顶级加密分析师对Altcoins遭受了60％的攻击，但他没有退缩

加密分析师MichaëlVande Poppe最近在坦率的YouTube视频中向听众开放，反映了他的投资旅程中艰难的一章。

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

加密分析师Michaëlvan de Poppe在艰难的投资章节上分享了坦率的反思，揭示了他的Altcoin投资组合有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.

分析师向YouTube更新他的听众，承认他在2024年夏季全力以赴的决定被证明是不合时宜的。从一笔110,000美元的投资组合开始，他看到自己的股份减少到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.

这不是Van de Poppe首次度过主要投资组合的下降。他与以前的周期相似，在熊市中，他损失了80％的投资组合，但之后他的投资乘以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.

考虑到这一经验，他现在正在调整自己的方法，而不是从市场上退缩。他的最新举动之一是退出ENS的20,000美元职位，并将这些资金重新分配给其他Altcoins，这是重新平衡其投资组合的更广泛努力的一部分。

“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.

他解释说：“我将应用一个每月或每季度的重新平衡模型，在这里我重新平衡职位，并将其置于其他位置，以便能够再旋转投资组合。”

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）进一步强调了宏观经济压力源导致山寨币低迷，指出了全球货币压力，特别是中国人民币兑美元兑美元的压力，是将风险较高的资产置于压力下的因素。

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.

他还指出，对加密货币市场的总体兴趣已经大大枯竭，现在达到了2023年8月最后一次出现的水平，表明看跌阶段延长。

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

尽管经历了低迷，范德波佩仍然乐观，认为低情感时期通常为主要机会奠定了基础。

“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.

他总结说：“我的计划是坚持这项策略，在接下来的6到12个月中重建投资组合，然后一旦这场风暴过去，我们将获得很多长期的机会。”