Michaël van de Poppe

I sat down with @HenrikZeberg, a business cycle analyst who predicted the COVID crash, the 2021 blow-off top, and the recent alt-season collapse. He told me the economy is already breaking. But markets will rally anyway. "In 2007, markets rallied 25% in 11 weeks, right before everything crashed. We're setting up for the same playbook." Very pleased to have Henrik on @new_era_finance. TIMESTAMPS: 00:00 Market Madness: Understanding Current Trends 08:26 Business Cycle Insights: Late Stage Analysis 16:40 Data Reliability: Trusting Economic Indicators 22:22 Gold's Volatility: A Sign of Change 28:07 Late Cycle Dynamics: Navigating Uncertainty 28:55 The Misconception of Gold as a Safe Haven 32:45 Understanding Economic Cycles and Market Psychology 36:56 The Role of AI in Economic Shifts 46:02 The Impact of Debt and Economic Policy 52:23 Navigating Volatility and Investment Strategies

This is exactly why I bet big on #Crypto <> AI. $TAO discussed on the highest stage. Smart.

The next big question in #Crypto x #AI is not just payments. It's identity. AI agents are already booking tickets, comparing prices, and completing purchases on your behalf. But how does a website know there's a real human behind all that activity? That's exactly the problem Sam Altman's World is solving with AgentKit, a new toolkit that integrates World ID with Coinbase's x402 protocol. Here's how it works: - You verify your identity once through World's biometric system. - You delegate that verified identity to your AI agent. The agent can now cryptographically prove it represents a real, unique human, without exposing any personal data. x402 handles the payments. World ID handles the identity. Together, they form a complete trust stack for agentic commerce. Why does this matter? McKinsey estimates agentic commerce will reach $3-5 trillion globally by 2030. As AI agents become economic participants, the internet needs a new layer of trust. This is that layer. #Crypto is not just about money anymore. It's becoming the infrastructure for the AI-driven internet. Read it here: theblock.co/post/393920/sa…

The valuation of $BTC vs. Gold provides a monthly engulfing and shows strong signs. It doesn't mean that we immediately go up from here, as this has also happened in 2022. In that period in 2022, another drop happened, only due to the fact that FTX collapsed. In all other cases, 2015, 2018 and 2020, this type of price action on this indicator marked the low of the bear market for #Bitcoin.

Ultimate boredom, that's the #Crypto market currently. $BTC still stuck in the range (good bounce!), but no clear direction. AI <> Crypto taking over as $TAO hits a new high (happy that I'm still long on most of the position). It's friday, expect volatility at the end of the day.

The role of stablecoins. One group cheers them on in terms of wider adoption of #Crypto. The other group isn't. I've discussed this with @JeffBooth on @new_era_finance: youtu.be/HjKUnMpqjes

The prime question is: Are we going to hold here for #Bitcoin?

I do expect that we'll see a deep market crash like 1929, but before that, we will have one final run on #Crypto & #Bitcoin. @HenrikZeberg agrees on this view. Listen to the episode of @new_era_finance here: Spotify: open.spotify.com/episode/3Fm85j… Apple Podcasts: podcasts.apple.com/nl/podcast/new…

$ETH vs. Silver starts to run upwards. Again, that doesn't mean it should go upwards; it can also correct less. The main argument behind this chart is that we're likely at the low of this bear market for #Crypto, as the tables slowly turn.

It's all about Oil and Natural Gas. Brent Oil hits $110 and higher. Natural Gas is skyrocketing. As a result, markets have been tumbling as another escalation is unfolding in the Middle East. If this doesn't consolidate, I don't see a reason for the markets to run higher. I would assume we'll see all markets go lower, including #Bitcoin, towards the lower regions. However, in the long term, buying at these regions for #Bitcoin is great.

@peaq Great to see this news, congratulations on the progress!

The era of Robot Money has begun peaq’s next chapter starts now — enabling robots and machines to do business, on every chain Read the Purple Paper: peaq.xyz/purple-paper

The #Bitcoin vs. Gold chart has reversed on the exact day that the war in Iran started. Of course, there are no coincidences in the markets, not at all; everything is about insider information. Now, Bitcoin outperforming Gold could also mean that it drops less. As you can see in recent days, the chart continues to crawl upwards, as Gold is down a lot, but #Bitcoin is down less. I think we'll need to see oil come down and the situation calm down slightly, which would mean we'll see more surges in Bitcoin. The good part: the metric is turning in $BTC's favor.

All assets, except Oil, continue to sell off. Not a bad case here. The opposite: #Bitcoin is also correcting, and it's correcting less than I would assume. Clear technical rejection at the resistance, and now back to my crucial support area between $ 69K and $70K. I'd prefer to see this hold, as that would create an opportunity for tests to move higher again. If not, big buyer in the low $60Ks and below.

It's interesting to see that; - Oil is up - Gas is up - Gold is down 4% - Indices are down a few percent - #Bitcoin is down 3.5% I must say, that with all the uncertainties that are arising in the world (and unfortunately so), Bitcoin holds up quite strongly on FOMC day. I was under the impression that we'd see a deeper correction taking place if markets did tank the way they did. Quite the opposite. Doesn't say that we don't need to see a crash in the coming days, but overall, for today, I'm not unhappy.

I've covered $ETH a few times, and it's still beneath my crucial level of 0.03250 BTC. If it does make a higher low, that would open the theory of attacking and breaking this resistance zone. However, very likely, it won't, and if the markets puke some more, we'll see 0.0260 which I think is a great entry zone.

It's not looking great for #Bitcoin with this drop. I'd prefer to see $69K-70K hold if we want to make another run towards those highs, and I think those are quite critical to me. If that doesn't hold, I would assume we'll see the $58-60K lower boundaries tested again.

Twenty million swaps on $NEAR Intents. Insane growth in the ecosystem, and I'm very happy to be holding this asset in my portfolio. I think that the AI Agent economy is literally just getting started.

Just like that, Gold drops to $4,850. I don't think this is bad, not at all. I'm bullish on precious metals in the long term, but in the short term, it comes back to its mean. I think we'll see more downside in precious metals, and therefore more strength in #Bitcoin. Matter of time until capital rotates towards digital assets.

#Bitcoin correcting. This could be due to the upcoming macroeconomic week with the FOMC Meeting tonight. Very likely to be risk-off going into that one given that oil has skyrocketed. Regardless, I think that it's simply rejecting on a resistance and therefore looking for a short-term higher low before another test at $76-80K this month seems likely.

The #Altcoin market capitalization is looking like we want to continue moving upwards as a mean reversion move, until we find ourselves into resistances. Despite the overall negative sentiment, I would assume that there's significantly more momentum in the tank.

Very strong move on $BTC this month, and now it's consolidating. Nothing wrong with that, the opposite actually. It's very likely that we'll continue to test higher, as resistances are still above us. Wouldn't be surprised with that test at $76-80K. I wouldn't be surprised we won't be testing the lows either.