Michaël van de Poppe

This is the conversation that made me even more bullish on $SUI. Somewhere in this conversation Evan Cheng and I started joking about home robots. One day you come home, he said, and it's not cleaning your house: "it's cleaning OUT your house. And walking away with everything." We were laughing. Then he added: "If you really think about it, it's entirely possible." And that's basically the whole episode. @evanweb3 built developer tools at Apple and Meta before founding Mysten Labs, the company behind @suinetwork. We recorded in Singapore, where I was speaking at SUI Basecamp, and honestly, this became one of those conversations where I walked in with questions about stablecoins and walked out rethinking how the internet works. His core point, the one I keep replaying: "The web is built for humans. You cannot retrofit it to handle agents." Everything online assumes a human on the other end, identity, trust, the fact that you can sue someone. Agents break all of it. His example hit home because I told him I get phishing mails daily that even make ME hesitate (and I confessed to my 50,000 unread emails, which he graciously ignored). Now imagine your agent reading those mails with full access to your accounts. His words: "Email is the biggest freaking attack vector... such a legacy protocol." And his most honest line, about how this plays out: "Disaster will happen. That's part of the progress." That’s already what’s happening in the world nowadays. PHP websites aren’t safe anymore, even freezers and fridges are being hacked. Our infrastructure needs to be updated, and that’s why this episode and SUI became so important. Thanks to @OKX for being today’s sponsor of the show. Timestamps: 00:00 - Intro 01:30 - When Will We Stop Talking About Blockchain? 05:44 - Why Stablecoins Finally Took Off 09:22 - What Stops Normal People From Using Stablecoins 11:38 - Can You Insure An AI Agent? 15:14 - Who Pays When Your AI Agent Gets Hacked? 23:05 - Is It Too Late To Stop AI? 29:15 - Why The Internet Will Break For AI Agents 32:11 - How One Email Could Empty Your Bank Account 35:03 - "Disaster Will Happen" 38:36 - How To Stop An AI Agent From Going Rogue 46:11 - How Sui Wants To Win The Agent Economy 47:23 - Why Sui? 53:23 - Where Sui Will Be In A Year

The Netherlands' government is falling apart. It's happening over the famous 'Box 3 Taxing'. The cabinet couldn't reach an agreement between the parties, so they opened it up to other parties and decided to go left on the spectrum. End result: 38.5% realized gains tax on every euro you make. Absolute fucking insanity. The right-wing liberal party essentially said: nope, we can't support this. The cabinet is likely to fall in the next few days.

Decent day for #Bitcoin. It's holding the 200-Day MA and slowly crawling upwards. First step to break through: $75,000. If that breaks, we're getting into better territory.

Now is the time to be bullish. The biggest wealth transfer to #Crypto is literally around the corner, and you want to sell during a 20% correction? Buckle up and add more. That's the play.

It seems like we're not going to get that incredible entry on $NEAR. More and more #Altcoins are reaching the end stage of the correction, signaling that the market may be done selling. One of them: $NEAR, obviously. These are the zones you wish you'd been able to accumulate on when $NEAR was $5+.

#Bitcoin holds above the 200-Day MA. That's great news. It's not confirmed, yet. I'd much want to see a clear breakthrough above the following levels and then I'm turning an absolute incredible bull. - $75,000 - $77,200 - 21-MA If that all happens, we're going to $100,000.

I'd love to see a higher low being built for Gold. It's still trending down and couldn't clearly make a higher high. If this doesn't hold the $3,960 support level, I think we'll continue to fall, and we might go substantially below $3,700. Remember, I'm bullish on Gold, but not on price. I think we'll revisit the <$3,000 area, and the lower it gets, the more I'm willing to allocate capital to it.

My next step in my journey was to build a product that enables investors to invest in blockchain protocols, #Bitcoin, and other assets and outperform Bitcoin. There's no other goal. Very pleased that we've succeeded and have outperformed by 38% since our launch by running multiple strategies within one fund. We're only getting started, and given that we've been able to reduce drawdowns in the bear market, we have plenty of opportunities heading into a bull cycle. Make sure to reach out or download our information on our website: mnfund.nl

It's the 1998 of the Agentic Economy. In 1998, nobody understood why you'd want to use a mobile phone. At the end of the day, everybody uses one. Now, nobody understands why you'd want to have AI Agents work for you. In a few years, everyone does. That's why free transactions on a blockchain are the USP behind AI Agents interacting on your blockchain using your stablecoin. That's the thesis of $SUI. I agree with that part, and, on top of that, we're finally getting into an ecosystem that attracts value towards its underlying token. @EvanWeb3 @new_era_finance

#Crypto is far from dead. It's just boring at this point, and it's quite clear that institutions want to build payment rails on top of blockchain, as the current financial infrastructure isn't ready for AI. Be more bullish on the markets.

#Bitcoin is copy/pasting the exact price action from 2023. It's seen a strong move upwards as the first step into the bull cycle. Another sweep higher, with a clear higher high. Now, it's sweeping the recent low + finding support at the 200-Day MA. One thing is clear, and I keep repeating it: once we're seeing a reversal, it might go super fast, as there's a ton of short liquidity ready to be pushed out of the market.

There's at least some strength in the markets, currently. $AVAX and $ETHFI are acting relatively strong; once the markets turn, I expect them to break out strongly. Especially with the recent news about $AVAX, that's a good sign for more upward momentum.

I don't see many reasons to be looking for longs on #Bitcoin. On the lower timeframes. If this flips $75,000, that would be a strong trigger. Other than that, sweeping the lows and then reclaiming it is my second trigger. Given that liquidity is being sucked out of the markets, it's a bit tricky to be going for them. However, from an investment perspective, fabulous areas to be accumulating.

There's a big gap between the $NQ and #Bitcoin. That's interesting. Nasdaq has seen a sweep, and it reclaimed it quite quickly. In fact, it's acting super strong today too, up more than 1%. #Bitcoin, on the other hand, continues to show weakness. Why? I think it has everything to do with liquidity being sucked out of the markets ahead of the upcoming Anthropic IPO. I don't see much happening before then unless something surprising happens in the markets. If the IPO takes place, just like $SPCX, liquidity will flow back into the crypto assets.

Now is not the time to be bearish. Now is the time to be bullish. Be more bullish than ever. We're in 2016. The big adoption curve is coming with #Crypto. Use those dips to accumulate more. Be patient. Enjoy the ride.

$NEAR doesn't want to give the sweep of the low, just yet. It's still in a long downtrend and that's why you'll be required to remain cautious on entering positions on this one. Other than that, if the sweep at $3.50 takes place and we reclaim levels, it's going to be fun again.

I've got my eyes on this interesting wick that we have on #Bitcoin. Yes, the chart looks absolutely horrific, and bears are in euphoria. Rightfully so. However, in a bull market, you'll be required to go through multiple corrections. This is one of them. In 2023/2024, we've seen multiple versions of this, and in the first breakout, we've seen a range low sweep take place. I don't think that this is much different from that, actually. Sure, I've got my bids placed on lower levels in order to accumulate some Bitcoin (wow, are you buying Bitcoin?). If we want to get bullish again, I clearly want to see $75,000 being reclaimed for support and then, things can move fast. This happened in the previous correction and I won't be surprised we'll see a fast move taking place when the markets turn again.