ETH Never-Sell Thesis and Liquid Altcoin Portfolio Strategy: Trading Insights from @CryptoMichNL and @akshat_hk [Video]
![ETH Never-Sell Thesis and Liquid Altcoin Portfolio Strategy: Trading Insights from @CryptoMichNL and @akshat_hk [Video]](https://image.blockchain.news/features/DC3788979712BF4DFF603597AAC46E7C52F8B5EF76BC21453D757F37CDB271FE.jpg)
According to @CryptoMichNL, a new episode features a discussion with @akshat_hk on Ethereum (ETH), covering why they sold earlier and why they now plan to never sell their ETH position; source: @CryptoMichNL on X, Aug 23, 2025. According to @CryptoMichNL, the episode also addresses portfolio management in current market conditions with a focus on investing in liquid altcoins; source: @CryptoMichNL on X, Aug 23, 2025. According to @CryptoMichNL, traders can watch the linked video for actionable context on ETH positioning and liquid altcoin allocation; source: @CryptoMichNL on X, Aug 23, 2025.
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In the ever-evolving world of cryptocurrency trading, a recent discussion between prominent crypto analyst Michaël van de Poppe and investor Akshat has shed light on strategic approaches to Ethereum (ETH) and altcoin investments. According to the episode shared by Michaël van de Poppe on August 23, 2025, the conversation delves into why Akshat previously sold their ETH position and now aims to hold it indefinitely. This narrative highlights a shift in trader sentiment amid volatile markets, emphasizing long-term holding strategies for ETH as a core asset. For traders eyeing ETH price movements, this comes at a time when Ethereum has been testing key support levels around $2,500 to $2,800 in recent sessions, with potential resistance at $3,000 based on historical patterns from major exchanges. The discussion underscores the importance of timing exits and entries, particularly in managing portfolios during market corrections.
ETH Trading Strategies: From Selling to Hodling
Diving deeper into the ETH analysis from the chat, Akshat's decision to sell earlier was likely influenced by market peaks, possibly around the $4,000 mark seen in previous bull runs, aiming to lock in profits before downturns. Now, with a renewed commitment to never sell, this reflects growing confidence in Ethereum's fundamentals, such as its transition to proof-of-stake and upcoming upgrades like sharding, which could drive adoption and price appreciation. Traders should monitor on-chain metrics, including ETH's total value locked in DeFi protocols exceeding $50 billion as of mid-2025 reports, and daily trading volumes averaging $10-15 billion across pairs like ETH/USDT on platforms like Binance. A key trading opportunity lies in identifying accumulation phases; for instance, if ETH dips below $2,600 with low volume, it could signal a buying zone, potentially leading to a breakout above $3,200 if Bitcoin (BTC) maintains its upward trajectory. This hodling strategy aligns with institutional flows, where entities like Grayscale have reported increased ETH inflows, bolstering market sentiment.
Portfolio Management in Volatile Markets
The episode also explores broader portfolio management, focusing on investing in liquid altcoins to diversify beyond ETH. Liquid altcoins, such as Solana (SOL) or Chainlink (LINK), offer high trading volumes—SOL often sees over $2 billion in 24-hour volume—making them ideal for quick entries and exits without significant slippage. Michaël van de Poppe emphasizes balancing risk by allocating 30-50% to ETH as a stable anchor, with the remainder in high-liquidity alts that correlate with ETH's movements. For example, during ETH rallies, altcoins like Polygon (MATIC) have historically surged by 20-30% in tandem, providing leveraged opportunities. Traders are advised to watch resistance levels; if ETH breaks $3,000, altcoin pairs could see amplified gains, but a drop below $2,400 might trigger cascading liquidations, as seen in past flash crashes with volumes spiking to $20 billion. Incorporating tools like RSI indicators, where ETH's current reading hovers around 55 (neutral), can help gauge overbought conditions for timely rebalancing.
From a cross-market perspective, this ETH-focused discussion ties into stock market correlations, especially with tech-heavy indices like the Nasdaq, where AI-driven firms influence crypto sentiment. As AI tokens gain traction, investing in liquid altcoins with AI integrations, such as Fetch.ai (FET), could yield trading edges, with recent 24-hour changes showing +5% amid broader market recoveries. Overall, the key takeaway for traders is to prioritize liquidity and long-term vision, avoiding impulsive sells. By analyzing ETH's price action—recently consolidating between $2,700 and $2,900 with a 2% 24-hour uptick—and pairing it with altcoin diversification, investors can navigate uncertainties. This approach not only mitigates risks but also positions portfolios for potential bull runs, where ETH could target $4,500 if macroeconomic factors like lower interest rates persist. For those managing crypto portfolios, watching metrics like ETH's gas fees dropping to 5-10 Gwei signals reduced network congestion, ideal for cost-effective trades. In summary, this episode provides actionable insights, encouraging traders to blend fundamental analysis with technical indicators for optimized returns in the dynamic crypto landscape.
Michaël van de Poppe
@CryptoMichNLMacro-Economics, Value Based Investing & Trading || Crypto & Bitcoin Enthusiast