Loading…
Published 9 Nov 2026, 16:20 UTC · fetched 9 Nov 2026, 16:56 UTC
Michaël van de Poppe
@CryptoMichNL
Quoting · 9 Nov 2026, 16:00 UTC · context given to the AI
Everyone expects the markets to go down. However, if you rationally look at the outcome of the Midterms and the expectations, this setup of the House, the President, and the Senate is, historically, the most bullish ever. On top of that, the need for blockchain payment rails for AI has increased significantly, and there's strong product-market fit in the industry. This feels like 2017 all over again, which is why our core thesis remains to allocate capital to fundamentally strong base assets after this market correction.Our main mission is to outperform #Bitcoin in the fund. Otherwise, you'd be better off simply holding Bitcoin. We've done a great job with that as we've had a 40% outperformance vs. Bitcoin in the first sixteen months of our journey. At this point, the fund is mainly allocated to one of the three strategies: fundamentally strong base assets. My personal and @MNFund_'s expectancy is that we're nearing the end of the correction, meaning that you'd want to be allocated into the markets, as there are many asymmetric bets to take. If you're interested to hear more, find us here and book a meeting or request documents: https://t.co/w1z0rVfJgo.View 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