Published 9 Nov 2026, 15:00 UTC · fetched 9 Nov 2026, 15:56 UTC
Michaël van de Poppe
@CryptoMichNL
Everyone expected #crypto to crash after the midterms. The Democrats won, the Binance hack wiped out $6B, the largest in history, and crypto is trading slightly lower than before all of these events. That gap, between how scared everyone was and what actually happened, is the whole story right now. In my new video, I break down why the midterms are quietly bullish for crypto and how I'm positioning for what comes next. What I cover: – Why a decisive Democrat win brings back the market equilibrium investors have been missing: less unpredictability to price in, a lower risk premium – Why oil topped at $116 and is rolling over, and why falling 10-year yields pull liquidity back toward risk assets – The real shift: regulating AI pushes liquidity toward crypto, because crypto is building the payment rails AI needs – #Bitcoin's liquidity map: why the obvious sweep of $75K is likely to come and be the bottom, and the path I see toward $100K – Why #Ethereum has the stronger chart here, and where $ETH starts outperforming BTC – How I'm positioned going into this: why I built cash through the run and then deployed it into the correctionView original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
Uses only text available at publication time
Think the interpretation or outcome is wrong? Sign in with X to request a correction, so reviewers know who is asking.
Sign in to request a correction