Crypto▲ Bullish
Van de Poppe Goes 98% Altcoins, Says Bear Market May Be Ending
Michaël van de Poppe moves 98% into altcoins as AVAX, NEAR and AAVE signal the end of the bear. He sees Bitcoin support holding and a possible breakout ahead.
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Crypto analyst Michaël van de Poppe believes the long altcoin downturn might be ending. After months of weakness, several tokens have broken above key technical levels. He has grown more aggressive with his portfolio as a result.
Van de Poppe says about 98% of his portfolio is now in altcoins. He does not plan to hold all of them forever. His strategy is to rotate between coins, take profits during rallies and gradually move into Bitcoin, Ethereum and cash to reduce risk.
Bitcoin has survived several major shocks without breaking key support, he argued. Geopolitical tension, the AI boom, SpaceX-related market moves – through it all, BTC has stayed in a broad range for six months.
According to van de Poppe, bond yields matter more than headlines. If inflation keeps falling and yields decline in the U.S. and Japan, risk appetite could return across markets and trigger a crypto breakout.
Investors waiting for Bitcoin to fall toward $40,000 might be forced to buy at much higher levels, he said. Bitcoin has not made a new low since the February bottom.