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Biggest crypto news
The Club · ONDO up to $0.406 (1.45x 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 $0.406 (1.45x vs entry)
7.3
Why — Multi-year hold. 100% deployed · $0 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 6 notes
Market context
MajorsBTC $65,240 (-0.1% 24h) · ETH $1,952 (-0.1% 24h) · SOL $76.24 (-0.6% 24h)
BitMEX is shutting down responsibly on its own terms, with its BTC futures volume dropping to just 0.08% of the market (Arthur Hayes / Ki Young Ju).
BitMart has announced it is shutting down, with withdrawals remaining open but showing very slow processing activity (Lookonchain).
Spot Ethereum and Bitcoin ETFs extended their net inflow streaks to three consecutive weeks, with ETH pulling in $104M and BTC seeing $3,379 (Wu Blockchain).
Hyperliquid's CXMT perp listing saw high volatility, liquidating a $1.8M short position and leaving a whale down $1.7M on an $18.36M short (Lookonchain).
Polymarket odds for the CLARITY Act passing dropped from 41% to 30% following an endorsement from the US Fraternal Order of Police (Ignas).
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: ONDO at 1.45x vs entry (100% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Upbit listing of GEOD/KRW, GEOD/BTC, and GEOD/USDT trading pairs
◆Digital Asset Works on-chain investigation competition application window27 Jul–1 Aug
◆Potential market volatility surrounding the final voting and passage of the CLARITY Actthis week
◆Negotiations and financing details for Nvidia and OpenAI's $250B Ohio data center project
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 $2,460SOL $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% → 0%
source: club thesis · live Kraken prices · daily snapshot