Calls
4
Michaël van de Poppe
Founder and CIO, MN Capital and MN Fund
Win Rate
50.0%
return
-4.9%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 21
$59.17
+14.5%
Hyperliquid is undervalued with low P/E ratios relative to growth, driven by tokenization, ETF inflows, and European trader adoption. Expects HYPE to run to $100 or more, comparing favorably to Solana.
Crypto Assets
Long
May 21
$1.86
+2.3%
NEAR is an undervalued AI crypto play compared to overhyped AI IPOs. Revenue grew from $10M to $70-100M with buybacks, yet valuation is only ~$1B, offering asymmetric upside.
Crypto Assets
Long
May 21
$87.63
-10.8%
Solana is transitioning from DePIN to institutional blockchain and is a strong long-term conviction hold, preferred over Hyperliquid for the long haul.
Crypto Assets
Long
May 21
$286.96
-25.5%
Bittensor is an AI infrastructure layer that has dropped 70-80% in price despite ecosystem expansion. Expects a return to fair value at $1,000-$2,000.
Crypto Assets
Showing 4 of 4 picks · sorted by mentions
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Michaël van de Poppe has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: SOL, HYPE, NEAR.
