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BTC
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SOL
$96.82
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Crypto momentumMixed
50/100
BearishNeutralBullish
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balanced book
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12 of top 50 beat BTC 30d
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27
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Biggest crypto news
The Club · ONDO up to $0.394 (1.41x vs entry)
Why it matters — Multi-year hold. 91% deployed · $652 dry powder · 13 assets.
1Signalsthe 1 that matter
01
The Club · ONDO up to $0.394 (1.41x vs entry)
7.2
Why — Multi-year hold. 91% deployed · $652 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 7 notes
Market context
MajorsBTC $63,512 (+1.2% 24h) · ETH $1,879 (+1.9% 24h) · SOL $73.45 (+2.2% 24h)
Coldcard exploit still active; stolen BTC from long-term holders remains unmoved (Wu Blockchain, Checkmate).
Trump Media sold another 2,628 BTC ($165M), total loss $555M on BTC holdings (Lookonchain).
Bitcoin spot demand weakening, futures demand significantly lower than 3 months ago (Ki Young Ju).
South Korea stablecoin net outflows for 18th consecutive month, funds moving overseas for derivatives/DeFi (Wu Blockchain).
US personal savings rate fell to 2.7%, lowest since 2022, signaling household financial strain (Kobeissi Letter).
Uniswap Earn launched with Gauntlet-curated vaults, integrating yield into swapping (Gauntlet).
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: ONDO at 1.41x vs entry (91% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Korean crypto tax implementation in 2027 could drive a final rally2027
◆Coldcard exploit fallout and potential further theftsongoing
◆Potential rotation from AI trade back to crypto if KOSPI dropsongoing
◆BitMEX shutdown process and its impact on market structureongoing
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$124.43$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$11.36—1.00×$13–14Core hold
AI × Crypto Bucket10%
NEAR2%2%$1.55$1.83$1.851.19×1.01×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$771.23$775.321.16×1.01×Stop-loss: $150Recovery post-Orchard bug
My picks (not in the club)2%
RENDER—2%——$1.52——Personal satellite — my allocation only
Reference / macroBTC $78,530ETH $2,459SOL $96.81
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