According to @CryptoMichNL, the current market structure mirrors Q4 2019 when BTC rallied, ETH began to wake up, and altcoins kept falling despite blue-chip strength, highlighting persistent altcoin underperformance; source: X post by @CryptoMichNL on Nov 3, 2025. He states that in 2019 a macro shift flipped sentiment and led to an extremely bullish market, setting a precedent for rotation after a macro inflection; source: X post by @CryptoMichNL on Nov 3, 2025. He adds that the present period is the same setup, implying traders should track macro catalysts and watch for altcoin rotation if conditions change as they did in 2019; source: X post by @CryptoMichNL on Nov 3, 2025.

According to @CryptoMichNL, altcoin holders should not sell here because he expects a macroeconomic inflection with the business cycle reaccelerating on extensive money printing (source: X post by @CryptoMichNL dated 2025-09-15). He urges patience and signals a hold bias rather than a sell signal, while providing no specific tokens, data points, or timelines in the post, which traders should note when interpreting this view (source: X post by @CryptoMichNL dated 2025-09-15).

According to @QCPgroup, the dollar strengthened, Treasury yields moved higher, gold came under pressure, and equities stayed resilient despite this macro shift (source: @QCPgroup). For crypto traders, this update signals a changing macro backdrop to incorporate into BTC and ETH positioning and risk management, with equity resilience tempering the tighter-rate backdrop identified by @QCPgroup (source: @QCPgroup).

According to Michaël van de Poppe, traders should consider holding onto their altcoins despite current market volatility, as he hints at a potential macroeconomic shift. He emphasizes his personal decision not to sell, suggesting confidence in the future value of altcoins. Source: Michaël van de Poppe (@CryptoMichNL).