There's an interesting debate happening in the altcoin market right now. On one side, people are talking about a collapse, on the other, about a recovery. But van de Poppe comes with a very clear perspective on all of this.

The analyst argues that 99% of altcoins will really go to zero, and for him, that's completely deserved. He compares it to the dot-com bubble, where most projects failed but laid the groundwork for much stronger innovations afterward. Despite this harsh view, van de Poppe remains overly optimistic about the future of crypto. He says he's never been as confident as he is now.

According to van de Poppe, altcoins are quietly gaining strength. The macro environment is favorable, VIX is low, stocks are rising, and Bitcoin is maintaining stability. He points to Arbitrum as an opportunity to buy on the correction, with an eye on $0.16 if there’s a pullback. Currently, ARB is at $0.13, so it makes sense.

For him, we are in a phase similar to early 2020. The signs are there: increasing volume, bullish divergence, recovery of key levels. This usually sets the stage for a big move upward.

Regarding the main assets, van de Poppe expects more upside in Bitcoin aiming for new highs near the $77 thousand, which is currently at $77.92K. Ethereum continues in an uptrend, so the guidance is "buy the dip" unless it loses important levels. Aave and DeFi are suffering in the short term due to the KelpDAO hack, but the long-term outlook remains strong.

The point is: van de Poppe isn’t optimistic about all altcoins, only the strong ones. Bitcoin, Ethereum, and the main DeFi players.

The market is currently in a base-building phase, after the Q4 capitulation. This phase usually lasts between 2 to 4 months before a breakout happens. Bitcoin itself has been forming a base for about 2.5 months, which suggests it might be approaching a turning point.

Historically, when breakouts begin, altcoins can make accelerated moves, usually between 150% and 400% from their lows.

But not everyone agrees that it’s time to enter now. Some Crypto Talk argues that it’s still too early, saying "the simple answer is NO" when asked if the moment has arrived. For them, a real altseason only starts when the price rises above the 20 SMA and the 20 SMA crosses above the 50 SMA. Currently, none of these conditions are present, with Bitcoin still below key moving averages and dominance around 57%. In their view, this is a "red zone" where markets tend to suffer losses rather than rise.

Ted Pillows also warns that the increasing Bitcoin dominance is "a negative sign for altcoins."

For now, the market is quite divided. Weak projects continue to disappear, but the stronger altcoins may be quietly preparing for the next big move.