According to Michaël van de Poppe, he remains fully allocated in his altcoin portfolio and highlights the ongoing debate between maintaining allocation versus actively trading altcoins. Van de Poppe emphasizes the trade-off between risk and reward, particularly when considering speculative trades aiming for potential 10% gains. This approach suggests a cautious strategy that may appeal to traders seeking stable exposure to the altcoin market rather than frequent trading, impacting overall portfolio volatility and potential returns (source: Michaël van de Poppe).