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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 $64,495 (-0.3% 24h) · ETH $1,868 (-0.2% 24h) · SOL $76.42 (+0.1% 24h)
Ethereum Spot ETFs saw significant net inflows of $105M last week (July 13-17), outperforming Bitcoin ($75.67M) and other altcoin ETFs (Wu Blockchain).
Allbridge was exploited for approximately $1.65M, with funds quickly bridged from Solana to Ethereum and swapped for ETH (Lookonchain).
The ongoing debate around Bitcoin Improvement Proposal 110 (BIP110) continues, with concerns raised about code quality and the 55% activation threshold (Checkmate, Ki Young Ju).
Robinhood chain memes previously drove a 20% rally in $ARB due to Arbitrum receiving 10% of chain fees, highlighting niche trading opportunities even in quiet markets (Ignas).
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
◆Continued discussion and potential developments around Bitcoin's BIP110 activation, impacting sentiment and developer consensusongoing
◆Further on-chain analysis and reporting on the Allbridge exploit, including fund tracing and potential recovery effortsthis week
◆Potential for 'bullish Bitcoin opium' in the coming months, as suggested by CryptoQuant's Ki Young Ju, to alleviate bear market painnext few months
◆Ignas, a DeFi researcher, expects to return to active engagement with the crypto community in about a week, potentially bringing new DeFi insightsnext week
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