Published 7 Sept 2026, 14:00 UTC · fetched 13 Oct 2026, 05:55 UTC
Michaël van de Poppe
@CryptoMichNL
Out of my $200,000 altcoin portfolio, I just made one position bigger than everything else. $25,000 into a single project. Not because I'm certain. Because conviction without sizing is just an opinion, and this is the one I'm willing to size. Bitcoin is copy-pasting its 2022 price action, social interest is firing again, and the on-chain trenches are alive, new projects on Robinhood are going parabolic. It has all the early-bull-market signals I've been waiting for. So in this video I show exactly where my conviction sits and why. What I cover: – Why this looks like the start of the cycle, not the end of a bounce, and the ethereum:0x514910771af9ca656af840dff83e8264ecf986ca chart that shows how four-year downtrends actually flip – The @TechDev_52 framework connecting the business cycle to altcoin appetite – My full portfolio after the final adds, including why I bought bittensor:native – The one #altcoin that became my largest position: the thesis, the charts, and what has to stay true for it to keep that spot – How I plan to scale out and compound the profits instead of round-tripping them The last cycle taught me that being right about the market means nothing if your sizing doesn't reflect it. This time the portfolio matches the conviction. Full breakdown 👇View original on X ↗
Deterministic: the same prices and policy always give the same result
r = 78538.62 / 79184.1 − 1 = -0.82%d × r = -0.82% against a neutral band of ±0.00% → incorrectOnly the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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