AlaouiCapital

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.

Google isn’t trying to build a smarter AI.
It’s trying to make AI dramatically cheaper to run.
What if the next AI breakthrough isn’t Gemini 3 but the chip running it?
Google is reportedly developing Frozen V2, which could make Gemini 6–10x more efficient than today’s TPUs.
In AI, efficiency is becoming the new intelligence.

THE UK IS ABOUT TO GET A PRO-CRYPTO PRIME MINISTER.
Andy Burnham has previously championed plans to turn Manchester into a Web3 powerhouse and attract blockchain businesses.
For the crypto industry, leadership changes like this often matter just as much as regulation.
If that mindset carries into Downing Street, it could reshape how the UK approaches crypto regulation, innovation, and investment.

Everyone is posting: “USDT is getting banned in the U.S.”
That’s an oversimplification.
Under the GENIUS Act, stablecoins listed on U.S. exchanges must be backed by cash and U.S. Treasuries only by July 2028.
Today, roughly 25% of USDT’s $184B+ reserves are still allocated to Bitcoin, precious metals, and secured lending assets that don’t meet those requirements.
If USDT doesn’t comply, it could be delisted from U.S.-regulated exchanges.
But you know what’s more interesting.
Instead of fundamentally changing USDT, Tether appears to be building USAT, a separate GENIUS-compliant stablecoin issue

IRAN CLAIMS IT SHOT DOWN A $30M U.S. REAPER DRONE.
Iran says it downed another U.S. MQ-9 Reaper over Ahvaz.
The MQ-9 is one of America’s most advanced unmanned aircraft, capable of flying for 24+ hours, operating above 50,000 feet, and carrying precision-guided weapons.
30M loss for U.S.
If verified, it’s worth asking
Are high-end drones becoming easier targets as air defense systems improve, or is this an isolated incident?
Money can replace a drone. Confidence is harder to replace.

AI models are only as good as the data behind them.
That’s especially true in genomics, where privacy makes quality datasets incredibly scarce.
@NiomeAI is tackling that challenge by creating synthetic genomic data that preserves patterns and not identities.
A clever solution to one of biotech’s biggest problems.
Powerful use case being built on bittensor.

When everyone is looking at the Fed only ethereum is looking at itself.
According to SharpLink CEO Joseph Chalom, this rally isn’t being driven by macro, it’s being fueled by growing confidence in the Ethereum ecosystem.
If investor confidence in the Ethereum ecosystem keeps growing, this could be the beginning of a much bigger repricing not just another short-term move.
That may be the real reason $ETH keeps climbing.
Markets don’t just move on liquidity. They move on conviction.
Ethereum's recent rally is proving that.

IRAN-U.S. CONFLICTS BEGINS AGAIN ON WEEKEND.
Markets are still focused on rate cuts and crypto ETFs.
But geopolitics stealing the spotlight.
Iran has formally suspended the implementation of all commitments under its MOU with the United States.
If tensions continue to rise, risk assets could face a very different trading environment than investors have been expecting.
Sunday headlines always become Monday volatility.
Pay attention.

🇺🇸APPLE RECLAIMS THE #1 SPOT.
$AAPL has surpassed $NVDA to become the world’s most valuable company.
Market is literally shifting from AI hype to proven cash-flow giants.
Rotation is underway.

MICROSOFT BUILT AN AI THAT HUNTS SOFTWARE BUGS BETTER THAN ANTHROPIC’S MYTHOS
Microsoft’s MDASH reportedly scored 88.45% on the CyberGym security benchmark.
Anthropic’s Mythos: 83.1%.
It has already uncovered 16 new Windows vulnerabilities.
Meanwhile, Microsoft patched a record 570 security flaws in a single month up 316% from last year.
The next cybersecurity arms race may not be humans vs hackers.
It may be AI vs AI, with the software we all use caught in the middle.

Retail investors are finally taking money off the table.
Last week, they sold
- $125M of SanDisk
- $120M of Apple
- $105M of Tesla
- $65M of Nvidia
- $40M of American Airlines
- $22M of Meta
Tesla and Apple alone saw $200M in retail selling over two weeks.
At the same time, retail stock turnover has exploded to a record $370B, up from $220B at the start of 2026.
After a historic tech rally, retail is doing something it rarely does:
selling the winners.

IRAN THREATENS TO DESTROY THE REGION.
Iran’s IRGC reportedly warned that if the U.S. targets Iranian infrastructure, Iran will “bring the Arabs back to the age of camels and sandals” and destroy infrastructure across the entire region.
This comes after Trump threatened strikes on Iranian power plants, bridges and energy sites next week.
This could escalate very quickly.