AlaouiCapital

BOUGHT A LEDGER FROM CRYPTOBILIS IN THE LAST 90 DAYS?
Pay attention.
Ledger is investigating reports of stolen funds involving customers in Southeast Asia and has ordered the reseller to pause sales and shipments.
If you’ve already initialized your device, Ledger advises moving your assets to a new device with a fresh recovery seed.
An onchain investigator estimates losses above $86M.
Don’t panic, but definitely don’t ignore.

THE TELEGRAM WALLET IS LIVE.
Update your app now. The next billion users are getting onboarded now.
Durov played this one smart.
To get access, someone who already has the wallet has to send you at least 0.1 $GRAM .
Then it shows up in the “Money” tab.
Every new user can activate the next one.
That’s how it spreads like wildfire.
For now you can only send and top up your balance.
Drop your usernames below, I’m activating people now 👇

VITALIK DROPPED A SERIOUS WARNING.
Vitalik Buterin says AI could seriously weaken the concrete security of lattice cryptography over the next two years.
But he’s not telling everyone to rush into new wallets today.
He says he’s personally lost more money through botched migrations than through all hacks combined.
Imagine trying to protect your crypto and accidentally becoming your own biggest security threat.

Pudgy Penguins’ Abstract is shutting down.
The Ethereum L2 will officially closing on December 15.
The team says limited DeFi activity, thin liquidity and limited institutional adoption made running the chain unsustainable.
Even strong brands can’t survive without users and liquidity.
If you have assets on Abstract, bridge them out.

🇷🇺 SBERBANK IS GOING IN FULL CRYPTO MODE.
Russia’s largest bank has been approved for crypto custody services and digital asset products.
Bitcoin + Ethereum + USDT.
The same industry that spent years calling crypto a threat is now building the infrastructure for it.
Bitcoin didn’t need the banks.
The banks eventually needed Bitcoin now.

SIX BIG NAMES GOT A VERY INTERESTING LABEL.
$BTC
$ETH
$SOL
stellar:native
tezos:native
$XRP
CFTC calls them examples of “digital commodities.”
If that means these assets face less SEC uncertainty, US exchanges may have a much clearer path to listing them.
More clarity for exchanges means potentially more access for traders.
Simple.

ALOT FUD WITH CZ NOT ABLE TO COMPETE WITH HYPERLIQUID.
I think people are judging a multi-cycle bet on a one-month chart.
Two of the strongest top 10 runners have been ZEC and HYPE.
One represents privacy and the other proved how big the perp DEX market really is.
aster-2:native combines both.
Bull or bearmarket, traders keep trading generating revenue.
Meanwhile, multi billion L1s still generating $50 in fees monthly. They won't be able to survive the cleanup.
This cycle won’t lift everything. It will expose everything.
@cz_ already turned BNB into a $100B+ asset by thinking in years, not wee

Bitmine added another 15,112 $ETH over the past week.
That brings their holdings to 6,016,414 ETH.
4.9% of the entire supply sitting with one company
And they’re still accumulating.
They’re literally one step away from their 5% target.
Who is selling all this ETH to them?

Metaplanet bought another 1,000 $BTC for around $859M.
They now hold 44,000 BTC.
Saylor is stacking. Strive is stacking. Metaplanet is stacking.
Meanwhile retail is waiting for a $70K dip so they can buy $200 worth.

🇺🇸Former SEC Chair Jay Clayton is now leading Trump’s new “Super Intelligence Force.”
Clayton is currently Director of National Intelligence and will coordinate the administration’s AI efforts.
From financial regulation to national security and AI.
What a career arc.
AI competition is officially being framed as a national-security race.

ALL EYES ON NFP TODAY.
US jobs data drops at 8:30 AM ET.
- NFP forecast: 90K
- Previous: 162K
- Unemployment: 4.1%
A big miss could send $BTC flying.
A hot print could do the exact opposite.
Either way, volatility is coming.

This is actually the easiest referral model.
if someone already wants to trade, you’re not really convincing them of anything,
Just give them your $LAB link and let them do their thing.
LAB makes the referral part pretty simple too:
- send the link
- they trade
- you earn
No need to overcomplicate it.

🇺🇸CONGRESS IS STILL DEBATING. REGULATORS ARE BUILDING.
While CLARITY remains unresolved, the SEC and CFTC have continued moving through existing authority.
SEC:
- Crypto Task Force
- Project Crypto
- crypto asset interpretation
- Regulation Crypto Assets
- Innovation Exemption
CFTC:
- Innovation Task Force
- crypto/blockchain FAQs
- no-action positions
- continued fintech/crypto policy work
So no, CLARITY isn’t irrelevant.
But the market is already getting pieces of the framework before Congress finishes the bigger job.
Crypto waited long enough.
Now the rulebook is being assembled in public