X @Michaël van de Poppe
Michaël van de Poppe·2025-11-29 13:53

Market Cycle Analysis - The business cycle is defined by the valuation of Copper vs Gold [1] - Highs in the Copper/Gold ratio indicate a peaking business cycle [2] - Gold's significant rise is the basis for the risk-off thesis [1] - Gold has potentially peaked in the short term [1] Cryptocurrency Investment Opportunities - Potential for Altcoins and Bitcoin to outperform Gold [1] - The valuation of Copper vs Gold is at a 40-year low [2] - Historically, similar lows in the Copper/Gold ratio have coincided with lows for Altcoins [2] - The current bear market for Altcoins is the longest to date, exceeding four years [2]