Crypto analyst Michaël van de Poppe says this week’s market action showed how most altcoins still lack strong conviction. According to him, altcoins continue moving alongside Bitcoin, but the moment BTC slows down or corrects slightly, many of them fall much harder.
The analyst admitted he made a mistake rotating funds between altcoins too early during the recent volatility. Instead, he now prefers a more patient and selective approach while Bitcoin remains near local highs.
Hyperliquid (HYPE)
Van de Poppe pointed to Hyperliquid as one of the stronger opportunities right now because it helps reduce portfolio correlation. Unlike many altcoins moving exactly with Bitcoin, HYPE offers slightly different market behavior, making it a more attractive positioning choice during volatile conditions.
Wormhole (W)
The analyst recently added to Wormhole around the $0.0160 region after rotating part of his Renzo position. Even though he later admitted the timing was aggressive, he still appears optimistic on Wormhole’s longer-term setup after the recent market pullback.
Renzo (REZ)
Despite trimming part of his holdings, Van de Poppe still sees value in Renzo. However, he stressed that after a massive 150% rally from the lows, traders should focus more on buying dips rather than chasing strength.
Optimism (OP)
Van de Poppe became more cautious on Optimism after its recent run-up. According to him, coins that already rallied hard over multiple weeks may struggle if Bitcoin faces another correction, making aggressive new entries riskier right now.
The analyst explained that correlations across altcoins remain extremely high at the moment. That means if Bitcoin drops 3-4%, many altcoins could easily fall 15-25%.
Because of that, he now prefers holding larger cash positions and waiting for better entry opportunities during sharp corrections rather than constantly rotating between assets.
For now, Van de Poppe says the broader correction may be close to ending, but traders should still stay patient as volatility across altcoins remains very high.
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