X @Michaël van de Poppe
Michaël van de Poppe·2026-05-08 15:59
RT The Rollup (@therollupco)Is the Next Bitcoin Rally Being Funded by the AI Trade? with @CryptoMichNL CIO & Founder of @MNFund_Timestamps:00:00 Intro00:40 The Fund Explained01:03 Fund Thesis Overview02:02 What Fundamentals Matter03:05 2017 vs. Now04:28 The Barbell Approach05:25 Next Unlock: DeFi + AI06:39 Decentralized Compute Thesis08:42 Decentralized vs. Centralized11:04 Zcash Hot Take11:36 Michael Saylor Strategy12:23 Four Year Cycle Dead?14:00 Bitcoin Levels to Watch15:24 Bitcoin vs. Gold Correlation16 ...