Michaël van de Poppe

“It's very simple. The #Bitcoin bull market has barely started, as we're still massively undervalued vs. literally every asset out there. You're not bullish enough. Erase the case of diminishing returns and just enjoy this cycle. https://t.co/WTOMKLHkqK”

“I'm standing by this thesis. Sure, $NEAR is one of the anchors of the portfolio. It doesn't mean that I'm going to be holding this for eternity. I'm a trader and I'm looking for asymmetric opportunities. That's why I rotate within the cycle, but that also mean I'll be rotating more towards #Bitcoin or just towards cash or even other assets. My top picks I'm holding right now: $PLUME, $ONDO, $W, $EIGEN & $TAO.”

“$ETH has been chopping around for a long time now, so it's just a matter of time before we'll be seeing a big breakout taking place. https://t.co/LzfZqo0C7w”

“Great signs. US PCE Inflation comes out lower. US GDP comes out higher. Let's just continue trending higher with #Bitcoin and #Altcoins.”

“It would be great if #Bitcoin can flip this upwards, as then we'll see a new high being tested. https://t.co/z81hf7tqIk”

“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.”

“Fantastic run on $NEAR and I would be very, very pleased if it breaks through here. In the short term, I doubt it. I think that liquidity will flow towards other narratives that are going to follow $NEAR in its footsteps. Likely it will consolidate here, other assets run, #Bitcoin corrects and $NEAR goes back to $3 and then runs again later in Q4.”

“Rejection at the $76,200 area, means that we're going down further with #Bitcoin. That's fine. We're looking at a technical correction and we're about to sweep those lows again and potentially get to $74,000. That's where I'm going to be interested. https://t.co/kkRN8fpQwl”

“Clearly the reason why the markets are selling off. #Bitcoin is now looking to sweep the lows. It's a volatile 48 hours, as we've got the Clarity Act and the FOMC meeting. If there's a further dip, I'm willing to buy this. https://t.co/M4JU9NVCCx”

“There's a lot of compression happening with ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3. That means that we're likely going to see a strong breakout in the coming period from this. Much rather I'd want to be looking for longs here. If there's another dip taking place, then I'm looking for entries around the $0.31 area. What's the target, you'd ask. Well, honestly, this would be looking at a potential target of $0.50 first.”

“I put a thesis to Matthew Mezinskis that half of crypto believes right now: gold just made its most violent upside move since 1980, gold moves first, then consolidates, then Bitcoin follows, so the rotation out of gold pushes #Bitcoin higher this cycle. He agreed gold is the right comparison. Then he took the other side of the conclusion: "I don't think necessarily there's going to be trillions and trillions of dollars coming from the gold market into Bitcoin." His reason is the most data-guy answer possible. It's not about flows or narratives, it's that the two assets don't even grow in the same mathematical universe: "Gold, like any other asset, goes on an exponential curve, a straight line on log-linear scale. Bitcoin goes on a power curve, a straight line on log-log scale. They're just very different. I put a lot of stock into those differences." Gold, in his read, stays in its channel. And Bitcoin doesn't need the rotation: "Bitcoin is going to continue to grow as it does on this sustainable power trend." The nuance that stuck with me: gold went to $2,000 in 2011, then sideways for 13 years, which happens to be exactly the existence of Bitcoin. The outperformance was never a rotation story. It was two different curves doing what they do. So the bull case, per him, isn't "gold's money comes here." It's "Bitcoin doesn't need it." Thanks to @1basemoney for joining me on @new_era_finance”

“I'm looking at a test at $78,000 for #Bitcoin. This is a zoomed out chart, meaning that if the $78,000 level is lost, I'm expecting to see a deeper correction taking place towards the $74,000 regions. That's going to be a phenomenal opportunity across the board. https://t.co/svQn6jhkgV”

“I don't think $SUI will be stalling and that's primarily due to the fact that I'm monitoring the Bitcoin pair. There's a massive bullish divergence slowly picking up momentum, meaning that there's still a mean reversion play to come. That could push the Bitcoin pair of SUI up another 50-60%.”

“solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN is about to witness a strong continuation, with a slight caveat. The caveat is that we're looking to see whether or not we'll be holding above $0.23. If that does happen, then the gap and the recent highs are likely going to be taken out and we'd be looking at a rally towards $0.60 on this one, as it looks quite strong.”

“Indeed, the correction on #Bitcoin was over. We're going towards a new yearly high above $82,700 and we might continue to rally to $90,000. https://t.co/7oMTbkzDDR https://t.co/Xp61I78n5u”