Michaël van de Poppe

Michaël van de Poppe

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CIO & Founder @MNFund_, @MNCapital_vc, @MNAcademy_ || Macro-Economics, Value Based Investing & Trading || Crypto & Bitcoin Enthusiast

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Michaël van de Poppe

Ultra bad markets, I know. Few things to consider: - Tody was VIX expiration day, usually a net negative day for the Nasdaq. - Friday is the BoJ event where they'll announce a rate hike. This event has been providing negative price action (a massive one) for $BTC in the past. Given that this has happened twice, traders are anticipating that this will happen again and therefore, I think that we're seeing a selloff already frontrunning the event. I don't think the event itself is bearish, so would say 1-2 day more negative days and then we'll be seeing a positive response going into 2026.

Michaël van de Poppe

Markets end with a capitulation period/candle. That might be the phase that we're getting to with most of the #Altcoins as we're in that volatile week of macroeconomic events. At this point in time: nobody believes in #Altcoins anymore. This can change quite quickly if that capitulation, deep wick of 20% drop on #Altcoins comes in. Stay patient, avoid leverage.

Michaël van de Poppe

Hah! That was a great move: NOT. No clear breakout above a crucial level for $BTC, and it was a clear sweep of all levels. Therefore, the levels and thesis remain the same. The markets need to break through $88K to gain momentum. If not, then the levels at $83K for liquidity and $80K for liquidity are the important ones to look at. The bottom is relatively near, and today is a volatile day as its VIX expiration day for the year.

Michaël van de Poppe

Bitcoins 14 Day RSI 🟠 Currently the LOWEST it has been for this entire cycle. Flatlined at 0. Relief is coming.

Michaël van de Poppe

One of the best examples of misrepresentation and misunderstanding comes from using the wrong references when valuing assets. This is the Dutch stock market vs. the M2 Supply. It's still down 70% from its all-time high. The same can be seen in Gold and other assets as well. The difference is: the chart vs. USD is printing new ATHs. However, analyzing based on that can not be very clear. That's why I try to focus on these reference parameters, and they clearly show there's no recession or bear market on the horizon.

Michaël van de Poppe

It would be great if there's a run on Nasdaq in the coming weeks. End-of-year rally into an all-time high, putting risk-on assets back on the radar and, therefore, the focus back on assets like $BTC. There's a chance Bitcoin sweeps the lows one more time; however, I don't

Michaël van de Poppe

Clear rejection for $BTC, which means that the downtrend is still intact on lower timeframes. I want to see a clear breakout above $88K, which would be a strong signal to the markets that we're looking at upward momentum from here. If not, then it remains to be the case that

Michaël van de Poppe

It's that part of the cycle where people overvalue the downside and undervalue the upside. A lot of questions are being raised whether a particular project is actually valuable enough to be having a token and why something should exist. Whether or not there's going to be a case of any #Altcoin to be going up ever again. It's the same mantra. I think that 2026 is going to be harder than 2021 and 2017 in terms of #Altcoin selection, as there are simply more altcoins in the system. However, capital will still flow into strong projects as you won't be making a massive return on #Bitcoin or $ETH anymore. The same mantra in 2017, 2021 will happen again. Investors seek for high return, that's why things go up way more than they should.

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