Michaël van de Poppe

Michaël van de Poppe

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CIO & Founder @MNFund_ and @MNCapital_vc | Host of @new_era_finance | Macro-Economics, Value Based Investing & Trading | Crypto & Bitcoin Enthusiast

Holding Through 60% Drawdown, Eyeing NEAR and REZ Upside
SocialMay 3, 2026

Holding Through 60% Drawdown, Eyeing NEAR and REZ Upside

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...

By Michaël van de Poppe
Bitcoin's 4‑Year Cycle Ends, Bear Market Persists
SocialMay 3, 2026

Bitcoin's 4‑Year Cycle Ends, Bear Market Persists

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?...

By Michaël van de Poppe
Bitcoin Likely Bottomed; 2‑3 Year Bull Ahead
SocialMay 2, 2026

Bitcoin Likely Bottomed; 2‑3 Year Bull Ahead

Everyone is so focused on the fact that this bear market must hit the same triggers as previous bear markets for #Bitcoin. It doesn't need to. The upside was way more calm than the previous cycles, so the downside doesn't need to...

By Michaël van de Poppe
Bitcoin Could Hit $250K if Market Share Rebounds
SocialMay 2, 2026

Bitcoin Could Hit $250K if Market Share Rebounds

#Bitcoin vs. Gold. It's the important game. During 2024, the entire 'hard asset' market of these two combined was $17T. #Bitcoin had 15% market share. Right now, the market has increased to $35T. #Bitcoin has just a 4% market share. I do...

By Michaël van de Poppe
ETH's Rally Hinges on BTC Breaking 0.032 Level
SocialMay 2, 2026

ETH's Rally Hinges on BTC Breaking 0.032 Level

This is not great for $ETH. I've been covering this chart multiple times. If it clearly breaks 0.032 $BTC, that's where the party starts and when we can expect to have a lot of fun. If it doesn't, then the next area...

By Michaël van de Poppe
Massive $600M Bitcoin Inflow Signals Upcoming Breakout
SocialMay 2, 2026

Massive $600M Bitcoin Inflow Signals Upcoming Breakout

First day of the month and there’s $600 million of inflow on #Bitcoin. The first two weeks of the month are generally more bullish than not. Expect to see a strong breakout coming week on the markets as a consequence of...

By Michaël van de Poppe
Bitcoin Poised for $93K
SocialMay 1, 2026

Bitcoin Poised for $93K

I expect #Bitcoin to continue its bounce towards $93-95K. That's where the first rally, after the end of the bear market, goes to: the 50-Week MA. I do think that we've peaked in December '24 and that we've finished the bear market...

By Michaël van de Poppe
Bitcoin Likely Bottomed Near $60K, Eyes $90‑95K
SocialMay 1, 2026

Bitcoin Likely Bottomed Near $60K, Eyes $90‑95K

#Bitcoin bottom is in & it has room to $90-95K to run. If we look at historical data, the chances of a lower leg are there, but relatively small. Everything that had to happen to #Bitcoin's price, has happened. - Broke beneath 50-Week...

By Michaël van de Poppe
NEAR Token Poised for 500% Revenue Surge
SocialMay 1, 2026

NEAR Token Poised for 500% Revenue Surge

$NEAR is extremely undervalued. The entire supply is circulating, and all their mechanics are build in favor of the community actively using the token. Nobody is interested into AI #Crypto protocols. And that's where the real alpha is. The current valuation of $NEAR...

By Michaël van de Poppe
Fund Outperforms Benchmark Amid Bitcoin Crash, Automates Trading
SocialMay 1, 2026

Fund Outperforms Benchmark Amid Bitcoin Crash, Automates Trading

The past quarter has been a challenging period. During those challenging periods, you'll learn, you'll make mistakes, and you'll improve from there. #Bitcoin collapsed to $60K. #Altcoins completely vanished away. Sentiment has dropped to sub 10 on the fear &...

By Michaël van de Poppe
Bitcoin Poised to Break $79K, Eyeing $86‑88K Rally
SocialMay 1, 2026

Bitcoin Poised to Break $79K, Eyeing $86‑88K Rally

First day of the month --> #Bitcoin tends to behave in a positive way. Would expect that we're seeing positive flows on the ETF coming week as allocations towards $BTC should normally be growing. Other than that, lower timeframe uptrend remains intact...

By Michaël van de Poppe
Bitcoin's Price Drives Its Own Narrative, Not Vice Versa
SocialMay 1, 2026

Bitcoin's Price Drives Its Own Narrative, Not Vice Versa

What narrative will bring #Bitcoin to $100K? There doesn't need to be a narrative that pushes the price upwards. Price moves upwards, and the narrative will create itself. At this point, it doesn't feel like there's ever a narrative again that will...

By Michaël van de Poppe
Bitcoin Success Isn’t Luck—Years of Perseverance Matter
SocialApr 30, 2026

Bitcoin Success Isn’t Luck—Years of Perseverance Matter

If #Bitcoin goes into another bull market and reaches $250,000, a lot of people will call you lucky. I’m in crypto since 2017, and next year marks the 10-year journey. Bought my first $BTC sub $1,000. However, if someone calls you lucky,...

By Michaël van de Poppe
Patience Pays: Crypto's Risky Wait Precedes Faster Gains
SocialApr 30, 2026

Patience Pays: Crypto's Risky Wait Precedes Faster Gains

Holding #Altcoins or #Bitcoin here is quite stressful. There's so much happening in the world, the Nasdaq goes up, that you start questioning holding any of those assets. I think it's even harder than the 2018 or 2022 bear markets, as during...

By Michaël van de Poppe
Energy Surge Signals Crisis, Yet Offers 10x Gains
SocialApr 30, 2026

Energy Surge Signals Crisis, Yet Offers 10x Gains

I'm personally afraid of the coming 3-5 years for the economy and our society. The economy has become fragile amid global uncertainties. A sudden rise in gold isn't a signal of a strong economy; it's the exact opposite. Additionally, the rise in energy...

By Michaël van de Poppe
DePIN’s $ACU Achieves 750M Transactions, Silent Growth
SocialApr 30, 2026

DePIN’s $ACU Achieves 750M Transactions, Silent Growth

Silent growth. That's what we aim to focus on with our venture capital, @MNCapital_vc. Everybody discusses compute and $NVDA today. Now, there are brilliant examples of growth within the #Crypto ecosystem. One of them is $ACU. Network growth over the past year: - 750 million on-chain...

By Michaël van de Poppe
Bitcoin Rebounds Early Month Despite End‑month Outflows
SocialApr 30, 2026

Bitcoin Rebounds Early Month Despite End‑month Outflows

There's a constant pattern in the markets. #Bitcoin tends to correct heading into the month's end, then, in the first weeks of the month, it reverses and becomes bullish again. This month is no different. The last few days have shown a...

By Michaël van de Poppe
Institutional Influx Signals Bullish Crypto Future Despite Retail Lag
SocialApr 30, 2026

Institutional Influx Signals Bullish Crypto Future Despite Retail Lag

There's never been such a big gap between institutional interest into #Crypto and retail sentiment. And yet, it's a time to consider being bullish about the industry as a whole, as stablecoin supply sits on all-time highs and the CLARITY Act...

By Michaël van de Poppe
Bitcoin Holds Above $73K, Targets $86‑90K
SocialApr 30, 2026

Bitcoin Holds Above $73K, Targets $86‑90K

The structure remains intact for #Bitcoin. GDP data coming up today, and usually, the first 1-2 weeks of the MOnth are relatively positive. In that case, as long as Bitcoin holds above $73K, we'll be good to go further towards the...

By Michaël van de Poppe
Bitcoin Holds Up, Poised for May FOMC Rally
SocialApr 29, 2026

Bitcoin Holds Up, Poised for May FOMC Rally

Classic risk-off move during the FOMC speech and data. If you see the structure on #Bitcoin, and looking at it technically, there's no breakdown of the lower timeframe uptrend. It sustains. I do expect that we'll see it continue to go up in...

By Michaël van de Poppe
Bitcoin Capitulation Marks Best Five-Year Buying Opportunity
SocialApr 29, 2026

Bitcoin Capitulation Marks Best Five-Year Buying Opportunity

#Bitcoin is at its capitulation point. Eleven indicators are signaling that we're at the best opportunity to buy the asset in the last five years. The last time all these signals flashed was Q4 2022. That also resonates with the current market sentiment,...

By Michaël van de Poppe
Dutch Tax Plan Forces Forced Bitcoin Sales, Sparks Exodus
SocialApr 29, 2026

Dutch Tax Plan Forces Forced Bitcoin Sales, Sparks Exodus

Regardless of whether it gets approved or not, but the 26% unrealized gains proposal is the most insane and stupid proposal I've seen from the Dutch government ever. It's literally forcing you to sell #Bitcoin while simply holding it if it...

By Michaël van de Poppe
ETH Poised for Breakout as Upward Pattern Holds
SocialApr 29, 2026

ETH Poised for Breakout as Upward Pattern Holds

The upward price pattern remains the same for $ETH. It's a matter of when this breaks upwards and not if, in my opinion. Structure remains intact, and multiple resistance tests have failed to break through, suggesting a breakout is looming. https://t.co/0ZaSbcrgFT

By Michaël van de Poppe
Netherlands Has Not Approved 36% Unrealized Gains Tax
SocialApr 29, 2026

Netherlands Has Not Approved 36% Unrealized Gains Tax

There's some content circulating that the Netherlands has approved a 36% tax on unrealized investment gains. First and foremost, the entire proposed tax rule is completely mental. However, there has not been an approval, so any statement confirming this is false.

By Michaël van de Poppe
Bullish Divergences Signal Altcoin Upside, ARB Poised for New High
SocialApr 29, 2026

Bullish Divergences Signal Altcoin Upside, ARB Poised for New High

There are many signals indicating we'll see more upside in #Altcoins. Many strong, technical, bullish divergences indicate a short-term reversal and strong higher highs and higher lows since. An example is $ARB, which is showing momentum here and is likely going to...

By Michaël van de Poppe
Bitcoin's Strong Bounce Points to $85‑88K May Target
SocialApr 29, 2026

Bitcoin's Strong Bounce Points to $85‑88K May Target

There we go, #Bitcoin bouncing back upwards. FOMC today, GDP tomorrow. Lots of important events are coming up, and markets usually fall ahead of them. The bounce is strong, and it signals more upside from here. On lower timeframes, we see higher lows...

By Michaël van de Poppe
Bitcoin Surge Expected 2027 Before 1930‑style Crisis
SocialApr 28, 2026

Bitcoin Surge Expected 2027 Before 1930‑style Crisis

I do think we're on edge of a massive financial crisis. However, it's going to take some time before it starts. Would expect to see a long bull run on #Bitcoin in 2027/2028 first. That high on Bitcoin will likely be...

By Michaël van de Poppe
Bitcoin's Base Case: $10,000 by 2026
SocialApr 28, 2026

Bitcoin's Base Case: $10,000 by 2026

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...

By Michaël van de Poppe
Bitcoin's Pre‑FOMC Dip Normal; Stay Above $73K
SocialApr 28, 2026

Bitcoin's Pre‑FOMC Dip Normal; Stay Above $73K

Just a normal correction on the markets pre-FOMC, which is expectable for #Bitcoin. It almost always happens prior to the event, as there's still a lot of fear for FED policies from the markets. I do think that this correction ends prior...

By Michaël van de Poppe
Bitcoin Holds Near $79k, Markets Poised for Strength
SocialApr 28, 2026

Bitcoin Holds Near $79k, Markets Poised for Strength

Typical behavior for the markets to go risk-off days before the FOMC meeting. #Bitcoin touched the resistance zone at $79,000 and is consolidating. I think we’re still in for a strong period on the markets.

By Michaël van de Poppe
ARB Poised for Continued Rise; Dip Buying Encouraged
SocialApr 27, 2026

ARB Poised for Continued Rise; Dip Buying Encouraged

$ARB keeps running upwards and there are multiple signs for continuation. Even it has a correction of 10-20%, it's not worrysome, it's actually just a natural mid-trend correction and going to continue running from here. I think that 'buy-the-dip' applies to this...

By Michaël van de Poppe
ETH Stalls Below Key BTC Levels, Awaiting Bottom
SocialApr 27, 2026

ETH Stalls Below Key BTC Levels, Awaiting Bottom

I keep repeating the crucial levels for $ETH. Unfortunately, it broke down, which means that there's no continuation of the uptrend, yet. As long as it stays below 0.032 $BTC, I'm not interested until I see a clear bottoming formation or when...

By Michaël van de Poppe
Bitcoin's Rare Accumulation Trigger Signals Potential $200K Bottom
SocialApr 27, 2026

Bitcoin's Rare Accumulation Trigger Signals Potential $200K Bottom

#Bitcoin has hit the ultimate accumulation trigger in this cycle. It doesn't hit this trigger that often, but when it does, it gives a generational opportunity. In previous cycles, these levels were hit at the actual bear market bottoms. After...

By Michaël van de Poppe
BTC Poised for $85‑88K Peak Before Consolidation
SocialApr 27, 2026

BTC Poised for $85‑88K Peak Before Consolidation

Such a massive crash on $BTC earlier. I'm kidding. The markets are still shaping up for more upside, and it's still holding crucial levels. I think that we'll see $85-88K in May and correct/consolidate from there. https://t.co/OTJjHG0xbb

By Michaël van de Poppe
BTC Eyes $79K Break for $100K Rally
SocialApr 26, 2026

BTC Eyes $79K Break for $100K Rally

Some great momentum on $BTC lately, however there are some crucial levels to consider: - Break $79K = opening the gates towards the $86-89K area. If that second level breaks too = $100k+ happening. This will take time. - If there's no...

By Michaël van de Poppe
Altcoins Poised for Relief After 18‑Month Decline
SocialApr 26, 2026

Altcoins Poised for Relief After 18‑Month Decline

Things are looking up. I'm not saying that we're going to be seeing a full-blown altcoin run, however, some relief and mean reversion plays on the board with those #Altcoins are definitely possible. Such a run can already feel like an...

By Michaël van de Poppe
ETH Poised for Breakout Beyond €2,350 as Bitcoin Climbs
SocialApr 26, 2026

ETH Poised for Breakout Beyond €2,350 as Bitcoin Climbs

$ETH is about to follow #Bitcoin in the path upwards. Beautiful upwards grind looking for a clear breakout above 2,070€. Given the upwards path, and the amount of tests it has been having at the resistance zone, it's very likely that a...

By Michaël van de Poppe
Bitcoin Bottom Confirmed, Altcoins Become Must‑Watch
SocialApr 26, 2026

Bitcoin Bottom Confirmed, Altcoins Become Must‑Watch

The #Bitcoin bottom is in. The chances that this is the case have substantially increased. That's why I think that these #Altcoins are a must-watch: https://t.co/dd2WF1JOhK

By Michaël van de Poppe
Crypto-to-AI Traders Poised to Return at $100k Bitcoin
SocialApr 26, 2026

Crypto-to-AI Traders Poised to Return at $100k Bitcoin

There are so many people who pivoted from #Crypto to AI who will be coming back when #Bitcoin breaks $100,000.

By Michaël van de Poppe
DCA Into Undervalued Altcoins for Faster Profit
SocialApr 25, 2026

DCA Into Undervalued Altcoins for Faster Profit

A lot of the #Altcoins look like this. Massive destruction since 2024, and 2025 was a full bear market year. However, the correction downwards has slowed down and many of them have been accumulating for the past few months. One of them is...

By Michaël van de Poppe
Bitcoin Outperforms Gold During Market Downturns
SocialApr 25, 2026

Bitcoin Outperforms Gold During Market Downturns

#Bitcoin vs. Gold. It's the never-ending debate. Which of the two assets is better? I asked Matthew Piepenburg about these assets and their relation to poor market conditions. His answer gave a clear explanation of why #Bitcoin behaves differently from Gold. Watch the full...

By Michaël van de Poppe
Altcoins Poised for Unexpected Surge After Bear Market
SocialApr 24, 2026

Altcoins Poised for Unexpected Surge After Bear Market

The game is quite easy. Everyone is so hammered through the bear market, that it's almost irrational to suspect there's some upwards momentum to happen on #Altcoin markets. And then it happens, and we're going to be seeing a ton of...

By Michaël van de Poppe
Bitcoin Poised to Break $86K as Markets Rally
SocialApr 24, 2026

Bitcoin Poised to Break $86K as Markets Rally

The markets are looking for more upside coming weeks. The Nasdaq keeps printing more momentum and #Bitcoin is simply lagging behind. There's no reason to not expect this upside, and I think that if we clearly break $86K in the coming months,...

By Michaël van de Poppe
Bitcoin Poised for $85‑88K Rally if $73K Holds
SocialApr 24, 2026

Bitcoin Poised for $85‑88K Rally if $73K Holds

Clearly, the markets are consolidating after that initial test at $79K for #Bitcoin. I would assume we'll continue the upwards run if it holds the trend. If it drops to <$73K, I think we'll see a cascade of liquidations, and something else...

By Michaël van de Poppe
Altcoins Trail Bitcoin; Follow Energy Stocks with Three Picks
SocialApr 23, 2026

Altcoins Trail Bitcoin; Follow Energy Stocks with Three Picks

I'm always trying to find the best #Altcoin to perform in, as the methodology is: #Bitcoin goes up --> #Altcoins will follow. The same principle applies to energy stocks. That's why @JosefSchachter provides the following three stocks to look for. Watch the full episode...

By Michaël van de Poppe
Bitcoin Sharpe Ratio Signals Generational Buying Opportunity
SocialApr 23, 2026

Bitcoin Sharpe Ratio Signals Generational Buying Opportunity

#Bitcoin is a generational opportunity, right now. The Bitcoin Sharpe Ratio has hit a level that's comparable to any broad market bottom. This early in 2026. If you flip that measure, it's actually the best time to be investing in the...

By Michaël van de Poppe
Bitcoin Trails Nasdaq, Altcoins Amplify Market Swings
SocialApr 23, 2026

Bitcoin Trails Nasdaq, Altcoins Amplify Market Swings

The standard recipe. ✅ Gold volatility went up, tremendous returns. ✅ Oil volatility went up, tremendous returns, risk-off on all other assets. ✅ Gold volatility goes down, oil volatility goes down. ✅ VIX goes down. ✅ Liquidity moves back to...

By Michaël van de Poppe
Late‑stage VC and Crypto Lock Investors Into Losing Bets
SocialApr 23, 2026

Late‑stage VC and Crypto Lock Investors Into Losing Bets

I sincerely like @naval, his vision, and the investments he has made. I don't think this product will work. It's actually the worst of them all. If you're investing in late-stage venture capital deals, you're actually being used as exit liquidity by...

By Michaël van de Poppe
MSTR at 1x NAV: Time to Buy
SocialApr 23, 2026

MSTR at 1x NAV: Time to Buy

Beautiful tracker of the current sentiment. #Bitcoin bottomed out in recent months. Bitcoin bottomed out in 2022. During that period, $MSTR was trading at 1x mNAV. The peak was in December '24 vs. Gold. During that period, $MSTR was traded at 3x mNAV. Now is...

By Michaël van de Poppe