AlaouiCapital

THE MARKET IS TIRED OF WAITING. CLARITY ACT ON HOLD AGAIN.
At this point, I’m more confident in Bitcoin making a new ATH than Congress making a decision on time.
The Senate delayed the Crypto Clarity Act again.
Bitcoin has survived exchange collapses, bans, and bear markets.
It’ll survive another political delay too.
Nothing new. still frustrating.
Crypto has spent years asking for clarity.
Instead, we keep getting “maybe next week.”

STRATEGY HASN’T BOUGHT BITCOIN IN FIVE WEEKS.
That’s unusual.
What’s even more unusual? They’re still raising capital.
Now they’re sitting on $3.75B in cash while holding 843,775 BTC.
Saylor has spent years buying every opportunity.
If he’s waiting now
He probably thinks a better one is coming.
Is he waiting for the Clarity Act too?

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