Michaël van de Poppe

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

[Michaël van de Poppe @CryptoMichNL]

"The issue is it wasn't built for humans."

Yat Siu (@ysiu) co-founded @animocabrands. Started building NFT infrastructure when CryptoKitties melted Ethereum. Made the AI + crypto argument years before anyone listened.

The man who has spent a decade selling crypto to retail now thinks the next customer won't be retail at all.

"There's going to be more agents than humans. The entire internet is going to be swarmed by agents."

We cover:

Why AI agents, not humans, become the actual customer crypto was built for
The infrastructure that has to exist before agents can transact at machine speed
Why every consumer app breaks when agents replace browsing (the Tinder example)
How meme coins pulled focus from the builders who actually mattered
Why tokens become the commodity layer for compute, energy, and attention
The orchestration layer thesis, where real development is happening now
Why the metaverse isn't dead, it's just coming to us through agents
What retail should actually be holding right now

Thanks to Yat for coming on @new_era_finance.

TIMESTAMPS:
00:00 - Intro
02:00 - Crypto Is Trump's 10th Child
07:30 - Meme Coins Were The Wrong Distraction
12:00 - The Customer Was Never You
17:30 - Code Is Law For Agents
22:00 - More Agents Than Humans
27:00 - The End Of Websites
32:00 - Why On-Chain Growth Stalled
36:00 - What Retail Should Actually Hold

[Michaël van de Poppe @CryptoMichNL]

@martypartymusic I read a post with zero evidence being called ‘overwhelming evidence’.

Perhaps more people were just willing to sell #Bitcoin and price dropped.

[Michaël van de Poppe @CryptoMichNL]

Most likely, the strongest altcoins of the previous months are going to remain strong over the course of the coming period.

My anchors in my portfolio: $NEAR, $TAO, $EIGEN, $W, $ONDO.

The only question to remain is whether Bitcoin is bottomed, continues to grind back upwards or not.

If it's the case, then there's no issue of not being in these positions as the past months have granted a higher return in them.

[Michaël van de Poppe @CryptoMichNL]

@khingoei Fascinating read, well done!

[Michaël van de Poppe @CryptoMichNL]

This is the clearest explanation I’ve seen regarding $STRC and the depeg + the impact on the dividend and the risk for $BTC through a potential selloff.

Highly recommend everyone to read it.

[Khing Oei @khingoei]

https://t.co/xCQSfUKw1P

[Michaël van de Poppe @CryptoMichNL]

@btc_charlie Probably a lot of people are eyeing this, hence I expect to see a strong 5-10% move when it flips $65,000.

[Michaël van de Poppe @CryptoMichNL]

It's very clear that the markets are going to bottom in October '26 at <$45,000 for #Bitcoin.

That's atleast what everybody expects to see happening in these markets.

And just as everybody expects it, for sure we'll see it happening, right?

[Michaël van de Poppe @CryptoMichNL]

@jaguitard2 Aaaaah great, just bought some more. Love these comments.

[Michaël van de Poppe @CryptoMichNL]

In this aspect:

- #Bitcoin breaking upwards means risk-on appetite comes back.

- #Altcoins will provide from that move and get more liquidity in which we're likely going to see another leg on the strongest assets in the markets.

- Strong altcoin summer following with a harsh correction in September/October isn't unlikely.

Reminds me of 2020.

[Michaël van de Poppe @CryptoMichNL]

The legendary moment of the breakthrough of #Bitcoin past $64,000 is about to embrace a strong run on #Altcoins as the entire market is due for that on the moment that the expectancy that markets will continue to crash to $30,000-40,000.

[Michaël van de Poppe @CryptoMichNL]

This is the area on $TAO where I'd want to go for longs.

Probably we'll correct at the start of the trading week and go up from there, meaning that $TAO will take some liquidity on the lower timeframes before it continues to go upwards.

That's why I'm targeting this area for longs to be looking for some daytrading opportunities of <$250 to probably $300+.

Would be a great daytrade.

[Scuderia Ferrari HP @ScuderiaFerrari]

LEWIS HAMILTON’S FIRST VICTORY FOR FERRARI!! 🔥

[Michaël van de Poppe @CryptoMichNL]

My thesis remains unchanged.

The moment #Bitcoin consolidates and finds itself a low, it won't be that Bitcoin takes the momentum.

Liquidity will pour back into those #Altcoins and the momentum will be in them.

I do expect to see that we're likely going to have new legs up on those ones that have already started to show strength and that Bitcoin will easily just go sideways for the coming 1-3 months, giving plenty of time for those assets to do well.

[New Era Finance Podcast @new_era_finance]

"The issue isn't that we haven't built great technology. The issue is it wasn't built for humans."

Yat Siu (@ysiu) co-founded @animocabrands and spent a decade trying to bring crypto to the masses. Now he is saying the quiet part out loud: the mass adoption everyone is waiting for might never come. Because the technology was never meant for us.

The lines that stuck with us:

"The entire industry has focused too much on things like meme coins. But crypto and AI are probably the most important relation ever because they need each other."

"Code is their natural language. For agents it is law. For humans, someone steals a Bitcoin and we need to go to the government."

"There's going to be more agents than humans. The entire internet is going to be swarmed by agents."

"In a future where agents are going to be transacting mostly with each other and with other platforms, it's all going to happen on chain."

Crypto was not built for humans. It was built for what comes next.

Full episode below.

[Michaël van de Poppe @CryptoMichNL]

@saylor @Strategy Continue to do that!

[Michaël van de Poppe @CryptoMichNL]

I'd like to clarify the following:

- These are my personal portfolio holdings and are different from the fund.

- I'm down ~55% from my investment, the fund has done perfectly well with an outperformance vs. $BTC of 45% over the past year.

The two are not involved in each other at all.

Personally, I'm willing to hold and take more risk and looking to 'time the markets with tops/bottoms', which is different than when you're holding those assets for external investors.

Other than that, you don't want to sell your altcoin positions when the markets are nearing a bottoming period, as that would mean that you're literally selling the low.

#Altcoins are not over, many actually are, but some of them will do really well in terms of upside.

[Michaël van de Poppe @CryptoMichNL]

I'm positioning myself fully risk-on into #Altcoins.

The portfolio stands at $79,000.
Total invested amount $170,000.

Yes, it's down a lot, and the markets have been terrible, but it doesn't mean that you can't take risk.

The thing with altcoins is that the markets can turn so fast that it's quite easily going back into profits if you choose the right altcoins for your portfolio.

Do we trade the same with our fund?

Of course not.

The fund is down just 3% in the last year vs. Bitcoin being down 40% and altcoins being down 80%.

Capital defense is the most important part within managing funds for others, in the sense that we have decided to allocate more in recent weeks into our base assets, but overall, focused on volatility trading and playing defensive.

There will be times to be aggressive and then, the returns will be very positive for everyone.

[Michaël van de Poppe @CryptoMichNL]

It's another week of holding above the 200-Week MA on #Bitcoin if this level holds.

Additionally; Bitcoin has strength in their legs downwards, and they continue to tip over and accelerate.

This time, markets started to fall heavily in a single week, and you would expect to see more momentum in that downfall.

Matter of fact is: it didn't drop further than a sweep of the lows and reclaims earlier support levels already.

That doesn't sound like we're definitely going to be seeing $30,000-40,000 and increased the chances that we're already relatively close.

[Michaël van de Poppe @CryptoMichNL]

It's a matter of time until the markets are waking up to see whether or not #Bitcoin breaks back in the range.

Very likely it will, and it should be dragging the rest of the markets along with it.

For sure, the markets can expect more downside and the trend is clearly downwards, however, as there's likely a lot of news going to come in and a technical breakout above $64,000-65,000 should mean that we're basically rejecting further downside, means that we're in a stronger period of time.

We've seen some momentum already in the past month signaling that altcoins are rejecting further downside, and I assume that that liquidity will continue to poor in the markets with even better conditions on the horizon.

Don't bet on a certain outcome of $30,000 to come when we're already at a bargain.

[Michaël van de Poppe @CryptoMichNL]

The markets are unchanged on #Bitcoin.

Still no clear breakout above the crucial $64,000-65,000 area.

That's required to get momentum back in the markets, and given that the SpaceX IPO is today, it's highly unlikely we'll see it happen straight from the open.

Other than that, if lower timeframes hold higher lows and ground here and there's finally a resolution in the Middle-East, I think we're in for a very strong green week upcoming week and very likely will start to see liquidity flow back into these markets.

[Michaël van de Poppe @CryptoMichNL]

@MinPres @OnsOranje Niemand ziet hier op te wachten. Dat geld hadden we wel beter kunnen gebruiken, want al het geld is toch zo hard nodig?

[Michaël van de Poppe @CryptoMichNL]

Trump says Iran peace deal is signed on Sunday.

If that happens:
- Oil to continue to fall and peak is in.
- Equities to rally.
- Yields to fall substantially in Japan and the US.
- #Bitcoin breaking upwards with positive ETF inflow.
- Yields coming down --> $ETH/BTC goes back up and DeFi starts to surge strongly.

Liquidity will pour back into risk-on assets as liquidity will seek for an opportunity and after SpaceX IPO was done, most likely this will go towards crypto.

[Michaël van de Poppe @CryptoMichNL]

Decentralized AI is a strong narrative to have.

Two of my anchors in my portfolio remain to be $NEAR and $TAO.

The latter has been running up already, and I think it's just a matter of time until $NEAR starts to pick up momentum and gets towards the recent highs again, as it's the ideal product in a scenario where the governments ban other countries from using a product.

It doesn't matter if it's temporary or not, a government shouldn't do this.

[Michaël van de Poppe @CryptoMichNL]

@KrynexSOL That's actually not a bad one to have as an anchor in your portfolio.

[Michaël van de Poppe @CryptoMichNL]

If there's any #Altcoin that I should swap within my portfolio.

Which #Altcoin should I add in the portfolio, and I'm completely missing right now?