Michaël van de Poppe Reveals Which Altcoins He’s Buying and Selling Now

Crypto analyst Michaël van de Poppe has reshuffled his altcoin portfolio, citing underperformance in some large-cap holdings and growing momentum in smaller-cap tokens.

The decision comes as he prepares for six weeks of international travel, including stops at Token2049 in Singapore, Zebu Live in London, and Smartcon in New York.

Shifting Away from Underperformers

Van de Poppe noted that while several large-cap positions, including Optimism (OP), Sei (SEI), Celestia (TIA), and Bittensor (TAO), remain in his portfolio, their performance has lagged the broader market.

TIA, in particular, fell to new cycle lows, prompting him to exit the position. Similarly, Rocket Pool (RPL) has struggled, breaking well below its 20-week moving average, which he flagged as a warning sign.

Adding Strength: EIGEN, W, and REZ

In response, he rotated capital into assets showing stronger technicals. He sold his TIA allocation at $5.20 and moved into EigenLayer (EIGEN) at $1.73, highlighting the token’s resilience above its 20-week moving average as a bullish indicator. At the same time, he sold his RPL stake of $3,337.50, reallocating into $1,750 worth of W and $1,587.50 worth of REZ, both of which are approaching key breakout levels.

Small Caps Driving Momentum

Van de Poppe emphasized that small-cap tokens have been the real drivers of his portfolio in recent weeks. Holdings such as WOO, W, REZ, PEAQ, and AEVO are showing signs of strength, with several preparing to break above critical technical levels. He also disclosed taking partial profits on AEVO around $0.15 to add more WOO.

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Active Approach in a Dynamic Market

The analyst stressed that opportunity cost drives his decisions: holding weak assets like TIA or RPL, he argued, limits potential upside when stronger performers are available. With Binance listings generating volume spikes and narratives around decentralized exchanges and stablecoins gaining traction, he believes reallocating into technically strong projects is the best way to maximize returns.

Van de Poppe added that he will continue to actively trade these positions during his travels, sharing updates on his Instagram for followers tracking his altcoin strategy.