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Biggest crypto news
The Club · NEAR up to $2.03 (1.31x 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 $2.03 (1.31x vs entry)
6.9
Why — Base ~$9.40. 100% deployed · $0 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 6 notes
Market context
MajorsBTC $65,476 (+0.4% 24h) · ETH $1,923 (+1.0% 24h) · SOL $78.05 (+0.3% 24h)
U.S. spot Bitcoin ETFs recorded $227M in net inflows on July 20, marking their fifth consecutive day of positive flows, while spot Ethereum ETFs saw $38.09M in net inflows (Wu Blockchain).
Whale accumulation of ETH is accelerating, highlighted by a newly created wallet withdrawing 74,033 ETH ($136.17M) from Gemini to stake, and another wallet staking 12,800 ETH withdrawn from Binance (Lookonchain).
Arthur Hayes continues to build spot exposure, purchasing an additional 1,332.5 ETH ($2.53M) from on-chain addresses (Lookonchain).
Gauntlet has launched 'Liquid Earn' on Arbitrum, a non-custodial strategy designed to put idle trading collateral to work via overcollateralized lending on protocols like Morpho (Gauntlet).
ENS DAO has approved a new eight-member Security Council with a 5-of-8 multisig and a two-year term to veto malicious transactions during the two-day governance timelock (Wu Blockchain).
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: NEAR at 1.31x vs entry (100% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Expected release of bullish Bitcoin catalysts to relieve market pressure over the coming months
◆Ongoing debates and governance friction surrounding the activation thresholds and code quality of BIP 110
◆Institutional rollout of Morpho Midnight to power fixed-rate, fixed-term lending in DeFi
LLM read from today's sources qualitative read, no buy/sell calls
◆The Clubsource of truth · prices only
Club readas of 16:06
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$124.751.31×1.00×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$775.681.16×1.01×Stop-loss: $150Recovery post-Orchard bug
My picks (not in the club)2%
RENDER—2%——$1.52——Personal satellite — my allocation only
Reference / macroBTC $78,520ETH $2,459SOL $96.82
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