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BTC
$78,562
+0.1% 24h
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$2,461
+0.7% 24h
SOL
$96.89
+0.3% 24h
Crypto momentumMixed
60/100
BearishNeutralBullish
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56.6%
balanced book
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31 / 100
15 of top 50 beat BTC 30d
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31
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Biggest crypto news
The Club · ONDO up to $0.408 (1.46x vs entry)
Why it matters — Multi-year hold. 100% deployed · $0 dry powder · 13 assets.
1Signalsthe 1 that matter
01
The Club · ONDO up to $0.408 (1.46x vs entry)
7.4
Why — Multi-year hold. 100% deployed · $0 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 7 notes
Market context
MajorsBTC $65,561 (-0.8% 24h) · ETH $1,919 (-0.8% 24h) · SOL $77.49 (-0.6% 24h)
Large ETH accumulation is ongoing, with Arthur Hayes buying 644 ETH ($1.25M) and a mysterious whale acquiring 27,000 ETH ($52.03M) via OTC in the last 24 hours (Lookonchain).
US spot Bitcoin ETFs saw $68.99M net inflows, and spot Ethereum ETFs attracted $72.64M on July 23, with BlackRock's IBIT and ETHA leading inflows respectively (Wu Blockchain).
Two significant exploits occurredB² Network lost 8.59M $B2 ($3.86M) and AFX Trade was exploited for $24.15M, with funds bridged to Ethereum and swapped (Lookonchain).
The Arbitrum token ($ARB) rallied 20% after the market recognized Arbitrum's 10% fee share from Robinhood chain transactions, indicating trading opportunities even in a quiet market (Ignas, DeFi Research).
Concerns are rising over the proposed BIP110 for Bitcoin, with questions about the quality of its code and its 55% activation threshold, which is not considered an overwhelming majority (Checkmate, Ki Young Ju).
Global investor bullishness is at a high, with Bank of America's Bull & Bear Indicator reaching 9.6 points, its highest since December 2020 (The Kobeissi Letter).
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: ONDO at 1.46x vs entry (100% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Continued institutional interest and inflows into spot Bitcoin and Ethereum ETFsongoing
◆Potential for further DeFi exploits and security incidentsongoing
◆Macroeconomic developments, particularly oil price movements and global investor sentiment, to influence broader market liquiditythis week
◆Bitcoin 'bullish opium' to relieve bear market pain, but not yetnext few months
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 $2,461SOL $96.89
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