According to Michaël van de Poppe, the concept of 'diminishing returns' in the current crypto cycle is flawed due to significant institutional investments in Bitcoin and crypto markets. He argues against the notion that Bitcoin's peak is at $110,000, highlighting ongoing institutional interest as a driving force for potential growth (source: @CryptoMichNL).

According to Miles Deutscher, many prominent funds, venture capitalists, and creators have experienced substantial losses in the current cryptocurrency cycle, highlighting a period of widespread complacency among major players. This indicates that even experienced investors are not immune to market volatility, emphasizing the need for cautious trading strategies.

According to Milk Road, the Bitwise Boyz will discuss crucial trading topics including Matt's thesis on the end of the four-year crypto cycle, which could have significant market timing implications for traders. They will also cover the potential impact of Trump's crypto actions on market regulations and the pro-crypto stance of the SEC, which may influence market confidence and trading strategies. Furthermore, the sentiment gap between retail and institutional investors will be analyzed, providing insights into market dynamics.

According to Michaël van de Poppe, his trading strategy involves strong conviction in his thesis, which is built from multiple cycles and years of experience. He suggests that if the thesis is strong, one should bet big instead of going small, especially given his belief that this is the final 'easy' cycle. This suggests a bullish stance and a recommendation to increase positions in the market if similar conviction exists. Source: Michaël van de Poppe (@CryptoMichNL) on Twitter.