Michaël van de Poppe

“The thing is also, #Bitcoin is not even towards an all-time high and the momentum is already like this. Imagine what will happen when #Bitcoin breaks the all-time high.”

“$ETH is looking great. I'd like to see a flip of the upper level and hit that as support and we'll be approaching new highs. https://t.co/wzyFPQ9RGF”

“There's not much different on the picture for #Bitcoin. As long as it remains beneath $84,700, I don't think we'll see much continuation on the markets taking place. Willing to bid if that level flips. https://t.co/QuleYP11Dn”

“The last request was ethereum:0xaea46a60368a7bd060eec7df8cba43b7ef41ad85. Strong asset, and very likely going to pick up momentum as the AI <> #Crypto convergence will be getting stronger. Quite similar to many other charts. Still yet to break out the range resistance, and once that does, there's a run of 125% possible.”

“Classic little sweep on the markets of #Bitcoin. Some #Altcoins are going up, but no clear sign that we continue to push higher. I'd want to see $84,500 being reclaimed and then we can party again. For now, waiting for a little lower and then buying the dip on most assets. https://t.co/XS7bd5lKc6”

“Michael Howell (@crossbordercap) just pointed at the country everyone's overlooking. "We're looking at a world where debt is a problem, and it's a problem for everybody. And in fact, the country that has the biggest debt problem by far is China." Not the US, which is where every debt headline points. China. His question is the one that matters: what happens when the Chinese start to print money too? What assets will they buy? His framework has an answer, and it's the same one he applies everywhere else: gold, and increasingly, Bitcoin. When one of the world's largest, most indebted economies is forced into the same monetary inflation trade as the West, that's not a regional story anymore. His broader point ties back to why he thinks central banks everywhere are trapped: aging demographics that no politician will touch, a capital war between the US and China that rules out austerity, and a tax base that's already squeezed dry. Print money or raise debt. And raising debt gets harder every year that yields stay high. Full conversation on New Era Finance”

“It's that stage of the markets where #Bitcoin consolidates and #Altcoins are simply generating a way higher return. That's why buying the dip is the game for coming months.”

“Nothing really changed here, as a matter of fact, I would say that the markets are acting much stronger for $ETH than for #Bitcoin. Might tell in what type of markets we currently are. https://t.co/M04rxVcD8t https://t.co/73N1Lo0Bjy”

“It's the same for $ETH. I mean, as long as this stays above $2,550, then there's no issue at all. Probably the right plan to simply buy the dip. https://t.co/FPChjQTx0j”

“Sweep here is indeed interesting for #Bitcoin. Two questions rise: - Has this correction ended here with this sweep and are we going to be going back upwards? - Will this correction have a second leg and will we find a bottom at $81K? Both have an equal chance at this point, in my opinion. The overall thing is that buying the dip is probably the best strategy when it comes to #Altcoins and the markets.”

“Huh? Correction? #Bitcoin is not going to go up forever and corrections will happen. This one is mild and probably quite soon we’ll be seeing new highs. Just use the dip.”

“Michael Howell said something that stuck with me long after we stopped recording. "It's absolutely paramount that central banks come in and support the system. They simply have to. Otherwise the system would fail. The whole economy would collapse, as we saw briefly at the time of Covid or in 2008." His point isn't that this might happen. It's that it always happens, every single time, without exception. "Central banks come back with alacrity. They start printing money furiously, and monetary inflation hedges go up." That's not a warning about some hypothetical future crisis. It's a description of the only playbook that's ever been used, and the reason he thinks gold and Bitcoin keep winning by default. Full conversation on @new_era_finance @crossbordercap”

“Not much has chagned on the perspective of #Bitcoin. Probably it will consolidate for a little here, and if we get that sweep at $84,000, I'd be willing to buy. https://t.co/1D9218gdRO”

“The higher timeframe picture of #Bitcoin is simple: the train doesn't want to stop. At this point, it's clearly continuing its upwards momentum and the only levels that I think we'll pause on: - $91K - $98K Depending on the strength of this move, we'll go to the first or the second.”

“Last episode: Henrik Zeberg predicts that #Bitcoin crashes 90%. This episode, one of the world's leading liquidity experts explains why the opposite is structurally locked in. "The West is bust, and the world is changed." Michael Howell (@crossbordercap) founded CrossBorder Capital and has spent decades tracking one variable: global liquidity. His argument is that governments have quietly stopped borrowing the normal way, and started printing without calling it printing: "Governments are issuing three month Treasury bills, and those Treasury bills are like printing money." Long-term debt has become too expensive to issue in a world of higher yields. So everything shifts to the short end, the debt gets rolled instead of repaid, and monetary inflation becomes the release valve. Not a policy choice. A structural one. And his model puts a number on what that means: for every 10% increase in global liquidity, Bitcoin's price has historically doubled. We cover: - Why "the West is bust", and why that makes printinginevitable, not optional - The debt refinancing wall: why governments can't issue real long-term debt anymore - His liquidity model, and the Bitcoin relationship inside it - Why monetary inflation quietly destroys wealth that isn't in the right assets - Why he says most people still have close to zero allocation to the one asset built for this environment - Aging demographics, AI, and the future of bonds Thanks to @OKX for being sponsor of todays show! Timestamps: 00:50 - The West Is Bust 03:01 - Debt Refinancing Explained 06:14 - Causes Of Monetary Inflation 09:05 - The Debt Liquidity Cycle 12:14 - Government Spending And Rates 14:50 - Aging Demographics And Policy 17:47 - Central Banks In A Changing Economy 21:04 - Assets In High Inflation 23:56 - Rate And Growth Projections 29:44 - Debt And Inflation On Assets 35:00 - Financial Crises And Liquidity 40:21 - Portfolio Strategy In Volatility 45:32 - AI And Interest Rates 51:23 - The Future Of Bonds”