According to @CryptoMichNL, the current market setup mirrors Q3/Q4 2019 and points to an imminent downside break in BTC dominance. Source: @CryptoMichNL on X, Dec 4, 2025. He states that ETH has held a strong level and is attracting increased buyer interest, indicating potential ETH outperformance if BTC dominance declines. Source: @CryptoMichNL. The thesis suggests traders monitor BTC dominance for a breakdown and watch the ETH/BTC pair for relative strength to capture rotation risk. Source: @CryptoMichNL.

According to Michaël van de Poppe, Arbitrum (ARB) has fallen roughly 70% over the past three months while still serving as a core layer for tokenizing assets, indicating potential mispricing, source: Michaël van de Poppe on X, Dec 4, 2025. He states that Arbitrum’s TVL is printing new all-time highs, DEX volumes are increasing, and the number of ecosystem applications is expanding weekly, signaling fundamental growth despite price weakness, source: Michaël van de Poppe on X, Dec 4, 2025. He notes active addresses are below late-2023 levels, attributing it to broader market drawdowns rather than chain-specific deterioration, source: Michaël van de Poppe on X, Dec 4, 2025. He recommends combining technical indicators on ARB with these fundamentals to spot reversal points and a potential re-rating toward fair value over a longer horizon, source: Michaël van de Poppe on X, Dec 4, 2025.

According to @CryptoMichNL, Nasdaq-listed DEFT is closely correlated with Web3 market price action and showed relative strength last week alongside BTC and altcoins, positioning it as an equity-based proxy for crypto exposure (source: @CryptoMichNL on X, Dec 4, 2025). The company announced the listing of four digital asset ETPs in Brazil, marking a step that aligns its business with on-chain market development and traditional finance distribution channels (source: @DeFiTechGlobal on X, Dec 2025). Traders focused on crypto beta can monitor DEFT as an alternative to direct token holdings, given the author’s stated correlation and momentum observations (source: @CryptoMichNL on X, Dec 4, 2025).

According to @CryptoMichNL, Bitcoin (BTC) is moving higher after markets printed a low near $80,000, highlighting a potential pivot zone for price action; source: @CryptoMichNL on X, Dec 4, 2025. He states this week is the most important of the year and could define BTC’s next directional trend, making it critical for trade planning and risk management; source: @CryptoMichNL on X, Dec 4, 2025. He also shared a video update for further details; source: youtu.be/7617Ougtup4 via @CryptoMichNL on X, Dec 4, 2025.

According to @CryptoMichNL, ETH is attempting to hold a previous resistance zone as support, showing buyers are stepping in at higher levels than last week, which could signal a rally toward 3,700 dollars, source: @CryptoMichNL on X, Dec 4, 2025. According to @CryptoMichNL, a successful hold of this support would be a bullish continuation signal that points to a potential move to the 3,700 area for ETH, source: @CryptoMichNL on X, Dec 4, 2025.

According to Michaël van de Poppe, LINK/BTC has formed a higher low, indicating resilience and strength versus other protocols and suggesting potential follow-through on the pair’s relative performance, source: X post by Michaël van de Poppe (@CryptoMichNL), Dec 4, 2025. Van de Poppe highlights that a Clarity Act is on the horizon, making regulatory developments a key watchpoint for traders tracking LINK/BTC momentum, source: X post by Michaël van de Poppe (@CryptoMichNL), Dec 4, 2025. He also states that the market is underestimating the impact of commercial real estate (CRE), adding a macro factor traders should monitor alongside the technical setup, source: X post by Michaël van de Poppe (@CryptoMichNL), Dec 4, 2025. He expects more strength to materialize following the higher-low structure in LINK/BTC, reinforcing a constructive near-term bias, source: X post by Michaël van de Poppe (@CryptoMichNL), Dec 4, 2025.

According to @CryptoMichNL, ETH is moving up alongside BTC, a pattern he says is comparable to the mid 2019 to early 2020 price action, source: @CryptoMichNL on X on Dec 4, 2025. He states he wants to see a higher low form and for ETH to find support at the daily 20-day moving average, identifying that moving average as the key level, source: @CryptoMichNL on X on Dec 4, 2025. He adds it is the first time since August that ETH is trading above its 20-day moving average, which he notes could signal strength, source: @CryptoMichNL on X on Dec 4, 2025. For traders, his framework implies monitoring whether ETH holds the 20-day moving average as support while BTC continues higher to validate momentum, source: @CryptoMichNL on X on Dec 4, 2025.

According to @CryptoMichNL, BTC sits at a pivotal level into unemployment day with near-term direction described as a coin flip, highlighting event-driven volatility risk for traders, source: @CryptoMichNL on X, Dec 4, 2025. According to @CryptoMichNL, the 91.8K area is the crucial support; holding it could accelerate price toward 100K within days as overhead liquidity is poised to be taken and short squeezes may trigger, source: @CryptoMichNL on X, Dec 4, 2025. According to @CryptoMichNL, a breakdown below 91.8K could produce a quick long liquidation wick to 88-89K while the broader market structure remains in an uptrend, source: @CryptoMichNL on X, Dec 4, 2025. According to @CryptoMichNL, these levels define actionable trade scenarios around 91.8K with upside toward 100K on holds and downside risk to 88-89K on failures, with the post noting it is unemployment day, source: @CryptoMichNL on X, Dec 4, 2025.

According to @CryptoMichNL, Bitcoin (BTC) is stalling around $93,000 while Japanese yields go "absolutely vertical," yet BTC has not crashed, indicating notable resilience in the face of macro tightening signals (source: @CryptoMichNL on X, Dec 4, 2025). The post highlights this as "good stuff" and notes that markets are "waking up," underscoring a constructive risk tone despite the yield surge (source: @CryptoMichNL on X, Dec 4, 2025). The author explicitly references the Japanese Yen carry trade as a question, flagging it as a potential context rather than a confirmed driver of price action (source: @CryptoMichNL on X, Dec 4, 2025). For traders, the immediate level cited is $93,000 alongside close monitoring of Japanese yield dynamics as the key cross-asset backdrop (source: @CryptoMichNL on X, Dec 4, 2025).

According to @CryptoMichNL, Bitcoin (BTC) could test 100,000 dollars after a strong monthly start, source: https://twitter.com/CryptoMichNL/status/1996335395785584913. He expects ETH to outperform BTC, implying a rotation into altcoins, source: https://twitter.com/CryptoMichNL/status/1996335395785584913. He also states the four-year cycle narrative may be fading as a driver this month, source: https://twitter.com/CryptoMichNL/status/1996335395785584913.

According to Michaël van de Poppe, Bank of America will permit its wealth advisers to advise a 1–4% allocation to BTC starting January 1, 2026 (source: Michaël van de Poppe, X post on Dec 3, 2025). According to the author, this outlines a defined Bitcoin exposure band and an effective date relevant for portfolio allocation discussions (source: Michaël van de Poppe, X post on Dec 3, 2025).

According to @CryptoMichNL, the current roughly 35% BTC drawdown fits a still-intact Bitcoin cycle that no longer aligns neatly with the 4-year halving timeline and should be evaluated through macro and flow indicators, source: @CryptoMichNL. The author argues that spot ETF demand has added nearly 60,000 BTC of buy pressure and lifted BTC’s effective floor from the $30k–$40k range toward $80k–$120k, shifting price action toward institutional flows rather than a pure halving-driven supply model, source: @CryptoMichNL. He highlights that risk assets tend to struggle when Gold accelerates, so traders should track Gold strength, PMI trends, QT and high rates, and USD dynamics to gauge risk-on conditions for BTC, source: @CryptoMichNL. He notes a recurring relationship where CNY/USD bottoms aligned with ETH/BTC bottoms in 2016, 2019, and April 2025, implying today’s placement resembles mid-2016 or late-2019 rather than a late-cycle top, source: @CryptoMichNL. From the business-cycle lens, PMI is starting to improve while the Federal Reserve has begun overnight repos, placing markets near a cycle trough consistent with prior early-bull phases, source: @CryptoMichNL. Forward-looking drivers cited include major bank allocation channels to spot BTC ETFs, pro-clarity policy steps for DeFi, and potential monetary easing, while cautioning against rigidly anchoring to the 4-year template, source: @CryptoMichNL. Trading takeaway: favor buy-the-dip accumulation with strict risk controls while monitoring Gold strength, CNY/USD, ETH/BTC, PMI, and ETF flow trends, with the expectation of moderating volatility and yearly returns as BTC matures, source: @CryptoMichNL.

According to @CryptoMichNL, Bitcoin BTC returned -17.86% in November while MN Fund posted -5.93%, indicating a materially smaller drawdown for the fund during the month, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, since July 1 Bitcoin is -15.67% while MN Fund is +0.29%, showing positive performance versus BTC over the same period, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, recent strategy emphasized damage control and risk management over chasing high returns, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, a hybrid trading approach delivered these results in real time, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, there is approximately 30% in unrealized profits in current trading positions that may be realized in the coming months, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, he remains positive and expects to continue outperforming Bitcoin, source: @CryptoMichNL on X, Dec 3, 2025.

According to @CryptoMichNL, MNCapital_vc remains an investor in PEAQ and is holding its position through the drawdown, emphasizing a long-term stance over short-term trading, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, the underperformance of many quality platforms is driven by a difficult macroeconomic environment, creating what he describes as a massive disconnect between fundamentals and price, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, $PEAQ is cited as one of the platforms building strong technology yet facing macro pressure, and current returns have not been rewarding, but he reiterates conviction that long-term investments will pay off, source: @CryptoMichNL on X, Dec 3, 2025. According to @CryptoMichNL, the post disclosed no price targets, timelines, or specific catalysts, offering the concrete takeaway that a named VC backer is continuing to hold rather than rotate in the short term, source: @CryptoMichNL on X, Dec 3, 2025.

According to Michaël van de Poppe on X (Dec 3, 2025), STBL is printing its first higher low since a bottoming formation, which he says signals a potential breakout setup (source: @CryptoMichNL). According to the same post, the initial trigger is a break above the 20-day moving average, after which he targets a move toward the first resistance at 0.10 USD (source: @CryptoMichNL). According to the analyst, he then looks for another higher low to confirm trend continuation, with follow-through targets at 0.18 to 0.20 USD (source: @CryptoMichNL).

According to @CryptoMichNL, SEI recorded one of the strongest bounces yesterday and may see further strength as market sentiment shifts (source: @CryptoMichNL). He notes a massive bullish divergence and a potential new bullish divergence on lower timeframes, indicating ongoing accumulation (source: @CryptoMichNL). With SEI trading around its all-time low, he views this zone as reasonable for building a position from an accumulation perspective (source: @CryptoMichNL).

According to @CryptoMichNL, BTC is trading above the recent high and resistance after a strong move, highlighting a constructive near-term trend. source: @CryptoMichNL He notes that sustaining 92K is a lower-probability outcome in current market sentiment, and losing 92K could trigger long liquidations and a relatively harsh drop. source: @CryptoMichNL He adds that a correction into 88–90K would still be healthy for the trend, as lower timeframes indicate an ongoing uptrend. source: @CryptoMichNL He expects a test of 100K and potentially 105K this month, setting clear upside targets for traders. source: @CryptoMichNL

According to @CryptoMichNL, Bitcoin (BTC) is trading above 93,000 US dollars, signaling a strong monthly start for bulls. According to @CryptoMichNL, upcoming macro catalysts include U.S. unemployment data, PMI releases, and the Federal Reserve next week, implying heightened volatility. According to @CryptoMichNL, traders should prepare for swings around these releases while monitoring BTC’s hold above the 93K area.

According to Michael van de Poppe (@CryptoMichNL), the latest Bitcoin drop could be the final shakeout, with price action resembling prior-cycle fractals but on a longer timeline (source: Michael van de Poppe on X, Dec 2, 2025). He stated that multiple indicators were overextended to the downside in the recent crash, asserting the move had a heavier magnitude than the Luna, FTX, and COVID sell-offs (source: Michael van de Poppe on X, Dec 2, 2025). He added that BTC could still go lower or rebound higher and did not provide specific price levels or timeframes, framing the post as a scenario assessment rather than a directional call (source: Michael van de Poppe on X, Dec 2, 2025). This positions the move as a potential capitulation setup that traders often monitor for reversal risk, though no explicit entry or exit signals were given in the post (source: Michael van de Poppe on X, Dec 2, 2025).

According to @CryptoMichNL, the traditional Bitcoin 4-year halving cycle is no longer a reliable timing model and the current cycle is far from over, signaling traders should avoid basing BTC positioning solely on supply-side schedules. Source: X post by @CryptoMichNL on Dec 2, 2025 https://twitter.com/CryptoMichNL/status/1995946320050487793. He argues mass adoption dynamics cannot be precisely timed to a halving-only cadence, implying longer, more flexible cycle management rather than date-based strategies for crypto portfolios. Source: X post by @CryptoMichNL on Dec 2, 2025 https://twitter.com/CryptoMichNL/status/1995946320050487793.