Recently, I've been paying attention to an interesting market observation. Crypto analyst Michael van de Poppe recently made a bold prediction: by 2026, 99% of altcoins may be out of the game. This judgment reminds people of the internet bubble years ago, feeling like the market is undergoing a major reshuffle.

But this guy, although bearish on altcoins, is actually quite optimistic about the overall crypto market. Van de Poppe noticed that under macro conditions, altcoins are actually accumulating strength. He is particularly bullish on the Arbitrum project, believing now is a good low-entry opportunity. As for Bitcoin, he expects it to reach a new high close to $77,000 (it's already around $78K).

His logic is this: after experiencing a capitulation-style decline in Q4 last year, the market has now entered a bottoming phase. This process usually takes 2 to 4 months to truly break through. Once the breakout begins, altcoins could rebound strongly, with gains ranging from 150% to 400%.

However, there are also voices that disagree with this judgment. Analysts like Crypto Talk believe that now is not the time to buy altcoins; structural confirmation needs to be seen first, and the altcoin season can only truly arrive then.

Overall, Michael van de Poppe's prediction reflects a core contradiction in the market: many projects will be eliminated, but those that survive will face greater opportunities. How to operate at this stage still depends on individual understanding of the market cycle.