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Biggest crypto news
The Club · UNI up to $4.27 (1.37x vs entry)
Why it matters — $6–8 implied. 97% deployed · $200 dry powder · 13 assets.
1Signalsthe 1 that matter
01
The Club · UNI up to $4.27 (1.37x vs entry)
7.1
Why — $6–8 implied. 97% deployed · $200 dry powder · 13 assets.
↗CockpitCrypto
2Watch1 themes · 1 notes
Market context
MajorsBTC $78,817 (+0.4% 24h) · ETH $2,457 (+0.6% 24h) · SOL $96.62 (+0.0% 24h)
3Actions1 · save now, convert to tasks later
Thesis review
1 items
Review The Club: UNI at 1.37x vs entry (97% deployed).
→What's expectedcrypto, next 1–2 weeks
◆Spot-ETF flows stay the swing factor for demand
◆Macro liquidity & the dollar set the risk backdrop
◆Perp funding / leverage flush risk on sharp moves
LLM read from today's sources qualitative read, no buy/sell calls
◆The Clubsource of truth · live vs Kraken
Club readas of 15:08
97% deployed, $201 dry powder — positioned for continuation. Stress point: SECZ 0.62× 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$10.23$6.830.62×0.67×Bear $5 / Base $20 / Bull $70Base $46 / Bull $123
ONDO5%9%~$0.280$0.366$0.3641.30×1.00×Multi-year hold2–3yr core hold
SKY5%5%$0.070$0.069$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$125.84$125.071.32×0.99×Bear $164 / Base $250 / Bull $400Base $400–700
AERO5%5%—$0.561$0.522—0.93×Long-term hold
UNI5%10%$3.12$4.30$4.271.37×0.99×$6–8 impliedTokenization tailwind
JUP5%9%—$0.221$0.222—1.00×Long-term hold
LINKclub out 18.5.0%3%—$11.40$11.35—1.00×$13–14Core hold
AI × Crypto Bucket10%
NEAR2%2%$1.55$1.85$1.841.19×1.00×Base ~$9.40Bull: solver scale upside
VIRTUAL3%—$0.650—$0.7481.15×—Long-term spot holdAI narrative
REPPO1%2%—$0.014$0.014—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$781.10$775.061.16×0.99×Stop-loss: $150Recovery post-Orchard bug
My picks (not in the club)2%
RENDER—2%——$1.52——Personal satellite — my allocation only
Reference / macroBTC $78,140ETH $2,450SOL $96.60
Changes since last snapshot
▼ONDO 1.40× → 1.30× vs entry
▼AAVE 1.37× → 1.32× 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