Michaë1 van de Poppe1

CIO & Founder @MNFund_ and @MNCapital_vc | Host of @new_era_finance | Macro-Economics, Value Based Investing & Trading | Crypto & Bitcoin Enthusiast

[Michaë1 van de Poppe1 @Crypt0McNL]

I'm positioned for a new bull market. I've said it publicly, with my own money behind it.

So I invited the one macro strategist who thinks I'm walking into a trap.

"What you're seeing right now is not a new bull market. It's actually a bear market rally.

[Michaël van de Poppe @CryptoMichNL]

I'm positioned for a new bull market. I've said it publicly, with my own money behind it.

So I invited the one macro strategist who thinks I'm walking into a trap.

"What you're seeing right now is not a new bull market. It's actually a bear market rally. It's also called a fool's rally."

Henrik Zeberg (@HZeberg) is known for calling major market turns. His scenario is specific, and it's brutal: #Bitcoin bounces to $115,000-$120,000, gets rejected a second time, and then gets crushed, up to 90% from here. Driven by a recession Bitcoin has genuinely never lived through, and a dollar strengthening at exactly the wrong moment.

Thanks to @OKX for being today's sponsor of the show!

We cover:
- Why what looks like a breakout is, in his read, the setup, not the escape
- The avalanche effect: how liquidity stress cascades into risk assets
- Why Bitcoin has never actually been tested by a real recession
- His case that the four-year cycle theory is misleading an entire generation into waiting for a bottom that never comes the way they expect
- What AI does to labor, inflation and the Fed's dilemma
- How he'd navigate the volatility either way

Timestamps:
00:00 - Bitcoin's Recent Surge
02:59 - Bitcoin vs Risk Assets
05:52 - The Avalanche Effect
08:52 - Bear Rally Or Bull Market?
11:58 - The Dollar's Role
14:56 - Sentiment And The Clarity Act
18:03 - Liquidity vs Real Economy
20:59 - The Fed's Dilemma
24:12 - Bitcoin In A Weak Economy
31:21 - Inflation And Consumers
34:05 - Inflation vs The Labor Market
37:22 - Nasdaq And Bitcoin Outlook
40:43 - A Weakening US Economy
45:29 - AI's Impact On Labor
51:34 - Bitcoin In A Recession
54:08 - Navigating The Volatility

One of us is wrong. That's exactly why this conversation needed to happen.

Who’s side are you on?

[Michaël van de Poppe @CryptoMichNL]

I'm generally very pleased to see that the momentum is getting back into the entire ecosystem.

It's been pushed down for such a long period of time, while many projects continue to build.

Now it's finally time to flourish.

- Upgraded tokenomics.
- Better usecases.
- Stronger fundamentals.

Time to go.

[Michaël van de Poppe @CryptoMichNL]

#Bitcoin doesn't give many deep retraces in a bull market.

Most likely it will be swift ones and then the momentum just continues.

Stack more sats through #Altcoins and simply hold.

[Michaël van de Poppe @CryptoMichNL]

It's very clear for #Bitcoin.

There's still one high to crack and then we should be worried about a potential leverage drop.

That's at $82,300.

Until then?

Enjoy the party.

[Michaël van de Poppe @CryptoMichNL]

I'm going to do some more requests tomorrow.

Which #Altcoins should I chart?

[Michaël van de Poppe @CryptoMichNL]

#Bitcoin will outperform over the course of the next 1-2 years.

[Michaël van de Poppe @CryptoMichNL]

It's the same period as we've seen at the end of 2022 - beginning of 2023.

We should normally see a case where we'd be going back upwards on #Bitcoin nicely to potentially $100,000 and stall from there.

What's left?

Yes, #Altcoins outperforming.

[Michaël van de Poppe @CryptoMichNL]

#Altcoins continue to be popping left and right.

Matter of time until this breaks upwards above this resistance for $SUI.

[Michaël van de Poppe @CryptoMichNL]

#Bitcoin is doing great as it's back again at the range highs.

I'm not sure whether we'll stick with that for now.

My main scenario is:
- We'll test the recent high.
- We'll consolidate for a little bit.
- We'll have a leverage liquidity flush on #Altcoins and a correction on #Bitcoin.

That drop, to, maybe $79,000 or perhaps $78,200, that's the one that I'd be bidding.

[Michaël van de Poppe @CryptoMichNL]

I understand that people tend to like to short at these valuations.

I would sincerely not do that until the markets are proving that it's going the other way around.

Bullish runs can last way longer than you want if you'd want to short.

[Michaël van de Poppe @CryptoMichNL]

Good morning, dear friends!

[Michaël van de Poppe @CryptoMichNL]

The #Bitcoin bottom is in.

[Michaël van de Poppe @CryptoMichNL]

A crazy weekly candle for $NEAR.

Perhaps we're close to a top.
Perhaps we'll continue towards $5.

If this corrects down towards $2.60-2.80, I'm going to be a buyer.

It's one of the best assets to have for this bull cycle, happily been accumulating around $1.

[Michaël van de Poppe @CryptoMichNL]

A small reminder that assets like $SUI haven't really done anything yet.

It's making a massive bullish divergence on multiple timeframes and are about to start turning upwards.

Similar signals as $ARB before that one broke out.

[Michaël van de Poppe @CryptoMichNL]

This was a lot of fun, thanks for having me @jennyukim_bnb.

Yes, this is the last easy cycle.

I'm going to make the most of it, as after this cycle, it won't be easy anymore.

Accumulate more #Bitcoin.
Trade more #Altcoins.

[Michaël van de Poppe @CryptoMichNL]

The higher timeframe bullish divergences on #Altcoins are starting to play out.

Big breakout of $ARB.

Very clear: buy the dip as the trend continues to go up.

Similarly can be said the same about $SUI.

[Michaël van de Poppe @CryptoMichNL]

Hitting new highs.

FOMO account is now at $10,500.

Let’s go!

Join me here and get 10% off fees:
https://t.co/fkvP4dKfFG

[Michaël van de Poppe @CryptoMichNL]

$NEAR is such a fabulous chart.

Probably we'll be getting near towards a short-term top on this one, and therefore, buying the dip is the game.

Next target remains to be $5 for me.

[Michaël van de Poppe @CryptoMichNL]

It's very simple.

Any flip in this level at $76,700 for #Bitcoin is a phenomenal long entry to the range high.

Markets are bullish.

[Michaël van de Poppe @CryptoMichNL]

Good morning everyone!

[Michaël van de Poppe @CryptoMichNL]

It's quite clear; $ZEC, $HYPE, $VVV, $LIT and $NEAR are leading the pack.

That's the current narrative and it shows that the narrative strength is building up massively as there's more liquidity driving towards crypto.

Don't underestimate the fact that new narratives are already building up.

I'm monitoring $ARB, $UNI, $AAVE and DeFi in general.

There's such a strong quarter on the horizon.