Miohaël vna de Pcqqe
64 posts
Why is Ethereum lagging so far behind?
I put it straight to Tom Lee. Is it the yields? The Clarity Act? Something else?
His answer surprised me. It's not that Ethereum has become less valuable. The narrative is just in transition. A year ago the story was strong, then it drifted as other chains grabbed attention and the Foundation narrowed its focus.
"These aren't things that make Ethereum less valuable."
The value is intact. The story just needs to catch up.
Full conversation on @new_era_finance
Michaël van de Poppe@CryptoMichNL
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?
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It didn't even take 1-2 days for Trump to come out and say that there are 'good talks'.
He doesn't want a high oil price.
He doesn't need the Yields to go up, as a lot of debt needs to be rolled over.
It's all a game.
The money printer needs to be turned on.
Just buy the dip on #Bitcoin and hold.
Michaël van de Poppe@CryptoMichNL
I'm expecting to see: - $BTC's low of $61,000 to be tested. - Oil to run higher. - $NQ to drop further. This to happen, and then 1-2 days later; we're in talks again. And the markets reverse. It's the same with this man in Office.
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The markets are doing great for #Bitcoin.
It's holding my crucial level of support to continue upward.
As long as $BTC holds $61,000, I don't think we'll see much more downside. There's no reason for that.
I'd much rather expect to see upside towards $ 67,000- $ 70,000 in the coming weeks.
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I'm planning to sell an #Altcoin in my altcoin portfolio. I'm writing an update on this today.
The reason is that I'm going to be trading this way more actively.
Stay updated in real time with a full strategy via X Subscribers.
Join today.
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What's the narrative Ethereum needs to catch up on?
Tom Lee thinks ETH isn't broken. It's misunderstood.
A year ago the story was strong. Then it drifted, as other chains grabbed the spotlight and the Ethereum Foundation started narrowing its focus. The price fell behind, but the fundamentals didn't.
"These aren't things that make Ethereum less valuable."
The value is there. The story just hasn't caught up yet.
Full episode on New Era Finance 🎙️ @fundstrat
Michaël van de Poppe@CryptoMichNL
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?
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Things start to become interesting here for $SOL.
If it is able to hold between $ 73- $ 76 and bounce back upwards, it is a strong signal that the markets are ready to run to higher than $100.
If that doesn't happen, boy, we'll be seeing new lows across the board.
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This is a phenomenal indicator of where we are.
We're also in the worst sentiment ever in #Crypto and #Bitcoin.
Yet, people want to wait to buy lower.
𝗰𝘆𝗰𝗹𝗼𝗽@nobrainflip
9 out of 11 Bitcoin bottom Indicators have hit so far.
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Another high was created here on the 10-Year Yield in Japan.
It's now at 2.88%.
Almost all indicators are screaming that it's overstretched to the upside, which means that an intervention is just around the corner.
This simply can't last.
Michaël van de Poppe@CryptoMichNL
Big News: The Japanese 10-Year Yield has hit the highest level in 30 years. It's now at 2.83%. 😱 This is a big shock in the financial markets, as we've seen the unwind of the Japanese Yen Carry Trade. In a few years time, this will be reflected in the markets.
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Trump has messed up the colors between Belgium and Spain.
He wanted to cut off Belgium's trade, but now it's Spain.
Watcher.Guru@WatcherGuru
JUST IN: 🇺🇸🇪🇸 President Trump orders US to cut off all trade with Spain.
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$SOL has seen a strong upward move, and I'm looking at the $BTC pair for information on where to allocate assets.
During those upward moves, there will always be reasons why the markets are correcting.
This time it's speculative liquidity flowing out of $SOL towards Robinhood meme coins.
All I'm seeing is that we're in an uptrend for the first time in over a year, and that this dip is going to be interesting to buy in the coming days.
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There's still no problem on $BTC.
Price remains hovering above $60,000, despite the fact that the Middle East has reactivated the War again.
Other than that, as long as it remains a relatively shallow correction, I don't think we'll start to see lower levels in the markets.
The crucial level for me is the $61,000 area.
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$ETH is a better place to park your money rather than $BTC going forward.
It's resilient, and it's in an uptrend for the first time in over a year.
The recent correction in $BTC hasn't brought $ETH down much.
I'm only expecting to see a correction on Ethereum take place when there's a strong, volatile move upwards on Bitcoin.
The trend has shifted.
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$SOL should be an anchor within everyone's portfolio.
To be honest, make trading as simple as possible.
Simple:
- $SOL is in an uptrend against the Dollar and $BTC.
- Buy the dip when it drops 10-30% against $BTC.
That's the status.
Michaël van de Poppe@CryptoMichNL
$SOL is still in an uptrend here, which means that it has broken the downtrend vs. Bitcoin after a year of trending down. I don't think that we'll stall, I do think that we'll continue to see strength happening here. That said, I'm willing to be a buyer on lower levels for this one (if there's a deeper correction). Overall; it's a matter of time until $SOL regains the $100+ levels.
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Cozy weekend brunch: fluffy homemade pancakes with fresh berries and a side of creamy avocado toast. No rush, just good eats and slow vibes
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Just pulled these crispy salted egg yolk potato chips from my snack stash Perfect for lazy afternoons! Who wants a bite
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Just stumbled on a hidden coastal cove at sunrise—salt air in my hair, waves singing, and zero crowds. This is why I travel: chasing unplanned magic that makes my heart feel full.
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[Craving a quick refresher Whip up iced lemon mint tea in 2 mins: steep black tea, add fresh lemon slices + muddled mint, chill u0026 enjoy! #EasyDrinks]
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[5-min high-protein meal prep: grilled chicken + roasted veggies + quinoa. Filling, low-cal, perfect for weight loss! ]，
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Ready to pick up a new hobby this week Grab a book, learn 5 English words or try sketching—small steps make big fun!
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