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BTC
$78,562
+0.1% 24h
ETH
$2,461
+0.7% 24h
SOL
$96.92
+0.3% 24h
Crypto momentumMixed
50/100
BearishNeutralBullish
BTC dominanceBalanced
56.5%
balanced book
Altcoin seasonBTC-led
29 / 100
14 of top 50 beat BTC 30d
Fear & GreedFear
28
fear · balanced mood
Perp funding · OIMild long
+0.006%/8h
≈ +6% APR · balanced carry
Biggest crypto news
The Club · NEAR up to $1.92 (1.24x 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 $1.92 (1.24x vs entry)
6.7
Why — Base ~$9.40. 100% deployed · $0 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 5 notes
Market context
MajorsBTC $64,678 (-0.2% 24h) · ETH $1,866 (+0.2% 24h) · SOL $75.93 (+0.6% 24h)
Michael Saylor and other prominent voices have publicly opposed BIP 110, arguing that Bitcoin cannot determine transaction intent and that restrictions should be handled by node policies rather than protocol-level changes.
Arbitrum (ARB) experienced a 20% rally following market realization that it receives 10% of all Robinhood chain fees, acting as a proxy trade for Robinhood's meme-driven success.
Gauntlet has sunsetted its curated Symbiotic vaults, setting all network allocations to 0 and advising remaining suppliers to withdraw funds via the Symbiotic UI.
Jito has introduced JTX featuring a 'Good Trade' mechanism, aiming to test if trades fill better directly on Solana than on centralized venues like Coinbase.
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: NEAR at 1.24x vs entry (100% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Bullish Bitcoin market relief driven by on-chain dynamicscoming months
◆Expansion of Gauntlet's infrastructure and stablecoin coverage following its $125M Series Congoing
◆Increased focus on the Japanese market for Web3 and crypto expansionongoing
LLM read from today's sources qualitative read, no buy/sell calls
◆The Clubsource of truth · live vs Kraken
Club readas of 16:07
97% deployed, $201 dry powder — positioned for continuation. Stress point: SECZ 0.63× vs entry. Working: UNI 1.37×.
Deployed97%
Dry powder$201Assets13
70%Tokenization10%AI × Crypto5%Onchain Fundraising5%Privacy
gray = club entry · white = my fill
Tokenization Bucket70%
SECZex-CEPT40%40%$11.00$9.93$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$124.42$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$771.14$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 $2,461SOL $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% → 97%
source: club thesis · live Kraken prices · daily snapshot