In his latest summary of the market, a sales and teacher based in Amsterdam Michaël van de Poppe warns that “retail sales are no longer in the markets” and notices that the widely used indicator of the Altcoin season still weakens about 29-point below the 50-point threshold that would signal Bitcoin and the wide market.

On this still behaving background, Van de Poppe claims that the last 38–42 percent of the reflection in Parie ETH/BTC is the first specific sign of capital rotating on the risk curve, repeating the data on the chain, which shows that Ethereum Pazu is not used after months of exploit. “We had a 40% return against Bitcoin in just a week,” he says, “and therefore blue fries or large hats are those that you can watch.”

Crypto Watch List: 5 best altcoins

Poppe Work It occurs on a classic money flow model: funds go from Bitcoin to Ethereum, and then to Altcoins with high capitalization, in the middle of KAP and, in the smallest hats, when animal alcohols really hold. Bearing in mind these frames, he distinguishes five names, which in his opinion sit at different levels of the risk ladder, each with specific macro or sector level.

The first choice, the chain (link) is the “easiest game” by Van de Poppe in the institutional party, because “we need an oracle to provide data in the Web-3 space to connect between Web 2 and Web 3.” The analyst emphasizes that the chart denominated by the Bitcoin Link is “still at a low level”, suggesting asymmetrical growth if the real alty season materializes.

Then Aave (Aave) is on the list of gigantic capitalization. Van de Poppe calls a decentralized loan report “a large capital that means less risk”, but adds that the market is underestimated in providing products to the profitability of banknotes on the chain. In particular, the token attracted thunderous flows in this cycle-noticed with Trump Trump revealed by World World Liberty Financial Inculated Aave with Link and ETH at the beginning of this year.

By sliding the spectrum of capitalization, the analyst turns to the space -time (W), cross chain and the liquidity layer, which he describes as “used for transfer between chains”, with revenues back to the protocol. It means its choice as an exclusive bridge infrastructure for many initiatives in the real world, in which “tokenized T-Bill funds” migrate through the networks. The basics of Wormhole received an escalate in liquidity when Binance replaced the token with four commercial pairs on April 3, 2024, expanding access to both retail and institutional offices.

For investors willing to continue to go on the risk curve, Van de Poppe is emphasized by the PEAQ (PEAQ), a layer 1 focused on depin and machine economy. “It is the largest ecosystem in machine economy and … finally waking up again,” he says, citing data in the chain, which already show over 50 companies and six million lively devices on the web. He claims that the growing number of transactions and partnerships between industries make PEAQ “interesting for investment work” in current valuations.

His smallest mention of capitalization is Alki (ADS), which he calls the “advertising project”, whose revenues “increased 4x from 1.2 million to $ 5 million”, even when the token improved from 0.50 to 0.10 USD during the last macro sale. Alki is positioned as a decentralized advertising exchange, designed to reduce chain fees and ensure transparency in the chain, at its own discretion, which the company can reduce CPM by over 200 percent for advertisers.

Van de Poppe closes the tips for building a portfolio, not price goals. “The greater the market capital, the longer it is in business, the greater the allocation may be because the lower the risk. The smaller and newer the project, the smaller the allocation,” he says.

During the press, total cryptographic market capitalization was USD 3.18 trillion.

A distinguished painting created from Dall.e, chart from tradingview.com