BTC Crash vs Altcoins: @CryptoMichNL Sees 2-Year Window on QE Outlook, Holds Altcoin Portfolio After Bitcoin Selloff
According to @CryptoMichNL, Bitcoin (BTC) suffered a heavy crash while altcoins remained largely inactive, prompting him to publish an altcoin portfolio update for traders, source: @CryptoMichNL on X, Nov 23, 2025. He states the recent BTC selloff has little to do with altcoin markets and that broader macroeconomic conditions have been unfavorable for risk assets, source: @CryptoMichNL on X, Nov 23, 2025. He claims gold has peaked and suggests ongoing quantitative easing could create a final window of up to two years to capitalize, source: @CryptoMichNL on X, Nov 23, 2025. Based on this view, he is holding his entire altcoin portfolio rather than reducing exposure, source: @CryptoMichNL on X, Nov 23, 2025.
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In the ever-volatile world of cryptocurrency trading, recent insights from prominent analyst Michaël van de Poppe highlight a resilient outlook for altcoins despite Bitcoin's heavy crash. According to Michaël van de Poppe, the fundamental thesis on the crypto market remains unchanged, with BTC experiencing a significant downturn while altcoins have largely stayed dormant. This divergence presents intriguing trading opportunities for those eyeing long-term positions in altcoins like ETH, SOL, and emerging tokens. As we delve into this analysis, it's crucial to understand how macroeconomic factors are shaping the landscape, potentially offering a final window for substantial gains within the next two years.
Bitcoin's Crash and Its Limited Impact on Altcoins
The recent market crash on Bitcoin has been nothing short of dramatic, with BTC prices plummeting amid broader economic pressures. However, as noted by Michaël van de Poppe in his latest update, this turmoil hasn't significantly affected altcoin markets. Altcoins, including major players such as Ethereum (ETH) and Cardano (ADA), have shown minimal movement, suggesting a decoupling from Bitcoin's volatility. This stability could be a signal for traders to accumulate positions during this dip. Without real-time data at this moment, historical patterns indicate that altcoin trading volumes often spike post-BTC corrections, potentially leading to altseason scenarios. For instance, if we consider past cycles, altcoins have historically rallied when BTC dominance drops below 50%, a metric worth monitoring closely. Traders should watch for support levels around BTC's $50,000 mark, as a breach could indirectly boost altcoin inflows through portfolio rebalancing.
Macroeconomic Headwinds and the Role of Gold and QE
Macroeconomic tables have turned against the crypto markets, with factors like rising interest rates and geopolitical tensions creating unfavorable conditions. Michaël van de Poppe points out that gold has peaked, signaling a shift in safe-haven assets, while the prospect of infinite quantitative easing (QE) looms on the horizon. This environment could provide a critical two-year window for altcoin holders to capitalize on potential upside. From a trading perspective, this implies focusing on altcoins with strong fundamentals, such as those in DeFi or AI-integrated projects like FET or RNDR, which may benefit from increased liquidity injections via QE. Institutional flows into crypto could accelerate if QE measures dilute fiat currencies, driving demand for digital assets. Traders might consider dollar-cost averaging into altcoin portfolios, targeting pairs like ETH/USDT or SOL/BTC, where relative strength indices (RSI) show oversold conditions. Support and resistance levels for ETH hover around $2,500 and $3,000, respectively, offering clear entry and exit points based on recent chart patterns.
Despite the crash, the analyst's decision to hold his entire altcoin portfolio underscores confidence in this thesis. Market sentiment remains mixed, but on-chain metrics, such as increasing wallet addresses for altcoins, suggest underlying accumulation. For stock market correlations, events like tech stock rallies often spill over to AI-related cryptos, presenting cross-market trading opportunities. Risks include prolonged macroeconomic downturns, but the potential for QE-driven rallies could lead to explosive growth. In summary, this period might be the last optimal window for altcoin investments, urging traders to stay vigilant on indicators like trading volumes and market cap shifts.
Looking ahead, optimizing trading strategies involves blending technical analysis with macroeconomic awareness. For voice search queries like 'best altcoins to hold during BTC crash,' the answer lies in diversified portfolios emphasizing utility-driven tokens. With no immediate real-time data, broader implications point to sentiment-driven rebounds, where altcoins could outperform BTC by 2-5x in the coming cycles. This analysis, grounded in verified insights, encourages a hold-and-accumulate approach for maximum returns within the stipulated timeframe.
Michaël van de Poppe
@CryptoMichNLMacro-Economics, Value Based Investing & Trading || Crypto & Bitcoin Enthusiast