@CryptoMichNL · CIO & Founder @MNFund_ and @MNCapital_vc | Host of @new_era_finance | Macro-Economics, Value Based Investing & Trading | Crypto & Bitcoin Enthusiast
Coverage 15 Apr 2026 – 20 Oct 2026
Caller Score
61
Top 39% · #4 of 9 ranked
Scored calls
52
0 pending · 0 unresolved
Hit rate
57.6%
19 correct / 14 incorrect · 19 neutral
Avg 4h return / call
-0.11%
Avg return per call (4 hour horizon)
Following every call
-5.7%
Equal stake on all 52 calls resolved in the last 30 days
Mean alpha
+0.04%
Return minus the same bet on BTC (BTC calls vs cash)
Each component is shrunk toward the cohort mean by sample size (k = 20) and ranked as a percentile among callers in this view; the weighted blend (55) orders the cohort, and the Caller Score is the position in it. 13% of these calls stated a timeframe.
| Component | Value | Percentile | Weight |
|---|---|---|---|
| Hit rateShare of directional calls that were right (neutral moves excluded) | 60.2% | 88 | 20% |
| Follow-the-calls drawdownWorst peak-to-trough of taking every call at equal stake (lower is better) | −24.8% | 8 | 15% |
| Mean alphaAverage return minus the same bet on BTC over the same period | +0.04% | 19 | 25% |
By month resolved · 4 hours horizon
117 records · every scored call links to its source post and price evidence
“$ETH has been chopping around for a long time now, so it's just a matter of time before we'll be seeing a big breakout taking place. https://t.co/LzfZqo0C7w”
| ConsistencyShare of the window's weeks (days for short windows) with a scored call |
| 100.0% |
88 |
| 15% |
| Risk-adjusted returnMean alpha divided by the volatility of the assets called | 0.03 | 73 | 25% |
30 days · 4h
“This is correct. A very bullish chart on #Bitcoin. https://t.co/beHrQrZlKX”
“Multiple indicators are showing that #Bitcoin is bottomed out. It is. It's actually great that today #Bitcoin should be bottoming, but instead, it's up more than 40% from the lows. Markets become more complex, so throw your consensus thesis out of the window, it won't work anymore.”
“Even though there's a minimal correction taking place on #Bitcoin, the structure remains bullish enough for a lot more upside. https://t.co/uKg9RjlfUl”
“My Top #Altcoin Picks for October The portfolio just crossed $180,000 and it's ready for another leg up, but only if I'm positioned right. Here's exactly what I'm holding going into October and the thinking behind each position. The setup #Bitcoin made a new higher high, the signal that we're turning from bear into bull. $ARB (+270% off a divergence that built the whole of 2026) and $SUI breaking out are the confirmation: price moved first, the narrative is only now waking up. That's the backdrop for how I'm positioned. The book $NEAR, Still core, but I see the short-term upside as capped after the run from $1.20–1.80 to $4+. I'm not chasing it here; I'd rather take profit into strength and look to buy back in a correction. It's the bridge asset to the ZEC strength, so I'm not exiting the thesis, just the froth. $EIGEN, Added end of August. The entire $ETH narrative hasn´t shown strength and on top of that, this one is accumulating for more than nine months in an accumulation range. $TAO, Long-held conviction position. One of the strongest narratives in the space is the AI narrative. $NEAR did great, $VVV did great, matter of time until $TAO picks up momentum too. $PLUME, Newest addition. Similar reasoning as why I’m holding $ONDO. The RWA narrative is about to break fiercely. $W (Wormhole), My bet on the $SOL ecosystem that’s now in the corners of ‘pain’. Cash, Deliberately building a cash position. The goal this month isn't to be fully deployed, it's to have dry powder ready for the harsh corrections that always come in runs like this. The strategy from here Compound the returns, lock profit on the way up, and keep enough cash to buy the corrections instead of getting caught in them. Rotation over conviction-holding when the upside caps out. This is my actual portfolio, not a watchlist.”
“My Top #Altcoin Picks for October The portfolio just crossed $180,000 and it's ready for another leg up, but only if I'm positioned right. Here's exactly what I'm holding going into October and the thinking behind each position. The setup #Bitcoin made a new higher high, the signal that we're turning from bear into bull. $ARB (+270% off a divergence that built the whole of 2026) and $SUI breaking out are the confirmation: price moved first, the narrative is only now waking up. That's the backdrop for how I'm positioned. The book $NEAR, Still core, but I see the short-term upside as capped after the run from $1.20–1.80 to $4+. I'm not chasing it here; I'd rather take profit into strength and look to buy back in a correction. It's the bridge asset to the ZEC strength, so I'm not exiting the thesis, just the froth. $EIGEN, Added end of August. The entire $ETH narrative hasn´t shown strength and on top of that, this one is accumulating for more than nine months in an accumulation range. $TAO, Long-held conviction position. One of the strongest narratives in the space is the AI narrative. $NEAR did great, $VVV did great, matter of time until $TAO picks up momentum too. $PLUME, Newest addition. Similar reasoning as why I’m holding $ONDO. The RWA narrative is about to break fiercely. $W (Wormhole), My bet on the $SOL ecosystem that’s now in the corners of ‘pain’. Cash, Deliberately building a cash position. The goal this month isn't to be fully deployed, it's to have dry powder ready for the harsh corrections that always come in runs like this. The strategy from here Compound the returns, lock profit on the way up, and keep enough cash to buy the corrections instead of getting caught in them. Rotation over conviction-holding when the upside caps out. This is my actual portfolio, not a watchlist.”
“$PLUME is looking for a strong breakout here as it's facing a higher timeframe resistance. Will be fun. https://t.co/MtUkmjntLO”
“The thing with this is: Rates going up is okay, but not if they get too high. Rate cuts is going to be disastrous. The FED is moving into such a tiny corner at this point, that we're trading in reverse time. That's the time that you'll see the largest amount of gains on #Bitcoin and #Crypto, but once the tables turn, it can go fast.”
“The fun part with $ETH is that there is no breakout on Ethereum as of yet. I think that the next push upwards will surprise a lot of people and generate lot more FOMO. https://t.co/OF0Rx4eqi4”
“Phenomenal skills when it comes to making analysis with a pencil. Anyways, it's quite clear that #Bitcoin doesn't want to go down and that it's the upper scenario. Flipping $85,000 would be a trigger that we're going to be seeing more upwards momentum here and potentially even seeing $90,000 as a next target.”
“It's very comparable by what we've seen in the previous cycle for #Bitcoin. Breakout upwards, after a massive bullish divergence has been created. What's next? I think that we'll touch $100,000 in the coming period and that would be the psychological resistance that we're likely will be hitting and a period of consolidation starts. Then, in 2027, we'll blast through all-time highs like butter and we'll be making significantly higher all-time highs than what we're expecting right now.”
“The reason that this happens is that a lot of people were confused on the previous bear market correction on #Bitcoin. They were anticipating the same correction as in previous cycles. The difference; the sigma volatility upside previously in the bull market was way less too. That means, we don't need to have the same downside as in previous cycles, because the upside has been different too. This cycle is different, and this cycle will be referred to as the 'Crypto' cycle in the future as it will have a https://t.co/rFbY3kvwqF type of chart. The final easy cycle.”
“Corrections do happen in markets. The moment that everyone is shouting about 'this coin is going to flip #Bitcoin' or whenever other narrative gets extreme. That's your call to be taking profits. Doesn't have to be all, just some. Narratives come and go. Probably we'll start to see a lot of sounds screaming about the fact that the bear market continues. It won't. Buy the dip. You'll be all right.”
“The unemployment data is 4.2% vs 4.1%. Essentially, there's no data in there. The FED is likely going to remain rates unchanged, which means that we won't have rate cuts. That means = bullish for #Bitcoin. Rates slowly upwards and/or stable is completely fine for the markets. Rate cuts = the end of the bull run.”
“I don't think that this cycle will have diminishing returns. I think that due to this belief and thesis, people will sell too early in their #Bitcoin on the largest adoption curve we'll likely ever see on Bitcoin in the coming years.”