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But we saved everything 🙂.
Michael van de Poppe shares that for most of this year he maintained a 95 percent allocation to altcoins, with almost no cash on hand.
He reflects on how holding full positions through a market downtrend, and experiencing six months of sideways movement, led him to recognize that the real risk was not the market itself but having no cash reserve and lacking a plan for taking profit.
Earlier this year, van de Poppe highlighted Bitcoin’s rebound after a swift low, suggesting that a weekly close above the 200-week moving average could be bullish in the near term here. He has also commented on delays in high-profile tech offerings, noting that Anthropic and OpenAI have pushed their IPO plans to 2027 here. His recent remarks add to his ongoing commentary on market positioning and risk management.