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Michaël van de Poppe· 2026-05-12 17:07
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Michaël van de Poppe· 2026-05-12 15:30
I'm very glad to see that we're finally able to be trading futures in Europe for #Crypto again.$BTC, $ETH, $SOL all of the important ones are available on @OKXDutch and that's why they are running a new campaign!No trading required, just deposit and hold.Here's how it works:▫️Deposit $10 to $10,000 and receive a 3% bonus.▫️Deposit $10,001 to $100,000 and receive a 4% bonus.▫️Deposit $100,001 or more and receive a 5% bonus.Rewards are paid out every 2 weeks over 52 weeks.Low barrier to entry, starting at jus ...
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Michaël van de Poppe· 2026-05-12 14:30
It's very likely that we'll see a strong continuation of the markets coming period as #Altcoins have been obliterated over the past period.Strong breakout of $NEAR earlier and I would assume that there won't be a clean retest at $1.41.Markets are quite often not providing the ideal entry zones, through which the upside is probably all the way towards $2 for this one. ...
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Michaël van de Poppe· 2026-05-12 13:07AI Processing
Markets tend to break up in a violent move, and then it stalls for a little bit, so the markets can get back to the new normal.This is what $SUI is doing.It broke upwards massively, strong move, and now it's consolidating.Doesn't mean that we'll need to get all the way back down, it's more likely that price will be closing the gap upwards.To me, it sounds like we're seeing a continuation coming period all the way towards the $1.75 level. ...
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Michaël van de Poppe· 2026-05-12 11:40
Narrative follows price, not the other way around.Price continues to go down for $ETH, so there's a narrative being built up that the CLARITY Act approval will likely end up being bad for Ethereum, so price continues to fall down.That's when you get the 'sell the rumor, buy the news' type of events.Similarly with the Iran war. The start of the Iran war must be bad for the entire economy.As a coincidence, Gold price was already going upwards, so the narrative built up momentum to large new ATHs, resulting in ...
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Michaël van de Poppe· 2026-05-11 20:55
There's significantly more upside to come for #Altcoins.Most of them have barely moved against $BTC.Literally almost nothing.Quite often, these moves are violent and fast. They are not gradual as hype cycles are short-lived.That's why you position before the actual move occurs rather than during the move.We're in that stage where #Altcoins are making that move upwards with strong 20%+ days in between (those are primarily due to technical breakouts or liquidations).We'll see more of those in the coming 1-2 m ...
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Michaël van de Poppe· 2026-05-11 17:00
I think the most valuable chart is the valuation chart for $BTC vs. Gold.Both assets are fighting for the same pie, and when one runs, the other one usually stalls.That's what we saw in Q4 last year: Gold rallied, and $BTC crashed.Not strange: if you're holding both assets and the volatility of one goes up, you'll be required to sell the other to hedge the risk of holding both in your portfolio.However, when the markets turn upwards, $BTC moves more like a high-Beta tech stock.I've asked the same question t ...
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Michaël van de Poppe· 2026-05-11 15:30
The fund team traveled to @consensus2026 last week.It's been a fruitful week, and despite not running a market-neutral strategy, I'm very positive about the future of this industry.Our directional hybrid fund is perfectly positioned to navigate the constantly changing market environment.After this week, I've become even more bullish on the future of #Crypto and #Bitcoin, and I do think that we're still in very early stages.MN Fund (@MNFund_):Our team traveled to @consensus2026 Miami last week.In our opinion ...
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Michaël van de Poppe· 2026-05-11 14:00
The most overcrowded thesis right now is that #Bitcoin makes a bear flag and that we're going to bottom out in October '26.Literally all over my timeline.I don't think that it's a feasible thesis to expect when everybody expects it.Aside from that, the base #Bitcoin makes at this point is super strong.- Nasdaq prints new all-time highs.- CLARITY Act vote this week.- Apparently news from the $BTC Strategic Reserve soon.- New FED Chairman.It's in no way comparable to anything in 2022, so I just don't think we ...
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Michaël van de Poppe· 2026-05-11 12:30AI Processing
Last week, I traveled to $SUI's Live In Miami event.The ecosystem keeps expanding, and they've released a ton of new updates.Very likely, that's why the price starts to rally, and why I think $SUI is a great example of the market heavily undervaluing the potential of #Crypto.The key updates:- An update on Hashi, which enables institutions and investors to earn yield, or borrow against their #Bitcoin at the institutional level.- The launch of the @SlushWallet, through which you can easily use and spend your ...