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BTC
$78,520
+0.0% 24h
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$2,459
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$96.82
+0.2% 24h
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50/100
BearishNeutralBullish
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27 / 100
13 of top 50 beat BTC 30d
Fear & GreedFear
31
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+0.007%/8h
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Biggest crypto news
The Club · UNI up to $4.03 (1.29x vs entry)
Why it matters — $6–8 implied. 91% deployed · $652 dry powder · 13 assets.
1Signalsthe 1 that matter
01
The Club · UNI up to $4.03 (1.29x vs entry)
6.9
Why — $6–8 implied. 91% deployed · $652 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 7 notes
Market context
MajorsBTC $64,954 (+0.1% 24h) · ETH $1,914 (+0.3% 24h) · SOL $76.49 (+0.4% 24h)
A whale sold another 1,019 BTC ($66.4M) 7 hours ago, totaling 7,513 BTC ($486.9M) sold over 3 weeks (Lookonchain).
TUT saw $44M+ in liquidations over 24h, surpassing BTC and ETH as the most liquidated asset (Lookonchain).
Three new wallets withdrew 165,425 HYPE ($9.16M) from FalconX over the past 5 days, signaling continued whale accumulation (Lookonchain).
A whale opened a 4x long on 36,000 XMR ($14.33M) on Hyperliquid, with take-profit orders between $475 and $516 (Lookonchain).
Uniswap Earn launched, powered by Gauntlet-curated Morpho vaults, allowing users to earn yield on USDC, USDT, and ETH (Gauntlet).
Decentralised.co published a deep dive on Grvt and how tokenisation opens slow finance to the masses (Decentralised.co).
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: UNI at 1.29x vs entry (91% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Continued BTC selling pressure from whale addressesongoing
◆Potential for further TUT liquidation cascades if volatility persistsongoing
◆Uniswap Earn adoption could drive yield inflows into DeFi lending protocolsongoing
◆Grvt-style tokenization narrative may gain traction among institutional adoptersongoing
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$124.42$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$771.14$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