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Biggest crypto news
The Club · ONDO up to $0.345 (1.23x 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 $0.345 (1.23x vs entry)
6.7
Why — Multi-year hold. 91% deployed · $652 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 7 notes
Market context
MajorsBTC $69,449 (+0.2% 24h) · ETH $2,248 (-0.1% 24h) · SOL $84.79 (-0.6% 24h)
Record $2.98B in liquidations over 24h, the 8th-largest event, with $1B in short liquidations on BTC/ETH candles (Lookonchain, Ignas).
Whale bc1qsy sold another 2,000 BTC ($136.48M), totaling 9,513 BTC ($623.43M) sold over the past month (Lookonchain).
US Treasury doubled long-end bond buybacks, signaling a 'Bessent Put' under long bonds, per Raoul Pal; Arthur Hayes credits this for ETH surge.
Trump announces 'most crushing economic operation' on Iran, threatening consequences for any country doing business with Iran (Kobeissi Letter).
Coinbase integrates Hyperliquid perpetual futures into Base App, offering 290+ markets with up to 50x leverage (Wu Blockchain).
BitGo Korea becomes first foreign crypto firm to obtain VASP registration in South Korea (Wu Blockchain).
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: ONDO at 1.23x vs entry (91% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Arthur Hayes' FLOP tokenomics infographics expected next weeknext week
◆Potential further US Treasury intervention in bond marketongoing
◆South Korea's crypto gains tax-free until 2027 may drive retail activityuntil 2027
◆Institutional adoption narrative for ETH could persist with macro liquidity signalsongoing
LLM read from today's sources qualitative read, no buy/sell calls
◆The Clubsource of truth · prices only
Club readas of 16:08
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$0.3641.30×1.01×Multi-year hold2–3yr core hold
SKY5%5%$0.070$0.068$0.0690.98×1.00×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$0.220—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$0.014—1.02×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$776.171.16×1.01×Stop-loss: $150Recovery post-Orchard bug
My picks (not in the club)2%
RENDER—2%——$1.52——Personal satellite — my allocation only
Reference / macroBTC $78,584ETH $2,460SOL $96.86
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