While Bitcoin broke records last year, altcoins performed more subdued. Altcoin investors, disappointed by the surge in 2025, are eagerly anticipating the coming period.
At this point, popular analyst Michael van de Poppe argues that the long-running altcoin bear trend is finally coming to an end.
In his latest YouTube video, the analyst stated that his belief in altcoins remains unchanged, adding that approximately 98% of his portfolio is currently allocated to altcoins, but he does not plan to hold them all indefinitely.
Poppe stated that his strategy involves rotating between different coins, actively trading during market fluctuations, and taking profits during rallies, adding that he plans to gradually increase his holdings of Bitcoin, Ethereum, and cash to mitigate risk.
Poppe also revealed some of his altcoin choices, stating that he is particularly focused on the altcoin Avalanche.
The analyst, who recently invested $3,000, stated that he plans to buy more if $AVAX regains the $7 level and then forms an upward divergence. He added that he plans to make this investment between $7,000 and $10,000.
Poppe states that he believes $AVAX’s increasing RWA activity makes its current valuation attractive.
Secondly, Poppe stated that he is focusing on the altcoin $NEAR, explaining that $NEAR rose from approximately $1.20 to $3.50, during which time he sold some of his holdings, and that he plans to be more active in future corrections.
His portfolio also includes Wormhole, representing approximately 17% of his assets, and EigenLayer, with a share of about 11%. He said he is considering buying and selling EigenLayer more actively.
Finally, Poppe, who also mentioned that $AAVE is in his altcoin portfolio, pointed out that there is an important signal for $AAVE as well. After remaining below its 21-day and 50-day moving averages for about a year, $AAVE finally broke above these averages, which, according to the analyst, indicates that $AAVE may be entering a new bull phase.
Poppe concludes by saying that this assessment reflects his personal market expectations and that each investor should make their own individual decisions.
*This is not investment advice.