Michael van de P0ppe

CIO & Founder @MNConsultancy_, @MNCapital_vc, @MNAcademy_|| Macro-Economics, Value Based Investing & Trading || Crypto And Bitcoin Enthusiast

[Michaël van de Poppe @CryptoMichNL]

I had the ability to have a chat with @EricBalchunas about #Bitcoin ETFs, the massive impact of them and the reason why Ethereum is lagging behind.

Key question: Will we see Bitcoin rally with the ETF inflow?

Watch the @new_era_finance here:

https://t.co/UoQTNYOFyJ

[Michaël van de Poppe @CryptoMichNL]

Chinese Renminbi spikes up equals $ETH / BTC going up more than Bitcoin.

That’s good news.

Slowly, a new cycle is starting up on the #Altcoins.

[Michaël van de Poppe @CryptoMichNL]

Great signs.

- Gold is consolidating before the next break downwards.
- Yields are likely falling down.
- CNH/USD starts to turn upwards.
- $ETH has a strong bullish divergence against Bitcoin.

I think we'll see $ETH run to $2,500 over the next 2-4 weeks.

[Michaël van de Poppe @CryptoMichNL]

The #Altcoin market capitalization is holding up nicely and did a great retest.

Very likely we'll continue to show strength towards the ATH from here.

[Michaël van de Poppe @CryptoMichNL]

The #Altcoin market capitalization is holding up nicely and did a great retest.

Very likely we'll continue to show strength towards the ATH from here.

[Michaël van de Poppe @CryptoMichNL]

The $87K breakout for #Bitcoin was crucial.

A 9% move occurred since then, up more than $7,000.

It's back in the range. It would be very organic to have a slight pullback before the next move occurs.

Gold has peaked, risk-on appetite comes in and liquidity goes up.

Good riddance.

[Michaël van de Poppe @CryptoMichNL]

Don't worry about a correction, there's not going to be any massive collapse, #Bitcoin went up 9% in a day, it's fine if it takes a breather.

[Michaël van de Poppe @CryptoMichNL]

I was dead wrong about my #Altcoin portfolio.

Watch the update here:
https://t.co/QGCchNq4Rw

[Michaël van de Poppe @CryptoMichNL]

Utility coins & #DeFi.

That's my bet for the upcoming cycle.

Fundamentally, $LINK has been working extensively to get partnerships in the U.S.A, and I think that their ecosystem has massively expanded.

Matter of time until the token reflects the growth.

This run will likely be higher than the previous one.

[Michaël van de Poppe @CryptoMichNL]

$VET has obtained the MiCAR license and onboarded Dana White as an advisor.

We discussed why this is crucial to get mass-adoption alongside #VeChain founder, @sunshinelu24, in a new episode of the @new_era_finance podcast!

Watch it here:
https://t.co/xX39veEoBV

[Michaël van de Poppe @CryptoMichNL]

The entire 'diminishing returns' thing is flawed.

This cycle we're having the largest institutions on Earth jumping into #Crypto & #Bitcoin.

But yes, we're done, the peak bull is over and $110,000 is the peak.

I don't think so.

[Michaël van de Poppe @CryptoMichNL]

Ultimately, every news related item that I'm seeing is basically just noise.

The charts speak for themselves.

Gold continues its run, but it's so far overextended, including a deep wick on CNH/USD lately that it's very likely the peak of uncertainty.

News follows.

[Michaël van de Poppe @CryptoMichNL]

Being down 60% on your #Altcoin portfolio doesn't feel great.

Selling your #Altcoin portfolio prior to a bull cycle is incredibly worse.

[Michaël van de Poppe @CryptoMichNL]

Touch grass and chill.

[Michaël van de Poppe @CryptoMichNL]

The bearishness on the markets have hit the highest levels since 2008.

The bearishness on the #Crypto markets are probably into ultra depressive stage.

Bear markets don't start with this type of sentiment.

Bottoms do.

Bear markets do start when nobody expect them to occur, and when the majority is still expecting to see massively high returns to come in.

Bull markets do start when nobody expect them to occur, only when majority still expect further downside to happen.

That's the case right now.

[Michaël van de Poppe @CryptoMichNL]

Very strong signal on $SEI.

Good news from Trump's team, they bought some in $SEI.

Secondly, buying momentum against USD and a massive bullish divergence against #Bitcoin.

Likely a bottom for this one.

[Michaël van de Poppe @CryptoMichNL]

Where are we in the cycle?

It feels like late 2018, or late 2020, both periods where the #Altcoins completely vanished in terms of valuations.

Sentiment has gone into the most negative in years and people are leaving the markets.

Just before the actual run happens.

[Michaël van de Poppe @CryptoMichNL]

Where are we, in my perspective?

1927-1928.

One final run upwards with all risk-on assets where #Crypto and #Bitcoin are the biggest gainers before the big debt crisis occurs.

[Michaël van de Poppe @CryptoMichNL]

$CPOOL is one of the strongest altcoins in the past few days.

Retest at the lows and starts to turn positive.

From historical price perspective, this has happened in previous cycles and, likely, the next run will be higher than the previous one.

[Michaël van de Poppe @CryptoMichNL]

$VET obtained the MiCAR license as one of the first protocols in the space.

Next to that, their token, $B3TR recently went live on a top 2 global exchange.

What's $B3TR?

Basically, if you provide a sustainable action in the ecosystem, you'll be rewarded in that token.

This token is now tradeable, but you're also able to spend the token elsewhere.

The ecosystem keeps on building and I think that we're in a space where 'old' coins might actually outperform again as experience starts to count.