternative routes scale, one of the world’s biggest energy bottlenecks could lose its premium.

🇬🇧LONDON STOCK EXCHANGE IS GOING ON-CHAIN.
The LSE is preparing tokenised stocks, with blockchain-based issuance and settlement already being developed.
If this eventually means 24/7 trading for major stocks, that’s a serious shift.
Everyone keeps asking when institutions will adopt crypto.
Wrong question.
They’re already adopting the technology behind it.
The real plot twist is watching TradFi slowly rebuild itself on-chain.

$SIRIUS might be one of the most undervalued tokens on robinhood
The REAL Star in outer space was named by Vlad Tenev (Founder of robinhood) himself + Elon musk past mentions
The lore is insane, the only dog runner on Robinhood

🇺🇸 THE CLARITY ACT IS NOW 15 DAYS FROM A MAKE-OR-BREAK MOMENT.
September 15 is the Senate cloture vote.
60 votes needed.
The House already said yes.
The Senate Banking Committee already moved it forward.
But Polymarket now gives it only ~14% odds of passing.
At the same time, the SEC and CFTC are moving forward under existing authority.
This vote could decide whether America gives crypto a framework to grow
or another year of waiting, guessing and fighting for clarity.

🇷🇺RUSSIA IS BRINGING bitcoin:native INTO BANKING.
Sberbank is preparing to accept bitcoin:native, $ETH and $USDT as collateral for loans once Russia’s new digital asset rules take effect.
You don’t necessarily have to sell your Bitcoin when you need liquidity. You may be able to borrow against it instead.
Crypto is slowly becoming something banks can actually use.
We are getting closer.
A few years ago this sounded crazy now banks are slowly coming to crypto.

A YEN SHOCK COULD UNWIND MORE THAN CURRENCY TRADES.
Bessent is warning that a disorderly Yen move could force investors to unwind positions and push borrowing costs higher.
That matters because the Yen is deeply connected to global funding markets.
A sudden move could turn a currency problem into a liquidity problem.
And when liquidity gets tight, nobody cares what asset you’re holding.
That puts carry trades and leveraged positions directly in focus.
A sudden move can force traders to reduce risk at the same time.
And when everyone is trying to exit together, even strong markets can get ugly

THE TRUMP CRYPTO TRADE HAS A WILD PNL SPLIT.
One side is looking at billions in red.
A Public Citizen report estimates at least $4.7B in paper losses across Trump-linked crypto products.
But Trump disclosed at least $1.4B in crypto income in 2025.
In crypto, the person holding the token and the person monetizing the narrative can have VERY different PnLs.
The chart tells you who got hurt. The cash flow tells you who didn’t.
That's the alpha.

One AI gives you an answer, Compelle gives you both sides.
@compelleai takes the same question and gives it to two models.
They debate the claim, then independent judges decide which side made the stronger case.
You get the verdict, the full transcript, and the exact point where the losing argument fell apart.
Simple idea, but powerful.
Don’t just ask AI what’s right. Put the answer under pressure.
The winning answer is the one that survives the attack.

$6.36B OF bitcoin:native OPTIONS EXPIRE TODAY.
Around 81,000 BTC contracts are about to roll off Deribit.
Max pain sits at $69K with a 0.85 put/call ratio.
That’s a huge amount of positioning coming off the board.
Expect some serious volatility around the expiry.
Markets love making traders uncomfortable around big expiries.
Wouldn’t be surprised if both sides get chopped first.

THE ETF FLOWS ARE HARD TO IGNORE.
BlackRock and other ETFs just put another $232.2M into $BTC and $192.4M into $ETH .
Over $424M combined.
Meanwhile, CT is still trying to figure out if this is the top or the start of the next leg.
I’m not saying the market has to pump from here.
But when that much capital is buying, i definitely don’t want to be blindly bearish.