Michaël van de Poppe

I sat down with Michael Green, Chief Strategist at Simplify Asset Management, former Logica Capital, ex-Thiel Macro. The man who built the passive investing critique that broke Wall Street's biggest assumption now has Bitcoin in his crosshairs. "Bitcoin's system is a failure. It was reinvented as a speculative monster. It'll eventually collapse. And I really could care less." This isn't a random hater. @profplum99 has run the simulations on the network and is simply not buying it. He's been published by the central bank research desks. He came on the show to argue that the entire financial system is about to break. The brutal case against Bitcoin from someone who understands market structure better than 99% of the people defending it. Full episode on @new_era_finance. TIMESTAMPS: 00:00 — The System Is Broken 10:00 — Passive Investing Owns Everything 20:00 — The Generational Wealth Crisis 30:00 — Why You'll Never Afford A House 40:00 — AI's 25% Hiring Collapse 49:00 — The Brutal Bitcoin Case 56:00 — Why Stablecoins Win, Not Bitcoin

The overall chart looks great for #Bitcoin. There's been one event where the markets didn't bottom on the 200-Week MA, that was during the 2022 FTX and Luna saga. In every occassion, after the bear market has ended (in my thesis that has ended with the low in February), it rallies up to the 50-Week MA and consolidates from there. In that case, we're still in the middle of the rally and there's still legroom to $93K (that's where it currently stands). I don't know if this is going to happen immediately, or whether it's going to stall until June or later, it's just merely looking at the charts. I don't expect new lows on Bitcoin as the bear flag thesis became overcrowded and there are no fundamental reasons to be expecting such thing. #Altcoins? They remain difficult. We're still early stage, which means that narratives need to be build-up and that means that we'll have selective altcoins do well, end they can quickly lose their momentum after that.

Just because #Bitcoin is sub $80,000, it doesn't need to crash all the way towards new lows. The general consensus is that we must crash, given the fact that the Nasdaq has seen such a strong rally from the lows. The COVID crash and bounce didn't give any 10% corrections at all, it went up in a straight line. Sure, after such a bounce, it's normal to be expecting some consolidation and profit-taking, however, it's irrational to be expecting a 20% correction on the $NQ.

The first warning signs are here. The 21-MA is the critical indicator for strength on #Bitcoin. It's currently losing the momentum, as the Nasdaq corrects and yields are shooting upwards, with the 10-year being above 4.50%. There are two lines that are important for me: - The 21-MA --> that's currently being lost. - The $76K level --> which is still the crucial horizontal level. If the latter stays, there's still that chance of higher prices to be expected, especially since the 50-MA on the weekly is around $90K. Other than that, warning signs are provided.

The monthly report on @MNFund_'s performance is published on our website. It provides a full overview of the fund's allocations, the strategy we apply, and our upcoming view of the markets. The return for the previous month was -5.08%. Despite that, we've generated a 4.16% return on volatility trading and are outperforming #Bitcoin by 42% since inception. Read the monthly update here! ⬇️

The @DutchBlockWeek is happening in Amsterdam this June. What's interesting is how much it's shifted. It started as a community event, but now it's become one of the more serious B2B weeks in Europe for digital assets. The main summit is June 24-25 at the Johan Cruijff ArenA, double home game for me. The speaker lineup includes Charlie Lee (@Litecoin), Stephanie Laurent (@Bitwise), and Roy van Krimpen (@OKXDutch ), and others shaping the industry right now. The partner list tells you where we are: Visa, Mastercard, Worldpay, Bitvavo, Kraken, OKX, Deloitte. This is the institutional shift happening in real-time, traditional finance and digital assets are converging. What I like about Dutch Blockchain Week: it's actually built around networking. They launch a networking app two weeks before the event and have a dedicated meeting area at the conference where you can schedule proper sit-downs. It's less about listening to talks and more about connecting with the right people from the ecosystem. There are 40+ side events throughout the week, dinners, roundtables, and investor gatherings. It's one of those weeks where everyone you need to talk to is in the same place. Who else is coming? See you there!

The markets are still looking great for #Bitcoin. If this continues to find momentum going into next week, I would assume the breakout will happen then. Other than that, the 21-MA is nicely holding up as support, if that breaks, then we're in the path of potential further corrections. Until then: $90K is still on the cards.

The Clarity Act passed the Senate Banking Committee today and moves forward to the Senate. It's the biggest, and historical, bill for the entire industry and can be a strong trigger for the upcoming bull market. What's next? - The committee vote was passed by 15-9. - The bill moves forward to the Senate to be voted on. It will be merged with the earlier version, although a lot of amendments have been applied to it since January. It won't be as easy to be getting it through the Senate, as it will require a lot of Democrats to vote for it. Today, 2 Democrats voted yes during the Committee vote. - If there are 60 votes saying 'Yes' in the Senate, it will move further to the House, which is a formality. - House reconciliation --> House has approved an earlier version, very likely this will be approved too. - Presidential Signature - Agency rulemaking --> which, just like the GENIUS Act, takes 1-2 years before it comes into practice, but ultimately leads to a lot of new innovation and liquidity within the markets. The stablecoin markets have rocketed since the approval of the GENIUS Act. Ultimately, it's not going to bring a vertical bullish market for #Bitcoin and #Altcoins, but it, as a matter of fact, is very bullish for the entire industry. - #Altcoins are clearly classified a commodity or security, which is positive if most of them become a digital commodity rather than a security. - DeFi becomes more safe and must-have protections are written in law, which opens the door for more developers and institutions to be exploring use case within the DeFi sector. - Institutional unlock: pension funds, allocators and more are now able to allocate funds within this market. Price is the one leading the narrative, and this event of today can cascade further onto the markets and provide a short window of upwards momentum. I'll stay fully allocated towards #Altcoins for my personal portfolio, as this is the window where the returns are going to be made.

#Bitcoin rallies back upwards, after a test at $79K and the 21-Day MA. The trend is not over. The trend looks to be continuing upwards. There are no arguments to be expecting a correction to happen, not at all. There are actually more arguments to be expecting a continuation of the rally. Other than that, the trend is clearly continuing and it's a matter of time until the markets test the highs and likely break upwards to $90K. That's the crucial region for me, and I would still expect that area to be tested in May/June.

The Clarity Act PASSES the Senate Banking Committee with 15-9 Vote. That's a huge step forward for the entire industry, as this means that there will be a vote in the Senate. The last hurdle for #Crypto adoption. An historical day, and a lot of green lights ahead for the entire industry.

In trading or investing, I'm always looking for an edge to generate returns. If there's no bull market in #Crypto, there's very likely a bull market somewhere else. In that case, I ask experts on @new_era_finance where they see opportunities. This is what @JosefSchachter explained on our show: there's always an economic cycle taking place that you can profit from. Full episode: youtu.be/sq-wfV9CDhI More podcast clips: youtu.be/fG-GnSml4b8

$ZIG is one of those assets where the fundamentals are clearly ahead of the price. Market cap is sitting at just ~$50M while the institutional backing is as serious as it gets. Apex Group ($3.4T in assets), Taurus (Deutsche Bank, State Street), Swissquote ($100B+ AUM) and Nomura's Laser Digital are all publicly aligned with ZIGChain. On top of that, BTCS has committed $30M to market buy $ZIG. The ecosystem is already live: Private credit vaults, liquid staking, AI-powered DeFi, real yield, real TVL. And today the team announced a 500M $ZIG buyback, AI-powered institutional revenue deployed to buy back $ZIG from the open market. Activity → revenue → buyback → supply reduction. That is value accrual A $50M market cap for all of that. Technically, we see a bullish divergence applied, already for months, with a reversal underway. The disconnect between price and the fundamentals won’t last forever. For more information on @ZIGChain, find it here: Their ecosystem hub: bit.ly/4njdxSM Their X: bit.ly/3OQ2QdA Their TG: bit.ly/4dawRwP

🚨 WATCH: Chairman @SenatorTimScott leads the Senate Banking Committee in a historic markup of the CLARITY Act, legislation to establish clear rules of the road for digital assets. twitter.com/i/broadcasts/1…

They key for me is to build a strategy that's bear market resistant. Everybody can be a great trader doing bull markets. Almost nobody is a great trader during bear markets. We've started @MNFund_ on the 1st of July 2025, and as a result, the markets battle-tested our strategy completely. A strong bear market has occurred since that moment, and as a result, we quickly learned how to navigate through those times. The crash on October 10th. The crash on Bitcoin in February. In that period, the returns are clear. @MNFund_ : +8.02% $BTC: -24.78% $SOL: -39.03% $ARB: -60.47% The upside of having a robust and resilient strategy is that when there's conviction in the markets, there's the ability to be generating a positive return quite fastly. Other than simply holding the asset, it would require more than 100% to be getting towards break/even if you're solely holding $ARB. You can tell that I'm more than proud to be establishing such a strategy, after years and years of trial & error in this ecosystem as a full-time trader and investor. If you're interested, make sure to connect with me on LinkedIn, here in DM or through the website of MN Fund. Happy to chat with you!

@EmanAbio It was definitely a great event!

last week's miami sui live was unreal singapore sui basecamp next🔥 LFG!!!!

Big day today with the Clarity Act vote. Might be a historical day for everyone involved in #Crypto and could, very-well, signal the start of a stronger cycle.

It’s almost time for @proofoftalk! 🇫🇷 @new_era_finance is one of the dedicated podcast partners, which means there are more in person podcasts on the way. Use code MICHAELVANDEPOPPE for 30% off your pass: tickets.proofoftalk.io

This is the best chart in the entire ecosystem, in my opinion. #Bitcoin valued against Gold. The war in Iran started, and Bitcoin has been outperforming Gold significantly as a new 'equilibrium' was established. Since then, Bitcoin has outperformed Gold by 45%, and a complete regime switch has occurred in the markets. Technically, you could already see that Bitcoin was such a phenomenal buying opportunity in that range. The RSI dove below 30; the gap between the MA and the current valuation has never been as wide as it is now, and historically, on any of these occasions, the markets have proven to be a generational buying opportunity for the asset. I don't think we'll see the lows again; we'll probably go back and forth against Gold and start to see a strong uptrend in the coming years. Gold's time is done for now, #Bitcoin's time is here.

Over the past month, the fund's return was -5.08%. A challenging month, in which multiple protocols have seen challenges. $TAO, $AAVE, and $SUI all faced their challenges and have shown strong resilience since then, but ultimately ended up with a negative return in April. However, volatility trading has generated a +4.16% return compared to simply holding those assets. Additionally, our performance vs. $BTC remains at +42% since inception in July '25, and we are looking ahead with a positive lens and expectations.

$SUI hosted a strong event last week in Miami. Many updates have been released, strengthening the entire $SUI ecosystem. No wonder that it started to break out to the upside, as it has been building technical structures prior to the event. The fact that you'll be able to build your own prediction market on $SUI, or that you're able to execute stablecoin transactions seamlessly and for free, is a huge benefit. These factors will attract more investors and builders to the ecosystem and should therefore drive a strong CAGR in the coming years. The BTC/SUI pair has clearly entered a bullish trend, given the strong bullish divergence that's built up. This bullish divergence on the daily timeframe has finally broken to the upside, enabling more momentum. That doesn't mean we don't have corrections in between, as you can see, but overall, buying the dip is the right approach, as I would expect to see $SUI outperform Bitcoin for the foreseeable future after all the updates that have come out of the event.

@JamesCHeckman Congratulations!

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