Michaël van de Poppe
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Michaël van de Poppe· 2025-12-04 10:54
This is what I prefer to see; $ETH moving up, while $BTC goes up.Very comparable to the price action mid 2019/early 2020.I'd fancy to see a higher low being made here, and support to be found on the daily 20-MA.It's the first time since August that it's acting above this moving average, and that could signal strength. ...
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Michaël van de Poppe· 2025-12-04 09:47
#Bitcoin is at a pivotal point.I'd probably flip a coin on the short-term direction as it's unemployment day.Anyways, if it's flip a coin, what are the crucial levels for me?- Holding $91.8K area would be important. If Bitcoin is able to do that, we're likely going to accelerate upwards and run to $100K in a few days. Why?Well, all the liquidity is ready to be taken and more short squeezes will happen then.- Losing $91.8K area and we'll have a minimal long liquidation candle to $88-89K as a result, which th ...
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Michaël van de Poppe· 2025-12-04 08:21
Good morning,Quite relaxed.This morning #Bitcoin stalls at $93K.The Japanese Yield is going absolutely vertical.And Bitcoin doesn't crash.Huh??Japanese Yen Carry Trade??Anyways, good stuff, markets are waking up. ...
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Michaël van de Poppe· 2025-12-03 21:47
Pretty strong start of the month, and I think we haven't seen anything yet.I do think that we'll see a test at $100K for #Bitcoin.I also think that we're going to witness more strength on $ETH vs. $BTC, which means that #Altcoins can start rising from the ashes.It's probably also the first blimp during this month that people will realize that the 4-year cycle is behind us. ...
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Michaël van de Poppe· 2025-12-03 20:32
Market Cycle Analysis - The Bitcoin cycle exists, but its correlation with time-based assumptions is diminishing, with other factors becoming more relevant [4] - The 4-year halving cycle still exists as a technical component of Bitcoin, but its relationship with price appreciation or depreciation is weakening [3] - The market has witnessed an occasional 35% correction [2] Impact of ETFs - Bitcoin ETFs have introduced nearly 60,000 BTC in liquidity, changing the price dynamics of Bitcoin [5] - Institutional demand through ETFs has established a new Bitcoin price floor, more than 100% higher than the previous one [6] Macroeconomic Factors - Bitcoin is a high Beta risk-on asset that performs well during economic growth but struggles during social and economic unrest or when Gold accelerates [8] - Liquidity cycles before 2008 averaged 8-10 years, contrasting with the 4-year liquidity cycle observed after 2008 [11] Correlation Analysis - The strength of the Chinese Yuan (CNY) against the US Dollar (USD) is a core indicator of strength for businesses in the US and the global economy, impacting risk-on investment behavior [15] - Historically, bottoms in CNY/USD have coincided with bottoms in ETH/BTC [15] - Comparing current cycles to previous ones suggests the Bitcoin cycle might be extended, potentially mirroring the middle of 2016 or 2019 [17] Future Outlook - Looking forward to 2026-2027, several factors suggest a potentially bullish outlook, including Bank of America opening up Bitcoin ETF allocations, the Clarity Act enabling DeFi solutions for institutions, and the FED potentially lowering interest rates [21][22] - The current stage is comparable to Q1/Q2 2016 or Q4 2019, suggesting the market is nowhere near a top [20]
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Michaël van de Poppe· 2025-12-03 19:30
Bank of America allows wealth advisers to advise a 1-4% allocation in $BTC from January 1st, 2026.I'm sure these people will wait until the 4-year cycle bottom is in before they start allocating their assets. ...
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Michaël van de Poppe· 2025-12-03 17:26
Bitcoin Cycle Analysis - The Bitcoin cycle, often based on the 4-year halving cycle, is a core investment dynamic in Web3, but its relationship with price appreciation is diminishing due to other factors [1][3] - The market experienced a 35% correction, highlighting the ongoing debate between bulls and bears regarding the 4-year cycle's validity [2] - The introduction of Bitcoin ETFs has significantly altered the price dynamics, injecting nearly 60,000 BTC in liquidity and establishing a new price floor more than 100% higher than the previous one [4][5] Macroeconomic Factors - Macroeconomic headwinds, including quantitative tightening (QT) and high interest rates, continue to influence the Bitcoin cycle [6] - Bitcoin's performance is inversely correlated with the strength of Gold, as it thrives during economic growth but struggles during social and economic unrest [7] - Liquidity cycles were significantly longer before 2008, averaging between 8-10 years, suggesting the current cycle might be in the middle of a larger bull cycle [9] Correlation and Future Outlook - The correlation between the strength of the Chinese Yuan (CNY/USD) and Ethereum against Bitcoin (ETH/BTC) may indicate an extended Bitcoin cycle, potentially mirroring the mid-stages of 2016 or 2019 [12][13][14][15] - Combining the business cycle with Bitcoin cycles suggests the market might be in the middle of a peak bear phase, comparable to Q1/Q2 2016 or Q4 2019 [17][18] - Looking forward to 2026-2027, factors like Bank of America's allowance for Bitcoin ETF allocation, the Clarity Act, and potential quantitative easing (QE) suggest a less bearish outlook than the traditional 4-year cycle would indicate [19][20]
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Michaël van de Poppe· 2025-12-03 15:06
I'm very proud to share that @MNFund_ has been doing great in recent months.#Bitcoin's Return for November: -17.86%#Bitcoin's Return since July 1st: -15.67%MN Fund Return for November: -5.93%MN Fund Return since July 1st: +0.29%It wasn't about making a large return during recent months; it was about damage control and managing your risk in the best way possible.Again, I think it's been my personal best period of trading, and I'm very proud to see that the hybrid strategy provides these results in real-time. ...
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Michaël van de Poppe· 2025-12-03 12:45
You might wonder, why are you still interested in assets that have gone down so much?Well, I've been in previous cycles. It always happens.So many platforms are building great tech, and they are getting punished by a terrible macroeconomic environment.$PEAQ is one of them.We, as @MNCapital_vc, are very happy to be holding our position and to be an investor in the project and the ecosystem.It hasn't been rewarding, but we haven't decided to launch a VC to be a short-term trader.Long-term investments will pay ...