Michaël van de Poppe's banner
Michaël van de Poppe's profile picture

Michaël van de Poppe

@CryptoMichNL • 819,459 subscribers

CIO & Founder @MNFund_ and @MNCapital_vc | Host of @new_era_finance | Macro-Economics, Value Based Investing & Trading | Crypto & Bitcoin Enthusiast

Shorts

Tom Lee thinks 2027 could deliver "the biggest stock market gains in our lifetime." Not a vibe. He walked me through the actual mechanism: Right now the market punishes every company spending on AI — the capex shows up as cost, not return. His call is that this flips. "2027 is my best guess is the year. Corporate profit margins dramatically expand because of AI." He uses his own firm as the proof: "we use a lot of AI and bots, and we're growing without having to hire people." When your highest cost is people, and your revenue still climbs, that's margin expansion. Then the second leg: "AI, if it's productive, is disinflationary." Falling costs mean central banks can ease. Dovish policy plus real profit growth is how you get higher earnings and higher multiples at the same time. That's his call, not mine — but I like that it's mechanical, not hopeful. Right now the market is pricing AI as an expense. He's arguing 2027 is when it shows up as profit.

Tom Lee thinks 2027 could deliver "the biggest stock market gains in our lifetime." Not a vibe. He walked me through the actual mechanism: Right now the market punishes every company spending on AI — the capex shows up as cost, not return. His call is that this flips. "2027 is my best guess is the year. Corporate profit margins dramatically expand because of AI." He uses his own firm as the proof: "we use a lot of AI and bots, and we're growing without having to hire people." When your highest cost is people, and your revenue still climbs, that's margin expansion. Then the second leg: "AI, if it's productive, is disinflationary." Falling costs mean central banks can ease. Dovish policy plus real profit growth is how you get higher earnings and higher multiples at the same time. That's his call, not mine — but I like that it's mechanical, not hopeful. Right now the market is pricing AI as an expense. He's arguing 2027 is when it shows up as profit.

38,906 views

I'm very proud to announce that I'll be a speaker at Chainlink's event SmartCon in New York during New York Blockchain Week! I've never been to the conference or New York, and I'm really looking forward to this trip. Shall we host another episode with Sergey Nazarov on New Era Finance Podcast?

I'm very proud to announce that I'll be a speaker at Chainlink's event SmartCon in New York during New York Blockchain Week! I've never been to the conference or New York, and I'm really looking forward to this trip. Shall we host another episode with Sergey Nazarov on New Era Finance Podcast?

37,716 views

Videos

LIVE
1.2k

Anya Rossi

sweetdream.ai

SweetDream.aiSponsored•Livecam
Streaming Now

Watch Anya Live

Anya is streaming live right now! Join her private show and enjoy exclusive content.

HD live stream
Exclusive private shows
1.2k viewers online

Free preview available • Premium content

"The government system is set up whereby it has to continually dilute the currency to keep it going. And that really represents a theft of the earnings and productivity of the middle to lower classes." Lawrence Lepard (Lawrence Lepard, "fix the money, fix the world") wrote The Big Print. He's spent his career studying monetary debasement and he came on to explain why they can never stop printing, and what that means for Bitcoin at $60K. His call, in his own words: "I think Bitcoin could go up three x in the next two years. Let's say it's 60 round numbers at 60 today. My working model is kind of two years out, we'll be at 180." We cover: - Why in a credit-based system they're trapped: "you have to grow credit and you have to grow the money supply, or else the whole thing collapses" - Why he says the Fed is "gaslighting us" and what they can't admit - Gold ran 67% last year while Bitcoin lagged. Why he thinks that lag gets followed by "severe outperformance" - The scale: Bitcoin at ~$1.3T, gold at ~$30T, ~$1,000T of global financial assets - Why he calls Bitcoin "monetary debasement insurance," not a trade - The 10–20% allocation question, and why he says you'd regret not having it - "The Big Print": the two we've already had, and the one he says is still coming That's his call, not mine, but it's one of the clearest cases I've heard for why the currency has to keep getting diluted. Thanks to Lawrence for coming on New Era Finance Podcast. Thanks for OKX Dutch for being our partner for the show. Timestamps: 00:00 – Intro 01:21 – Investing in MicroStrategy: A Contrarian View 10:05 – Michael Saylor’s Bitcoin Strategy 20:14 – Bitcoin vs. Gold 24:01 – What’s Causing the Bitcoin Sell-Off? 29:02 – AI, Economic Growth and the Federal Reserve 32:34 – Inflation, Wealth Inequality and Economic Discontent 40:41 – Bitcoin and the Case for Sound Money 43:54 – Could Hyperinflation Become a Reality? 47:50 – Navigating Volatility and Liquidity Crises 55:51 – What Inflation Data Really Tells Us
1:01:24
CryptoMichNL's profile picture

"The government system is set up whereby it has to continually dilute the currency to keep it going. And that really represents a theft of the earnings and productivity of the middle to lower classes." Lawrence Lepard (Lawrence Lepard, "fix the money, fix the world") wrote The Big Print. He's spent his career studying monetary debasement and he came on to explain why they can never stop printing, and what that means for Bitcoin at $60K. His call, in his own words: "I think Bitcoin could go up three x in the next two years. Let's say it's 60 round numbers at 60 today. My working model is kind of two years out, we'll be at 180." We cover: - Why in a credit-based system they're trapped: "you have to grow credit and you have to grow the money supply, or else the whole thing collapses" - Why he says the Fed is "gaslighting us" and what they can't admit - Gold ran 67% last year while Bitcoin lagged. Why he thinks that lag gets followed by "severe outperformance" - The scale: Bitcoin at ~$1.3T, gold at ~$30T, ~$1,000T of global financial assets - Why he calls Bitcoin "monetary debasement insurance," not a trade - The 10–20% allocation question, and why he says you'd regret not having it - "The Big Print": the two we've already had, and the one he says is still coming That's his call, not mine, but it's one of the clearest cases I've heard for why the currency has to keep getting diluted. Thanks to Lawrence for coming on New Era Finance Podcast. Thanks for OKX Dutch for being our partner for the show. Timestamps: 00:00 – Intro 01:21 – Investing in MicroStrategy: A Contrarian View 10:05 – Michael Saylor’s Bitcoin Strategy 20:14 – Bitcoin vs. Gold 24:01 – What’s Causing the Bitcoin Sell-Off? 29:02 – AI, Economic Growth and the Federal Reserve 32:34 – Inflation, Wealth Inequality and Economic Discontent 40:41 – Bitcoin and the Case for Sound Money 43:54 – Could Hyperinflation Become a Reality? 47:50 – Navigating Volatility and Liquidity Crises 55:51 – What Inflation Data Really Tells Us

Michaël van de Poppe

172,493 views • 5 days ago

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?
34:28
CryptoMichNL's profile picture

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?

Michaël van de Poppe

421,585 views • 19 days ago

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant
40:09
CryptoMichNL's profile picture

"I haven't sold a single sat." Michael Saylor (Michael Saylor) is Executive Chairman of Strategy, the largest corporate holder of Bitcoin on earth. While crypto twitter blamed him for the correction over a 32-coin sale, he sat down with me in Prague and explained why Bitcoin is really lagging and why it has almost nothing to do with Bitcoin. "We bought 175,000 Bitcoin this year, which is like 20% of all the Bitcoin ever bought. We sold 32. 32 works out to be two basis points." We cover: - Why Bitcoin is lagging while the S&P prints all-time highs, the "massive AI black hole" pulling capital out of crypto - Why he thinks the money rotates back by Q4 - The 32-BTC sale, the scapegoat dynamic, and why he hasn't sold a sat of his own - Why a 50% drawdown is normal, the 2022 one was 75% - The Apple and Amazon adoption curve, and the "Warren Buffett moment" he says is still coming - What actually happens to Strategy if Bitcoin stalls for 40 years - Why he believes being irrelevant is the only thing worse than being hated Thanks to Michael for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:25 - Bitcoin Is Now Digital Capital 03:30 - Digital Credit, Invented In 12 Months 07:40 - Why Bitcoin Is Lagging The Market 12:15 - The Apple & Amazon Comparison 18:30 - Did Saylor Sell His Bitcoin? 21:00 - We Bought 175,000. We Sold 32. 25:00 - Defending The Credit & The Equity 29:30 - What If Bitcoin Stalls For 40 Years? 33:00 - The Warren Buffett Moment Is Coming 37:00 - Being Hated vs Being Irrelevant

Michaël van de Poppe

473,305 views • 26 days ago

"The short term price of Bitcoin is now controlled by Wall Street. And they want your Bitcoin." Simon Dixon (Simon Dixon) spent a decade watching the same institutions that dismissed Bitcoin quietly move to capture it. He came on to explain the plan for the coins you're holding and the one move they can't stop. "They don't want you to self custody it. They want you to borrow against it. They want you to trade perpetual futures." His framework is sovereign vs subordinate: either you hold Bitcoin you can access with no permission from a bank or a broker, or you're in debt to the system for everything you own. We cover: - Why Wall Street now controls Bitcoin's short-term price and what they actually want with your coins - How Bitcoin gets captured: custodians, ETFs, lending products - The unrealized gains tax and how it's used to strip assets - Why he says you cannot vote your way out of this - Where you actually sit on the sovereign vs subordinate spectrum - Why self custody is the one thing they can't touch Thanks to Simon for coming on New Era Finance Podcast. Thanks to OKX Dutch for sponsoring this week’s episode of New Era Finance. Make sure to use their 8% Deposit bonus in the comment tweet! Timestamps: 00:00 - Intro 02:33 - Michael Saylor and the Financial Industrial Complex 05:23 - How Wall Street Took Control of Bitcoin 11:14 - Tokenization and Control in the Financial System 16:58 - Unrealized Gains Tax and Asset Stripping 36:50 - Boycotting the FIC and Building Sovereignty 49:44 - Bitcoin: Centralization vs Decentralization 57:46 - The Path to Sovereignty
1:10:44
CryptoMichNL's profile picture

"The short term price of Bitcoin is now controlled by Wall Street. And they want your Bitcoin." Simon Dixon (Simon Dixon) spent a decade watching the same institutions that dismissed Bitcoin quietly move to capture it. He came on to explain the plan for the coins you're holding and the one move they can't stop. "They don't want you to self custody it. They want you to borrow against it. They want you to trade perpetual futures." His framework is sovereign vs subordinate: either you hold Bitcoin you can access with no permission from a bank or a broker, or you're in debt to the system for everything you own. We cover: - Why Wall Street now controls Bitcoin's short-term price and what they actually want with your coins - How Bitcoin gets captured: custodians, ETFs, lending products - The unrealized gains tax and how it's used to strip assets - Why he says you cannot vote your way out of this - Where you actually sit on the sovereign vs subordinate spectrum - Why self custody is the one thing they can't touch Thanks to Simon for coming on New Era Finance Podcast. Thanks to OKX Dutch for sponsoring this week’s episode of New Era Finance. Make sure to use their 8% Deposit bonus in the comment tweet! Timestamps: 00:00 - Intro 02:33 - Michael Saylor and the Financial Industrial Complex 05:23 - How Wall Street Took Control of Bitcoin 11:14 - Tokenization and Control in the Financial System 16:58 - Unrealized Gains Tax and Asset Stripping 36:50 - Boycotting the FIC and Building Sovereignty 49:44 - Bitcoin: Centralization vs Decentralization 57:46 - The Path to Sovereignty

Michaël van de Poppe

165,063 views • 12 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
1:05:06
CryptoMichNL's profile picture

"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 Poppe

639,605 views • 2 months ago

#Bitcoin is holding nicely, while other #Altcoins are starting to wake up. I've decided to buy more altcoins last week as I expect a bullish breakout to happen. The best time to be accumulating your altcoins is when nobody believes in them. In this video I break down: - The technical reason of a potential bullish breakout on the markets. - How far these #Altcoins could run. - How I'm going to be trading the #Altcoin trades in my portfolio. - Which #Altcoin I've been buying. Thanks to our sponsor Trade Republic for sponsoring todays video. 📷 TRADE WITH TRADE REPUBLIC Discover Trade Republic’s new web trading experience and open an account through my link:
17:49
CryptoMichNL's profile picture

#Bitcoin is holding nicely, while other #Altcoins are starting to wake up. I've decided to buy more altcoins last week as I expect a bullish breakout to happen. The best time to be accumulating your altcoins is when nobody believes in them. In this video I break down: - The technical reason of a potential bullish breakout on the markets. - How far these #Altcoins could run. - How I'm going to be trading the #Altcoin trades in my portfolio. - Which #Altcoin I've been buying. Thanks to our sponsor Trade Republic for sponsoring todays video. 📷 TRADE WITH TRADE REPUBLIC Discover Trade Republic’s new web trading experience and open an account through my link:

Michaël van de Poppe

42,852 views • 6 days ago

"Because AI took all the money." Arthur Hayes (Arthur Hayes) is co-founder of BitMEX and one of the most-read macro writers in crypto. While everyone waited for the next leg up, he explained why the money stopped flowing into crypto and what brings it roaring back. "There's no cash to go to crypto. AI sucked it all up and it'll keep sucking it up until the bubble bursts." We cover: - Why ~$1.5 trillion of new money since ChatGPT went to AI instead of crypto, and what that did to Bitcoin - Oil, Iran, and the inventory-restocking shock he thinks the market is mispricing - Why he exits a trade the moment the asymmetry is gone, even one he's loved for months - What he hunts instead: maximum hate, minimum downside, room to run - Why he's "more concerned with capital preservation than capital accumulation" - The convexity philosophy: betting on 1% odds becoming 10%, not 50% becoming 75% - Why Bitcoin really stalled and why Saylor isn't the reason - Why he refuses to trade a four-year-cycle calendar - "The big print": the crisis he's staying liquid for, and why that one moment sets up two decades of returns Thanks to Arthur for coming on New Era Finance Podcast. Highlights: 00:00 - A Deal, Oil, And What Markets Are Pricing 08:00 - Why Crypto Got Left Behind 09:32 - "AI Took All The Money" 24:00 - When He Exits A Trade He Loves 30:00 - What He's Hunting Now 33:57 - The Convexity Philosophy 41:51 - Why Bitcoin Really Stalled 43:55 - Why He Won't Trade A Calendar 45:18 - The Opportunity Nobody's Ready For 46:12 - "The Big Print" And Staying Liquid
54:26
CryptoMichNL's profile picture

"Because AI took all the money." Arthur Hayes (Arthur Hayes) is co-founder of BitMEX and one of the most-read macro writers in crypto. While everyone waited for the next leg up, he explained why the money stopped flowing into crypto and what brings it roaring back. "There's no cash to go to crypto. AI sucked it all up and it'll keep sucking it up until the bubble bursts." We cover: - Why ~$1.5 trillion of new money since ChatGPT went to AI instead of crypto, and what that did to Bitcoin - Oil, Iran, and the inventory-restocking shock he thinks the market is mispricing - Why he exits a trade the moment the asymmetry is gone, even one he's loved for months - What he hunts instead: maximum hate, minimum downside, room to run - Why he's "more concerned with capital preservation than capital accumulation" - The convexity philosophy: betting on 1% odds becoming 10%, not 50% becoming 75% - Why Bitcoin really stalled and why Saylor isn't the reason - Why he refuses to trade a four-year-cycle calendar - "The big print": the crisis he's staying liquid for, and why that one moment sets up two decades of returns Thanks to Arthur for coming on New Era Finance Podcast. Highlights: 00:00 - A Deal, Oil, And What Markets Are Pricing 08:00 - Why Crypto Got Left Behind 09:32 - "AI Took All The Money" 24:00 - When He Exits A Trade He Loves 30:00 - What He's Hunting Now 33:57 - The Convexity Philosophy 41:51 - Why Bitcoin Really Stalled 43:55 - Why He Won't Trade A Calendar 45:18 - The Opportunity Nobody's Ready For 46:12 - "The Big Print" And Staying Liquid

Michaël van de Poppe

243,720 views • 1 month 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?
2:26
CryptoMichNL's profile picture

"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 Poppe

390,927 views • 2 months ago

"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
36:30
CryptoMichNL's profile picture

"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 Poppe

292,849 views • 1 month ago

"As you realized, there was no money lost. And this is by design." Kostas Chalkias (Kostas Kryptos) is co-founder and Chief Cryptographer of Mysten Labs, the team behind Sui. When the network halted, he was in the war room. This is his breakdown of what actually happened. "The ideal option is to halt, compared to just losing money if something else happens." We cover: — Why halting the network was a deliberate design choice, not a failure — What was really going on behind the scenes while crypto Twitter panicked — The global war room: 50+ people across Europe and the US working through the night — Why a decentralized network recovers differently than one company flipping a switch — "Move fast and break things", why the Facebook motto is exactly wrong for money — Why Kostas believes most other blockchains wouldn't have recovered in days — Where the line sits between an honest edge case and a broken system — What the outage proved about how Sui is actually built Thanks to Kostas for coming on New Era Finance Podcast. Highlights: 00:00 — Intro 00:43 — What Happened During The Outage 03:45 — Why Halting Was The Right Call 05:30 — Inside The War Room 08:00 — Why Decentralized Recovery Takes Longer 11:00 — The Lessons That Made Sui Stronger 14:30 — Why AI Agents Are The Real Users Of Crypto 19:00 — Free Stablecoin Payments vs Bank Fees 23:00 — Own And Monetize Your Own Data 27:00 — Why A Fast Layer-1 Changes Everything
30:34
CryptoMichNL's profile picture

"As you realized, there was no money lost. And this is by design." Kostas Chalkias (Kostas Kryptos) is co-founder and Chief Cryptographer of Mysten Labs, the team behind Sui. When the network halted, he was in the war room. This is his breakdown of what actually happened. "The ideal option is to halt, compared to just losing money if something else happens." We cover: — Why halting the network was a deliberate design choice, not a failure — What was really going on behind the scenes while crypto Twitter panicked — The global war room: 50+ people across Europe and the US working through the night — Why a decentralized network recovers differently than one company flipping a switch — "Move fast and break things", why the Facebook motto is exactly wrong for money — Why Kostas believes most other blockchains wouldn't have recovered in days — Where the line sits between an honest edge case and a broken system — What the outage proved about how Sui is actually built Thanks to Kostas for coming on New Era Finance Podcast. Highlights: 00:00 — Intro 00:43 — What Happened During The Outage 03:45 — Why Halting Was The Right Call 05:30 — Inside The War Room 08:00 — Why Decentralized Recovery Takes Longer 11:00 — The Lessons That Made Sui Stronger 14:30 — Why AI Agents Are The Real Users Of Crypto 19:00 — Free Stablecoin Payments vs Bank Fees 23:00 — Own And Monetize Your Own Data 27:00 — Why A Fast Layer-1 Changes Everything

Michaël van de Poppe

155,215 views • 1 month ago

"Bitcoin is oversold. It's been artificially lumped in with software stocks for no good reason." Lyn Alden (Lyn Alden) on why the crash hit Bitcoin harder than it should have: "The washout from the Treasury company mNAVs was painful. The quantum FUD had to be explored. The four-year cycle had to be tested. But I think the majority of the pain is behind us." "Gold went from undervalued to fairly valued fast, the market rightsized it. It's not a bubble, but it's somewhat euphoric right now." "Sentiment on Bitcoin is unfairly negative, to say the least." "Gun to my head, if I had to bet Bitcoin or gold over the next two to three years, I'd bet Bitcoin. I own both. I've always owned both. But if I had to pick, it's Bitcoin." Translation: the crash lumped Bitcoin in with the AI software selloff it has nothing to do with. Gold ran its move and is now near fair value. Bitcoin got sold on sentiment, not fundamentals, which is exactly the setup that reverses when risk appetite returns.
5:56
CryptoMichNL's profile picture

"Bitcoin is oversold. It's been artificially lumped in with software stocks for no good reason." Lyn Alden (Lyn Alden) on why the crash hit Bitcoin harder than it should have: "The washout from the Treasury company mNAVs was painful. The quantum FUD had to be explored. The four-year cycle had to be tested. But I think the majority of the pain is behind us." "Gold went from undervalued to fairly valued fast, the market rightsized it. It's not a bubble, but it's somewhat euphoric right now." "Sentiment on Bitcoin is unfairly negative, to say the least." "Gun to my head, if I had to bet Bitcoin or gold over the next two to three years, I'd bet Bitcoin. I own both. I've always owned both. But if I had to pick, it's Bitcoin." Translation: the crash lumped Bitcoin in with the AI software selloff it has nothing to do with. Gold ran its move and is now near fair value. Bitcoin got sold on sentiment, not fundamentals, which is exactly the setup that reverses when risk appetite returns.

Michaël van de Poppe

127,498 views • 1 month ago

Everyone's asking why Bitcoin is lagging while the S&P prints all-time highs. Michael Saylor gave me the cleanest answer in Prague: "We're living right now in the summer of the AI bubble... $500 billion of capital is being lurped into the AI complex right now." His framing: a "massive AI black hole spinning through the system," pulling the marginal dollar into every hot AI deal instead of crypto. Nothing broke — the capital just found somewhere louder to go. What I respect is that he didn't leave it vague. He put a clock on it: "I think a lot of that hot money will come back into Bitcoin because Bitcoin is now undervalued" — capital rotating back around Q3, and by Q4 "things will be normalizing to our benefit." That's his call, not mine — but it's dated and testable, which is exactly why it's worth writing down. In six months we either see the rotation or we don't. His yardstick for "undervalued," for what it's worth, is the discount to the 200-week moving average — what he calls the "book value" of Bitcoin. A cleaner lens than the daily candle, whatever you make of the timing. Do you buy the AI-drain thesis — or is the lag telling us something more structural?
0:26
CryptoMichNL's profile picture

Everyone's asking why Bitcoin is lagging while the S&P prints all-time highs. Michael Saylor gave me the cleanest answer in Prague: "We're living right now in the summer of the AI bubble... $500 billion of capital is being lurped into the AI complex right now." His framing: a "massive AI black hole spinning through the system," pulling the marginal dollar into every hot AI deal instead of crypto. Nothing broke — the capital just found somewhere louder to go. What I respect is that he didn't leave it vague. He put a clock on it: "I think a lot of that hot money will come back into Bitcoin because Bitcoin is now undervalued" — capital rotating back around Q3, and by Q4 "things will be normalizing to our benefit." That's his call, not mine — but it's dated and testable, which is exactly why it's worth writing down. In six months we either see the rotation or we don't. His yardstick for "undervalued," for what it's worth, is the discount to the 200-week moving average — what he calls the "book value" of Bitcoin. A cleaner lens than the daily candle, whatever you make of the timing. Do you buy the AI-drain thesis — or is the lag telling us something more structural?

Michaël van de Poppe

74,081 views • 22 days ago

My altcoin portfolio is now at $85.000. Still down from the $170K invested, but I clawed back from -75% to -50%, and how I did it is the point of this update: monthly DCA and rotating into strength, not hoping. In this video I break down every position I hold and the exact reasoning behind each one. What I cover: – Ondo: I've been building this for weeks. $14M → $3B TVL in a year, and the lowest slippage on the SpaceX listing. Why it's core to my book. – Wormhole: one of my largest. The on-chain volume from Backpack's SpaceX listing on Solana routes through Wormhole, plus a double bullish divergence on the 3-day I'm tracking. – TAO: my decentralized-AI allocation, and why the Anthropic access shift outside the US put it back in focus. – NEAR: my largest position, and the confidential-compute growth driving it. Full breakdown 👇
15:02
CryptoMichNL's profile picture

My altcoin portfolio is now at $85.000. Still down from the $170K invested, but I clawed back from -75% to -50%, and how I did it is the point of this update: monthly DCA and rotating into strength, not hoping. In this video I break down every position I hold and the exact reasoning behind each one. What I cover: – Ondo: I've been building this for weeks. $14M → $3B TVL in a year, and the lowest slippage on the SpaceX listing. Why it's core to my book. – Wormhole: one of my largest. The on-chain volume from Backpack's SpaceX listing on Solana routes through Wormhole, plus a double bullish divergence on the 3-day I'm tracking. – TAO: my decentralized-AI allocation, and why the Anthropic access shift outside the US put it back in focus. – NEAR: my largest position, and the confidential-compute growth driving it. Full breakdown 👇

Michaël van de Poppe

101,472 views • 1 month 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
26:49
CryptoMichNL's profile picture

"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 Poppe

172,169 views • 2 months ago

"Buy Bitcoin. Leave it there forever and your grandchildren will thank you." That's the line everyone will clip from Michael Michael Saylor. But the sentence right before it is the one that actually matters: "Take the money you don't need for four years or longer." That condition is the whole point. He isn't talking about trading. He's talking about your longest-duration capital — money you can genuinely leave untouched for a decade or more. His framing: if you're going to sell something, sell the shorter-duration investment. "Keep the thing that's going to last a thousand years." Whether or not you agree with the asset, the discipline underneath is sound: match your holding period to your time horizon, and stop judging a multi-decade position on a three-month chart.
0:26
CryptoMichNL's profile picture

"Buy Bitcoin. Leave it there forever and your grandchildren will thank you." That's the line everyone will clip from Michael Michael Saylor. But the sentence right before it is the one that actually matters: "Take the money you don't need for four years or longer." That condition is the whole point. He isn't talking about trading. He's talking about your longest-duration capital — money you can genuinely leave untouched for a decade or more. His framing: if you're going to sell something, sell the shorter-duration investment. "Keep the thing that's going to last a thousand years." Whether or not you agree with the asset, the discipline underneath is sound: match your holding period to your time horizon, and stop judging a multi-decade position on a three-month chart.

Michaël van de Poppe

65,557 views • 24 days ago

"The issue is it wasn't built for humans." Yat Siu (Yat Siu) co-founded Animoca Brands. Started building NFT infrastructure when CryptoKitties melted Ethereum. Made the AI + crypto argument years before anyone listened. The man who has spent a decade selling crypto to retail now thinks the next customer won't be retail at all. "There's going to be more agents than humans. The entire internet is going to be swarmed by agents." We cover: Why AI agents, not humans, become the actual customer crypto was built for The infrastructure that has to exist before agents can transact at machine speed Why every consumer app breaks when agents replace browsing (the Tinder example) How meme coins pulled focus from the builders who actually mattered Why tokens become the commodity layer for compute, energy, and attention The orchestration layer thesis, where real development is happening now Why the metaverse isn't dead, it's just coming to us through agents What retail should actually be holding right now Thanks to Yat for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 02:00 - Crypto Is Trump's 10th Child 07:30 - Meme Coins Were The Wrong Distraction 12:00 - The Customer Was Never You 17:30 - Code Is Law For Agents 22:00 - More Agents Than Humans 27:00 - The End Of Websites 32:00 - Why On-Chain Growth Stalled 36:00 - What Retail Should Actually Hold
43:06
CryptoMichNL's profile picture

"The issue is it wasn't built for humans." Yat Siu (Yat Siu) co-founded Animoca Brands. Started building NFT infrastructure when CryptoKitties melted Ethereum. Made the AI + crypto argument years before anyone listened. The man who has spent a decade selling crypto to retail now thinks the next customer won't be retail at all. "There's going to be more agents than humans. The entire internet is going to be swarmed by agents." We cover: Why AI agents, not humans, become the actual customer crypto was built for The infrastructure that has to exist before agents can transact at machine speed Why every consumer app breaks when agents replace browsing (the Tinder example) How meme coins pulled focus from the builders who actually mattered Why tokens become the commodity layer for compute, energy, and attention The orchestration layer thesis, where real development is happening now Why the metaverse isn't dead, it's just coming to us through agents What retail should actually be holding right now Thanks to Yat for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 02:00 - Crypto Is Trump's 10th Child 07:30 - Meme Coins Were The Wrong Distraction 12:00 - The Customer Was Never You 17:30 - Code Is Law For Agents 22:00 - More Agents Than Humans 27:00 - The End Of Websites 32:00 - Why On-Chain Growth Stalled 36:00 - What Retail Should Actually Hold

Michaël van de Poppe

122,039 views • 1 month 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
1:11:53
CryptoMichNL's profile picture

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 Poppe

333,436 views • 4 months ago

The $SUI blockchain went down. No one lost a cent. Kostas Chalkias (Kostas Kryptos), co-founder of the team behind Sui, on why that wasn't luck, it was the design: "The ideal option is to halt, compared to just losing money if something else happens." "Some of us come from Facebook. Back then the motto was move fast, break things. I don't believe in that here. Not with money." "If it was another blockchain, without these brains behind it, I don't believe they'd recover in days." The instinct everywhere else in tech is to stay live at all costs. In financial infrastructure, the braver call is knowing when to stop. Full conversation in the post.
6:14
CryptoMichNL's profile picture

The $SUI blockchain went down. No one lost a cent. Kostas Chalkias (Kostas Kryptos), co-founder of the team behind Sui, on why that wasn't luck, it was the design: "The ideal option is to halt, compared to just losing money if something else happens." "Some of us come from Facebook. Back then the motto was move fast, break things. I don't believe in that here. Not with money." "If it was another blockchain, without these brains behind it, I don't believe they'd recover in days." The instinct everywhere else in tech is to stay live at all costs. In financial infrastructure, the braver call is knowing when to stop. Full conversation in the post.

Michaël van de Poppe

62,749 views • 1 month 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
1:01:56
CryptoMichNL's profile picture

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 Poppe

152,574 views • 3 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
58:45
CryptoMichNL's profile picture

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 Poppe

189,980 views • 4 months ago