AlaouiCapital

OPENAI WANTS AMERICANS TO OWN A PIECE OF THE AI BOOM.
Sam Altman has reportedly proposed giving the U.S. government a 5% equity stake in OpenAI.
At today’s $852B valuation, that’s worth around $42.6B.
The idea is to create a public wealth fund so Americans can benefit from AI’s economic upside.
Altman has reportedly discussed the proposal with President Trump and other senior officials.
The plan is still preliminary and would likely need Congressional approval.
If approved, it could redefine the relationship between Big Tech and the U.S. government.

ANOTHER BANKING GIANT ENTERED THE STABLECOIN RACE.
The biggest crypto bull market may not be driven by retail.
It may be driven by banks.
🇫🇷 Crédit Agricole just launched EURXT, a euro-backed stablecoin on Ethereum.
- 20M tokens already issued
- Backed 1:1 by euro reserves
- Built for institutional clients
The institutions that once questioned crypto are now building on it.

THE MARKET STRUCTURE BILL IS ALMOST HERE.
A MAJOR STEP FOR $BTC COULD BE JUST WEEKS AWAY.
🇺🇸 US SEC Commissioner Pierce says the Bitcoin Clarity Act will pass this summer.
“There is a lot of work happening now.”
“I expect we will see it pass soon.”
If the Senate approves it, this could be a historic moment for crypto.

Michael Saylor just answered every $STRC critic in one statement.
“If Bitcoin goes up zero percent for the next 40 years, we can still pay the dividends.”
“If $BTC goes up just 3% a year, we can pay the dividends forever.”
The market can argue.
The math is harder to ignore.
Either this is one of the strongest capital structures in crypto Or the market is pricing it completely wrong.
Bitcoin printing machine is not going to stop at any cost.

🇹🇼 TAIWAN JUST GAVE CRYPTO ITS CLEAREST RULEBOOK.
Taiwan has passed landmark crypto legislation.
The new law
- Requires licenses for exchanges and stablecoin issuers
- Enforces stricter reserve and cybersecurity standards
- Strengthens consumer protections
Illegal crypto operations now face up to 7 years in prison and $3.1M in fines.
Another country just chose regulation over restriction.
Taiwan establishing the blueprint, we are so back bros.

JULY 1 COULD RESHAPE THE STABLECOIN LANDSCAPE.
MiCA rules officially take effect across the EU.
That puts $186B USDT under pressure on regulated platforms, while $74B USDC is positioned to capture the flow.

THE STABLECOIN WAR JUST ENTERED A NEW ERA.
Visa, Mastercard, BlackRock, Coinbase, and American Express are reportedly launching $OUSD.
When the biggest financial institutions start building together, you know crypto has become impossible to ignore.
Traditional finance finally building serious infrastructure around stablecoins today.
Slowly then suddenly.

🇦🇺 AUSTRALIA GOES ALL-IN ON CRYPTO COMPLIANCE.
Australia just removed the minimum threshold for crypto transfers.
Starting July 1, every transfer through a local exchange requires sender, recipient, and platform details.
Whether it’s $10 or $10M, the reporting rules are the same.
It’s another reminder that regulation is catching up with the industry.

$SMCI erased 10.84% after Taiwan intensified its AI chip smuggling probe.
The investigation now includes companies linked to Supermicro and follows earlier allegations involving Nvidia AI chips being routed to China.
Taiwan could soon criminalize illegal AI chip exports, raising the stakes for the entire industry.
With tougher export laws now under discussion, AI supply chains could face even greater scrutiny.
Is this a temporary headline-driven selloff, or the start of a much bigger regulatory risk for AI stocks?

🇬🇧 UK HAS DRAWN A LINE: CRYPTO FIRMS MUST GET LICENSED
The FCA has finalized its crypto framework.
By 2027, exchanges, custodians, stablecoin issuers, staking platforms, and intermediaries must all obtain authorization.
Even existing AML-registered firms must apply again.
The message is simple:
If you want access to the UK market, you play by UK rules.

A Head & Shoulders isn’t bearish because of its name.
It’s bearish because of the math.
If the neckline breaks on $BTC, the expected move is often equal to the distance from the head to the neckline.
In this case:
Neckline: $76K
Projected target: $25K
Potential move: -67%
The pattern is simple.
If it can’t reclaim that level, every rally becomes a question instead of an answer.
Markets don’t care where you bought. They care where liquidity sits.

STRONGEST BITCOIN ALWAYS SOUND LIKE THIS
- Buy.
- Hold.
- Never sell.
Strategy just added a fourth step.
Monetize when necessary.
Up to $1.25B in $BTC can be monetized under the new framework.
No BTC has been sold just rule changed.
But the company that never planned to sell now has a plan if it does.

Iran and the U.S. could be heading back to the table.
President Trump says a meeting has been scheduled for tomorrow in Doha.
This came Precisely before U.S. markets open.
Unbelievable.
Unfortunately we have been through this SEVERAL times.
No more meetings, need conclusions.

🇺🇸 THE U.S. DOLLAR IS MAKING A COMEBACK.
It is on track for its best month in nearly a year.
June gains have reached 2.5%, fueled by rising Gulf tensions and growing demand for safe-haven assets.
Now, all eyes turn to the upcoming U.S. jobs report.
Strong dollar usually means risk assets face a tougher short-term environment.
Worth watching.

ETHEREUM JUST LOST ITS PLACE.
$ETH is no longer a top 100 asset by global market cap.
Think about it once.
The chain that sparked DeFi, NFTs, and smart contracts is now ranked behind 100 other global assets.
Markets don’t care about legacy, they care about value.
Nothing stays on top forever.

🇨🇳TWO MAJOR CHINESE HEDGE FUNDS ARE TURNING CAUTIOUS ON AI.
According to Bloomberg, Wealspring Asset says AI stocks have entered “super bubble” territory and valuations have become detached from reality.
Banxia Investment believes the trigger has already appeared, pointing to slowing growth at leading AI companies and rising competition.
The uptake is still high.
It will probably burst when earnings fail to meet expectations
The AI trade may be entering a very different phase.
Should we be worried?

THE STRAIT OF HORMUZ IS BACK IN TALKS AGAIN.
Reports suggest Oman may charge ships transiting the Strait of Hormuz for security.
If that becomes reality, global trade gets more expensive.
Markets could be underestimating what is coming next, the conflict may have faded from the headlines.
The economic consequences haven’t.

🇨🇳 CHINA’S TECH COMEBACK IS HAPPENING FASTER THAN EXPECTED.
The world’s fastest supercomputer is no longer American.
China just did what U.S. sanctions were supposed to prevent.
China’s LineShine just took the No. 1 spot for the first time since 2017.
- Built with domestic chips.
- Built despite export controls.
- Built anyway.
Competition doesn’t disappear when you close the door.
It finds another entrance.