Top analysts reveal 5 Altcoins with significant advantages

In his latest market failure, Amsterdam-based trader and educator Michaël van de Poppe warned that “the retail industry is not yet on the market”, noting that the widely concerned AltCoin season index is still around 29 new feet – below the 50-point threshold, indicating that Bitcoin spins to Bitcoin and the broad market.

Against the still cautious backdrop, Van de Poppe believes that the recent rebound of 38-42% in the ETH/BTC pair is the first concrete sign that capital rotates along the risk curve, echoing the data on the chain, showing a regression after the Ethereum claw-like collapse a few months later. “We’ve got 40% return on Bitcoin in just one week, so blue chips or big hats are the ones to watch out for,” he said.

Encrypted monitoring list: Top 5 Altcoins

Van de Poppe’s paper is based on a classic currency flow model: funds are transferred from Bitcoin to Ethereum, then converted into large altcoins, medium hats, and finally, once animal spirits really take over the smallest hats. Given this framework, he lists five names, he believes sitting on different rungs of the risk ladder, each with a specific macro or departmental level ending.

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The first choice ChainLink (link) is Van de Poppe’s “easiest game” in institutional adoption, because “we asked Oracles to provide data in the Web-3 space to connect between Web 2 and Web 3.” The analysts stressed that Link’s chart with Bitcoin counts was “still at an all-time lowest level”, which suggests that if the real Altsease is composed, it indicates asymmetric upside space.

The next one on the big hat list is AAVE (AAVE). Van de Poppe called the diversified loan agreement “large limits, which means less risk,” but added that the market’s role in bringing bank-grade earnings products to the chain reduces the role of pricing. It is worth noting that the token attracts a compelling flow of this cycle – Donald Trump’s World Liberty Financial disclosed the cumulative AAVE with Link and ETH earlier this year.

The analyst moved the capital spectrum downwards, turning to the Wormhole (W), which he described the cross-chain messaging and liquidity layer “used to transfer between chains”, and revenues revolve back to the protocol. He uses its choice as the exclusive bridge infrastructure for multiple realistic asset plans, with the “tokenized t-bill fund” spanning the network. When Binance listed four trade pairs on April 3, 2024, expanding access to retail and institutional tables, so Binance listed W symbols, the fundamentals of the wormhole gained liquidity improvement.

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For investors willing to take further risks on the risk curve, Van de Poppe highlights Peaq (Peaq), a tier 1 focused on DEPIN and machine economy. “This is the largest ecosystem in the machine economy, … and finally wake up again.” On-chain data has shown more than 50 companies and 6 million devices active on the network. He believes that the growing number of transactions and cross-industry partnerships make Peaq “interesting for investment papers” in its current valuation.

His smallest mention is Alkimi (Ads), which he calls the “advertising project” whose revenues “from $1.2 million to $5 million, even as the tokens corrected from $0.50 to $0.10 in a recent macro-driven sell-off. Alkimi positioned itself as a decentralized AD exchange designed to cut supply chain fees and provide on-chain transparency, which the company claims to cut advertisers by more than 200%.

Van de Poppe ends with portfolio construction proposals rather than price targets. “The bigger the market cap and the longer the business, the bigger your allocation is because the less risk involved. The smaller the project, the smaller the allocation is.”

At press time, the total cryptocurrency market cap was $3.18 trillion.

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