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Michaël van de Poppe· 2025-12-09 14:30
One of the strongest revivals last week was from $SUI.Notably so, as the liquidity flows back into assets that have proven to do well last year, and that was the entire $SUI ecosystem.The TVL of SUI has briefly been back above $1 billion and I would assume that this is picking up momentum again.Additionally, Vanguard has included $SUI into the products which they'll be offering towards their clients.Finally, it has hit a higher timeframe support, and we've seen a strong reaction.There's still a big gap betw ...
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Michaël van de Poppe· 2025-12-09 13:15
The term 'RWA' is not commonly being used anymore, however, it's one of the most exciting verticals in the ecosystem.Stablecoins have taken the spotlight in 2025, arguably so, however, there's more than that.Today, @ADIChain_, built by @ADI_Foundation, will be going live on multiple exchanges.The reason that I find this one interesting is the connection between stablecoins and real estate, while being built in Abu Dhabi.On top of that, ADI is hosting the stablecoin infrastructure, which is the settlement la ...
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Michaël van de Poppe· 2025-12-09 11:45
In my opinion, one of the best ecosystems to be looking at to be accumulating in your portfolio, and that's why I hold it in my #Altcoin portfolio: $TAO.The halving is literally around the corner, it's on a higher timeframe support and the ecosystem keeps on expanding. https://t.co/YHsAS7gQv5 ...
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Michaël van de Poppe· 2025-12-09 10:30
I think it's a 'better' metric to be looking at is the valuation of Bitcoin vs. Gold.Given that Gold has gone parabolic, it increases the ceiling for a potential price level of #Bitcoin, without being overvalued.The current valuation of BTC/USD in Gold is at the 300-Moving Average.Is that relevant? Might be.Am I looking for confirmation bias data? Could also be the case, just being honest.Anyways, the data that I'm getting out of this chart is primarily cornered around the following:- The markets usually bo ...
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Michaël van de Poppe· 2025-12-09 09:11
So far, so good.#Bitcoin is still following the bullish path.It's all depending on the open in the U.S., if that's going to be causing the standard correction, then it's time to buy the dip.Main thesis: we break up from here and we'll start attacking $100K pre-Christmas and everyone enjoys happy Holidays. ...
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Michaël van de Poppe· 2025-12-08 21:11
Do you really think that institutions are going to wait placing positions on the best asset on this planet, $BTC, because of some Web 3 4-year cycle type of theory?Do you really think that a Web 3 founder, building the next era of decentralized finance, cares about the 4-year cycle more than mass adoption after the approval of the Genius (and hopefully Clarity act)?Of course not.A lot of Web 3 people think that Web 3 is the only thing that exists in this ecosystem.That's behind us.Institutions have come.#Bi ...
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Michaël van de Poppe· 2025-12-08 19:56
The $92K level is the crucial level for #Bitcoin.Relatively harsh rejection has taken place, which means that it doesn't look great in the short-term.I would love to see this breakout occur, and it remains a scenario, however, given all the lows looking at me in the eyes, I wouldn't be surprised if we get a standard approach like this:Jerome Powell comes out and remains to be hawkish and says 'I don't know whether we'll proceed with rate cuts' and the entire does a classic sell-off the news type of correcti ...
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Michaël van de Poppe· 2025-12-08 18:45
This is the most common shared chart, because it's forward looking and calls what everyone believes must happen: a crash in 2026.Confirmation bias, and people tend to seek for arguments that fit their thesis rather than staying calm.Just because one of those dates have aligned with the chart, doesn't mean that everything will be aligned with the chart.As a matter of fact, most of them are completely wrong.Also, if you're looking for 'panic' in a year, it really depends on what you'd classify as 'panic'.Inve ...
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Michaël van de Poppe· 2025-12-08 17:30
In the past days, we've been seeing some #Altcoins waking up by 10-20%, sometimes even more.Personally, I think that we'll start to see momentum from these lows, and I don't expect $BTC to go into new lows.Therefore, you should watch these #Altcoins:https://t.co/pfWve5bAx5 ...
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Michaël van de Poppe· 2025-12-08 16:30
We'll see volatile weeks ahead, as there are many macroeconomic events.These will be decisive in the upcoming months and, probably, the direction of all assets, which is why we'll remain fully liquid & trade volatility at @MNFund_.Our performance in the first 5 months: +0.29% vs. $BTC -14.29%.MN Fund (@MNFund_):The final month of the year is centered on these two weeks in December.This week, it's all about the FOMC meeting on Wednesday.Will the FOMC provide a rate cut? More importantly, will there be a dovi ...