山寨币季节黎明？分析师 Michael van de Poppe 认为看涨转变

著名加密货币分析师 Michael van de Poppe 认为，加密货币市场牛市正在进入“香蕉区”。

Renowned cryptocurrency analyst Michael van de Poppe has provided insight into his approach to altcoin selection and addressed queries regarding his past statements on specific cryptos.

著名加密货币分析师 Michael van de Poppe 深入探讨了他选择山寨币的方法，并回答了有关他过去对特定加密货币的陈述的疑问。

In a recent podcast appearance, Poppe discussed the altcoins he holds in his portfolio, categorizing them into "bigger" and "smaller" sizes based on his expectations for their performance. Among the "big" altcoins, he mentioned Optimism (OP), Celestia (CEL), Bittensor (TAO), and Ethereum Name Service (ENS).

在最近的播客中，波普讨论了他在投资组合中持有的山寨币，并根据他对它们表现的预期将它们分为“较大”和“较小”尺寸。在“大”山寨币中，他提到了 Optimism (OP)、Celestia (CEL)、Bittensor (TAO) 和以太坊名称服务 (ENS)。

As for the "smaller" altcoins, Poppe's picks include Renzo (REZ), Omni Network (OMNI), Rocket Pool (RPL), and Aevo (AEVO). However, he clarified that he posts about other altcoins, which are part of his company's portfolio but not necessarily in his wallet.

至于“较小的”山寨币，Poppe 的选择包括 Renzo (REZ)、Omni Network (OMNI)、Rocket Pool (RPL) 和 Aevo (AEVO)。然而，他澄清说，他发布了有关其他山寨币的信息，这些山寨币是他公司投资组合的一部分，但不一定在他的钱包里。

Responding to a follower's question about why he no longer seems to hold Chainlink (LINK), despite promoting it in the past, Poppe explained that older altcoins don't have the same profit potential as newer ones.

在回答一位追随者关于为什么他似乎不再持有 Chainlink (LINK) 的问题时，Poppe 解释说，尽管过去曾宣传过 Chainlink (LINK)，但旧的山寨币并不具有与新山寨币相同的盈利潜力。

While he still believes Chainlink will do well, considering its crucial role in the decentralized finance (DeFi) sector, Popple feels that newer assets will have a higher return during the bull run.

虽然他仍然相信 Chainlink 会表现良好，但考虑到其在去中心化金融（DeFi）领域的关键作用，Popple 认为较新的资产在牛市期间将获得更高的回报。

The analyst highlighted LINK's exceptional performance in the previous bull cycle, where the altcoin generated nearly 15,000% in returns. However, he expressed less optimism this time, anticipating that LINK could offer a maximum of 15x returns when the bull run begins.

这位分析师强调了 LINK 在上一个牛市周期中的出色表现，该山寨币产生了近 15,000% 的回报。不过，他这次的态度不太乐观，预计牛市开始时LINK最多可以提供15倍的回报。

In comparison, Popple noted that newer altcoins are at a similar stage as LINK was in the previous cycle, presenting the potential for higher profit.

相比之下，Popple 指出，较新的山寨币与上一个周期的 LINK 处于相似的阶段，呈现出更高利润的潜力。

Regarding whether to sell older altcoins to buy newer tokens, Popple stated that it depends on each individual's risk appetite. He noted that older coins could still break their previous all-time highs (ATHs), but the percentage returns would likely be lower, unlike newer crypto assets with less value and a broader frontier of price ranges as their targets.

关于是否出售旧的山寨币来购买新的代币，Popple 表示，这取决于每个人的风险偏好。他指出，较旧的加密货币仍可能突破之前的历史高点（ATH），但回报百分比可能会较低，这与价值较低且目标价格范围更宽的新加密资产不同。

It's crucial to note that the information provided in this article is solely for educational and informational purposes and does not constitute financial advice. Coin Edition strongly encourages readers to conduct thorough research and consult with a qualified professional before making any investment decision.

值得注意的是，本文中提供的信息仅用于教育和信息目的，并不构成财务建议。 Coin Edition强烈鼓励读者在做出任何投资决定之前进行彻底的研究并咨询合格的专业人士。