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X @Michaël van de Poppe
Michaël van de Poppe· 2025-12-17 12:26
Market Analysis & Valuation - Misrepresentation and misunderstanding can arise from using incorrect references when valuing assets [1] - The Dutch stock market is still down 70% from its all-time high [1] - Gold and other assets show similar trends when not analyzed against USD [1] - Analyzing assets based solely on USD performance may not provide a clear picture [1] Economic Outlook - Reference parameters indicate no recession or bear market is expected [2]
X @Michaël van de Poppe
Michaël van de Poppe· 2025-12-12 18:58
Asset Valuation - Traditional valuation against the Dollar is questioned, suggesting M2 Supply, Gold, or GDP as more relevant metrics [1] - Gold's valuation against M2 Supply is at its highest since 2008, but remains below the 1980 peak [1] Market Trends - A bull run is expected on Gold, Nasdaq, and Bitcoin [2] - The "death of money" is occurring, potentially increasing returns on these assets [2] - Concerns exist that Gold, Bitcoin, and Nasdaq are currently overvalued [3]
X @Ash Crypto
Ash Crypto· 2025-09-06 13:51
Macroeconomic Trends - Global M2 money supply is experiencing rapid expansion [1] Cryptocurrency Market - Bitcoin's price is expected to correlate with the growth of the global M2 money supply [1]
X @Ash Crypto
Ash Crypto· 2025-08-26 11:42
Market Trend - Global M2 money supply is exploding [1] - Bitcoin is predicted to potentially surge to $180K-$220K in the next 4 months [1] Investment Opportunity - The analysis suggests a potential investment opportunity in Bitcoin [1]