Michaël van de Poppe: Altcoin Allocation Thesis

Michaël van de Poppe stays fully allocated to altcoins despite a portfolio still down 50% from $170K invested, now at $85K, after recovering from 75% drawdown via monthly DCA and active rotation into strength. His thesis centers on the Bitcoin-to-gold chart having passed the typical 50-60 week bear phase post-2024 peak, with RSI at two-month lows matching prior cycle bottoms, while macro factors like 30% oil decline since March point to lower inflation and rising liquidity favoring hard assets. TAO features prominently in his decentralized-AI allocation amid shifting Anthropic access. On the 4h chart BTC trades at $60689.82 inside Bollinger Bands with upper resistance at $61650.81 and lower support at $59020.26, EMA50 at $61873.4 acting as concrete resistance above while EMA200 at $66846.09 caps longer-term moves; despite bearish trend structure the MACD golden cross at -528.32 and neutral RSI 47.19 create confluence suggesting a healthy retracement toward EMA50 support before any continuation higher. This setup aligns with BTC price prediction models that treat the current zone as accumulation ahead of liquidity-driven rotation rather than waiting for safety signals.