加密貨幣交易員 Michaël van de Poppe 分享關於他的高風險、全山寨幣投資組合策略的見解

加密貨幣交易員兼分析師 Michael van de Poppe 分享了他對當前市場週期的高風險、全山寨幣投資組合策略的見解。

Cryptocurrency trader and analyst Michaёl van de Poppe shared his high-risk, all-altcoin portfolio strategy for the current market cycle.

加密貨幣交易員兼分析師 Michaёl van de Poppe 分享了他對當前市場週期的高風險、全山寨幣投資組合策略。

The Deribit options lead and Bybit affiliate shared his approach during a recent YouTube livestream.

Deribit 選擇權負責人和 Bybit 附屬公司在最近的 YouTube 直播中分享了他的方法。

According to van de Poppe, the upcoming period will be favorable for altcoins due to increased global liquidity from China and potentially the U.S. He anticipates Bitcoin (CRYPTO: BTC) to reach $90,000-$100,000 in the final months of the year, which will boost confidence in altcoins.

van de Poppe 表示，由於中國和美國的全球流動性增加，未來一段時間將對山寨幣有利。提振信心以山寨幣形式。

"I personally believe that the upcoming period is going to be favorable for altcoins. We're seeing a lot of global liquidity coming out of China and potentially the U.S., and I think that's going to be driving a lot of capital into the altcoin market," said van de Poppe.

「我個人認為，未來一段時間將對山寨幣有利。我們看到大量的全球流動性來自中國，也可能來自美國，我認為這將推動大量資本進入山寨幣市場，」范德波普說。

The analyst's portfolio consists of four larger altcoins and four smaller, higher-risk tokens.

該分析師的投資組合由四種較大的山寨幣和四種較小、風險較高的代幣組成。

The larger holdings are an Ethereum layer-2 solution Optimism (OP/USD), Celestia (TIA/USD), a Modular blockchain infrastructure, AI-focused blockchain, Bittensor (TAO/USD) and, Ethereum Name Service (ENS/USD), the Domain name service for Ethereum.

持有量較大的是以太坊第2 層解決方案Optimism (OP/USD)、Celestia (TIA/USD)、模組化區塊鏈基礎設施、以人工智慧為中心的區塊鏈、Bittensor (TAO/ USD) 和以太坊名稱服務(ENS/USD) ，以太坊的網域服務。

Meanwhile, the smaller holdings are a liquid staking protocol Renzo (REN/USD), Omni Protocol (OMNI/USD), one more liquid staking solution, decentralized Ethereum staking, Rocket Pool (RPL/USD), and a decentralized exchange Dydx (DYDX/USD).

同時，規模較小的資產包括流動性質押協議Renzo (REN/USD)、Omni Protocol (OMNI/USD)、另一種流動性質押解決方案、去中心化以太坊質押、Rocket Pool (RPL/ USD) 和去中心化交易所Dydx (DYDX) /美元）。

Van de Poppe highlighted the high-risk nature of his strategy, adding, "I wouldn't advise doing that but in my portfolio, I've got four large altcoins and four smaller altcoins."

Van de Poppe 強調了他的策略的高風險性質，並補充道，“我不建議這樣做，但在我的投資組合中，我有四種大型山寨幣和四種較小的山寨幣。”

He noted that he plans to actively swing trade these positions, aiming for 100-500% gains before taking profits.

他指出，他計劃積極地對這些頭寸進行波段交易，目標是在獲利之前獲得 100-500% 的收益。

"I'm planning to swing trade these positions actively, aiming for 100-500% gains before taking profits. I'll be looking at technical indicators, market news, and my own experience to decide when to enter and exit trades," said van de Poppe.

「我計劃積極地對這些頭寸進行搖擺交易，目標是在獲利之前實現100-500% 的收益。我將查看技術指標、市場新聞和我自己的經驗來決定何時進入和退出交易，」他說範·德·波普.

Regarding market predictions, he’s optimistic: "My prediction for the upcoming years for the cryptocurrency markets is that we’re going to the Moon."

關於市場預測，他很樂觀：“我對未來幾年加密貨幣市場的預測是我們將登上月球。”

He anticipates his portfolio could potentially achieve a 10x return in the next six months, although he plans to rotate into newer coins and more risk-averse assets as the cycle progresses.

他預計他的投資組合可能在未來六個月內實現 10 倍的回報，儘管他計劃隨著週期的進展轉向更新的代幣和更規避風險的資產。

"I think that my portfolio has the potential to achieve a 10x return in the next six months. However, I'm planning to rotate into newer coins and more risk-averse assets as the cycle progresses," said van de Poppe.

van de Poppe 表示：“我認為我的投資組合有潛力在未來六個月內實現 10 倍的回報。不過，我計劃隨著週期的進展，轉向更新的代幣和更多規避風險的資產。”

While van de Poppe’s all-in altcoin approach is extremely risky, his insights offer a glimpse into how some experienced traders are positioning themselves for what they believe could be a significant bull run in the crypto markets.

雖然 van de Poppe 的全押山寨幣策略風險極大，但他的見解讓我們得以一窺一些經驗豐富的交易員如何為他們認為可能出現的加密貨幣市場的重大牛市做好定位。