Michaël van de Poppe named three categories of crypto assets with growth potential

Growth Drivers Under Trump Administration

Michaël van de Poppe, founder of MN Consultancy, has highlighted three key categories of crypto assets poised for significant growth under the new U.S. administration led by Donald Trump. He attributed this potential to progressive regulatory changes, a weakening U.S. dollar, and increasing investor confidence in the cryptocurrency market.

Van de Poppe emphasized that these conditions could lead to a surge of new investments in blockchain technologies and digital assets, creating favorable conditions for altcoins and ecosystem projects.

Van de Poppe pointed to cryptocurrencies that were previously classified as securities by the U.S. Securities and Exchange Commission (SEC), such as:

• XRP
• MATIC (Polygon)
• ALGO (Algorand)

These assets have faced regulatory hurdles but could experience substantial growth if regulatory clarity under the Trump administration alleviates concerns and encourages institutional participation.

Tokens associated with World Liberty Financial, including:

• Chainlink (LINK)
• Aave (AAVE)

Van de Poppe noted these projects' strong fundamentals and existing use cases in decentralized finance (DeFi) as key reasons for their growth potential. The development of robust financial systems on blockchain platforms aligns with investor demand for innovative and scalable financial products.

Projects built within the Ethereum ecosystem are also on van de Poppe's radar. These include a broad range of tokens and protocols that leverage Ethereum's smart contract capabilities to provide diverse use cases, from DeFi to non-fungible tokens (NFTs).

Ethereum ecosystem projects are expected to benefit from:

• Increasing adoption of Ethereum 2.0.
• Institutional interest in decentralized applications (dApps).
• The growing use of Ethereum-based solutions in enterprise settings.

Van de Poppe outlined several macroeconomic and regulatory factors driving this optimism:

1. Weakening Dollar: As the U.S. dollar shows signs of weakness, cryptocurrencies are becoming an attractive hedge against inflation and devaluation.
2. Lower Bond Yields: Declining government bond yields may push investors toward higher-return assets like cryptocurrencies.
3. Progressive Regulation: Regulatory clarity under the Trump administration could open the floodgates for institutional investments, fostering a more inclusive and supportive environment for crypto projects.

Van de Poppe believes the current conditions could act as a springboard for blockchain startups and altcoins. These include:

• New Influx of Investments: Both domestic and international investors are expected to take advantage of the improving regulatory environment.
• Development of Blockchain Startups: Favorable policies will likely boost innovation, leading to increased adoption and market expansion.

Despite his optimism, van de Poppe has previously warned that the altcoin market may be transitioning away from a bullish phase. He cited indicators such as:

• Negative Sentiment: A lack of investor enthusiasm.
• Absence of Euphoria: A characteristic of late-stage bull markets.
• General Pessimism: Reflecting concerns about sustained growth.

However, he believes that these conditions, combined with favorable macroeconomic and regulatory trends, could reverse, paving the way for a resurgence in altcoins.

Van de Poppe's analysis suggests that XRP, MATIC, ALGO, Chainlink, Aave, and Ethereum-based projects stand to benefit significantly from the evolving crypto landscape. With enhanced regulatory clarity and macroeconomic shifts, these categories of crypto assets could lead the next wave of market growth under the Trump administration. Investors should closely monitor these developments as catalysts for a broader market rally.