Market Analysis - The altcoin market has been stagnant since Q4 2023, leading to expectations of continued stagnation [7] - The market's dependence is shifting from halving events to macroeconomic factors and the business cycle [3] - Current market correction is similar to past corrections before significant upward movements, suggesting a potential build-up for a breakout [4][5] Investment Strategy - Portfolio construction should be based on portfolio and risk management rather than timing the market [5] - The end of the bear market for both altcoins and the business cycle suggests an upcoming bull run [7] - Bull runs and bear markets are expected to be longer than previous cycles, potentially leading to a significant bubble followed by an extended bear market [8] Technical Indicators - Bull cycle peak indicators, sentiment, and Exponential Moving Averages (EMAs) do not currently signal an overvalued market [3]
X @Michaël van de Poppe
Michaël van de Poppe·2025-09-07 15:35