[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 795.9K followers Created: 2025-01-26 16:01:25 UTC Is #Ethereum dead? That's the prime question. Trump has been buying mostly into $ETH, institutions are building mostly on $ETH, but the price remains to be flat. Confidence is getting lost. My portfolio is mostly dedicated towards the Ethereum ecosystem. What's next? Well, conviction is great. Combining conviction with patience is even better, but I must say that it has been rough to see other ecosystems thriving while my positions haven't been going up and probably that's what most of the market participants currently feel. Good things: $TAO moves up. Anyways, you might wonder: why do you stick to your strategy? To be fair, it's quite hard to completely shift your thesis through a bull cycle. Stepping over into other assets, which I've been doing in the previous cycles and in this, doesn't always benefit return. There's a lot of uncertainty as timing is essential. In hindsight, everything is fully declarable and understandable, however, it's not like swapping some of your coins towards newer ecosystems automatically results into higher returns. No, mostly there's a lot of emotional behavior involved in that decision and you'll need to be completely rational when it comes to portfolio decisions. Especially in my case, where I've decided to go full risk-on and all-in #Altcoins. I expect that we'll see a tremendous 2025. I think that we'll have a great year for $ETH and $SOL, both, simultaneously. I think that we'll have another run on memecoins, but memecoins have shown how rough a correction can be with XX% corrections in between. That's why I'd rather stick to my strategy on the $ETH ecosystem. My portfolio currently: $TAO, $OP, $SEI, $TIA Smaller coins: $RPL, $OMNI, $REZ, $AEVO Side-note: - I'm trading volatility on a daytrading strategy. Started with $OP at $XXXX and $TAO at $XXX. These are down 40-60% and my return is currently only -6%. Really bullish on that. - We do have a @MNCapital_vc portfolio that includes more altcoins. For instance: $ADS, $PEAQ are included. Anyways, ultimately I'll be more wrong than right in my life on trading, that's quite often the case. In this case, I've even jinxed myself entirely going for the riskier altcoins too early. I've not been the only one and I'm fine with that. I know that, once I'm hitting it right, the case of being right is going to outweigh the times that I've been wrong so heavily that I'm fine with taking that bet. Anyways, the outlook for $ETH is getting better day after day. Let's look at those. - The Yields are likely going to fall given that Trump is in the White House. He doesn't want high Yields and interest rates, as that will automatically mean that he'll have to pay high debt payments on his government bonds. Lower yields benefit DeFi and that would benefit $ETH. - The $DXY is going to be weaker. There's a relatively correlation of +1 between ETH/BTC and the strength of the Dollar. If the Dollar is weak, Ethereum is likely going to outperform Bitcoin as there's more interest into this asset. - The global unrest, whether you like it or not, will likely increase with Trump in the White House. It's been classified as the decade of commodities and I think we can classify that with crypto as well. Once there's more unrest, likely people tend to step away from the financial system and jump into another asset class: crypto. - The regulatory framework will be better for crypto. That's going to, essentially, assist Bitcoin, however, the opportunities with Bitcoin in the ecosystem itself are relatively limited. The opportunities with Ethereum are endless and there's a lot being built on top of Ethereum already. This cocktail, to me, is enough fundamental strength that I'm correct with my thesis and that the only thing that I'll need to do is to do monthly/quarterly checks, sometimes rotate between coins (just like I swapped $SEI for $ENS) and have a lot of PATIENCE.  XXXXXX engagements  **Related Topics** [$eth](/topic/$eth) [donald trump](/topic/donald-trump) [ethereum](/topic/ethereum) [coins layer 1](/topic/coins-layer-1) [Post Link](https://x.com/CryptoMichNL/status/1883545789953191978)
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Michaël van de Poppe @CryptoMichNL on x 795.9K followers
Created: 2025-01-26 16:01:25 UTC
Is #Ethereum dead?
That's the prime question.
Trump has been buying mostly into $ETH, institutions are building mostly on $ETH, but the price remains to be flat.
Confidence is getting lost.
My portfolio is mostly dedicated towards the Ethereum ecosystem.
What's next?
Well, conviction is great.
Combining conviction with patience is even better, but I must say that it has been rough to see other ecosystems thriving while my positions haven't been going up and probably that's what most of the market participants currently feel.
Good things: $TAO moves up.
Anyways, you might wonder: why do you stick to your strategy?
To be fair, it's quite hard to completely shift your thesis through a bull cycle. Stepping over into other assets, which I've been doing in the previous cycles and in this, doesn't always benefit return. There's a lot of uncertainty as timing is essential.
In hindsight, everything is fully declarable and understandable, however, it's not like swapping some of your coins towards newer ecosystems automatically results into higher returns. No, mostly there's a lot of emotional behavior involved in that decision and you'll need to be completely rational when it comes to portfolio decisions.
Especially in my case, where I've decided to go full risk-on and all-in #Altcoins.
I expect that we'll see a tremendous 2025. I think that we'll have a great year for $ETH and $SOL, both, simultaneously.
I think that we'll have another run on memecoins, but memecoins have shown how rough a correction can be with XX% corrections in between.
That's why I'd rather stick to my strategy on the $ETH ecosystem.
My portfolio currently: $TAO, $OP, $SEI, $TIA Smaller coins: $RPL, $OMNI, $REZ, $AEVO
Side-note:
I'm trading volatility on a daytrading strategy. Started with $OP at $XXXX and $TAO at $XXX. These are down 40-60% and my return is currently only -6%. Really bullish on that.
We do have a @MNCapital_vc portfolio that includes more altcoins. For instance: $ADS, $PEAQ are included.
Anyways, ultimately I'll be more wrong than right in my life on trading, that's quite often the case. In this case, I've even jinxed myself entirely going for the riskier altcoins too early. I've not been the only one and I'm fine with that.
I know that, once I'm hitting it right, the case of being right is going to outweigh the times that I've been wrong so heavily that I'm fine with taking that bet.
Anyways, the outlook for $ETH is getting better day after day. Let's look at those.
The Yields are likely going to fall given that Trump is in the White House. He doesn't want high Yields and interest rates, as that will automatically mean that he'll have to pay high debt payments on his government bonds. Lower yields benefit DeFi and that would benefit $ETH.
The $DXY is going to be weaker. There's a relatively correlation of +1 between ETH/BTC and the strength of the Dollar. If the Dollar is weak, Ethereum is likely going to outperform Bitcoin as there's more interest into this asset.
The global unrest, whether you like it or not, will likely increase with Trump in the White House. It's been classified as the decade of commodities and I think we can classify that with crypto as well. Once there's more unrest, likely people tend to step away from the financial system and jump into another asset class: crypto.
The regulatory framework will be better for crypto. That's going to, essentially, assist Bitcoin, however, the opportunities with Bitcoin in the ecosystem itself are relatively limited. The opportunities with Ethereum are endless and there's a lot being built on top of Ethereum already.
This cocktail, to me, is enough fundamental strength that I'm correct with my thesis and that the only thing that I'll need to do is to do monthly/quarterly checks, sometimes rotate between coins (just like I swapped $SEI for $ENS) and have a lot of PATIENCE.
XXXXXX engagements
Related Topics $eth donald trump ethereum coins layer 1