Mid-2024 saw altcoin prices fall to levels that resembled the bottoms of previous crypto cycles in appearance. In years prior, such dips would end up in huge rallies. But in this one, it did not go as expected. Global economic uncertainty, stringent financial policies, and higher commodity prices compounded the issue, converting anticipated gains into larger losses. It had a lot of investors doubting their stance in the crypto market.
All that being said, there are still some optimists in the trading world. Most think even if prices are low today, long-term prospects for altcoins have not vanished — particularly with genuine innovation and good tech behind most of these ventures.
Van de Poppe Remains Completely Invested in Altcoins
One of the more prominent names in crypto, Michaël van de Poppe, isn’t having it. Even after the recent crash, he’s doubling down on a portfolio comprised of all altcoins. He says himself that it’s a high-risk strategy — one that might pay off exponentially or go totally the opposite direction. His move is emblematic of a widening schism between crypto investors: Is going all-in on altcoins a winning bet, or simply too risky?
Whereas others have moved to safer bets in these uncertain times, Michaël remains convinced that holding on may be a good idea. And yet, he is also aware that going all-in, as he effectively has, with this much publicity, entails stress — both emotional and economic.
Why He’s Still Holding On: The Crypto Market’s Four-Year Rhythm
Michaël’s conviction is linked to what most people refer to as the four-year crypto cycle — a
recurring pattern that appears to structure crypto markets over time. In his view, market conditions last summer 2024 resembled the times leading up to previous altcoin manias. That’s why he was specifically targeting projects such as Optimism, Wormhole, and Renzo.
By that time, such tokens were selling at their lowest points, as it happened in previous cycles when they subsequently ballooned in price. Yet, this time the world’s economic dynamics disrupted everything. Even large coins such as Ethereum were affected, losing over half of their value in early 2025 — something that never occurred in previous rallies.
Strong Projects, Weak Prices
Even during the bear market, Michaël remains optimistic. He notes that a lot of altcoins are actually making good strides in development, even though that’s not reflected in their market cap. Consider Optimism, for example — the development is progressing steadily, but it’s still way below what he bought it for.
He thinks the price drop is less about loss of value and more about fear and sentiment in the market. He compares it to 2019–2020, when the market remained calm for some time before altcoins made huge amounts of money. At that time, those who simply held or staked their tokens found themselves with good returns. He is hoping for the same this time.
Looking Ahead: Is This the Last Easy Crypto Cycle?
Michaël believes this is potentially the last significant opportunity to profit greatly from crypto without the intense competition that will supposedly follow in the future. With conventional financial organizations stepping in and emerging technology such as AI, DeFi, and DePIN developing rapidly, he believes they are quickly maturing.
That’s why he thinks that there’s a narrow window left — and he’s shooting now, while prices remain cheap and opportunity is great.
Disclaimer:
This article is for informational purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.
