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Biggest crypto news
The Club · NEAR up to $2.02 (1.30x vs entry)
Why it matters — Base ~$9.40. 100% deployed · $0 dry powder · 13 assets.
1Signalsthe 1 that matter
01
The Club · NEAR up to $2.02 (1.30x vs entry)
6.9
Why — Base ~$9.40. 100% deployed · $0 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 6 notes
Market context
MajorsBTC $64,716 (-0.4% 24h) · ETH $1,875 (-0.8% 24h) · SOL $77.97 (+0.2% 24h)
Arbitrum ($ARB) rallied 20% as a proxy trade for Robinhood chain's success, capturing a 10% fee share on its memecoin-driven volume.
Japanese investment bank Mizuho downgraded Circle to Underperform and cut its price target to $50, citing margin pressure from OpenUSD's yield-sharing model.
DeFi risk manager Gauntlet closed a $125M Series C funding round led by SBI Holdings to expand stablecoin coverage and institutional infrastructure.
Binance is actively pursuing a 'super app' strategy to integrate payments and financial services beyond core crypto trading.
On-chain data shows Pump.fun unlocked 57.28B $PUMP ($92.33M) to team and investor wallets on July 15.
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: NEAR at 1.30x vs entry (100% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Japan emerging as a primary target for institutional DeFi and stablecoin expansion
◆A potential ID layer for AI agents to prevent them from being blocked alongside web crawlers
◆Ongoing legislative progress for the CLARITY Act despite a shrinking Senate calendar
◆A wave of bullish Bitcoin market catalysts to relieve bear market pressure
LLM read from today's sources qualitative read, no buy/sell calls
◆The Clubsource of truth · prices only
Club readas of 16:08
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$0.3641.30×1.01×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$124.40$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$0.220—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$771.05$776.171.16×1.01×Stop-loss: $150Recovery post-Orchard bug
My picks (not in the club)2%
RENDER—2%——$1.52——Personal satellite — my allocation only
Reference / macroBTC $78,584ETH $2,460SOL $96.86
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