Guavy AI Editorial TeamSentiment: 2Clout: 85

Van de Poppe Challenges Bitcoin Bottom Consensus with Contrarian Altcoin Play

Michaël van de Poppe is questioning the widely-held consensus that Bitcoin's price will bottom out in October 2026 at $45,000. He argues that when markets expect a particular outcome, they often move in the opposite direction.

In a recent tweet, Van de Poppe mocked the certainty around this scenario, saying 'That's at least what everybody expects to see happening in these markets. And just as everybody expects it, for sure we'll see it happening, right?' He believes that Bitcoin has broken back into its trading range and could start grinding higher if momentum continues.

Van de Poppe also revealed his top 5 altcoins, which are NEAR, TAO, EIGEN, W, and ONDO. These assets have shown relative strength in recent months and reflect dominant crypto themes such as scalable infrastructure, decentralized AI, restaking, and tokenized real-world assets.

The founder of MN Fund emphasized that his views are not bearish, but rather contrarian, as he is questioning the certainty of a deeper October low rather than calling for immediate upside in Bitcoin's price.