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Michaël van de Poppe· 2025-11-19 16:15
The big question: Is $BTC still in a bull market or are we in the middle of a bear market?Will there be a bottom at $90K?Luckily, there's some positive on-chain data signalling that this cycle will last.Watch the episode of @new_era_finance here: https://t.co/fvExeTOBS2 ...
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Michaël van de Poppe· 2025-11-19 14:52
Black Friday has given an enormous liquidation on #Altcoins, as most dropped by 90%.Therefore, a longread on how we managed risk during that event (and after) with @MNFund_.For more information, please visit: https://t.co/dXfc3DrRpg.MN Fund (@MNFund_):Black Friday has been a historic day, as during that day, #Altcoins dropped by 90% in a single day, in just a few minutes.Recently, the questions regarding risk management have been rising.Hence, it's a good time to dive into the event of the 10th of October, ...
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Michaël van de Poppe· 2025-11-19 13:15
I'm really keen to see what $ETH will do in the upcoming weeks, as this is a healthy and normal correction vs. $BTC. https://t.co/NGMebgbSdf ...
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Michaël van de Poppe· 2025-11-19 10:17
It's frustrating that the markets aren't showing any upwards momentum.It comes down to expectations.If people have a tremendous amount of expectations, then yes, you'll be negatively surprised.That's the case with #Altcoins, but that will also be the case with the inverse of this once the markets start turning upwards.The 4-year cycle is dead. ...
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Michaël van de Poppe· 2025-11-19 09:01
$BTC made a good bounce yesterday, but volatility remains high.All indications that the markets are a little overextended to the downside.However, reversals take time, I would assume we'll be ranging around this area for a little while to build up a base before we're going to go up again.Buying in this area will be great over the coming years. ...
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Michaël van de Poppe· 2025-11-19 06:36
Good morning everyone,The one day bull market has continued in a new bear market!$BTC at $90,000.Volatility will remain high this week. Liquidity remains low and Bitcoin needs to find a base. ...
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Michaël van de Poppe· 2025-11-18 20:39
It's quite unusual for a bear market where #Altcoins outperform on a slight $BTC bounce.It's also very unusual for a narrative to have coins turn 20x in the middle of a Bitcoin bear market. ...
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Michaël van de Poppe· 2025-11-18 19:40
Hey all,Yes, the #Altcoin portfolio didn't turn out the way that we did expect it to go.It's down 70-75%.That's absolutely garbage. I know.Does that mean that we stop?No, because the thesis remains and we're also here during bad times.Thank you. ...
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Michaël van de Poppe· 2025-11-18 13:30
If you believe the thesis is that the 4-year cycle doesn't exist and there's a strong high beta correlation between the business cycle, the overall state of the economy & #Altcoins.Then this is your time to buy.$SEI is on a massive support level here, and I do expect this thesis to play out, as it's data-driven.In that case, this is the period to be accumulating your positions (just like the previous one).I still think that a target zone to $0.70 is on the cards. ...
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Michaël van de Poppe· 2025-11-18 12:01
It's worth noting that all liquidity has been taken on the downside for #Bitcoin.Even sub $92K.And the CME gap has closed.Fear & Greed has hit an index of 11. The lowest since the Luna crash.That's also why the sentiment is as terrible as it is.I don't know whether this is the low or it hits $85K, but the arguments are lining up.From a technical standpoint; the gap between the 20-Day MA and the current price of Bitcoin is enormous and has only been happening a few times in history.Similarly for the weekly c ...