Michaël van de Poppe

Founder and CIO, MN Capital and MN Fund
· tracked since May 2026
Calls 4 1 Posts tracked · 0.2/day
Calls
7d 4
30d 4
90d 4
Best Calls
NEAR long +41.6%
HYPE long +0.3%
Worst Calls
SOL long -4.7%
TAO long -2.6%
Most Mentioned
SOL ×1
HYPE ×1
NEAR ×1
Recent Calls
TAO long 6 days ago
NEAR long 6 days ago
SOL long 6 days ago
Win Rate 50% Long 4 Short 0
Win Rate
7d —
30d —
90d —
Average Return +8.6% Long Return +8.6% Short Return -
Average Return
7d —
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
HYPE Hyperliquid Hyperliquid
Long
May 21
$59.17
+0.3%
Hyperliquid can reach $100 or more.
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
YOUTUBE
NEAR NEAR Protocol NEAR Protocol
Long
May 21
$1.86
+41.6%
NEAR is undervalued AI crypto play.
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
YOUTUBE
SOL Solana Solana
Long
May 21
$87.63
-4.7%
Solana is long-term conviction hold.
Solana is transitioning from DePIN to institutional blockchain and is a strong long-term conviction hold, preferred over Hyperliquid for the long haul.
Crypto
YOUTUBE
TAO Bittensor Bittensor
Long
May 21
$286.96
-2.6%
Bittensor could reach $1,000-$2,000.
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
YOUTUBE
Showing 4 of 4 picks · sorted by mentions