According to Michaël van de Poppe (@CryptoMichNL), the year 2024 did not deliver the anticipated returns on his altcoin investments. This revelation was tweeted on January 10, 2025, where he stated that, although the returns were not as desired, his strategic outlook remains unchanged. Van de Poppe emphasized that no fundamental shifts in his strategy have been made, as he has variables in place for any necessary adjustments. His commitment to a full exposure towards altcoins is based on his expectation of a risk-on environment in 2025-2026, which he believes will precede a significant economic recession or crisis, potentially the largest in six decades. This long-term vision underscores his strategy of maintaining a risk-on portfolio to maximize returns during this anticipated market condition.

Van de Poppe's approach is rooted in a steadfast belief in the altcoin market's potential, despite underperformance in the previous year. His analysis indicates that a shift towards a risk-on attitude is imminent, making altcoins a critical component of his portfolio. This decision is informed by historical market cycles, where periods of economic expansion and higher risk tolerance tend to favor altcoin investments. Despite the lackluster performance in 2024, Van de Poppe remains optimistic about the altcoin market's future opportunities, aligning his portfolio strategy accordingly.

From a technical perspective, Van de Poppe's strategy involves monitoring key market indicators that suggest a forthcoming risk-on phase. The altcoin market, characterized by high volatility and potential for substantial returns, requires careful analysis of trading volumes and market depth. As of the latest data, altcoin trading volumes have shown fluctuations, with periods of increased activity suggesting renewed investor interest. Additionally, market depth analysis reveals liquidity conditions that could facilitate large trades without significant price impact, supporting a risk-on strategy. Van de Poppe’s attention to these metrics helps inform his investment decisions, ensuring that his portfolio is well-positioned to capitalize on potential market upswings in 2025.