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Michaël van de Poppe
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Michaël van de Poppe✓

@CryptoMichNL

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

1.8K Following823K Followers86.1K Posts
  1. Michaël van de Poppe✓@CryptoMichNL
    Here's a stat that breaks most people's mental model of #Bitcoin: its volatility is now lower than most of the Magnificent 7. The "too volatile for serious money" objection, the one every allocator has used for a decade, is quietly expiring. Eric Yakes came on to explain what that unlocks. @ericyakes wrote "Bitcoin and the Monetary Revolution" and invests at Epoch in fintech companies built around Bitcoin adoption. His frame for where demand comes from: "More and more people are gonna want to get exposure to the scarcest, most liquid commodity that you can hold on a thumb drive and move anywhere in the world." What I appreciated: he refuses the lazy bull case. No power laws, no cycle charts, he judges Bitcoin on fundamentals and adoption, and his argument is that every major move up had a concrete driver. BlackRock's ETF started the last one. He thinks he knows what starts the next. Thanks to @OKX for being todays sponsor of the show. We cover: - The volatility stat, and why it changes who's allowed to own Bitcoin - How banks could start accepting Bitcoin as loan collateral, the quiet unlock almost nobody's pricing - What actually drove price last cycle, and the next fundamental driver - How the debasement trade connects Bitcoin and gold - Why he ignores power laws entirely, and what he watches instead - What he wants to see built in Bitcoin fintech Timestamps: 00:00 - Intro 01:00 - Navigating the Crypto Landscape 03:46 - Bitcoin and the Monetary Revolution 11:00 - Bitcoin's Challenges and Opportunities 18:51 - Bitcoin in Banking 28:32 - Regulation and the Clarity Act 32:45 - Stablecoins and Government Debt 35:42 - Debt Dynamics and Bitcoin 40:09 - Bitcoin as a Scarce Asset 43:18 - ETFs and Bitcoin Adoption 47:27 - Investing in the AI Landscape 53:21 - The Future of Bitcoin
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  2. Michaël van de Poppe✓@CryptoMichNL
    Absolute insanity in Dutch Parliament. A Dutch member of Parliament states that it would be a wise idea to 'invite an Anthropic size company to the Netherlands to IPO here, so we can control their AI models and tax them here.' Absolutely lunatics in the government.
    Corné Henderson @achutmoarwit
    #vragenuur Ja, waarom nodigen we Anthropic niet uit om hier naar de beurs te gaan, zodat wij belasting kunnen heffen en vertellen wat ze wel en niet mogen. Ik ken haar niet, maar dat moet #D66 zijn. Anthropic ziet ze al aankomen 😂😂😂😂😂😂😂😂😂🤣
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  3. Corné Henderson@achutmoarwit
    #vragenuur Ja, waarom nodigen we Anthropic niet uit om hier naar de beurs te gaan, zodat wij belasting kunnen heffen en vertellen wat ze wel en niet mogen. Ik ken haar niet, maar dat moet #D66 zijn. Anthropic ziet ze al aankomen 😂😂😂😂😂😂😂😂😂🤣
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  4. Michaël van de Poppe✓@CryptoMichNL
    #Bitcoin is doing what it needs to be doing in order to be getting a bullish breakout. It's still prior to FOMC. However, usually with these type of events, you'll see that there's a bottom on Tuesday, and then we start to grind upwards. Bullish flip has happened, and as long as $80,500-80,800 holds, the markets can continue to run upwards. I wouldn't be surprised if this runs to $82,200-82,500.
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  5. Michaël van de Poppe✓@CryptoMichNL
    There seems to be a consensus that #Crypto won't be crypto anymore, as everything transitions into finance and the 'old' crypto is gone. Perhaps. Atleast there's a strong institutional bid in the markets, through which there's a different appetite. The difference: the markets require larger buyers to move the markets (institutions). That doesn't mean that we won't be having any strong #Altcoin runs at all. Didn't we have $ZEC? Didn't we have $HYPE? Narratives come and go. The stronger the consensus will become on crypto, the stronger the product-market fit will be and the heavier the growth models will show that there's interest into these products, the heavier the sentiment will flip. And then we'll have our runs again. We'll be seeing heavily overvalued #Altcoins. We'll see new narratives with zero value accrual do absolutely phenomenal again. Just purely hype. Onchain will start to wake up again. It won't change. Right now is just not the time as markets aren't ready for it yet.
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  6. Michaël van de Poppe✓@CryptoMichNL
    The sentiment has hit a record-low again on #Bitcoin and #Altcoins. Isn't that what you're waiting for when you're not in the markets? Wouldn't you rather be buying in when there's literally nobody interested into the asset? That tells you that you're getting the best offer possible on the markets. Every time the markets are turning around, it goes quickly and it doesn't provide you an 'easy' opportunity. Much rather, when sentiment turns around, you're in the same trade as everyone else and your risk has increased enormously. I would use the opportunity, right now, to be using it.
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  7. Michaël van de Poppe✓@CryptoMichNL
    If there's an area where $TAO should hold, it would be this area. If this doesn't hold, we're likely seeing <$200 again. I don't think that's likely happening in the current market momentum. It swept the recent low, held there, consolidates here, and is likely flipping the trend back up again.
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    Michaël van de Poppe @CryptoMichNL
    The markets are looking for the most obvious level for liquidity, atleast, after this recent push upwards. That's what I'm seeing on many #Altcoins currently, with $TAO being one of them. The build-up is getting into a stage that, once we've hit that level of liquidity where literally every long has been taken out, the reversal upwards is likely going to be a fast one. I'm looking at the recent low of $TAO beneath $249. That should be taken out and then we're likely going to see it run back upwards.
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  8. Michaël van de Poppe✓@CryptoMichNL
    The markets are looking for the most obvious level for liquidity, atleast, after this recent push upwards. That's what I'm seeing on many #Altcoins currently, with $TAO being one of them. The build-up is getting into a stage that, once we've hit that level of liquidity where literally every long has been taken out, the reversal upwards is likely going to be a fast one. I'm looking at the recent low of $TAO beneath $249. That should be taken out and then we're likely going to see it run back upwards.
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  9. Michaël van de Poppe✓@CryptoMichNL
    There's even more strength on $HYPE. The moment the markets are turning around, you want to monitor the strongest assets. They'll be bouncing stronger, and that's what $HYPE is doing. If history repeats itself, we're running towards $110-120 in the coming months.
    Michaël van de Poppe @CryptoMichNL
    I'm looking at a potentially bullish chart for $HYPE. It's all depending on whether #Bitcoin finds itself in a bottom around this area or not. However, if it does, $HYPE might repeat its pattern. It made a sweep of the low in August, and looks like we're doing the same here at <$75 in October. If this does hold, we're looking at a push to $110-120 in the coming few months. If it doesn't, I'm looking at longs <$68 and best case even $60.
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  10. Michaël van de Poppe✓@CryptoMichNL
    I'm looking at a potentially bullish chart for $HYPE. It's all depending on whether #Bitcoin finds itself in a bottom around this area or not. However, if it does, $HYPE might repeat its pattern. It made a sweep of the low in August, and looks like we're doing the same here at <$75 in October. If this does hold, we're looking at a push to $110-120 in the coming few months. If it doesn't, I'm looking at longs <$68 and best case even $60.
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  11. Michaël van de Poppe✓@CryptoMichNL
    Posts @CryptoMichNL
    Thanks to @OKX for sponsoring this episode. Fully MiCA regulated, and one of the highest cashback rates you'll find on a crypto card. Join OKX today:
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  12. Michaël van de Poppe✓@CryptoMichNL
    Posts @CryptoMichNL
    Watch on YouTube: Listen on Spotify: Listen on Apple: Subscribe to @new_era_finance for weekly episodes with the biggest names in macro and crypto.
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  13. Michaël van de Poppe✓@CryptoMichNL
    A small reminder, I've been nominated for @binance Top 100 Content Creators in #Crypto. I'm super proud of that accomplishment and would be extremely happy if I'd win this award! You can help me get it, by voting here:
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  14. Michaël van de Poppe✓@CryptoMichNL
    I'm using @OKX as my primary exchange, as they tick all the boxes. In the Netherlands, we've just had a case of Knaken, a relatively small exchange using client funds to pay of bills. They went bankrupt and investors lost more than €10 million in funds. If I want to store my assets safely, and trade futures safely, I want to do this at a MiCA compliant exchange. Additionally, they have build OKX Shield, which is a safety net in case something unusual happens to anyone's account. Finally, they have a strong fee structure, and they are providing strong deposit bonuses and cashbacks on their OKX Card. Everything in one. Sign-up today and make sure to hold your assets in a safe exchange just before the bull-run in #Bitcoin and #Altcoins start:
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  15. Michaël van de Poppe✓@CryptoMichNL
    #Bitcoin is at a pivotal spot. It simply doesn't like to continue falling down, which I strongly advocate for. The recent sentiment has only fueled the thesis that we're on edge of having a strong breakout upwards. If it flips $81,000, we're good to go towards new highs.
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  16. Michaël van de Poppe✓@CryptoMichNL
    Every time the markets expect the worst, you'll see the exact opposite happen. Strongly green market on indices. Just a matter of time until #Bitcoin and #Altcoins pace up too. The bottom of the correction is near.
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  17. Michaël van de Poppe✓@CryptoMichNL
    I agree with Jelle his thesis on #Bitcoin. Around the 50-MA is where things start to become super interesting for #Bitcoin. Let's remind ourselves that Bitcoin is still up from the low at $58,000 and is currently trading around $80,000. A great rally, and very healthy to have a period of consolidation. Nothing goes up in a straight line, although, this current correction shows that we're likely going to see the end of the correction soon.
    Jelle @CryptoJelleNL
    The 50-week EMA is one of the most reliable long-term moving averages out there. With $BTC below it, it acts as resistance, and once we're above it, it acts as support. It looks like we're coming down for another retest soon. Bounce incoming? I think so.
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  18. Jelle✓@CryptoJelleNL
    The 50-week EMA is one of the most reliable long-term moving averages out there. With $BTC below it, it acts as resistance, and once we're above it, it acts as support. It looks like we're coming down for another retest soon. Bounce incoming? I think so.
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  19. Michaël van de Poppe✓@CryptoMichNL
    We're looking at an interesting case for #Bitcoin. On one hand, we're seeing a lot of negative sentiment on social media. Perhaps even extreme. On the other hand, we're seeing a lot of buying power coming into the markets at a crucial level. We're not falling through. Reminds me of the consolidation that we've had last month, after which levels flipped in favor of a bull trend, and price just ran away. If #Bitcoin does the same at $80,500-81,000, I'm going to be expecting to see $90,000-94,000 coming months.
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  20. Michaël van de Poppe✓@CryptoMichNL
    A big update on $LINK. CustodySync, which is another step towards onboarding institutions into the onchain ecosystem through a safe manner. They never stop delivering.
    Chainlink @chainlink
    Introducing Chainlink CustodySync, a new solution that lets qualified custodians give their institutional clients access to DeFi lending markets, all while assets remain securely in custody. With @Anchorage as the official launch partner, together we’re establishing a new standard for institutional DeFi. CustodySync keeps custody and lending systems in sync across the full lifecycle of a loan: → For custodians: faster time to market and lower operational overhead, with custodian-managed controls → For lending markets: independent, verifiable data and a consistent risk framework → For institutions: passive capital becomes productive capital More than $80 billion sits in DeFi lending markets. Meanwhile, the roughly $700 billion in digital assets under custody is less than 0.5% of all $250 trillion in traditional assets under custody. The opportunity to connect traditional institutional capital to onchain finance remains vast. Large institutions have lacked a secure way of accessing these markets. Regulations require many of them to keep their digital assets with a qualified custodian, a firm that meets specific requirements for holding assets on behalf of clients, and custody systems were never built for DeFi. Even when custody and lending systems are connected, inconsistent loan valuations can trigger premature liquidation or delayed liquidations, exposing borrowers and lenders to significant financial risk. @Anchorage, home to the first federally chartered digital asset bank in the U.S., is the first qualified custodian to adopt CustodySync, connecting its institutional clients to DeFi lending markets while their assets remain in regulated custody. Institutional capital no longer has to choose between the security of custody and the liquidity of DeFi. With Chainlink, it gets both.
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  21. Chainlink@chainlink
    Introducing Chainlink CustodySync, a new solution that lets qualified custodians give their institutional clients access to DeFi lending markets, all while assets remain securely in custody. With @Anchorage as the official launch partner, together we’re establishing a new standard for institutional DeFi. CustodySync keeps custody and lending systems in sync across the full lifecycle of a loan: → For custodians: faster time to market and lower operational overhead, with custodian-managed controls → For lending markets: independent, verifiable data and a consistent risk framework → For institutions: passive capital becomes productive capital More than $80 billion sits in DeFi lending markets. Meanwhile, the roughly $700 billion in digital assets under custody is less than 0.5% of all $250 trillion in traditional assets under custody. The opportunity to connect traditional institutional capital to onchain finance remains vast. Large institutions have lacked a secure way of accessing these markets. Regulations require many of them to keep their digital assets with a qualified custodian, a firm that meets specific requirements for holding assets on behalf of clients, and custody systems were never built for DeFi. Even when custody and lending systems are connected, inconsistent loan valuations can trigger premature liquidation or delayed liquidations, exposing borrowers and lenders to significant financial risk. @Anchorage, home to the first federally chartered digital asset bank in the U.S., is the first qualified custodian to adopt CustodySync, connecting its institutional clients to DeFi lending markets while their assets remain in regulated custody. Institutional capital no longer has to choose between the security of custody and the liquidity of DeFi. With Chainlink, it gets both.
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  22. Michaël van de Poppe✓@CryptoMichNL
    Clear rejection on $NEAR indicating that we'll be required to test some lower before there's going to be upside in the markets. Nothing special, just a general correction after a great run on $NEAR. I would be looking to accumulate a position on this one in the near term.
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    Michaël van de Poppe @CryptoMichNL
    $NEAR needs to break through a crucial resistance at $4.60 to be attractive again. Great sweep of the range lows, which usually is a good step of getting into the markets. However, at this point, it instantly rejected the resistance at $4.60-4.65, which is now flipped in a negative manner. What's next? I'm not interested in a trade at all in these ranges. I much rather want to see a clear breakout above the $4.65 area to confirm that we're continuing the uptrend. If that doesn't happen, I'd be looking at lower prices. Two levels stand out: - $3.95 - $3.40 Very simple.
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  23. Michaël van de Poppe✓@CryptoMichNL
    $NEAR needs to break through a crucial resistance at $4.60 to be attractive again. Great sweep of the range lows, which usually is a good step of getting into the markets. However, at this point, it instantly rejected the resistance at $4.60-4.65, which is now flipped in a negative manner. What's next? I'm not interested in a trade at all in these ranges. I much rather want to see a clear breakout above the $4.65 area to confirm that we're continuing the uptrend. If that doesn't happen, I'd be looking at lower prices. Two levels stand out: - $3.95 - $3.40 Very simple.
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