AlaouiCapital

SPX of Robinhood in early stages
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🇺🇸TUESDAY ISN’T JUST ANOTHER DAY ON THE CRYPTO CALENDAR.
The Senate votes on CLARITY at 2:15 PM ET.
60 votes to advance.
53 Republicans.
7 Democrats needed.
And after 120+ provisions were added during negotiations, everyone will be watching to see whether the compromise actually worked.
If it passes, the bill moves deeper into the process.
If it fails, the clock starts looking even more brutal.
Will the Senate finally deliver the clarity crypto has been waiting for?

STRATEGY HIT PAUSE ON THE BITCOIN PURCHASE.
$139.3M deployed this week, but not a single dollar went toward buying more Bitcoin.
1.42M $STRC shares repurchased, while the $BTC stack remains untouched at 845,050.
Second straight week without accumulation.
Maybe he’s waiting for the market to hand him the discount he wants.

126 CHANGES LANDED IN CLARITY ACT.
Senate Republicans released their “last, best and final” version ahead of tomorrow’s vote.
The draft adds stronger ethics restrictions, state-level enforcement and rules targeting significant crypto conflicts of interest.
The crypto rulebook is getting much closer to reality.
Trump has agreed to the revised provisions.
Now the real test is tomorrow’s Senate vote.

SOFTBANK GOT HIT BY THE OPENAI HEADLINES.
Sam Altman backing a slowdown in AI development over safety concerns sent a clear message to the market.
SoftBank fell 13% on the open.
It is now down 36% from its ATH with $64.6B invested in OpenAI.
SoftBank learned the oldest market lesson: the bigger the conviction, the harder the reality check.

🇮🇹THE BANKS ARE COMING FOR CRYPTO NOW.
UniCredit, Italy’s 2nd-largest bank, is looking for a tech partner to build crypto trading + custody.
$BTC , $ETH , tokenized assets all moving closer to the banking app.
This is getting interesting because banks don’t build infrastructure for things they think are going away.
Eventually BTC becomes just another asset your bank lets you buy.
And that’s when the real floodgates open.

🇺🇸The U.S. Treasury is buying back.
Think about what is coming next.
- Treasury removes debt from the market
- Sellers receive billions in cash
- That capital can be deployed elsewhere
This doesn’t mean $12.5B is going straight into crypto.
But when liquidity starts moving, bitcoin:native starts paying attention.

CZ: “IPOs WILL MOVE ON-CHAIN”
THE SIGNS ARE ALREADY HERE.
Traditional exchanges are already exploring tokenized securities.
NYSE National and 24X are already pushing toward tokenized securities.
The SEC is also considering longer trading hours.
Crypto spent years trying to become Wall Street.
Now Wall Street is slowly becoming crypto.

🇯🇵JAPAN BECAME THE $88B SELLER.
Japan dumped $87.8B of foreign securities in August while spending a record ¥15.4T to defend the yen.
Its reserves fell 6.2% to $1.208T, the lowest since October 2022.
With roughly 80% of reserves tied to dollar assets, the selling side matters.
The yen got support. Dollar assets got the bill.

The @LABtrade_ team is turning small upgrades into a serious UX advantage.
Google Pay was one step.
Then came better routing, more tokens, improved discovery, accurate balances and a smoother LAB 3.3.
None of these alone changes everything.
Together?
That’s how a product starts pulling ahead.
That’s the part nobody tweets about, until everyone starts using it.