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Biggest crypto news
The Club · ZEC down to $515.56 (0.77x vs entry)
Why it matters — Stop-loss: $150. 100% deployed · $0 dry powder · 13 assets.
1Signalsthe 1 that matter
01
The Club · ZEC down to $515.56 (0.77x vs entry)
6.7
Why — Stop-loss: $150. 100% deployed · $0 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 6 notes
Market context
MajorsBTC $63,958 (+0.3% 24h) · ETH $1,805 (+1.0% 24h) · SOL $76.67 (-0.1% 24h)
Geopolitical escalation in the Middle East has intensified after Iran closed the Strait of Hormuz and the US military conducted retaliatory strikes (The Kobeissi Letter).
DeFi risk management firm Gauntlet has secured a $125M Series C funding round led by SBI Holdings to expand traditional market infrastructure and stablecoin coverage (Gauntlet).
A major Solana exploit occurred with an OG holder losing 181K SOL ($14.2M), which the attacker bridged and swapped into 7,918 ETH (Lookonchain / ZachXBT).
Arbitrum ($ARB) rallied 20% as a proxy trade following market realization that it receives a 10% cut of all Robinhood chain fees (DefiIgnas / Bankless).
Prominent industry figures Adam Back and Michael Saylor have publicly expressed opposition to the implementation of BIP 110 on Bitcoin (Wu Blockchain).
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: ZEC at 0.77x vs entry (100% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Bullish Bitcoin narrative shifts and market relief expected to developnext few months
◆Heightened volatility in global markets and energy assets following the Strait of Hormuz closurethis week
◆Increased institutional integration of Gauntlet-curated Morpho vaults on Elwood OSongoing
◆Continued whale accumulation of ETH and WBTC from centralized exchangesongoing
LLM read from today's sources qualitative read, no buy/sell calls
◆The Clubsource of truth · prices only
Club readas of 16:07
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$0.3631.30×1.00×Multi-year hold2–3yr core hold
SKY5%5%$0.070$0.068$0.0680.98×1.00×Bear $0.08 / Base $0.22 / Bull $0.52Base $0.37 / Bull $0.70
AAVEback in · 3%→5%5%9%$95.00$124.40$124.711.31×1.00×Bear $164 / Base $250 / Bull $400Base $400–700
AERO5%5%—$0.561$0.519—0.93×Long-term hold
UNI5%10%$3.12$4.27$4.281.37×1.00×$6–8 impliedTokenization tailwind
JUP5%9%—$0.219$0.221—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$0.013—1.00×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$771.05$775.841.16×1.01×Stop-loss: $150Recovery post-Orchard bug
My picks (not in the club)2%
RENDER—2%——$1.52——Personal satellite — my allocation only
Reference / macroBTC $78,562ETH $2,460SOL $96.91
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