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Biggest crypto news
The Club · ZEC down to $504.34 (0.75x vs entry)
Why it matters — Stop-loss: $150. 90% deployed · $652 dry powder · 13 assets.
1Signalsthe 1 that matter
01
The Club · ZEC down to $504.34 (0.75x vs entry)
6.7
Why — Stop-loss: $150. 90% deployed · $652 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 7 notes
Market context
MajorsBTC $64,252 (-0.7% 24h) · ETH $1,909 (-0.4% 24h) · SOL $76.8 (-0.3% 24h)
VanEck report8 of 12 tracked Bitcoin capitulation signals are triggering, suggesting the market may be nearing an accumulation phase with a potential turning point between Sep–Nov.
CryptoQuant's Ki Young Ju notes BTC is at the same price as two years ago due to deleveraging; leverage (OI/USDT reserves) has dropped from 0.5 to 0.3 but remains above pre-ETF levels.
Ki Young Ju flags recent spikes in taker buy/sell ratios on OKX, similar to those seen at the 2023 cycle bottom — worth monitoring but not a definitive bottom signal.
Arthur Hayes announced he's coming out of retirement to lead Flop Labs ($FLOP), describing a massive airdrop in Q4 and genesis block in Q1 2027 as a 'fair launch' project.
Lookonchain reports a newly created wallet dumped $3.7M+ of KTA and GALA via cross-chain bridges, crashing both tokens by 37% and 15% — a reminder of swing risk on low-liquidity alts.
Coldcard theft case may have identified first-wave attackers via FBI and Block/Galaxy investigations; the exploit stemmed from a libngu RNG vulnerability introduced in 2021.
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: ZEC at 0.75x vs entry (90% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Trump-Canada tariff pause ends after 3 days — market uncertainty22 Aug
◆US margin debt dropped $85B in July — largest monthly decline on recordthis week
◆Flop Labs airdrop details for $FLOP expected to be releasedQ4 2026
◆9 of 12 VanEck capitulation signals hit — potential turning point window openingSep–Nov
LLM read from today's sources qualitative read, no buy/sell calls
◆The Clubsource of truth · live vs Kraken
Club readas of 16:06
97% deployed, $201 dry powder — positioned for continuation. Stress point: SECZ 0.63× vs entry. Working: UNI 1.37×.
Deployed97%
Dry powder$201Assets13
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% → 97%
source: club thesis · live Kraken prices · daily snapshot