[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Michaël van de Poppe [@CryptoMichNL](/creator/twitter/CryptoMichNL) on x 796.2K followers Created: 2025-01-09 19:23:50 UTC The #Altcoin bull market is over! That's the current thesis on the markets. Let me tell you, it's not. This correction is the shake-out before it begins. There's so much on the horizon that will reward you if you're holding those altcoins. The party is about to get started. Remember that history repeats itself in which 2017 and 2021 were the big bull market years for #Altcoins and the outperformance of Bitcoin. In 2023 and 2024, the party has basically been surrounding an upwards trend on Bitcoin, which it has been showing. Remember that Bitcoin was at $XXXXXX in November '22, while currently it's at $XXXXXX. A tremendous return. Things change quickly, just like the markets on the #Altcoins can change very quickly. In November, the markets started to turn bullish as Trump was elected, however, this reversed quite fastly due to several reasons: - USDT Tether FUD surrounding the markets. - Constant rally of the Yields and a super strong Dollar. However, there are more things happening and that's why I think that there's a big discrepancy between the pricing of #Altcoins and what they should be. Earlier this week, Trump has stated that he finds the interest rates to be significantly high and that he wants to lower the interest rates. Why? Well, the debt payments of the US Government are massive at this point. Secondly, this is similar to his statement in 2016 where he found the Dollar being too strong. We all know what happened after. The markets aren't pricing in any significant impact of his statement, yet. I think that, perhaps after tomorrow, or from next week onwards, it's a key to watch the impact of his words as it's going to be a massive 4-year cycle for crypto and I truly believe that we're in the lengthening cycle. Finally, the coming period it's interesting to watch the following components: - Inflation to rally up again --> sign of weakness for the economy. It's picking up already in Europe. - GDP to be worse than expected --> slower economy and that's going to result into lower yields and QE --> great for crypto. - Labor markets to be weaker --> ADP was worse earlier in the week, tomorrow is going to be a big day with the unemployment data and might show some signals. As long as it's far away from expectations --> massive impact in the markets. Now, what about #Altcoins? They'll do well with QE. They'll do well in 2025. They'll do well with Trump in the Office. News items related to many altcoins and companies within crypto surrounding meetings with Trump have been passing the past few days on X. There's so much going on that the current market valuation is a very low one compared to the upcoming one in the coming 2-5 years. I understand that it might feel like it's an absolutely awful ride. Yes. I'm in the same boat with my returns, it's fine. However, right now is the time to stick to your positions and to hold as all of those altcoins are at cycle lows against Bitcoin. That's not when a market is over and we're in a bear market. A market is over when the euphoria is happening. Even with current's valuation of Bitcoin it's not in an euphoria state. We're barely at the start. Enjoy the ride.  XXXXXXX engagements  **Related Topics** [altcoin](/topic/altcoin) [altcoins](/topic/altcoins) [Post Link](https://x.com/CryptoMichNL/status/1877436135711871312)
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Michaël van de Poppe @CryptoMichNL on x 796.2K followers
Created: 2025-01-09 19:23:50 UTC
The #Altcoin bull market is over!
That's the current thesis on the markets.
Let me tell you, it's not.
This correction is the shake-out before it begins.
There's so much on the horizon that will reward you if you're holding those altcoins.
The party is about to get started.
Remember that history repeats itself in which 2017 and 2021 were the big bull market years for #Altcoins and the outperformance of Bitcoin.
In 2023 and 2024, the party has basically been surrounding an upwards trend on Bitcoin, which it has been showing. Remember that Bitcoin was at $XXXXXX in November '22, while currently it's at $XXXXXX. A tremendous return.
Things change quickly, just like the markets on the #Altcoins can change very quickly. In November, the markets started to turn bullish as Trump was elected, however, this reversed quite fastly due to several reasons:
- USDT Tether FUD surrounding the markets.
- Constant rally of the Yields and a super strong Dollar.
However, there are more things happening and that's why I think that there's a big discrepancy between the pricing of #Altcoins and what they should be.
Earlier this week, Trump has stated that he finds the interest rates to be significantly high and that he wants to lower the interest rates. Why? Well, the debt payments of the US Government are massive at this point.
Secondly, this is similar to his statement in 2016 where he found the Dollar being too strong. We all know what happened after.
The markets aren't pricing in any significant impact of his statement, yet. I think that, perhaps after tomorrow, or from next week onwards, it's a key to watch the impact of his words as it's going to be a massive 4-year cycle for crypto and I truly believe that we're in the lengthening cycle.
Finally, the coming period it's interesting to watch the following components:
- Inflation to rally up again --> sign of weakness for the economy. It's picking up already in Europe.
- GDP to be worse than expected --> slower economy and that's going to result into lower yields and QE --> great for crypto.
- Labor markets to be weaker --> ADP was worse earlier in the week, tomorrow is going to be a big day with the unemployment data and might show some signals. As long as it's far away from expectations --> massive impact in the markets.
Now, what about #Altcoins?
They'll do well with QE. They'll do well in 2025. They'll do well with Trump in the Office.
News items related to many altcoins and companies within crypto surrounding meetings with Trump have been passing the past few days on X.
There's so much going on that the current market valuation is a very low one compared to the upcoming one in the coming 2-5 years.
I understand that it might feel like it's an absolutely awful ride. Yes. I'm in the same boat with my returns, it's fine.
However, right now is the time to stick to your positions and to hold as all of those altcoins are at cycle lows against Bitcoin.
That's not when a market is over and we're in a bear market. A market is over when the euphoria is happening.
Even with current's valuation of Bitcoin it's not in an euphoria state.
We're barely at the start.
Enjoy the ride.
XXXXXXX engagements
