Michaël van de Poppe
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Michaël van de Poppe· 2025-10-27 12:00
The reason why I'm fully holding my #Altcoins:People expect to see a 1,000% return on their portfolio because, yes, last cycle it happened in the same period, so this time must be different.No, to have an outrageous return of a 1,000%, you'll need to make outrageous decisions and to be that 0.1% compared to the rest of the world.It's not easy, it's never been, but, we're facing the final easy cycle for crypto as we're still in a stage where the adoption is accelerating, markets are mispriced and there are n ...
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Michaël van de Poppe· 2025-10-27 10:45
Market Trend - Bitcoin 需要突破的关键阻力位在 112,000 美元 [1] - 突破 112,000 美元表明牛市远未结束,未来有更大的上涨空间 [1] - 预计在联邦公开市场委员会 (FOMC) 之前会出现正常的回调 [1] - 回调后,将测试较低时间框架的支撑位 [1] - 预计支撑位将保持稳定,并在 11 月份创下历史新高 [1] - 市场目前处于逢低买入的季节 [2]
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Michaël van de Poppe· 2025-10-27 09:50
Market Overview - The market experienced a significant collapse last week [1] Security & Custody - Security and custody are crucial for Altcoins and Bitcoin [1] - A system secures $11 billion in BTC [1]
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Michaël van de Poppe· 2025-10-27 09:30
Market Analysis - SEI is at a strong support zone, retesting this level after an initial upward movement [1] - This pattern of finding support, bouncing upwards, facing resistance, and then retesting the original level is common in the Altcoin markets [1] - The analysis anticipates a larger breakout towards the next target point for SEI after it builds up stamina at the support level [1] Investment Strategy - The report indicates inclusion of SEI in an Altcoin portfolio [2] - Expectation of a 3-4x gain against Bitcoin in the next 2-4 months [2] - The next target point is around 500 sats [2]
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Michaël van de Poppe· 2025-10-27 08:15
Market Sentiment - Many individuals are content to break even on their Altcoin investments, mirroring the sentiment observed in Q4 2019 [1] - A significant number of investors liquidated their holdings at breakeven prices during the initial rally, only to witness a subsequent 20X increase [1] Investment Strategy - The industry advises patience and cautions against premature selling, drawing a parallel to past market behaviors [1]
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Michaël van de Poppe· 2025-10-27 07:38
Market Trend - Bitcoin is projected to reach $115K in November, achieving a new all-time high [1]
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Michaël van de Poppe· 2025-10-26 20:35
Portfolio Performance - The Altcoin portfolio is currently down approximately 60% [1] - The portfolio has previously experienced a drawdown of 70% [2] - Significant drawdowns of 50-60% are considered normal for portfolios targeting 10X returns [3] Investment Strategy - The investor remains fully invested in Altcoins, maintaining an unchanged investment thesis [2] - The investor anticipates a potential upside of 20-50X from the current low point [2] - No portfolio adjustments are planned [2] Market Sentiment - Market sentiment is expected to shift rapidly, potentially leading to quick portfolio recovery and profitability [2]
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Michaël van de Poppe· 2025-10-26 19:22
The people calling #Altcoins dead and calling that there won't be an altcoin run anymore are the same people shouting their coin into oblivion when they are up heavily.Do the contrary.Buy #Altcoins now, sell when your barber discusses them (like Gold now). ...
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Michaël van de Poppe· 2025-10-26 18:19
This has been, by far, the longest bear market ever on #Altcoins.It's been nearly four years of total pain, constantly lower valuations.It's almost impossible to expect a return of the #Altcoins, but here it is.We're at the forefront of the big surge of them.Why?Well, comparing the current 4-year cycle to the previous cycle in terms of timing doesn't make any sense.It's nearly foolish to do so as this cycle has been proven to be completely different than the previous cycle and it will continue to do so.Peop ...
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Michaël van de Poppe· 2025-10-26 16:30
$VULT is launching tomorrow.One thing that I do know is that the markets are extremely bad for #Altcoin holders.And when that's the case, then that provides an opportunity.In that case, it's launching at a significantly low valuation.Honestly, $RUNE was one of the strongest runners in the previous cycle and I think that $VULT has a great thesis to become one too.Interested to see how this is going to develop. ...