@CryptoMichNL · CIO & Founder @MNFund_ and @MNCapital_vc | Host of @new_era_finance | Macro-Economics, Value Based Investing & Trading | Crypto & Bitcoin Enthusiast
Coverage 15 Apr 2026 – 20 Oct 2026
Caller Score
88
Top 13% · #1 of 4 ranked
Scored calls
15
0 pending · 0 unresolved
Hit rate
66.7%
4 correct / 2 incorrect · 9 neutral
Avg return / call
+8.52%
Avg return per call (each call's stated horizon)
Following every call
+127.9%
Equal stake on all 15 calls resolved in the last 30 days
Mean alpha
+7.60%
Return minus the same bet on BTC (BTC calls vs cash)
Each component is shrunk toward the cohort mean by sample size (k = 20) and ranked as a percentile among callers in this view; the weighted blend (88) orders the cohort, and the Caller Score is the position in it. 13% of these calls stated a timeframe.
| Component | Value | Percentile | Weight |
|---|---|---|---|
| Hit rateShare of directional calls that were right (neutral moves excluded) | 61.7% | 92 | 20% |
| Follow-the-calls drawdownWorst peak-to-trough of taking every call at equal stake (lower is better) | −31.4% | 100 | 15% |
| Mean alphaAverage return minus the same bet on BTC over the same period | +7.60% | 85 | 25% |
By month resolved · Stated horizon
17 records · every scored call links to its source post and price evidence
“One of the strongest markets ever. That's why I remain big time long on my #Altcoins as the upwards run as literally just started. My core positions: - $EIGEN - $TAO - $SEi - $W - $ONDO - $PLUME - near:native And some more. Ready to be going back into profits.”
| ConsistencyShare of the window's weeks (days for short windows) with a scored call |
| 80.0% |
69 |
| 15% |
| Risk-adjusted returnMean alpha divided by the volatility of the assets called | 0.41 | 92 | 25% |
30 days · stated
“I'm standing by this thesis. Sure, $NEAR is one of the anchors of the portfolio. It doesn't mean that I'm going to be holding this for eternity. I'm a trader and I'm looking for asymmetric opportunities. That's why I rotate within the cycle, but that also mean I'll be rotating more towards #Bitcoin or just towards cash or even other assets. My top picks I'm holding right now: $PLUME, $ONDO, $W, $EIGEN & $TAO.”
“My Top #Altcoin Picks for October The portfolio just crossed $180,000 and it's ready for another leg up, but only if I'm positioned right. Here's exactly what I'm holding going into October and the thinking behind each position. The setup #Bitcoin made a new higher high, the signal that we're turning from bear into bull. $ARB (+270% off a divergence that built the whole of 2026) and $SUI breaking out are the confirmation: price moved first, the narrative is only now waking up. That's the backdrop for how I'm positioned. The book $NEAR, Still core, but I see the short-term upside as capped after the run from $1.20–1.80 to $4+. I'm not chasing it here; I'd rather take profit into strength and look to buy back in a correction. It's the bridge asset to the ZEC strength, so I'm not exiting the thesis, just the froth. $EIGEN, Added end of August. The entire $ETH narrative hasn´t shown strength and on top of that, this one is accumulating for more than nine months in an accumulation range. $TAO, Long-held conviction position. One of the strongest narratives in the space is the AI narrative. $NEAR did great, $VVV did great, matter of time until $TAO picks up momentum too. $PLUME, Newest addition. Similar reasoning as why I’m holding $ONDO. The RWA narrative is about to break fiercely. $W (Wormhole), My bet on the $SOL ecosystem that’s now in the corners of ‘pain’. Cash, Deliberately building a cash position. The goal this month isn't to be fully deployed, it's to have dry powder ready for the harsh corrections that always come in runs like this. The strategy from here Compound the returns, lock profit on the way up, and keep enough cash to buy the corrections instead of getting caught in them. Rotation over conviction-holding when the upside caps out. This is my actual portfolio, not a watchlist.”
“$PLUME is looking for a strong breakout here as it's facing a higher timeframe resistance. Will be fun. https://t.co/MtUkmjntLO”
“To be fair, there are multiple assets that are ready to be making a new leg upwards. Ultimately, this comes down to #Bitcoin breaking upwards, for sure. Just having a small eye on the markets, and things like $XPL, $EIGEN, $PLUME and many others are eager for that next push.”
“To be fair, there are multiple assets that are ready to be making a new leg upwards. Ultimately, this comes down to #Bitcoin breaking upwards, for sure. Just having a small eye on the markets, and things like $XPL, $EIGEN, $PLUME and many others are eager for that next push.”
“If you're enthusiastic of the recent moves on the markets on the #Altcoins, then zoom out. This is ethereum:0xaea46a60368a7bd060eec7df8cba43b7ef41ad85. You can hardly see that it has been moving upwards. This is just a small start. https://t.co/TlL7zfC892”
“$PLUME is doing great and #Altcoins in general keep on having momentum. I wouldn't be surprised if we're going to continue seeing big breakouts, as yesterday hedera-hashgraph:native, ethereum:0xc944e90c64b2c07662a292be6244bdf05cda44a7 and algorand:native did happen. $PLUME is building up for a similar case.”
“Many of these charts haven't had any bull run so far. $GRASS is an example. Very likely this will have a strong run due to the fact that it's an usecase that hasn't become the main narrative just yet. https://t.co/clEQGfmXN6”
“The last request was ethereum:0xaea46a60368a7bd060eec7df8cba43b7ef41ad85. Strong asset, and very likely going to pick up momentum as the AI <> #Crypto convergence will be getting stronger. Quite similar to many other charts. Still yet to break out the range resistance, and once that does, there's a run of 125% possible.”
“An ideal example of something that's about to break out: $PLUME. It's been consolidating for the entire year. That's nine full months. The moment that it breaks such a range, that's when you get a super volatile move to the upside. What could it be? 2x, 3x, 5x? I wouldn't be surprised if this does a 3-5x in the coming weeks if this high is taken out.”
“$PLUME is one of those charts that's still ready to be breaking out upwards. It's accumulating for approximately nine months and no breakout has happened. Matter of time until it does. https://t.co/W6hFKNKhJ9”
“I'm still active on FOMO. Onchain hasn't been trending the past few weeks, as the large caps have been taking momentum (have been trading $SUI, $AVAX, $NEAR). Expecting to see liquidity flow back towards the onchain ecosystem. Betting on $BOW, robinhood:0xb9972ca7188e511174947e3936a5315ac7073277 and the $STONK ecoystem as my main plays. Still at $9,600. Join me here: https://t.co/R1gbDwrRAY”
“There are still many charts that haven't been breaking upwards, yet. $PLUME is one of them. I've taken a position into this one (shared for my subs) and I'm expecting this to breakout heavily in the coming period as it's testing this resistance again. https://t.co/iZlfqjSTla”
“The fourth request was ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3. I mentioned this earlier in the week, signaling that this asset has a lot of volatility on the horizon. That's happening. It's comparable to $TAO, struggling to break through this resistance zone. However, once that happens, I expect a breakout toward $0.49 and potentially $0.57.”