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 Following 823.1K Followers
This is an absolutely great chart of $NEAR.
The good part is that it's just getting started, as this is the first leg upwards of this entire leg.
Let's go.
Essentially, there's only one level that #Bitcoin# needs to break, and then, once again, we'll continue to grind higher.
That's the $84,800.
If that breaks, I think that we'll see a continuation towards the $90,000 levels.
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Such a shame the Clarity Act didn’t get approved, must have been a great bull market trigger if it did.
Good morning, my friends.
The #Altcoin# portfolio is now at $180,000.
It's a great day.
At the start of the bull cycle, most people will undervalue the potential upside that's about to come for #Bitcoin# and #Altcoins#.
That's not weird.
That's just the nature of markets, as we've just endured a long period of bearish momentum, where it's quite hard to expect to see any upside at all.
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Just zoom out on most of the charts and you'll see that we're literally at the start of this bull cycle.
I've been accumulating $GRASS over the past few weeks for my subscribers.
A $10,000 allocation into the #Altcoin# portfolio.
It's now at $17,000.
70% gains in just 10 days.
The #Altcoin# portfolio is currently at $173,000, up $100,000 since the 1st of August.
Join me here on our journey:
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What to expect from #Bitcoin#?
Honestly, I don't think we're done with the run.
Sure, we can have some red weeks in between, but I'm eyeing the $90,000 area as the coming resistance to be, after which a period of consolidation takes place.
The reason for that is that I think that we'll have some more momentum going into October until the Midterms start to kick in and a correction takes place.
That one is the one to buy before there's a new all-time high.
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It's literally a matter of time until we're going to see a strong breakout of $ETH to the upside.
I don't think we're bullish enough on $SUI.
Zero transaction fees on stablecoins on the chain.
Confidential transfers.
The ideal combination.
BREAKING: Sui plans to bring Confidential Transfers to mainnet this year, allowing transfer amounts and balances to remain private.
As long as the rates go up, or remain flat, there's no problem for the markets.
Sure, it's going to break the markets at some point, but increased interest rates is bullish for the markets until they go too high.
That's the window where #Bitcoin# will be doing extremely well.
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Friday’s 2-year Treasury yield fell from 4.87% to 4.81%, while the 30-year rose to 5.49%.
The Fed can influence short rates. It cannot order investors to finance 30 years of deficits cheaply.
Printing money is their only option.
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The standard approach of an average investor in #Crypto# is this.
They don't want to buy at $60,000, but now they do want to buy at $60,000 while #Bitcoin# is at $85,000 and #Altcoins# break out left and right.
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Refused to buy Bitcoin at $60K
Praying for another chance at $60K one month later
Congrats genius
The base case for $NEAR is $150+.
The bull case for $NEAR is $550+.
I don't think we're bullish enough on crypto for the coming years.
Bitwise published the final prospectus for a spot NEAR ETF. Ticker NRR on NYSE Arca, dated September 24.
Custody is Coinbase Custody. The trust stakes its NEAR and keeps about 67% of the rewards. That part is standard for staking ETFs now, Bitwise runs the same structure on Solana. The effect is still real - inflows do not only buy NEAR on the market, they also move it into staking and out of liquid supply.
When Bitwise wrote the filing NEAR was around the 27th largest asset by market cap with $272M of average daily volume. From now you can hold it in an ordinary brokerage account.
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$TAO looks great from here.
It's curling upwards, and therefore it's also in the 'buy the dip' area right now.
I would expect to see a strong continuation from here towards the all-time highs as it has seen a relatively mild correction over the past years.
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There's been a long period where the overall question was whether #Altcoins# still had a point to exist.
I think we're past that point.
It's no longer about #Bitcoin#, it's about blockchain payment rails and the entire infrastructure of finance moving onchain.
It's the first time since 2017 that you're clearly seeing a massive breakthrough in innovation.
Super exciting.
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A lot of #Altcoins# are up 50%, maybe 100% and the momentum on social media has flipped immediately.
This is the cycle where we're going to onboard millions of people into the #Crypto# markets as the innovation has finally hit a level that there's strong demand to be using those apps.
That's why you're still early.
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Over the past weeks I decided to trim my position on $NEAR and $AVAX.
I've bought $GRASS for that.
$GRASS is now up 65% since our entry, portfolio is at $170,000.
Make sure to join here to be receiving real time updates:
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The #Altcoin# portfolio is now at $165,000.
In less than two months, it rallied from $75,000 to $165,000 due to simply derisking positions and allocating towards new ones.
Almost back to profits.
Just getting started.
Make sure to join me here to be part of this incredible journey:
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If this is a true bull market, then this runs upwards are still nothing for most #Altcoins# and there's a lot more to come.
They are barely breaking out of any downtrends, meaning that we're likely going to follow through going into Q4.
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For years you'll be laughed at as #Altcoins# are going to zero.
Then, in a matter of weeks, they turn back up and erase all those losses.
That's how this goes.
