頂級加密分析師對Altcoins遭受了60％的攻擊，但他沒有退縮

加密分析師MichaëlVande Poppe最近在坦率的YouTube視頻中向聽眾開放，反映了他的投資旅程中艱難的一章。

Crypto analyst Michaël van de Poppe has shared a candid reflection on a tough investment chapter, revealing a 60% hit on his altcoin portfolio.

加密分析師Michaëlvan de Poppe在艱難的投資章節上分享了坦率的反思，揭示了他的Altcoin投資組合有60％的命中。

Taking to YouTube to update his audience, the analyst admitted that his decision to go all-in on altcoins during the summer of 2024 proved to be ill-timed. Starting with a $110,000 portfolio, he saw his holdings dwindle to just $36,500.

分析師向YouTube更新他的聽眾，承認他在2024年夏季全力以赴的決定被證明是不合時宜的。從一筆110,000美元的投資組合開始，他看到自己的股份減少到36,500美元。

This isn’t the first time Van de Poppe has weathered major portfolio declines. He drew parallels with a previous cycle, where he lost 80% of his portfolio during a bear market but saw his investments multiply by 100x afterward.

這不是Van de Poppe首次度過主要投資組合的下降。他與以前的周期相似，在熊市中，他損失了80％的投資組合，但之後他的投資乘以100倍。

With that experience in mind, he’s now adjusting his approach rather than retreating from the market. One of his latest moves involved exiting a $20,000 position in ENS and reallocating those funds into other altcoins, part of a broader effort to rebalance his portfolio.

考慮到這一經驗，他現在正在調整自己的方法，而不是從市場上退縮。他的最新舉動之一是退出ENS的20,000美元職位，並將這些資金重新分配給其他Altcoins，這是重新平衡其投資組合的更廣泛努力的一部分。

“I’m going to be applying a rebalancing model, either monthly or quarterly, where I rebalance out of the positions and put it into other positions to be able to rotate the portfolio a bit more,” he explained.

他解釋說：“我將應用一個每月或每季度的重新平衡模型，在這裡我重新平衡職位，並將其置於其他位置，以便能夠再旋轉投資組合。”

Further highlighting the macroeconomic stressors contributing to the altcoin downturn, Van de Poppe pointed to global currency pressures — specifically the weakening of China’s yuan against the U.S. dollar — as a factor putting riskier assets under pressure.

范德波普（Van de Poppe）進一步強調了宏觀經濟壓力源導致山寨幣低迷，指出了全球貨幣壓力，特別是中國人民幣兌美元兌美元的壓力，是將風險較高的資產置於壓力下的因素。

He also noted that overall interest in the crypto market has dried up significantly, now reaching levels last seen in August 2023, indicating a prolonged bearish phase.

他還指出，對加密貨幣市場的總體興趣已經大大枯竭，現在達到了2023年8月最後一次出現的水平，表明看跌階段延長。

Despite the downturn, Van de Poppe remains optimistic, believing that periods of low sentiment often set the stage for major opportunities.

儘管經歷了低迷，范德波佩仍然樂觀，認為低情感時期通常為主要機會奠定了基礎。

“My plan is to stick to the strategy, rebuild the portfolio more over the next 6 to 12 months, and then we’re going to have a lot of long-term opportunities once this storm has passed,” he concluded.

他總結說：“我的計劃是堅持這項策略，在接下來的6到12個月中重建投資組合，然後一旦這場風暴過去，我們將獲得很多長期的機會。”