AlaouiCapital

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.

THE PRESIDENTIAL STOCK TRADING STORY JUST GOT MORE INTERESTING.
CNN says Trump allegedly bought shares in 20+ companies including Nvidia and Palantir.
Then came the public promotion on Truth Social.
The trades allegedly happened first.
The posts came later.
Add in billions made from crypto and a portfolio filled with stocks and bonds, and one question becomes unavoidable:
Where does presidential influence end and personal investing begin?

Google’s biggest advantage may be under threat.
🇪🇺 The EU is forcing Google to open parts of Android and Search to AI competitors, including OpenAI.
Google spent years building the distribution.
Now regulators want its biggest rivals to access it.
The next AI war may not be won by the best model.
It may be won by whoever controls the default search box.

THE CLARITY ACT IS ABOUT TO GET ANOTHER BIG SPOTLIGHT.
Tomorrow, July 17, the House Financial Services Committee will hold a field hearing on how the bill could unlock financial innovation.
Every new hearing brings crypto one step closer to something the industry has been waiting for:
Regulatory clarity.

🇺🇸 ONE COIN. ENDLESS DEBATES.
A President Trump $1 gold coin is officially coming for America’s 250th anniversary.
Some will collect it.
Some will criticize it.
Expect this to become one of the most talked-about collectibles in years

🇯🇵Japan is officially opening the door to crypto.
Bitcoin ETFs are now on the table, and crypto taxes could be cut from 55% to 20%.
The world’s 4th-largest economy is betting on Bitcoin.
The next decade is the decade of Digitals Assets.
More adoption. Definitely bullish.

MORGAN STANLEY JUST MADE ANOTHER BIG CRYPTO MOVE.
$9.3 trillion Morgan Stanley has filed amended S-1s with the SEC for both Ethereum and Solana ETFs.
One filing alone won’t change everything.
But trillion-dollar firms all moving in the same direction usually does.