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BTC
$77,651
-1.1% 24h
ETH
$2,433
-0.4% 24h
SOL
$95.21
-1.4% 24h
Crypto momentumMixed
40/100
BearishNeutralBullish
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55.7%
balanced book
Altcoin seasonBTC-led
35 / 100
17 of top 50 beat BTC 30d
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23
extreme fear · capitulation risk
Perp funding · OIMild long
+0.007%/8h
≈ +8% APR · balanced carry
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 · live vs Kraken
Club readas of 17:04
97% deployed, $201 dry powder — positioned for continuation. Stress point: SECZ 0.61× vs entry. Working: UNI 1.33×.
Deployed97%
Dry powder$201Assets13
70%Tokenization10%AI × Crypto5%Onchain Fundraising5%Privacy
gray = club entry · white = my fill
Tokenization Bucket70%
SECZex-CEPT40%40%$11.00$9.94$6.660.61×0.67×Bear $5 / Base $20 / Bull $70Base $46 / Bull $123
ONDO5%9%~$0.280$0.357$0.3551.27×1.00×Multi-year hold2–3yr core hold
SKY5%5%$0.070$0.067$0.0670.96×1.00×Bear $0.08 / Base $0.22 / Bull $0.52Base $0.37 / Bull $0.70
AAVEback in · 3%→5%5%9%$95.00$122.65$122.121.29×1.00×Bear $164 / Base $250 / Bull $400Base $400–700
AERO5%5%—$0.561$0.507—0.90×Long-term hold
UNI5%10%$3.12$4.18$4.161.33×1.00×$6–8 impliedTokenization tailwind
JUP5%9%—$0.214$0.214—1.00×Long-term hold
LINKclub out 18.5.0%3%—$11.17$11.09—0.99×$13–14Core hold
AI × Crypto Bucket10%
NEAR2%2%$1.55$1.82$1.811.17×0.99×Base ~$9.40Bull: solver scale upside
VIRTUAL3%—$0.650—$0.7211.11×—Long-term spot holdAI narrative
REPPO1%2%—$0.013$0.013—0.97×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$765.71$760.931.14×0.99×Stop-loss: $150Recovery post-Orchard bug
My picks (not in the club)2%
RENDER—2%——$1.47——Personal satellite — my allocation only
Reference / macroBTC $77,638ETH $2,433SOL $95.21
Changes since last snapshot
▼ONDO 1.40× → 1.27× vs entry
▼AAVE 1.37× → 1.29× vs entry
▼UNI 1.41× → 1.33× vs entry
▼NEAR 1.28× → 1.17× vs entry
▼VIRTUAL 1.27× → 1.11× vs entry
▼ZEC 1.27× → 1.14× vs entry
source: club thesis · live Kraken prices · daily snapshot