Crypto guru Michael van de Poppe's portfolio has shrunk by 65% - here are his current holdings


- Renowned crypto strategist Michael van de Poppe has shared data on his current altcoin portfolio, marking a significant decline.


In a recent social media post, the analyst said that his portfolio has dropped by about 65% from its peak.

Despite the losses, van de Poppe noted that his portfolio includes both less risky assets with moderate volatility and riskier ones. Among the stable positions, he singled out Celestia (TIA), Optimism (OP), #Sei (SEI) and Bittensor (TAO) as key constituents. These coins, linked to the #Ethereum and modular blockchain ecosystems, form the basis of his long-term expectations.

As for riskier assets, he mentioned small stakes in newer and more volatile projects such as Wormhole (W), Omni Network (OMNI), Renzo (REZ), Aevo (AEVO) and Rocket Pool (RPL). These positions reflect his interest in decentralized finance infrastructure (DeFi) and promising Ethereum-based technologies.

Recognizing the current downturn, van de Poppe said he will continue to adjust the portfolio on a monthly basis. He believes that if the market recovers to previous highs, the potential upside could be between 100% and 120%. His openness is relevant at a time when the cryptocurrency market is again facing volatility and capital is flowing from some tokens to others focused on specific narratives and ecosystem projects.


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July 10, 2025 at 2:04 AM
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