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BTC
$78,492
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$2,457
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$96.77
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Crypto momentumMixed
40/100
BearishNeutralBullish
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55.7%
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17 of top 50 beat BTC 30d
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Biggest crypto news
The Club · ZEC down to $455.86 (0.68x vs entry)
Why it matters — Stop-loss: $150. 91% deployed · $590 dry powder · 13 assets.
1Signalsthe 1 that matter
01
The Club · ZEC down to $455.86 (0.68x vs entry)
7.0
Why — Stop-loss: $150. 91% deployed · $590 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 6 notes
Market context
MajorsBTC $62,778 (-0.5% 24h) · ETH $1,766 (-0.7% 24h) · SOL $80.52 (-1.5% 24h)
BlackRock recorded 10 consecutive trading days of net BTC outflows, totaling 35,980 BTC ($2.24B) as of July 3 (Lookonchain).
Vitalik Buterin outlined the 'Lean Ethereum' roadmap targeting native STARKs, post-quantum cryptography, and a 100 TB scalable state by 2030 (Wu Blockchain).
Robinhood launched using Arbitrum technology, officially joining the Arbitrum Orbit stack (DefiIgnas).
US tech companies are committing to spend a record $850 billion on data center leases, a 204% YoY increase driven by AI infrastructure (The Kobeissi Letter).
The US goods trade deficit widened by 27% in May to -$105.8 billion, driven by data center equipment imports and falling energy exports (The Kobeissi Letter).
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: ZEC at 0.68x vs entry (91% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Ethereum Glasterdam upgrade to increase the gas limit
◆DefiLlama analyst application deadline
◆Deep institutional capital inflows of $1T+ to realized cap for BTC cycle
◆Rollout of Lean Ethereum upgrades over the next 3 to 4 years
LLM read from today's sources qualitative read, no buy/sell calls
◆The Clubsource of truth · prices only
Club readas of 16:10
Stress point: SECZ 0.63× vs entry. Working: UNI 1.37×.
Deployed—Dry powder—Assets13
70%Tokenization10%AI × Crypto5%Onchain Fundraising5%Privacy
gray = club entry · white = my fill
Tokenization Bucket70%
SECZex-CEPT40%40%$11.00$9.93$6.900.63×0.69×Bear $5 / Base $20 / Bull $70Base $46 / Bull $123
ONDO5%9%~$0.280$0.362$0.3631.30×1.01×Multi-year hold2–3yr core hold
SKY5%5%$0.070$0.068$0.0690.98×1.00×Bear $0.08 / Base $0.22 / Bull $0.52Base $0.37 / Bull $0.70
AAVEback in · 3%→5%5%9%$95.00$124.42$124.711.31×1.00×Bear $164 / Base $250 / Bull $400Base $400–700
AERO5%5%—$0.561$0.520—0.93×Long-term hold
UNI5%10%$3.12$4.27$4.281.37×1.00×$6–8 impliedTokenization tailwind
JUP5%9%—$0.219$0.220—1.01×Long-term hold
LINKclub out 18.5.0%3%—$11.33$11.35—1.00×$13–14Core hold
AI × Crypto Bucket10%
NEAR2%2%$1.55$1.83$1.841.19×1.00×Base ~$9.40Bull: solver scale upside
VIRTUAL3%—$0.650—$0.7481.15×—Long-term spot holdAI narrative
REPPO1%2%—$0.013$0.014—1.02×Early stage
CASHBeing deployed3%0%
Onchain Fundraising Bucket5%
METAMetaDAO2%———$2,769——Platform for token launchesPost safe-harbor rule
CASHWaiting for SEC safe-harbor rule3%0%
Privacy Bucket5%
ZECZcash5%4%$670.00$771.14$776.841.16×1.01×Stop-loss: $150Recovery post-Orchard bug
My picks (not in the club)2%
RENDER—2%——$1.52——Personal satellite — my allocation only
Reference / macroBTC $78,492ETH $2,457SOL $96.77
Changes since last snapshot
▼ONDO 1.40× → 1.30× vs entry
▼AAVE 1.37× → 1.31× vs entry
▼NEAR 1.28× → 1.19× vs entry
▼VIRTUAL 1.27× → 1.15× vs entry
▼ZEC 1.27× → 1.16× vs entry
▼Deployment 92% → 0%
source: club thesis · live Kraken prices · daily snapshot