Michaël van de Poppe
@CryptoMichNL • 819,904 subscribers
CIO & Founder @MNFund_ and @MNCapital_vc | Host of @new_era_finance | Macro-Economics, Value Based Investing & Trading | Crypto & Bitcoin Enthusiast
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"AI agents will hold more crypto than humans within a decade." Charles Hoskinson (Charles Hoskinson) studied math, dropped out, built one of the only blockchains designed by peer-reviewed research. He co-founded Ethereum, walked away over how it was run, and built Cardano to do it differently. The man who has argued with everyone in this industry now thinks the biggest user of crypto won't be people at all. "Humans are a rounding error in the system we're building. AI agents don't sleep, don't panic-sell, and don't care about price. They transact in tokens because that's the only thing they can actually use." We cover: - Why AI agents (not humans) become the dominant on-chain actors, and what that does to every token model - The infrastructure that has to exist before agents can transact safely at scale - Why most current blockchains can't handle machine-speed transactions - Where Cardano's research-first approach fits in a world of autonomous agents - The identity problem: how do you tell a human from an agent on-chain, and why it matters - Why he's bullish on the technology but blunt about the timeline - What he thinks the rest of the industry is getting wrong about AI + crypto - The one thing that has to happen for any of this to be real Thanks to Charles for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 01:30 - Why AI Agents Change Everything 06:30 - Humans as a Rounding Error 12:00 - The Infrastructure Gap 18:30 - Identity: Human vs Agent On-Chain 24:30 - Where Cardano Fits 30:00 - What The Industry Gets Wrong 34:00 - The Timeline Nobody Wants To Hear
Michaël van de Poppe286,674 views • 8 days ago
"They are not going to be able to raise rates." Jordi Visser (Jordi Visser) ran capital at Weiss Multi-Strategy Advisers as CIO. 30 years on Wall Street. Built one of the first volatility-arbitrage frameworks for systematic hedge funds. Managed billions through three crises, never had a thesis-driven blow-up year. "Interest payments on US debt are now bigger than what we spend on defense. Over a trillion dollars a year. This is what Bitcoin was made for." We cover: — Why the Fed is mathematically trapped and how the trillion-dollar interest math forces every policy decision from here — Why "bubble talk" is intellectually lazy: PE goes UP in bubbles, not down, and right now PE is contracting while earnings grow 27% — The AI-agents-eat-tokens thesis: why agentic AI doesn't care about dollars and what that means for compute-backed assets — Why belief is harder than fundamentals: fundamentals come and go, belief systems don't, and which belief is breaking in 2026 — The Bitcoin call no other macro guy on Wall Street will make publicly: new all-time highs before year-end — Why most hedge funds will underperform Bitcoin this cycle and the structural reason it has nothing to do with crypto — The single chart that made Jordi go from skeptic to allocator and why it hasn't reversed — What the 2020-2026 monetary regime actually was, named correctly for the first time Thanks to Jordi for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:42 - Bitcoin Lagging 03:16 - AI Investment 07:14 - Price vs Narrative 12:15 - Market Dynamics 21:28 - AI Trading 25:24 - AI Democratizes Wealth 36:26 - Crypto Transition 39:40 - Elliott Waves 44:08 - Banana Zone 49:37 - Fundamentals vs Technicals 55:14 - Ethereum Future
Michaël van de Poppe596,054 views • 22 days ago
"The biggest mistake is people thinking Goldman Sachs and Morgan Stanley have the answers. They don't." Jordi Visser (Jordi Visser) on the AI edge nobody is using. His method: "Every time Jensen Huang gives an interview, I take the YouTube transcript. I drop it in a folder on my computer." "Only thing in that folder: every Jensen Huang interview this year." "Then I go to Claude, hit co-work, connect the folder, and ask: which names has he basically told me to buy?" "You'll be shocked. You're getting seven-baggers all over the place." Translation: the alpha is no longer in proprietary data. It's public. The edge is using AI to process it faster than the analysts who got paid to read it. What other transcripts are you not putting through an LLM yet?
Michaël van de Poppe389,787 views • 18 days ago
"The cryptocurrency space is a near-perfect complement to agentic commerce. It's so good. It's like we planned it." Charles Hoskinson joined New Era Finance to explain why crypto and AI agents were made for each other and why combining them creates something neither can do alone. Agents are non-deterministic, tremendously creative, and don't have rules by default. Blockchains are deterministic, rule-based, rigid, and all about proofs and provability. Put these two things together and you get a perfect neural symbolic AI system. The lines that stuck with me: "Agents are non-deterministic, they're tremendously creative, and they just go and do a lot of stuff. And they also don't have rules by default." "Blockchains are deterministic. They're rule-based systems. They're very rigid and everything's about proofs and provability." "If you put these two things together, you basically create a perfect neural symbolic AI system where you get the best of both worlds. Those rigid rules and proofs, but then you get the creativity of it and the ability to deal with ambiguity and semantic drift." "The cryptocurrency space is a near-perfect complement to agentic commerce. It's so good. It's like we planned it." "Given the fact that there's so much revenue being generated within the AI agents, how can the ecosystem make sure that liquidity actually flows into other protocols and drives adoption?" One uncomfortable truth about symbiosis. Five pieces of infrastructure reality reshaping finance. We cover: — Why agents and blockchains need each other — The neurosymbolic AI thesis explained — How agents generate revenue on-chain — Why liquidity flow matters for ecosystem growth — The creative chaos of agents vs rigid rules of code — How blockchains solve agent trust problems — Why this partnership was inevitable — The revenue generation mechanics of agentic commerce — How semantic drift gets solved with cryptography — Building systems where both thrive together Thanks to Charles Hoskinson for coming on New Era Finance Podcast.
Michaël van de Poppe39,544 views • 2 days ago
Bitcoin just hit $ 61K. My altcoin portfolio barely moved. That's not normal. In a typical Bitcoin drawdown, altcoins fall twice as hard. This time the opposite is happening and it might be the most important shift in this market. In this video I break down what's actually going on: – Bitcoin sits on the 200-week moving average at $ 61K. The same level that marked the bottom in 2013, 2015, 2018 and 2020. The daily RSI is near 19, the lowest since COVID, the Aug 2023 crash and the Feb 2026 crash. Every prior time, price was higher within months. – The trigger was Strategy's first Bitcoin sale in over three years, 32 BTC to fund its STRC dividend. Economically tiny. Symbolically heavy. The market reacted to the narrative break, not the size. – But here's what matters: Bitcoin dominance is falling. Altcoins are holding, some are up triple digits while BTC bleeds. The correlation is breaking. – I added my final $4,000 into EigenLayer during the correction. Fully allocated, buying into strength, not weakness. We might not be in a Bitcoin bull market. We might already be in an altcoin one. Full breakdown 👇
Michaël van de Poppe35,696 views • 2 days ago
"You die before you die." Grant Cardone (Grant Cardone) lost his dad at 10. By 25 he was broke with a decade-long drug problem, overdosed three times, lost two friends along the way. No money. No connections. No reputation. Today: Cardone Capital, real estate empire, decades of studying how wealth actually moves. "There's a 75% chance every bill in your wallet was printed in the last ten years. Cash is trash. It always has been. Your job is to hustle the fiat and convert it into something real before they print the next trillion." We cover: — Why two-thirds of America is stuck in a middle-class trap that feels like success but isn't — The "die before you die" frame and why most people quit on themselves around age 40 — Why Goldman Sachs and Morgan Stanley don't actually have the answers (from someone who watched them up close) — How to "hustle the fiat", convert printed money into real assets before the next printing cycle — Why Grant is bullish on Bitcoin but won't touch gold (and the math behind both calls) — The "make a claim" decision that separates wealth from settling — Why working hard is the worst advice you can give anyone in the AI era — What Grant would tell his 25-year-old self standing at rock bottom — The one decision that changed everything Thanks to Grant for coming on New Era Finance Podcast. Highlights: 00:00 — Intro 00:50 — The Claim Decision 01:42 — Rock Bottom at 25 02:30 — You Die Before You Die 03:48 — The Middle Class Trap 06:00 — Why Money Matters 07:01 — 75% of Bills Printed Recently 07:25 — Hustle the Fiat 14:30 — Bitcoin vs Gold 18:00 — Make a Claim 22:00 — What I'd Tell My 25-Year-Old Self
Michaël van de Poppe172,169 views • 15 days ago
My altcoin portfolio is now at $80,000. Still down from the $160K invested, but I made one structural change this week that is going to compound: I started using Claude as a sparring partner for every trade decision. In this video I break down exactly how I built the framework and where it already overruled me. What I cover: – I sold Renzo at 7 cents (good trade), rotated into Wormhole and that rotation was a mistake. Here is why. – I sold $500 of PEAK after the sigma + RSI extension on the daily. Same trigger that gave a 30% correction in 3 days last time. – Claude told me to wait on selling another asset in my portfolio until the sign hit later in the week! Full breakdown 👇
Michaël van de Poppe77,568 views • 16 days ago
I sat down with Michael Green, Chief Strategist at Simplify Asset Management, former Logica Capital, ex-Thiel Macro. The man who built the passive investing critique that broke Wall Street's biggest assumption now has Bitcoin in his crosshairs. "Bitcoin's system is a failure. It was reinvented as a speculative monster. It'll eventually collapse. And I really could care less." This isn't a random hater. Michael Green has run the simulations on the network and is simply not buying it. He's been published by the central bank research desks. He came on the show to argue that the entire financial system is about to break. The brutal case against Bitcoin from someone who understands market structure better than 99% of the people defending it. Full episode on New Era Finance Podcast. TIMESTAMPS: 00:00 — The System Is Broken 10:00 — Passive Investing Owns Everything 20:00 — The Generational Wealth Crisis 30:00 — Why You'll Never Afford A House 40:00 — AI's 25% Hiring Collapse 49:00 — The Brutal Bitcoin Case 56:00 — Why Stablecoins Win, Not Bitcoin
Michaël van de Poppe105,774 views • 29 days ago
I sat down with the co-founder of SUI (Adeniyi.sui), the man who built Facebook's payment infrastructure before Congress shut Libra down. He left Meta. Built his own blockchain. And now he's making payments free. "Most agentic payments you see are all botted, it's all fake. It's not real transactions. The real agentic payments aren't happening yet. Visa taps out at 50,000 transactions per second. Our infrastructure is 300,000. You double the hardware, you double the throughput." He thinks SUI will be a top 3 cryptocurrency. Here's why. Full episode on New Era Finance Podcast. TIMESTAMPS: 00:00 — Why Everyone Hates Crypto 05:07 — The Facebook Libra Story 09:34 — 1 Billion TPS: Why AI Agents Need Crypto 15:16 — How to Value a Layer One 19:55 — Why SUI Scales When ETH and SOL Can't 22:49 — Bitcoin Yield Without Leaving BTC 33:51 — Free Payments Forever 37:48 — Crypto Won't Onboard the Next Billion 52:44 — Quantum Computing Threat 55:23 — More Bullish Than Ever
Michaël van de Poppe152,153 views • 1 month ago
My altcoin portfolio is back to down 50%, from down 75% three weeks ago. Still underwater from what I invested. But I made one structural change this month that's compounding: I stopped trading on instinct and started running every decision through a framework before acting. In this video I break down exactly how it works and where it already overruled me. What I cover: — I scaled out of NEAR into strength after a 170% run, rotated into two other assets, and one of those rotations is already paying off while NEAR dropped 25%. — The sigma + RSI trigger I used to time the exit: the same signal that called a sharp correction last time. — Why being right on an asset long term means nothing if you can't survive the 30-80% corrections in between. — The full strategy going forward: when I rotate to Bitcoin, when to cash, and where Ethereum fits at the end of the cycle. Full breakdown 👇
Michaël van de Poppe26,254 views • 9 days ago
I sat down with Lyn Alden for over an hour. She told me the 4-year cycle is dead. That gold is euphoric. And that Bitcoin, down 50%, is where she'd put her money right now. "Gun to my head, Bitcoin over gold for the next 2-3 years." This might be the most important conversation I've had on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:46 Why there hasn't been enough Bitcoin demand this cycle 5:03 The 4-year cycle is dead 7:22 Are we near the bottom? 8:50 The future of treasury companies 15:03 Why Bitcoin underperformed this year 17:24 Bitcoin is trading like a software stock 21:07 Can anything replace Bitcoin? 26:13 Bitcoin mining and stranded energy 30:35 Will quantum computing destroy Bitcoin? 37:06 How to think about AI as an investor 45:00 We're entering a multipolar world 53:00 Bitcoin vs Gold — gun to my head 58:56 The #1 thing every investor should study 1:06:34 Diversification with conviction
Michaël van de Poppe208,033 views • 3 months ago
"Taxes on unrealized gains are absurd." Michael Green (Michael Green) on Dutch box 3 policy. "They're trying to tax the failure to sell. To incentivize people to sell appreciated stock, sell the house. It's a band-aid on an already flawed strategy." "High-potential earners will lowball their future earnings and get the hell out. The ones with less confidence in their capability will get stuck." "You will end up with a nation of losers. But it takes a very long time." "The Netherlands has incredible resources, an extraordinarily well-educated population — not particularly well-educated in capitalism, but that's okay. It takes a lot to screw up a society." Quoting Adam Smith: "There's much ruin in a nation." Translation: bad policy doesn't kill a country. It hollows it out one high earner at a time. Who is already considering leaving the Netherlands, and where are you going?
Michaël van de Poppe48,536 views • 23 days ago
I sat down with Josef Schachter, one of Canada's most respected energy analysts with 45+ years in the market. Crypto can be interesting, but energy stocks can easily do a 10-20x themselves. He told me energy stocks are about to 10x, and most investors are completely ignoring it. He also sees a lot of dynamics between the fact that energy moves first, and companies follow through. I mentioned: this is the same principle as other crypto protocols vs. #Bitcoin. "We had the 1974-1981 energy bull market where stocks went 15 to 20x. We're in the early innings of that same cycle. The cure for low prices is low prices, we've had 12 years of underinvestment and the supply cliff is here." Buy before the crisis hits. Full episode on New Era Finance Podcast. TIMESTAMPS: 00:00 — Why Energy Stocks Will 10x 05:00 — The 1970s Playbook is Repeating 12:00 — Oil Rationing is Coming Back 18:00 — The Supply Cliff Nobody Sees 25:00 — Canadian Oil: The Cheapest Trade on Earth 34:00 — Why This Cycle Has 6 More Years 41:00 — What to Buy Right Now 48:00 — Why Crypto Investors Need Energy Exposure 55:00 — The Crisis That Makes Everything Expensive
Michaël van de Poppe90,614 views • 1 month ago
I sat down with Mike McGlone, Bloomberg Intelligence Senior Commodity Strategist and one of the most bearish voices on Wall Street right now. Mike McGlone told me the crypto crash has only just begun. And Bitcoin at $10,000 is not a worst case, it's a base case. "Potential $10,000 Bitcoin in 2026. Prove me wrong, stay above $75,000. Before the biggest money pump in history in 2020-21, Bitcoin hovered around $10,000, and it may be reverting." He predicted gold's strength in 2025 when nobody believed him. Now he's calling the crash that nobody wants to hear. Full episode on New Era Finance Podcast. TIMESTAMPS: 00:00 — Why the Crypto Crash Has Only Just Begun 05:00 — Bitcoin to $10,000: The Math Behind the Call 12:00 — Gold and Silver Have Peaked Too 18:00 — Why T-Bonds Will Beat Every Asset in 2026 25:00 — The Tether Flippening: Stablecoins Eat Bitcoin 32:00 — Trump Faces the Same Timing as Hoover 40:00 — Oil to $40: Why Commodities Are Next 48:00 — When to Buy the Dip (And When Not To) 55:00 — The 2026 Market Hurricane
Michaël van de Poppe73,394 views • 1 month ago
I sat down with Egon von Greyerz partner Matthew Piepenburg, a former hedge fund trader who made millions during the dot-com bubble at 28, and author of "Rigged to Fail." Gold just crashed 25%. He says buy more. "Gold is not rising to an expensive level. It's paper money that is sinking to an embarrassing level. As we like to say in America, you ain't seen nothing yet." Very pleased to have Matthew on New Era Finance Podcast. TIMESTAMPS: 00:00 "Rigged to Fail" — The $354 Trillion Debt Crisis 07:28 Why This War is Really About the Dollar 16:48 Trump vs The Fed: The Internal War 22:47 The Netherlands' 36% Unrealized Gains Tax 25:45 The Next Fed Chairman Won't Save You 28:07 "The Fed is Neither Federal Nor a Reserve" 33:54 Why Gold at $5,500 is Actually Cheap 41:03 The COMEX Drain and What It Signals 43:50 Stablecoins: CBDCs in a Private Wrapper 50:36 How to Stay Sane in Manipulated Markets 56:46 "The Retail Investor is the Plankton" 01:06:15 The Exit is the Hardest Part of Good Investing
Michaël van de Poppe91,249 views • 2 months ago
We've had the fortune to host a podcast with Sergey Nazarov in New York, during Chainlink's Smartcon! Basically; we have no clue what's yet to come in this cycle. Sergey explains why, and how, with Chainlink. Watch the episode of New Era Finance Podcast here:
Michaël van de Poppe219,949 views • 6 months ago
I sat down with CrossBorder Capital/ GLIndexes to understand why crypto fell off a cliff while Gold hit $5,000. A new episode of New Era Finance Podcast is live: In my conversation with Michael Howell, we go deep into: – why 2026 will NOT be a strong year for Bitcoin – the liquidity cycle that drives every crypto crash – "95% of people don't own assets; they're impoverished" – why China is secretly driving the gold rally – where to buy Bitcoin (hint: below $80K) A must-watch if you're wondering why your portfolio is bleeding and what comes next. Thanks to our sponsor, OKX Dutch! Get up to €100 in Bitcoin for free by signing up to OKX through the link here:
Michaël van de Poppe145,244 views • 4 months ago
I sat down with Matt Hougan, CIO of @BitwiseInvest, the firm managing $15 billion in crypto assets. He told me the 4-year cycle is self-fulfilling. That Bitcoin holders sold in anticipation of the crash and created it themselves. "You haven't seen anything yet. This is the pregame. The game hasn't started yet." Very pleased to have Matt on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:38 Why Bitcoin really collapsed 5:16 Paper Bitcoin vs physical demand 7:44 Gold stole Bitcoin's spotlight 9:44 Why gold's rally is actually bullish for Bitcoin 11:40 The 4-year cycle is dead — here's the data 15:07 How institutions invest differently 15:55 Institutions are licking their chops 17:19 Why central banks bought gold (and will buy Bitcoin) 20:52 Stablecoins will onboard billions 24:47 What Trump actually delivered for crypto 28:55 The Genius Act: "You haven't seen anything yet" 30:13 Will the Clarity Act pass? 32:09 Quantum FUD is slowing institutions 36:59 Every AI scenario leads back to Bitcoin 41:03 What will drag us out of this crypto winter 44:30 Is the market undervaluing Ethereum? 47:43 The Mount Rushmore of crypto: BTC, ETH, SOL, LINK 51:14 Best advice for a 25-year-old investor 52:55 How to stay sane in a bear market
Michaël van de Poppe105,807 views • 3 months ago
I sat down with Nik Bhatia, ex-Treasury bond trader, USC professor, and author of Layered Money and The Bitcoin Age. While Bloomberg's Mike McGlone is calling Bitcoin to $10,000, Nik Bhatia says $1 million is coming sooner than anyone thinks. "The US built the global dollar system but lost control over how it works. $12-15 trillion in offshore Eurodollar claims operate outside any American regulatory authority. Stablecoins are the tool that brings it all back." He just published a paper with the Bitcoin Policy Institute and is presenting it in Washington DC this week. Full episode on New Era Finance Podcast. TIMESTAMPS: 00:00 — Why $1 Million Bitcoin is Inevitable 05:00 — The $15 Trillion Eurodollar Problem 12:00 — Stablecoins as Statecraft: His DC Paper 18:00 — The GENIUS Act Changes Everything 25:00 — Why the Fed Already Lost Control 32:00 — Bitcoin is Replacing the Treasury Bond 40:00 — Layered Money: How the System Actually Works 48:00 — Why This is the Time to Buy Bitcoin 55:00 — The Macro Reset Nobody Sees Coming
Michaël van de Poppe45,404 views • 1 month ago
I sat down with Raoul Pal to understand why #Bitcoin should already be at $160,000 and what’s coming in 2026. A new episode of New Era Finance Podcast is live: In my conversation with Raoul Pal, we go deep into: – why Bitcoin is trading at a 40% discount to fair value – what really happened on October 10th – why 2026 growth is about to "explode" (his words) – $ETH as the Microsoft of #Crypto – how AI is changing everything about investing A must-watch for any investor. Thanks to our sponsor, OKX Dutch!
Michaël van de Poppe150,084 views • 4 months ago