Top analyst spots a rare window for Bitcoin buyers
Analyst Michaël van de Poppe says buying Bitcoin at $80,000 now is like buying at $20,000 last cycle, as the rally draws record ETF inflows.
As Bitcoin extends its climb, one prominent analyst argues buyers aren't late to the move, they're early.
Michaël van de Poppe , a crypto analyst, economist, and founder and chief investment officer of MN Fund, made the case in an X post on Aug. 25.
"Buying Bitcoin at $60,000-80,000 is the equivalent of buying Bitcoin at $20,000-25,000 in the previous cycle," he wrote, adding that he expects altcoins to outperform their last-cycle showing by an even wider margin.
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Bitcoin extended gains today, touching the day's high of $81,240.
The move caps a sharp rally that began last week, when it surged more than 20% in three days, its biggest three-day gain since 2023, driven partly by a short squeeze that liquidated over $4 billion in bearish positions.
The catalyst was the U.S. Treasury' s decision to double its purchases of longer-dated government bonds, which briefly pushed yields lower and revived appetite for risk assets.
Institutional demand returned alongside it: U.S. spot Bitcoin ETFs drew $1.92 billion in net inflows last week, their largest weekly haul since early October 2025.
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Van de Poppe laid out two scenarios. Bitcoin could hit resistance near $82,700, its last weekly high, and consolidate for months, or push past it toward $90,000 and settle into a $76,000–$90,000 range.
Either way, he sees a stretch of sideways action ahead, with room for altcoins to catch up.
"It's a lot more fun to be trading bull markets much rather than bear markets."
Bitcoin was trading at $78,186.59 at the time of writing.
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This story was originally published by TheStreet on Aug 25, 2026, where it first appeared in the MARKETS section. Add TheStreet as a Preferred Source by clicking here.
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