Michaël van de Poppe

I sat down with Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist and one of the most bearish voices on Wall Street right now. @mikemcglone11 told me the crypto crash has only just begun. And Bitcoin at $10,000 is not a worst case, it's a base case. "Potential $10,000 Bitcoin in 2026. Prove me wrong, stay above $75,000. Before the biggest money pump in history in 2020-21, Bitcoin hovered around $10,000, and it may be reverting." He predicted gold's strength in 2025 when nobody believed him. Now he's calling the crash that nobody wants to hear. Full episode on @new_era_finance. TIMESTAMPS: 00:00 — Why the Crypto Crash Has Only Just Begun 05:00 — Bitcoin to $10,000: The Math Behind the Call 12:00 — Gold and Silver Have Peaked Too 18:00 — Why T-Bonds Will Beat Every Asset in 2026 25:00 — The Tether Flippening: Stablecoins Eat Bitcoin 32:00 — Trump Faces the Same Timing as Hoover 40:00 — Oil to $40: Why Commodities Are Next 48:00 — When to Buy the Dip (And When Not To) 55:00 — The 2026 Market Hurricane

I'm not losing any 'faith' in my #Altcoin portfolio. Things require time and patience will be rewarded. Sometimes, the longer you remain patient, the better the reward will be. Regardless of that, I'm completely aware of the risk that I've been taking with it and I'm sure that not all of those #Altcoins will do well. Some will do, and they'll ultimately generate me the return that I've been looking for. What's next after that? Building a portfolio that consists of multiple assets, and way less allocations towards altcoins.

People always try to predict bottoms and try to buy at the exact bottom. People also calculate their portfolio value towards their latest ATH. Both of them are incredibly bad for your performance and return overall, as they influence your emotional behaviors when it comes to investing and trading. #Bitcoin, right now, is super undervalued compared to almost any asset. Many #Altcoins, are extremely undervalued compared to their fair price. It doesn't matter whether you're going to be buying Bitcoin at $75K or $60K, but it does matter when Bitcoin breaks to $100k+ and you haven't been able to be allocating.

Live from Miami with @therollupco !

$ETH doesn't look great vs. Bitcoin, and the prime reason for that is just that timing matters. If the Nasdaq shoots upwards, people will firstly move towards #Bitcoin as a higher beta play than the Nasdaq. The time for #Altcoins is therefore selective and will likely be taking place at a later moment in time. Is that worrysome? No, not at all. Some altcoins will do well, but they have been performing well prior to the massive crash. They can outperform Bitcoin. Other than that, wait for Ethereum to start moving upwards to be allocating more assets towards the altcoin markets.

#Bitcoin rejects harshly at the $80K area. That doesn't mean that we're going to crash. Not at all. It seems very likely that we'll consolidate a little bit more and continue to grind upwards after that. The structure on lower timeframes remains intact until price falls beneath $73-75K, which isn't the case.

During extreme periods of price action, the only assumption and crowded view is that the markets continue to trend in that exact same direction. That's also what we see right now. 'Bitcoin must go to $30K.' 'All #Altcoins are shitcoins.' Well, these things could happen or might be right for most of the altcoins, but some of them have been going down along the way and created an enormous gap between the current price and the actual value. I'm not saying that you should go all-in altcoins (like I am), I'm saying: stay open for opportunities. They are there in front of your eyes and only actually obvious in hindsight.

#Bitcoin looks primed for upwards momentum. Very keen to see how the markets will react when the US opens, especially given the positive ETF flows of last Friday. Breakout above $79K opens the opportunities all the way towards $86-88K for coming period.

Casual start of the week with #BItcoin breaking $79K and hitting the highest valuation since February. Great stuff is ahead of us, and I don't think that this upwards bounce/rally is over. There's more to come.

Great question. I keep getting this, but my #Altcoin portfolio is an hypothetical portfolio size. Everyone can follow it with their size and the same percentages. My portfolio isn’t public and I’ve decided to do that from the start: happily so, as I’ve received thousands of tweets and mails with threats over the past year and that’s obviously crossing the line. Regardless, we keep building and moving forward!

Will #Altcoins make their comeback? I do think so. And I don't think so. Just like any cycle, most of the altcoins that existed from the previous cycle will not come back. Some flawed systems like buybacks were used to inflate the price of those tokens, or the price of the tokens themselves were artificially held high or propped up due to VC rounds prior to listing. I think that this has changed, which means that you're seeing more altcoins with actual revenue and actual growth of the ecosystems starting to get traction. In that light, I do expect to see the frontiers of that to be doing well, which means that liquidity will be concentrated (even more) in selective #Altcoins that strongly outperform the rest of the markets. I don't see why all altcoins will all of a sudden start to do well in the coming period, as there's no confidence at all. They can do a mean reversion play and bounce up, but then again, you'll be better off probably sitting in Bitcoin or finding those 'better performing' narrative altcoins that are yielding more alpha and beta. For altcoins to really start outperforming, you'll need to key principles: - #Bitcoin to break $100K - Ethereum to outperform Bitcoin. If none of those will do well, there won't be a reason to be going massively long on altcoins. 'Well, why are you staying fully into altcoins?' I'm betting heavily on assets that I think will be in the AI <> #Crypto convergence and provide that extra alpha and beta return. Those are the biggest buckets of the portfolio, which I'll be selling when everybody talks about them again. On the other hand, the other altcoins that I'm holding are literally on the ground (and they can go down more), however, the assymetrical upside is significant on those that even though there won't be a strong run on them, I want to capture the average beta of the markets which I expect to see happening in the coming 1-2 months.

What are the odds of a bull market from here? I've tweeted this earlier, however, the crash of #Bitcoin to $60K has been one of the strongest corrections in its existence. Not on percentage dropped, but on the impact on all indicators. In that light, it came relatively close to the 200-Week MA and that's where price of Bitcoin stalls quite often. That means: we can easily run to $92-95K without any breakdown of the bear market trend, and we can easily start a bull market from here. That's where the confusion will start. Questions will pop up: Have we seen the bottom of the bear market? Should we buy? Those will strengthen in the coming weeks. However, overall, even if we go to $92-95K, it's quite normal to see a 20% correction from there and just a longer period of accumulation before markets break higher. Simply use the DCA strategy and you'll be absolutely fine in coming years.

I don't think there's going to be a full-blown #Altcoin strength. I think it's the actual opposite, where selective altcoins will heavily outperform, and the others will just perform the same as Bitcoin does (or worse). That's why fundamental research + conviction in selective niches makes sense. In that light, the AI <> #Crypto convergence is such a big no-brainer to go for. $TAO, $NEAR, $REZ are all strong ones to focus on for potential runs in the coming period. Similarly, anything related to compute is a strong aspect of the markets as there's not been a focus yet on decentralized compute. Finally, every portfolio, I think, should consist of $HYPE as it's by far the strongest asset in the ecosystem and continues to perform.

@tomhfh General tip: don’t open it upside down. Anyways, happy to be paying $4.50 for one single egg in the States, though! Or $22 for an Aperol in a plastic cub.

Stupid EU bottle cap just spilt orange juice on me. Lots of OJ in the lid, gets you before you can even rip the bastard thing off.

@EArbkbm Because I added more dollars.

@CryptoMichNL How come you added more @near @CryptoMichNL

I'm adding in my #Altcoin portfolio The DCA strategy. I've been doing this since earlier this year, and I'll continue to do this, as I'm actively trading my #Altcoin portfolio. I'm still down a lot: 60%, and that's fine, as the upside will be a larger number than this. I'm used to be seeing a drawdown like this on my personal portfolio, and no, it's not easy to stomach as you see your money fade down. Over the past month, a few important things have happened within the portfolio. - $TAO has seen a subnet leaving the ecosystem, and therefore receiving some backlash on the price. I haven't sold, I'm not planning to do so. - $NEAR consolidated, didn't follow in any of this and looks ready for a new leg upwards. - $REZ started picking up momentum within the AI <> #Crypto narrative. Other than that, most of the positions haven't been doing much yet, and that's quite understandable, as most of the markets aren't having the strength and confidence to be moving upwards at all. That's why, in this month's update, the DCA allocations will be different than previous months. What did I buy with the $10,000 extra? Clearly, some positions have been doing well, some positions haven't. I do think that allocating towards winners is the strongest strategy moving forward, given the fact that not every altcoin is going to do well. In my opinion, I'm not expecting all of my altcoins to do well, as a matter of fact, I think that a few of them will massively outperform and provide the return that I'm looking for + wisely playing with market sentiment and trading the markets (in/out positions and/or adding into cash or $BTC at certain periods) will compound the yield that I'm looking for. In that sense, I've taken the following positions: - Added $5,000 into $NEAR at these valuations. - Added $1,000 into $REZ at these valuations. - Added $4,000 into USDC which I'll use to be doing mean reversion trading strategies and/or allocating when I see conviction on trends to occur. Examples: - If the markets trend upwards and there's a strong correction (while trend remains up), I might be looking to allocate some cash into that trade for a quick bounce play and/or trend continuation play. - If there are strong signals: flipping HTF MA's on other #Altcoins, I'm looking to allocate more into those positions in order to generate an additional return. However, adding and building more cash in the portfolio improves the Sharpe ratio of the portfolio and dampens the volatility. You might say: you're still allocated in positions by 93% and that's correct, it's just a small step at a time. I'm not planning to be doing many more DCA's over this year, actually I think there will only be 2-3 more to come. Other than that, the gameplan remains intact. I'm allocating into those positions and I'm planning to be trading them actively on technical indicators. If something is hitting levels that I think they are overvalued, I'm looking to defend my portfolio and get myself into more of a stable composition of cash/crypto and perhaps even commodities. I'll also be providing better visuals and representations of the portfolio with returns (monthly) and portfolio trackers.

@cryptotrader799 Luckily more than half of my portfolio is in AI protocols, then!

@CryptoMichNL You're still living in 2017 and 2021. You're completely wrong. These projects won't generate huge returns. RWAs and AI narratives are what will drive the anticipated bull run.

The #Bitcoin 4-year cycle is something from the past. We've seen an ATH prior to the halving. Yes, Bitcoin has made a new ATH in Dollars, but how much value does that hold? Did 2025 feel like it was a bull market year? Not at all, quite the opposite actually. If you resonate it more like: Bitcoin has peaked in December '24 against Gold, and started a strong bear market year since then, then the arguments are lining up perfectly. - Strong bear market year for #Altcoins - Strong bear market year for Bitcoin vs. Gold --> lots of irritation that Bitcoin wasn't moving along Gold. This has also lowered the overall upside for the previous year, which then means that the downside can be less too. In that light, it's very likely that we won't be seeing the similar patterns of the 4-year cycles anymore, especially not if there's a $100K breach this year already.

Strong consolidation on $BTC, and Friday gave us a slight insight in what's likely to come. There was $600 million in ETF inflow on the first trading day of the month. I don't think this will slow down in the coming week and that's probably why we're seeing a relatively shallow consolidation taking place. The $79K area is a crucial zone. That needs to break. If this breaks, I'm assuming we'll see more upwards momentum and I've got $86-88K as first resistance area and $92-94K as the crucial one.

$TAO did break upwards and I don't think of selling this one soon at all. There's a technical breakout taking place, and that has room all the way towards $350. Given that the markets overall are looking to break upwards, I wouldn't mind if this continues to go upwards after this breakout and consolidation. Strong resilience from the ecosystem.

@Bgrew11 @Liathetrader Someone who has a little more reasoning in their thinking and sees the opportunity in #Bitcoin.

@CryptoMichNL @Liathetrader Bitcoin is shit, why would anyone buy such a failed investment when the US stock market has kicked its ass? Bitcoin sucks

Just took a ride with a friend of mine. He is 62, has a paid-off condo, and $100,000 to invest. That’s all he has. He works a part-time job making at most $2,000 monthly and can’t find a better one. He is short on bills every month. Needs 3,5-4k. He wants to buy a shitty real estate property with his $100k and rent it out. (I don’t even know what you buy in FL for 100k? Garage? ) I suggested passive income from dividend stocks instead. I believe the market provides a better investment with this money. Am I right?