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Michaël van de Poppe· 2025-12-13 13:51
Ecosystem Growth & Valuation - Arbitrum ($ARB) 的总锁定价值 (TVL) 和生态系统活跃度持续增长 [1] - 尽管生态系统增长,$ARB 代币的价格却大幅下跌,市场可能存在定价错误或背离现象 [1] - 行业预计 $ARB 仍然被严重低估,TVL 有望继续上升并突破历史高点 [2] - 行业预测代币价格最终将跟随 TVL 的增长趋势,回归其合理价值 [1][2]
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Michaël van de Poppe· 2025-12-13 12:15
Market Trend - Gold experienced a move of more than 100% [1] - Silver and Platinum are following Gold's trend [1] - Gold's rally has substantially increased the ceiling for risk-on assets [2] Investment Strategy - A period of stalling in Gold's bull market is anticipated, potentially lasting 3-6 months or 1-3 years [1] - During Gold's stalling period, risk-on assets like Altcoins and Bitcoin are likely to yield higher returns [2]
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Michaël van de Poppe· 2025-12-13 10:30
Market Sentiment & Valuation - The cryptocurrency market sentiment mirrors the end of 2019, suggesting a potential undervaluation of assets like $NEAR [1] - $NEAR is considered an undervalued asset [1] - Strong mispricing suggests the current low price may not persist [2] Ecosystem Growth & Technology - The growth of the $NEAR ecosystem demonstrates the impact and purpose of its tokens [1] - NEAR Intents is experiencing rapid, exponential growth in recent months [1] Price Prediction & Technical Analysis - Reclaiming the $1.80 and preferably $2 area would signal bullish momentum for $NEAR [2] - The market anticipates a potential price target of $3 in Q1 2026 [2]
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Michaël van de Poppe· 2025-12-13 09:02
The climax of this price pattern lies in the upcoming week.A lot of macroeconomic events are on the horizon, which can influence the markets in many ways.#Bitcoin holds above this crucial level, but I'm sure we'll start to see volatility pick up significantly over the course of the next days.Thesis remains relatively the same:- Losing $89K and it's very likely we'll test the lows, with one final support area at $86k.- If we break $92K, I think things go fast and a test at $100K pre-2026 is still on the card ...
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Michaël van de Poppe· 2025-12-13 07:52
RT Michaël van de Poppe (@CryptoMichNL)My #Altcoin portfolio is down 70%, and I suspect many of you are in the same boat.That's why I created this update.Watch it on YouTube: https://t.co/JUzsJegH04 ...
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Michaël van de Poppe· 2025-12-12 21:33
RT Michaël van de Poppe (@CryptoMichNL)I don't know why so many people still believe in the 4-year cycle.The year 2025 has already proven that it doesn't exist anymore for #Bitcoin & #Altcoins. ...
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Michaël van de Poppe· 2025-12-12 20:28
To me, this is rather a bottoming period for #Bitcoin than a peak period.We've just witnessed a 35% correction on the markets, and all indicators have hit extreme red.That's fine, those things happen.Doesn't mean that we'll continue to cascade downwards. ...
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Michaël van de Poppe· 2025-12-12 18:58
Asset Valuation - Traditional valuation against the Dollar is questioned, suggesting M2 Supply, Gold, or GDP as more relevant metrics [1] - Gold's valuation against M2 Supply is at its highest since 2008, but remains below the 1980 peak [1] Market Trends - A bull run is expected on Gold, Nasdaq, and Bitcoin [2] - The "death of money" is occurring, potentially increasing returns on these assets [2] - Concerns exist that Gold, Bitcoin, and Nasdaq are currently overvalued [3]
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Michaël van de Poppe· 2025-12-12 17:30
The classic Friday afternoon dump on the markets.Yet again, presented to you, on a Friday, a dump of 5-10% on #Atcoins.It doesn't mean we're going to keep falling from here; it's still a tricky market with illiquid books, so I'll stretch some scenarios.There are some important levels which I'm monitoring:- $86K- Sweep of the lows at $78-80K- Break of $92K clearly.Yet again, losing $92K triggered a chain of liquidations across markets, and the entire market dropped substantially.Not great.I don't know whethe ...
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Michaël van de Poppe· 2025-12-12 16:00
My #Altcoin portfolio is down 70%, and I suspect many of you are in the same boat.That's why I created this update.Watch it on YouTube: https://t.co/JUzsJegH04 ...