Michaël van de Poppe

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (@fundstrat) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?

Despite the fact that the #Bitcoin dominance is still at 59%, I'm under the thesis that it's downtrending. Why? Clearly the trend has flipped since the breakdown in the Summer of last year, however, no follow-through has happened. As Clarity comes up and there's clearly more strength in $ETH rather than $BTC, I'm not surprised to see this fall to sub 55%.

A lot of people will be surprised by the upcoming bull cycle on #Bitcoin. Why? The previous one was so shallow, didn't extend to the upside, that a lot of people are going to plan solely based on that cycle. They'll end up selling too early. This cycle #Bitcoin to $500,000+ is on the table.

Just like that, the entire correction on #Bitcoin due to the Strait of Hormuz has already faded away. Short-term volatility will remain due to this conflict, although, the markets look ready to rip upwards.

In order to be monitoring the markets: this is the most important chart to look at. Everybody is so busy looking at the Middle-East and the Strait of Hormuz, while the actual importance lies in the Japanese bond markets. The volatility is remarkably the same as during a few extreme cases earlier (April '25 as an example). Last week, the Japanese Central Bank decided to intervene and the Japanese Yields started to drop. I'm looking at this going forward and I expect to see a strong drop, which would benefit literally any risk-on asset.

I'm planning to be buying a new #Altcoin for my #Altcoin portfolio. Just shared it here. Everything shared in my updates for Subscribers on X.

The $HYPE chart is super strong. It's ready to break out upwards, and the next target is going to be $100. The reasons for the fact that this is the case: - Constant revenue growth and value accrual to the token. - Holding above the 21-Day and 50-Day MA's. - Constant higher lows and higher highs. - Three tests of the resistance, which means that this is resistance is the vital one, but also ready to break to the upside. The moment this breaks upwards, we'll be seeing a run to the 1.618 Fibonacci extension level = $100.

@TouchlineX @FabrizioRomano They won't, they'll pay a maximum of €19 million.

🚨 𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: Marcos Leonardo to Ajax, here we go! Ajax will pay a €25m fee to Al Hilal. — @FabrizioRomano

@unusual_whales Why not make a yearly competition with all countries, just like the Champions League?

BREAKING: FIFA’s Gianni Infantino has said FIFA will examine expanding the World Cup by a further 16 nations to a 64-team tournament ahead of its next edition in 2030, per NYT

@N0A83 @FabrizioRomano That's an incorrect number.

@CryptoMichNL @FabrizioRomano الرقم الصحيح هو 25 مليون يورو

🚨🔴⚪️ Marcos Leonardo to Ajax, here we go! Verbal agreement in place for Brazilian striker to join the Dutch club. Club to club agreement done with Al Hilal at €17.5 fee; personal terms also verbally agreed. Lawyers exchanging/checking docs but Marcos cleared for medical 🇧🇷

@QuintenFrancois It's one of the best assets to buy at this point, yet, nobody wants to do that.

$ETH risk reward is just ridiculous

A lot of people are mocking on $MSTR. It's actually a great opportunity to be allocating into $MSTR, $BTC. The previous bear market the mNAV was way worse than current conditions and he has even strengthened his entire position. This won't last long, and probably we're swimming around the #Bitcoin bottom.

#Ethereum looks more bullish than #Bitcoin at this point. I expect to see this one continue to break upwards and to run all the way towards $2,400+ to reverse the trend. This period reminds me of the period we've witnessed in June of '25, just before the big breakout.

@zerohedge Just in time before the Nasdaq wants to print a new all-time high.

*US SAYS HORMUZ IS OPEN TO ALL VESSELS SEEKING SAFE TRANSIT

Michael Saylor sold some #Bitcoin last week to strengthen his entire core position. By doing that, he's got the capabilities of buying way more #Bitcoin in the process forwards. Expecting to see strong positive numbers from here.

@TimvanDuijn14 Dit is toch een partij geweldig. Lekker man, kampioen volgend jaar.

Ajax hoopt Marcos Leonardo volgende week al in Amsterdam te kunnen verwelkomen. ⏳ Spits kan tot 2031 tekenen.✍️ vi.nl/nieuws/ajax-be…

@DorkChicken The build-up of a strong bullish divergence is there too, it can simply not be ignored.

To all the 2022 fractal bros who thinks everything still has another 50% downside left… This is $TOTALES crypto total marketcap excluding stables. Just take a closer look....2026 vs 2022.

@saylor @Strategy There we go, some more buying!

Orange dots tell only part of the story.