Alaoui Capital
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Alaoui Capital
Square VerifiedX: @Alaouicapital || Macro, markets and onchain analysis
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THIS IS THE LAST MAJOR DECISION BEFORE EVERYTHING GETS LOCKED IN.
The clarity act is now being pushed towards 4th July.
Lummis says August is more realistic while White House says they’re “optimistic” for July 4th
and the entire crypto rulebook is sitting in between.
Banks spent $56B trying to slow it down but failed. Big players tried blocking it and they failed. Now it’s down to political timing plus one final alignment.
294 House votes. White House backing. Momentum building.
This isn’t just a bill.
It’s the structure of US crypto for the next decade.
We are just one decision away from final confirmation.
The clarity act is now being pushed towards 4th July.
Lummis says August is more realistic while White House says they’re “optimistic” for July 4th
and the entire crypto rulebook is sitting in between.
Banks spent $56B trying to slow it down but failed. Big players tried blocking it and they failed. Now it’s down to political timing plus one final alignment.
294 House votes. White House backing. Momentum building.
This isn’t just a bill.
It’s the structure of US crypto for the next decade.
We are just one decision away from final confirmation.
BLACKROCK KNOWS WHAT’S COMING.
BlackRock now controls nearly $50 BILLION in crypto.
- 734K BTC.
- 2.7M ETH.
The world’s largest asset manager isn’t chasing hype right now.
They’re accumulating scarce assets.
The price is temporary.
The positioning is forever.
Supply doesn’t increase.
Competition does.
We’re still very early.
BlackRock now controls nearly $50 BILLION in crypto.
- 734K BTC.
- 2.7M ETH.
The world’s largest asset manager isn’t chasing hype right now.
They’re accumulating scarce assets.
The price is temporary.
The positioning is forever.
Supply doesn’t increase.
Competition does.
We’re still very early.
$BTC is trading in a zone where patience matters more than prediction.
A wall of sell orders sits between $62K–$65K.
At same time, buyers continue to show interest around $55K–$57K.
If bulls can absorb the supply above with strong spot demand, there’s very little standing in the way of a fast expansion higher.
If it losses, expect a sharp fall till $50k.
Patience and preparation going to win here.
A wall of sell orders sits between $62K–$65K.
At same time, buyers continue to show interest around $55K–$57K.
If bulls can absorb the supply above with strong spot demand, there’s very little standing in the way of a fast expansion higher.
If it losses, expect a sharp fall till $50k.
Patience and preparation going to win here.
🇺🇸 U.S. TREASURY JUST SETTLED ON-CHAIN IN REAL TIME AND ALMOST NOBODY NOTICED.
Tradeweb just executed the first real-time on-chain U.S. Treasury trade settled in USDCx.
Franklin Templeton moved a tokenized Treasury to Virtu Financial over Canton Network.
Six firms involved, including Digital Asset, Blockdaemon, Societe Generale.
No headlines will capture it properly but the system is already changing.
More adoption, more bullish for bitcoin and rest of the markets.
Tradeweb just executed the first real-time on-chain U.S. Treasury trade settled in USDCx.
Franklin Templeton moved a tokenized Treasury to Virtu Financial over Canton Network.
Six firms involved, including Digital Asset, Blockdaemon, Societe Generale.
No headlines will capture it properly but the system is already changing.
More adoption, more bullish for bitcoin and rest of the markets.
🇪🇺EUROPE JUST TOOK ANOTHER STEP TOWARD CRYPTO.
Banks are no longer watching from the sidelines.
Standard Chartered has entered Europe’s MiCA framework.
280 licensed crypto firms.
The line between TradFi and crypto keeps fading.
Big banks are finally bowing down to the inevitable. MiCA is just the starting gun.
Who is really preparing for the next bull market?
Banks are no longer watching from the sidelines.
Standard Chartered has entered Europe’s MiCA framework.
280 licensed crypto firms.
The line between TradFi and crypto keeps fading.
Big banks are finally bowing down to the inevitable. MiCA is just the starting gun.
Who is really preparing for the next bull market?
$ETH has some liquidity sitting between $1600-$1750 on the upside.
There’s also a noticeable build-up of long positions between $1600-$1500, which I think could get taken out after a relief rally.
Must monitor closely.
There’s also a noticeable build-up of long positions between $1600-$1500, which I think could get taken out after a relief rally.
Must monitor closely.
Anthropic is moving to completely block access to Claude from China.
The company is closing loopholes that reportedly let Chinese-linked users access Claude through VPNs, cloud providers, and proxy networks.
AI Cold War got its another chapter.
The company is closing loopholes that reportedly let Chinese-linked users access Claude through VPNs, cloud providers, and proxy networks.
AI Cold War got its another chapter.
The latest rumor? Michael Saylor may have sold more Bitcoin this week.
Unconfirmed for now.
The market is now waiting for proof instead of opinions.
So far Just rumors.
Unconfirmed for now.
The market is now waiting for proof instead of opinions.
So far Just rumors.
BITCOIN BULLS ARE TAKING CONTROL.
After 3 weeks of consolidation in $BTC now we can see a one clean breakout.
-$63K unlocked.
- $65K loading.
- $70K back on the radar.
The crowd was waiting for a dump but it looks like market had other plans.
Biggest rallies always begin when nobody believes they’re possible.
Time to lock in.
After 3 weeks of consolidation in $BTC now we can see a one clean breakout.
-$63K unlocked.
- $65K loading.
- $70K back on the radar.
The crowd was waiting for a dump but it looks like market had other plans.
Biggest rallies always begin when nobody believes they’re possible.
Time to lock in.
A whale has over $78M in leveraged positions.
- $66,091,000 $BTC long (20x)
- $7,194,000 $HYPE short (10x)
- $5,187,000 $SOL long (10x)
Despite these positions, the wallet is down $3.3M in the last 7 days.
What is he expecting?
- $66,091,000 $BTC long (20x)
- $7,194,000 $HYPE short (10x)
- $5,187,000 $SOL long (10x)
Despite these positions, the wallet is down $3.3M in the last 7 days.
What is he expecting?
🇷🇺 RUSSIA IS DOUBLING DOWN ON DIGITAL ASSETS.
The central bank confirmed the Digital Ruble will launch on September 1.
Meanwhile, Bitcoin and crypto are expected to be legalized for international trade.
One digital currency issued by the state.
One decentralized network for global commerce.
CBDCs for inside the country. Bitcoin for outside it.
What happens when nation-states start settling trade with Bitcoin?
The central bank confirmed the Digital Ruble will launch on September 1.
Meanwhile, Bitcoin and crypto are expected to be legalized for international trade.
One digital currency issued by the state.
One decentralized network for global commerce.
CBDCs for inside the country. Bitcoin for outside it.
What happens when nation-states start settling trade with Bitcoin?
TRUMP BREAKS SILENCE ON HIS $1.4 BILLION CRYPTO INCOME.
“There’s nothing illegal, there’s nothing wrong with it.”
“I’ve made a tremendous amount of money, and I let people invest it. I don’t even speak to them.”
Zero hesitation.
Crypto is the only industry where this somehow sounds like a normal Friday.
Love him or hate him
You have to admit this is one of the most crypto headlines you’ll read all week.
“There’s nothing illegal, there’s nothing wrong with it.”
“I’ve made a tremendous amount of money, and I let people invest it. I don’t even speak to them.”
Zero hesitation.
Crypto is the only industry where this somehow sounds like a normal Friday.
Love him or hate him
You have to admit this is one of the most crypto headlines you’ll read all week.
One thing about Nodexo on bittensor Subnet 106 keeps sticking with me.
You lock your Alpha.
That’s it.
Your tokens stay staked, keep earning yield like normal, but you also receive GPU compute credits every single day.
As long as you’re locked, the compute keeps coming.
I like the network doesn’t just trust miners. Every machine is constantly hit with cryptographic checks, and if it fails, it’s removed from the rental pool.
It's not like another staking mechanic and more like turning conviction into something you can actually use.
That’s a pretty cool idea to be honest.
You lock your Alpha.
That’s it.
Your tokens stay staked, keep earning yield like normal, but you also receive GPU compute credits every single day.
As long as you’re locked, the compute keeps coming.
I like the network doesn’t just trust miners. Every machine is constantly hit with cryptographic checks, and if it fails, it’s removed from the rental pool.
It's not like another staking mechanic and more like turning conviction into something you can actually use.
That’s a pretty cool idea to be honest.
Elon Musk predicts AI will make work optional.
A future where machines create the value and humans decide what to do with their time.
If he’s right, “What do you do for work?” may become an outdated question.
A future where machines create the value and humans decide what to do with their time.
If he’s right, “What do you do for work?” may become an outdated question.
$ETH LIQUIDITY HUNT IS NOT OVER YET.
Ethereum is literally trapped between two giant magnets.
Below: $1,550 liquidity.
Above: $1,700 liquidity.
ETH isn’t deciding where to go. It’s deciding whose stop loss tastes better first.
$ETH has incredible talent for making both bulls and bears feels like geniuses
right before making both of them homeless.
Ethereum is literally trapped between two giant magnets.
Below: $1,550 liquidity.
Above: $1,700 liquidity.
ETH isn’t deciding where to go. It’s deciding whose stop loss tastes better first.
$ETH has incredible talent for making both bulls and bears feels like geniuses
right before making both of them homeless.
CLARITY ACT = WHO WRITES THE RULES FOR THE NEXT DECADE
The CLARITY Act is about much more than regulation.
According to SharpLink CEO Joseph Shalom, there’s only a 50% chance it passes.
His message:
If the U.S. can’t provide regulatory clarity, Asia will.
Now 🇺🇸U.S. has a choice.
Pass the CLARITY Act
Or let Asia become the world’s crypto rulemaker.
The CLARITY Act is about much more than regulation.
According to SharpLink CEO Joseph Shalom, there’s only a 50% chance it passes.
His message:
If the U.S. can’t provide regulatory clarity, Asia will.
Now 🇺🇸U.S. has a choice.
Pass the CLARITY Act
Or let Asia become the world’s crypto rulemaker.
$BTC is at one of those levels where I stop looking at Twitter and start looking at the chart.
The market has spent days building liquidity around $60.8K.
Every dip into this area has attracted buyers.
That’s not something I ignore.
If this level continues to hold, I think $62.7K could be possible.
Lose it, and I’ll be looking much lower before thinking about longs again.
Bitcoin always tells you where it’s going.
You just have to listen.
The market has spent days building liquidity around $60.8K.
Every dip into this area has attracted buyers.
That’s not something I ignore.
If this level continues to hold, I think $62.7K could be possible.
Lose it, and I’ll be looking much lower before thinking about longs again.
Bitcoin always tells you where it’s going.
You just have to listen.
$AVAT COLLAPSES 73% IN WEEKS.
Avalanche Treasury’s $AVAX bet has gone terribly wrong.
This company spent $265M buying $AVAX .
AVAT is down 73% since its Nasdaq debut.
The company has already warned regulators it may not survive the year.
Crypto rewards conviction but it punishes bad timing too.
Lesson:- Volatility works both ways.
Avalanche Treasury’s $AVAX bet has gone terribly wrong.
This company spent $265M buying $AVAX .
AVAT is down 73% since its Nasdaq debut.
The company has already warned regulators it may not survive the year.
Crypto rewards conviction but it punishes bad timing too.
Lesson:- Volatility works both ways.
AVAX+0,19%
AVATUS+3,98%
🇺🇸🇮🇷 U.S.-Iran negotiations going to resume on July 18.
One meeting with Countless market implications.
Nice, progress in motion.
Hope for productive talks and a clearer path forward.
Casefire > War > Casefire > War
When this gonna stop?
One meeting with Countless market implications.
Nice, progress in motion.
Hope for productive talks and a clearer path forward.
Casefire > War > Casefire > War
When this gonna stop?
Palantir CEO says the AI industry has overpromised.
Alex Karp claims OpenAI and Anthropic have “irresponsibly oversold” AI, with businesses paying for tokens that create no value and surrendering valuable data and IP.
AI market is entering a phase where execution matters more than excitement.
So the winners won’t be the ones making the biggest promises.
They’ll be the ones delivering the biggest results.
Alex Karp claims OpenAI and Anthropic have “irresponsibly oversold” AI, with businesses paying for tokens that create no value and surrendering valuable data and IP.
AI market is entering a phase where execution matters more than excitement.
So the winners won’t be the ones making the biggest promises.
They’ll be the ones delivering the biggest results.
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