Michaël van de Poppe publishes his list of favorite cryptocurrencies: Number 8 will surprise you

Michaël van de Poppe has revealed his strategic portfolio of 8 cryptocurrencies, highlighting AI assets, DeFi and the emergence of new projects. 

In a recent announcement via the X platform, Van de Poppe shared his strategic portfolio of eight cryptocurrencies. The selection reflects his perspective on the sectors with the greatest potential within the digital ecosystem, especially those related to artificial intelligence, decentralized finance, and projects gaining traction due to their technical innovation and adaptability.

In his publication, Van de Poppe explained that the portfolio's composition is guided not only by the speculative potential of the assets, but also by their role within the financial infrastructure that underpins the global market. His focus is on projects that can maintain robust operations amidst regulatory adjustments and more demanding liquidity conditions.

This list comes at a time of marked volatility, with institutional investors seeking clear signals about which networks are poised to thrive in the long term. By highlighting these eight assets, the analyst presents a more mature view of the market, where value is defined by actual utility.

The pillars of the digital financial infrastructure

La list start with Bitcoin (BTC), the asset that Van de Poppe defines as the undisputed monetary base of the crypto ecosystemIts importance lies in its planned scarcity of 21.000.000 units and its function as a global store of value. 

In the current context, BTC serves as the primary collateral in derivatives markets, offering the security of a robust, decentralized network. Its main utility is protection against the devaluation of fiat currencies.

Next, the analyst positions Ethereum (ETH) , the the standard for smart contractsThe competitive advantage of this network is its Total Value Locked (TVL), which exceeds that of all its competitors combined. ETH facilitates the existence of decentralized applications and is the engine of the Layer 2 economy. Furthermore, its transition to a deflationary issuance model following the consensus mechanism upgrade to Proof of Stake This makes it an essential performance asset for institutional portfolios.

In the decentralized finance sector, Van de Poppe highlights Aave (AAVE). This lending protocol allows users to obtain liquidity without selling their assets. Its importance in the market is critical, as it acts as the central bank of the DeFi ecosystemWith a robust security track record and active governance, AAVE has demonstrated that it can manage billions of dollars in collateralized loans in an automated and efficient manner.

The expansion towards Artificial Intelligence and scalability

Van de Poppe's selection delves deeper into technological convergence with Near Protocol (NEAR) y Bittensor (TAO). 

On the one hand, NEAR presents itself as a fragmented cloud computing platform that allows for almost unlimited scalability. Its focus on usability and integration with AI models positions it as the technical foundation for the next generation of web applicationsTAO, for its part, is an open-source protocol that powers a decentralized machine learning network. Its usefulness lies in the Democratization of access to artificial intelligenceallowing different models to train and share information collaboratively without relying on large technology corporations.

Regarding operational efficiency, Arbitrum (ARB) It represents the leading scaling solution for Ethereum. By processing off-chain transactions and then aggregating them, ARB reduces gas costs by over 90%. This capability has generated massive growth in user and developer activity, solidifying the network as the nerve center of daily activity in the digital finance sector.

To cover the trend of real-world asset tokenization (RWA), the analyst included Ondo Finance (ONDO) on its list. This platform allows traditional financial products, such as US Treasury bonds, to be traded in fractional and digital form on the blockchain. 

In short, ONDO bridges the gap between traditional capital markets and blockchain technology, offering returns backed by physical assets and sound legal contracts.

A protocol that is writing the era of decentralized derivatives

The eighth position on Van de Poppe's list is occupied by Hyperliquid (HYPE), an asset that has generated considerable attention due to its recent emergence and rapid escalation. 

Unlike BTC or ETH, which have been in development for over a decade, HYPE was launched just over a year ago. However, thanks to its innovation, it has managed to attract significant interest within the crypto ecosystem. 

Hyperliquid operates within a decentralized derivatives trading ecosystem It prioritizes speed and low latency. Its architecture allows for processing thousands of orders per second directly on the chain, a technical feat previously only possible on centralized servers.

The relevance of the HYPE token in this portfolio stems from its revenue generation model. Current data shows that the fees collected by the platform are increasing steadily, surpassing established competitors. Despite being a relatively new coin, its innovative design in order book and liquidity management has allowed it to capture a significant market share in just a few months. 

For Van de Poppe, the inclusion of this digital asset suggests a commitment to the new generation of commercial infrastructure that combines the transparency of decentralization with the user experience of traditional finance.