Michaël van de Poppe, a well-known crypto analyst, recently disclosed a significant 65% drop in his portfolio. In this article, he shares the key assets and risks he is facing.
Portfolio Status
In a recent post on social media, van de Poppe revealed that his holdings are down by 65% from their peak. Despite this, he continues to adjust his portfolio monthly.
Stable Assets
Among the more stable positions, he highlighted coins such as Celestia (TIA), Optimism (OP), Sei (SEI), and Bittensor (TAO). These assets are closely tied to the Ethereum and modular blockchain ecosystems and form the foundation of his long-term outlook.
Risk Positions
On the higher-risk side, he mentioned holding smaller stakes in newer or more volatile assets such as Wormhole (W), Omni Network (OMNI), Renzo (REZ), Aevo (AEVO), and Rocket Pool (RPL). These positions reflect his interest in DeFi infrastructure and emerging Ethereum-based technologies.
As the crypto market faces renewed volatility, van de Poppe remains hopeful for a recovery that could bring potential upside between 100% and 120%.
