According to @CryptoMichNL, altcoins offer a significantly higher ROI than BTC in the coming period, prompting an all-in altcoin allocation for now (source: @CryptoMichNL on X, Aug 10, 2025). He adds that the game plan is to rotate back into BTC when conditions align, outlining a rotation strategy favoring near-term altcoin exposure over BTC (source: @CryptoMichNL on X, Aug 10, 2025).

According to @CryptoMichNL, he plans to publish a long-read detailing his altcoin investment strategy focused on whether traders should rotate from ETH into altcoins, source: @CryptoMichNL on X, August 8, 2025. He also asked followers if he should write it this weekend and shared no performance metrics, price targets, or trade setups, source: @CryptoMichNL on X, August 8, 2025.

According to BitMEX Research, while broader cryptocurrency markets are experiencing declines, CRCL is outperforming, registering another upward move. The ratio of CRCL's market capitalization to USDC in circulation has reached 58.1%, suggesting strengthened investor confidence and relative capital efficiency for CRCL holders. This divergence from general market trends may offer traders a unique opportunity for rotation strategies or defensive positioning in volatile conditions (Source: BitMEX Research, June 17, 2025).