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The Club · ZEC down to $461.94 (0.69x vs entry)
Why it matters — Stop-loss: $150. 95% deployed · $313 dry powder · 13 assets.
1Signalsthe 1 that matter
01
The Club · ZEC down to $461.94 (0.69x vs entry)
6.9
Why — Stop-loss: $150. 95% deployed · $313 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 6 notes
Market context
MajorsBTC $62,396 (+0.3% 24h) · ETH $1,741 (-0.0% 24h) · SOL $77.91 (+0.2% 24h)
Spot Bitcoin ETFs experienced $84.86M in net outflows on July 8, while Ethereum ETFs marked 5 consecutive days of net inflows with a $70.48M intake.
Offchain Labs announced that 10% of fees from Robinhood Chain and other Arbitrum L2s will be routed to the Arbitrum ecosystem.
Plume's institutional yield vault is now accessible via Binance Wallet, offering exposure to Bitwise's cash-and-carry fund and Invesco's tokenized Treasury fund.
Tron's Total Value Locked (TVL) has increased by 7.8% ($1.95B) since July 1, according to Tronscan data.
US Financial Conditions have loosened to ~1.2 points, the easiest since February 2026, driven by rising equity markets and falling corporate bond spreads.
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Thesis review
1 items
Review The Club: ZEC at 0.69x vs entry (95% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Institutional capital inflows to drive the next parabolic Bitcoin cycle as capital efficiency declines
◆Further migration of retail meme trading activity to Robinhood's Arbitrum-based L2 chain
◆A structural transformation of core Ethereum infrastructure as its 'third form' takes shape
◆Increased whale accumulation of gold-pegged digital assets like XAUT
LLM read from today's sources qualitative read, no buy/sell calls
◆The Clubsource of truth · live vs Kraken
Club readas of 08:38
95% deployed, $313 dry powder — positioned for continuation. Stress point: SECZ 0.69× vs entry. Working: NEAR 1.25×.
Deployed95%
Dry powder$313Assets13
65%Tokenization10%AI × Crypto5%Onchain Fundraising5%Privacy
gray = club entry · white = my fill
Tokenization Bucket65%
SECZex-CEPT40%$11.00$12.17$7.630.69×0.63×Bear $5 / Base $20 / Bull $70Base $46 / Bull $123
ONDO5%~$0.280$0.318$0.3211.15×1.01×Multi-year hold2–3yr core hold
SKY5%$0.070$0.051$0.0560.81×1.10×Bear $0.08 / Base $0.22 / Bull $0.52Base $0.37 / Bull $0.70
AAVEclub out 18.5.0%$95.00$93.44$88.360.93×0.95×Bear $164 / Base $250 / Bull $400Base $400–700
AERO5%—$0.490$0.539—1.10×Long-term hold
UNI5%$3.12$2.93$3.391.09×1.16×$6–8 impliedTokenization tailwind
JUP5%—$0.217$0.215—0.99×Long-term hold
LINKclub out 18.5.0%—$7.44$7.74—1.04×$13–14Core hold
AI × Crypto Bucket10%
NEAR2%$1.55$1.89$1.931.25×1.03×Base ~$9.40Bull: solver scale upside
VIRTUAL3%$0.650—$0.5270.81×—Long-term spot holdAI narrative
REPPO1%—$0.022$0.025—1.14×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$389.99$467.030.70×1.20×Stop-loss: $150Recovery post-Orchard bug
Reference / macroBTC $62,777ETH $1,753SOL $78.42
Changes since last snapshot
▲Deployment 92% → 95%
source: club thesis · live Kraken prices · daily snapshot