X @Michaël van de Poppe
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]