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The Club · ZEC down to $446.64 (0.67x 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 $446.64 (0.67x vs entry)
7.0
Why — Stop-loss: $150. 91% deployed · $590 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 6 notes
Market context
MajorsBTC $63,046 (-1.5% 24h) · ETH $1,765 (-1.9% 24h) · SOL $80.86 (-1.3% 24h)
Whales drove both BTC spot and futures over the past 24 hours according to CryptoQuant's Ki Young Ju.
A governance attacker successfully drained $21.2M from the BONK treasury by buying $4.4M in tokens on Binance and Bybit to pass a quorum threshold.
Despite MicroStrategy's recent selling, Lookonchain reports that whales remain highly leveraged long on BTC and ETH via perpetuals.
Tron continues to outperform major L1s in fee generation, pulling in $3B compared to Solana's $296M and Ethereum's $291M due to high transfer fees.
Upbit is listing OpenGradient (OPG) with a Korean Won trading pair to support decentralized AI infrastructure.
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Thesis review
1 items
Review The Club: ZEC at 0.67x vs entry (91% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Bitcoin spot ETFs recorded a net inflow of $266M on July 6, led by BlackRock's IBIT with $209M.
◆Ethereum spot ETFs saw $29M in net inflows on July 6, driven by BlackRock's ETHA.
◆Bernstein maintains its $150,000 year-end Bitcoin target, noting that the 54% decline from the October 2025 high is smaller than previous cycle drawdowns.
LLM read from today's sources qualitative read, no buy/sell calls
◆The Clubsource of truth · prices only
Club readas of 07:33
Stress point: ZEC 0.68× vs entry. Working: NEAR 1.23×.
Deployed—Dry powder—Assets13
65%Tokenization10%AI × Crypto5%Onchain Fundraising5%Privacy
gray = club entry · white = my fill
Tokenization Bucket65%
SECZex-CEPT40%$11.00$12.17$7.620.69×0.63×Bear $5 / Base $20 / Bull $70Base $46 / Bull $123
ONDO5%~$0.280$0.280$0.3151.13×1.13×Multi-year hold2–3yr core hold
SKY5%$0.070$0.050$0.0560.79×1.11×Bear $0.08 / Base $0.22 / Bull $0.52Base $0.37 / Bull $0.70
AAVEclub out 18.5.0%$95.00$81.79$87.590.92×1.07×Bear $164 / Base $250 / Bull $400Base $400–700
AERO5%—$0.430$0.531—1.24×Long-term hold
UNI5%$3.12$2.57$3.321.06×1.29×$6–8 impliedTokenization tailwind
JUP5%—$0.190$0.210—1.11×Long-term hold
LINKclub out 18.5.0%—$6.51$7.65—1.18×$13–14Core hold
AI × Crypto Bucket10%
NEAR2%$1.55$1.65$1.911.23×1.16×Base ~$9.40Bull: solver scale upside
VIRTUAL3%$0.650—$0.5240.81×—Long-term spot holdAI narrative
REPPO1%—$0.020$0.025—1.23×Early stage
CASHBeing deployed3%
Onchain Fundraising Bucket5%
METAMetaDAO2%——$2,769——Platform for token launchesPost safe-harbor rule
CASHWaiting for SEC safe-harbor rule3%
Privacy Bucket5%
ZECZcash5%$670.00$341.40$457.000.68×1.34×Stop-loss: $150Recovery post-Orchard bug
Reference / macroBTC $62,200ETH $1,736SOL $77.72
Changes since last snapshot
▼Deployment 92% → 0%
source: club thesis · live Kraken prices · daily snapshot