Crypto Trader Adjusts Portfolio Strategy Amid Market Stagnation

Crypto trader Michaël van de Poppe has made significant changes to his portfolio strategy, injecting $10,000 in fresh capital into select altcoins despite a 60% drawdown in his portfolio.

Van de Poppe is allocating $5,000 directly to NEAR, betting on its consolidation phase signaling a potential upward leg. He's also investing $1,000 in REZ, riding the AI crypto narrative wave. The remaining $4,000 will be used to build a USDC war chest for opportunistic mean reversion trades.

The trader's strategy remains aggressive yet calculated, with an emphasis on technical signals and market sentiment. He anticipates fewer DCA rounds this year, but is preparing for potential rotations into cash or BTC during corrections.