Michaël van de Poppe: Altcoin Portfolio Tops $120K

Michaël van de Poppe turned a 75% drawdown into a $90,000 recovery as his altcoin portfolio rose from $30,000 lows to above $120,000 today, adding $40,000 since the August 1st mark of $80,000. The trader trimmed $NEAR after it became his largest holding and rotated into fresh names while warning that harsh corrections will punish leveraged positions. He highlighted $TAO and $NEAR as core contributors to the recent gains and stressed avoiding late chases into already extended runners such as $HYPE and $ZEC. Instead he continues accumulating setups in $ARB, $TIA and $SEI where divergences remain intact, underscoring that price leads narrative in every crypto market cycle.