Top Crypto Trader Michaël van de Poppe’s Portfolio Down 65%—Here’s What He’s Holding
Well-known crypto strategist Michaël van de Poppe has opened up about the performance of his current altcoin portfolio, revealing a substantial downturn.
In a recent post on social media, the analyst disclosed that his holdings are down by roughly 65% from their peak.
Despite the loss, van de Poppe says his portfolio spans both safer, lower-volatility assets and higher-risk plays. Among the more stable positions, he highlighted Celestia (TIA), Optimism (OP), Sei (SEI), and Bittensor (TAO) as core components. These coins, tied closely to the broader Ethereum and modular blockchain ecosystems, form the foundation of his long-term outlook.
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 decentralized finance (DeFi) infrastructure and emerging Ethereum-based technologies.
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While acknowledging the current drawdown, van de Poppe said he continues to adjust his portfolio monthly. He believes that, should the market recover to prior highs, the potential upside could land between 100% and 120%.
His openness comes as the broader crypto market faces renewed volatility, with capital rotating between narrative-driven tokens and ecosystem-specific projects.
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