According to @CryptoMichNL, Bitcoin (BTC) could test 100,000 dollars after a strong monthly start, source: https://twitter.com/CryptoMichNL/status/1996335395785584913. He expects ETH to outperform BTC, implying a rotation into altcoins, source: https://twitter.com/CryptoMichNL/status/1996335395785584913. He also states the four-year cycle narrative may be fading as a driver this month, source: https://twitter.com/CryptoMichNL/status/1996335395785584913.

According to Michaël van de Poppe, Bank of America will permit its wealth advisers to advise a 1–4% allocation to BTC starting January 1, 2026 (source: Michaël van de Poppe, X post on Dec 3, 2025). According to the author, this outlines a defined Bitcoin exposure band and an effective date relevant for portfolio allocation discussions (source: Michaël van de Poppe, X post on Dec 3, 2025).

According to @CryptoMichNL, the current roughly 35% BTC drawdown fits a still-intact Bitcoin cycle that no longer aligns neatly with the 4-year halving timeline and should be evaluated through macro and flow indicators, source: @CryptoMichNL. The author argues that spot ETF demand has added nearly 60,000 BTC of buy pressure and lifted BTC’s effective floor from the $30k–$40k range toward $80k–$120k, shifting price action toward institutional flows rather than a pure halving-driven supply model, source: @CryptoMichNL. He highlights that risk assets tend to struggle when Gold accelerates, so traders should track Gold strength, PMI trends, QT and high rates, and USD dynamics to gauge risk-on conditions for BTC, source: @CryptoMichNL. He notes a recurring relationship where CNY/USD bottoms aligned with ETH/BTC bottoms in 2016, 2019, and April 2025, implying today’s placement resembles mid-2016 or late-2019 rather than a late-cycle top, source: @CryptoMichNL. From the business-cycle lens, PMI is starting to improve while the Federal Reserve has begun overnight repos, placing markets near a cycle trough consistent with prior early-bull phases, source: @CryptoMichNL. Forward-looking drivers cited include major bank allocation channels to spot BTC ETFs, pro-clarity policy steps for DeFi, and potential monetary easing, while cautioning against rigidly anchoring to the 4-year template, source: @CryptoMichNL. Trading takeaway: favor buy-the-dip accumulation with strict risk controls while monitoring Gold strength, CNY/USD, ETH/BTC, PMI, and ETF flow trends, with the expectation of moderating volatility and yearly returns as BTC matures, source: @CryptoMichNL.

According to @CryptoMichNL, Bitcoin BTC returned -17.86% in November while MN Fund posted -5.93%, indicating a materially smaller drawdown for the fund during the month, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, since July 1 Bitcoin is -15.67% while MN Fund is +0.29%, showing positive performance versus BTC over the same period, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, recent strategy emphasized damage control and risk management over chasing high returns, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, a hybrid trading approach delivered these results in real time, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, there is approximately 30% in unrealized profits in current trading positions that may be realized in the coming months, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, he remains positive and expects to continue outperforming Bitcoin, source: @CryptoMichNL on X, Dec 3, 2025.

According to @CryptoMichNL, MNCapital_vc remains an investor in PEAQ and is holding its position through the drawdown, emphasizing a long-term stance over short-term trading, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, the underperformance of many quality platforms is driven by a difficult macroeconomic environment, creating what he describes as a massive disconnect between fundamentals and price, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, $PEAQ is cited as one of the platforms building strong technology yet facing macro pressure, and current returns have not been rewarding, but he reiterates conviction that long-term investments will pay off, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, the post disclosed no price targets, timelines, or specific catalysts, offering the concrete takeaway that a named VC backer is continuing to hold rather than rotate in the short term, source: @CryptoMichNL on X, Dec 3, 2025.

According to Michaël van de Poppe on X (Dec 3, 2025), STBL is printing its first higher low since a bottoming formation, which he says signals a potential breakout setup (source: @CryptoMichNL). According to the same post, the initial trigger is a break above the 20-day moving average, after which he targets a move toward the first resistance at 0.10 USD (source: @CryptoMichNL). According to the analyst, he then looks for another higher low to confirm trend continuation, with follow-through targets at 0.18 to 0.20 USD (source: @CryptoMichNL).

According to @CryptoMichNL, SEI recorded one of the strongest bounces yesterday and may see further strength as market sentiment shifts (source: @CryptoMichNL). He notes a massive bullish divergence and a potential new bullish divergence on lower timeframes, indicating ongoing accumulation (source: @CryptoMichNL). With SEI trading around its all-time low, he views this zone as reasonable for building a position from an accumulation perspective (source: @CryptoMichNL).

According to @CryptoMichNL, BTC is trading above the recent high and resistance after a strong move, highlighting a constructive near-term trend. source: @CryptoMichNL He notes that sustaining 92K is a lower-probability outcome in current market sentiment, and losing 92K could trigger long liquidations and a relatively harsh drop. source: @CryptoMichNL He adds that a correction into 88–90K would still be healthy for the trend, as lower timeframes indicate an ongoing uptrend. source: @CryptoMichNL He expects a test of 100K and potentially 105K this month, setting clear upside targets for traders. source: @CryptoMichNL

According to @CryptoMichNL, Bitcoin (BTC) is trading above 93,000 US dollars, signaling a strong monthly start for bulls. According to @CryptoMichNL, upcoming macro catalysts include U.S. unemployment data, PMI releases, and the Federal Reserve next week, implying heightened volatility. According to @CryptoMichNL, traders should prepare for swings around these releases while monitoring BTC’s hold above the 93K area.

According to Michael van de Poppe (@CryptoMichNL), the latest Bitcoin drop could be the final shakeout, with price action resembling prior-cycle fractals but on a longer timeline (source: Michael van de Poppe on X, Dec 2, 2025). He stated that multiple indicators were overextended to the downside in the recent crash, asserting the move had a heavier magnitude than the Luna, FTX, and COVID sell-offs (source: Michael van de Poppe on X, Dec 2, 2025). He added that BTC could still go lower or rebound higher and did not provide specific price levels or timeframes, framing the post as a scenario assessment rather than a directional call (source: Michael van de Poppe on X, Dec 2, 2025). This positions the move as a potential capitulation setup that traders often monitor for reversal risk, though no explicit entry or exit signals were given in the post (source: Michael van de Poppe on X, Dec 2, 2025).

According to @CryptoMichNL, the traditional Bitcoin 4-year halving cycle is no longer a reliable timing model and the current cycle is far from over, signaling traders should avoid basing BTC positioning solely on supply-side schedules. Source: X post by @CryptoMichNL on Dec 2, 2025 https://twitter.com/CryptoMichNL/status/1995946320050487793. He argues mass adoption dynamics cannot be precisely timed to a halving-only cadence, implying longer, more flexible cycle management rather than date-based strategies for crypto portfolios. Source: X post by @CryptoMichNL on Dec 2, 2025 https://twitter.com/CryptoMichNL/status/1995946320050487793.

According to @CryptoMichNL, BTC has rebounded after a decline on Dec 1 and is retesting the $92,000 resistance zone he identifies as the crucial breakout level for momentum, according to @CryptoMichNL (Dec 2, 2025 on X). According to @CryptoMichNL, a decisive break above $92,000 could open the path to a new all-time high and a $100,000 test, a setup he highlights for breakout traders, according to @CryptoMichNL.

According to @CryptoMichNL, VeChain’s Hayabusa upgrade is live, and VET staking via StarGate 2.0 will be available starting December 9 with access to validator pools and delegator options (source: @CryptoMichNL on X). He directs users to VeChain’s official announcement for full details via the link he shared (source: VeChain official post linked by @CryptoMichNL).

According to Michaël van de Poppe (source: https://x.com/CryptoMichNL/status/1995886425963954303), ZEC has delivered no upward returns because peak hype at the top led to a sharp drop after long-side liquidity was taken out. According to the same source (https://x.com/CryptoMichNL/status/1995886425963954303), with long liquidity cleared, he sees potential for a bounce from the current region but emphasizes this is not a trend reversal. For trading, this implies ZEC is a tactical short-term bounce setup rather than a new uptrend, according to the same source (https://x.com/CryptoMichNL/status/1995886425963954303).

According to @CryptoMichNL, ARB shows a massive bullish divergence and remains on his trading watchlist, with the setup hinging on confirmation signals. source: @CryptoMichNL on X, Dec 2, 2025 He states that a Bitcoin breakout above 90,000 would be the trigger for broader altcoin strength over BTC, implying potential altcoin rotation if that level is reclaimed. source: @CryptoMichNL on X, Dec 2, 2025 He emphasizes waiting for BTC to wake up and clear 90K before positioning for ARB outperformance, treating the 90K level as the key validation threshold. source: @CryptoMichNL on X, Dec 2, 2025 He suggests traders monitor the BTC 90K breakout trigger and ARB’s bullish divergence as the actionable setup for momentum continuation. source: @CryptoMichNL on X, Dec 2, 2025

According to @CryptoMichNL, NEAR set a new low yesterday and a bullish reversal is likely if price breaks above the $1.80 and $1.95 resistance levels, source: @CryptoMichNL on X, Dec 2, 2025. The analyst highlights $1.80 and $1.95 as the key breakout triggers to confirm upside from current lows, source: @CryptoMichNL on X, Dec 2, 2025.

According to @CryptoMichNL, altcoins have been "getting hammered massively," indicating broad altcoin weakness in the current market cycle (source: @CryptoMichNL on X, Dec 2, 2025). He adds that such phases do not last forever and suggests this is a good time to research projects solving real problems, citing NAORIS ($NAORIS) as an example for further due diligence (source: @CryptoMichNL on X, Dec 2, 2025). He directs traders to the full NAORIS thesis for deeper evaluation before positioning (source: @NaorisProtocol on X, thesis link referenced by @CryptoMichNL). The post provides no specific price targets or entry levels, emphasizing research over immediate trade calls (source: @CryptoMichNL on X, Dec 2, 2025).

According to @CryptoMichNL, the first days of the month are usually bearish, which adds a downside bias near-term for risk assets, source: @CryptoMichNL. According to @CryptoMichNL, quantitative tightening has been reduced and its impact will take time to filter through liquidity and markets, source: @CryptoMichNL. According to @CryptoMichNL, this week’s focus is U.S. unemployment data, which he views as the primary trigger for whether the Fed deems current rate cuts sufficient, with labor conditions outweighing inflation in the reaction function, source: @CryptoMichNL. According to @CryptoMichNL, if unemployment rises more than expected, recession concerns will intensify and QE becomes likely, shifting the policy stance from QT to QE, source: @CryptoMichNL. According to @CryptoMichNL, markets have been volatile and have priced in several events that are very likely to unfold in December, making the upcoming data critical for positioning, source: @CryptoMichNL.

According to @CryptoMichNL, Bitcoin is consolidating in the 80,000 to 90,000 dollar range, which he views as unattractive for trading, source: @CryptoMichNL on X, Dec 2, 2025. He states a sweep of the lows would help confirm the correction is complete, while a decisive breakout north of 90,000 dollars is his key signal for upside potential, source: @CryptoMichNL on X, Dec 2, 2025. If price fails to sweep the low and buyers do not step in, he warns this would indicate risk of lower valuations, source: @CryptoMichNL on X, Dec 2, 2025.

According to @CryptoMichNL, the Dec 2, 2025 post is a simple morning greeting with no market commentary, price levels, or trading insights. Source: X/Twitter @CryptoMichNL, Dec 2, 2025. The post provides no actionable crypto trading signals or strategies for today. Source: X/Twitter @CryptoMichNL, Dec 2, 2025.