I’m Michaël van de Poppe, CIO & Founder of MN Fund, MN Capital, and MN Marketing. Passionate about macroeconomics, value-based investing, trading, crypto, and Bitcoin. 

Join me for insights into global markets and crypto.


Michaël van de Poppe

Sold one altcoin this week, did my monthly DCA, and the portfolio is $20K closer to break-even. Here's the trade I made and where I'm positioning next.

📊 TIMESTAMPS
0:00 – The $20K recovery
0:55 – Which altcoin I sold (and why)
2:05 – BTC: 1W MA setup right now
3:20 – TAO and NEAR: the two positions driving recovery
4:45 – My monthly DCA: where the capital went
6:05 – Portfolio allocation update
7:30 – The risk most investors are ignoring
8:55 – Where sentiment actually sits right now
10:15 – My playbook for the next phase
11:35 – What breaks this thesis
12:50 – Long-term outlook for altcoins
14:10 – Final thoughts

🔑 KEY TAKEAWAYS
- Recovery in drawdown comes from active trimming, not passive holding
- BTC's weekly trend remains the macro switch for altcoin positioning
- Sigma-based scaling beats fixed price targets in volatile recoveries
- Strong narratives and fundamentals drive outperformance in this phase
- Capital preservation matters more than chasing the next rotation

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Michaël van de Poppe

@michaelvdpoppe

I’m Michaël van de Poppe, CIO & Founder of MN Fund, MN Capital, and MN Marketing. Passionate about macroeconomics, value-based investing, trading, crypto, and Bitcoin. Join me for insights into global markets and crypto.