AlaouiCapital

I keep seeing more interesting stuff coming out of Canton lately and just came across @ekidenfi.
it’s basically a new perp DEX on Canton built for more serious trading, with CLOB execution instead of the usual AMM setup.
BTC, ETH, HYPE & CC perps, up to 20x leverage and already $3.3M+ in volume.
but what caught my attention more → mainnet is live and access is still invite-only.
I have limited invites to share with you guys.
and if you join through my referral link, you get a 20% multiplier too.
early access + actual trading volume already there
definitely keeping an eye on this one.

SAYLOR IS BACK ON THE BUY BUTTON.
Strategy just bought 1,666 $BTC worth $138M between Sept 21–27.
That comes right after another 950 BTC bought the week before.
847,666 BTC now.
The summer pause is officially looking very over.

DUROV SAID OVER A BILLION PEOPLE ARE GETTING A CRYPTO WALLET INSIDE TELEGRAM.
And nobody is talking about it.
TON is the-open-network:native now and the chart looks like it bottomed. It's screaming big candles ahead.
I loaded up heavy on those lows.
Trenchers, you know what's coming.
RUN IT BACK TURBO, the eco is about to explode.

$BTC holders are doing the exact opposite of what the market expects.
3M+ BTC added to long-term holdings since 2020.
Meanwhile retail sold 140K BTC in H1, then bought back 107K BTC in Q3.
Millions of BTC are sitting in wallets that clearly don’t care about the next 5% move.
Good luck buying the dip when nobody wants to sell.
The supply is getting locked up.

FED PUT A BIG QUESTION MARK ON STABLECOIN YIELD.
Fed draft rules would require supervised issuers to keep stablecoins fully backed by approved reserves like Treasuries.
But holders may not get yield just for holding.
Your $1 earns yield somewhere.
Just not in your wallet.

BlackRock is slowly taking the ETF world onchain.
They’re launching 3 tokenized model portfolios with Ondo, holding baskets of stocks, bonds and Bitcoin ETFs.
24/7 trading + transfers + borrowing against the holdings.
BlackRock doesn’t need crypto hype. If they’re putting the product onchain, that alone says enough.
The RWA narrative gets way more interesting when the biggest asset managers start bringing their actual products onchain.

🇪🇺 18M+ BANK CUSTOMERS COULD SOON GET CRYPTO ACCESS.
$235B Raiffeisen is expanding its digital asset partnership with Bitpanda across 11 European markets.
The distribution is finally getting serious.
You don’t need another crypto app when your bank becomes the on-ramp.
That’s adoption.

BTC IS MOVING WHILE THE OLD COINS WAKING UP.
Long-term holders are starting to move again.
Usually that means more supply hitting the market, but $BTC is still holding strong instead of giving everything back.
That tells us buyers are still hungry.
This supply-demand fight is going to be important.
If buyers keep winning, $BTC could have another big move ahead.

🇷🇺RUSSIA IS OPENING THE BANKING DOOR TO CRYPTO.
Russia is in talks with major banks and financial firms to expand access to the crypto market.
The US is still stuck in the CLARITY Act debate, while Russia is actively working on bringing more people into regulated crypto markets.
The race for crypto access is getting real.

STRATEGY: MAYBE WE DIDN’T NEED THE CLARITY ACT.
Senate killed the bill.
Two days later, SEC opened the door to more onchain stock trading and CFTC pushed crypto rules forward.
Strategy thinks that could be better than locking the industry into a bad compromise.
Sometimes getting no deal beats getting the wrong deal.

🇮🇷 IRAN DROPPED A MAJOR CONDITION FOR REOPENING HORMUZ.
Ghalibaf says reopening is non-negotiable until Iran gets its conditions.
End the war.
Lift all sanctions.
Withdraw the US naval blockade.
Meanwhile 20% of global oil normally passes through Hormuz.
April was the warning. This time could be different.

🇺🇸🇨🇳 Trump’s September 24 dinner with Xi could have one of the most interesting tech guest lists we’ve seen.
Sam Altman.
Jensen Huang.
Tim Cook.
Jamie Dimon.
Cristiano Amon.
Jane Fraser.
Meanwhile, another meeting with major AI companies is being discussed.
A lot of big decisions could start with one dinner.

SPX of Robinhood in early stages
Smart money never misses
IDX

🇺🇸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?