Two of the most followed crypto analysts in the world. One says the bear market bottom is October 2026. The other is already buying altcoins. Both cannot be right. Benjamin Cowen is the founder of Into The Cryptoverse and a former NASA researcher with over 800,000 YouTube subscribers known for his data-driven, cycle-based approach to Bitcoin analysis. Michaël van de Poppe is the founder of MN Capital, a crypto-focused investment fund and research firm with over 700,000 followers on X known for his contrarian altcoin thesis and macro market timing. In this episode they sit down together for a rare head-to-head debate on where Bitcoin is really going, whether the altcoin market is dead, how AI is changing how analysts work, and what every retail investor is getting wrong right now. TRM LabsU.S. Department of Justice They explain: ◼️ Why Ben believes Bitcoin topped on apathy not euphoria and why that completely changes how this bear market plays out ◼️ Why altcoins have bled against Bitcoin every single year for five consecutive years and what that actually means for your portfolio ◼️ Why Ben compares buying altcoins to buying penny stocks and why Michael completely disagrees ◼️ Why Michael is allocating into selective altcoins right now because statistically within 12 months of a capitulation Bitcoin makes a new all-time high ◼️ Why Ben gives only a 20 to 25% probability of a new Bitcoin all-time high before Q1 2027 ◼️ Why Michael gives it 30 to 40% and thinks the window is closing fast ◼️ Why AI cannot make you a good trader if you were not a good trader to begin with ◼️ Why Ben says there is always a bull market somewhere, you just have to stop marrying one asset class ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Follow Benjamin Cowen: YouTube — https://www.youtube.com/@benjaminjcowen/videos X — https://x.com/benjamincowen Website — https://intothecryptoverse.com Follow Michaël van de Poppe: YouTube — https://www.youtube.com/channel/UCtvdzJWoDKL1LOewU5ADJIQ X — https://x.com/CryptoMichNL Website — https://mncapital.io ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🔗 More from BeInCrypto: 👉 Subscribe: https://www.youtube.com/@Beincrypto 👉 BeInCrypto: https://beincrypto.com 👉 X / Twitter: https://twitter.com/beincrypto 👉 Telegram: https://t.me/+U8DQNp4b8Gw3YmZi ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ [00:00] Intro [01:00] Where Are We In The Cycle Right Now? [03:00] Is 60K The Bitcoin Bottom? [05:00] Michael Is Already Buying. Should You? [07:00] What Would Invalidate The Bear Market Thesis? [10:00] The 2019 Analogy Explained [14:00] Why Altcoins Bled Against Bitcoin For 5 Years [17:00] Are Altcoins Like Penny Stocks? [20:00] Which Altcoins Will Actually Survive? [24:00] Bitcoin vs Gold vs Energy: What Wins? [28:00] Can AI Actually Help You Trade? [31:00] How Ben Is Building An AI Version Of Himself [34:00] What Is Claude Missing As A Trading Tool? [39:00] Probability Bitcoin Hits ATH Before Q1 2027 [43:00] The Best Morning Routine According To Michael [47:00] Ben's View On Cold Storage vs Exchange [50:00] Final Advice For Bear Market Investors ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ #BenjaminCowen #MichaelVanDePoppe #Bitcoin2026 #BitcoinBearMarket #AltcoinSeason #CryptoAnalysis #BitcoinBottom #IntoTheCryptoverse #MNCapital #BeInCrypto
Benjamin Cowen VS Michael Van De Poppe - Can Bitcoin Get Any Lower?
Two of the most followed crypto analysts in the world. One says the bear market bottom is October 2026. The other is already buying altcoins. Both cannot be right. Benjamin Cowen is the founder of Into The Cryptoverse and a former NASA researcher with over 800,000 YouTube subscribers known for his data-driven, cycle-based approach to Bitcoin analysis. Michaël van de Poppe is the founder of MN Capital, a crypto-focused investment fund and research firm with over 700,000 followers on X known for his contrarian altcoin thesis and macro market timing. In this episode they sit down together for a rare head-to-head debate on where Bitcoin is really going, whether the altcoin market is dead, how AI is changing how analysts work, and what every retail investor is getting wrong right now. TRM LabsU.S. Department of Justice They explain: ◼️ Why Ben believes Bitcoin topped on apathy not euphoria and why that completely changes how this bear market plays out ◼️ Why altcoins have bled against Bitcoin every single year for five consecutive years and what that actually means for your portfolio ◼️ Why Ben compares buying altcoins to buying penny stocks and why Michael completely disagrees ◼️ Why Michael is allocating into selective altcoins right now because statistically within 12 months of a capitulation Bitcoin makes a new all-time high ◼️ Why Ben gives only a 20 to 25% probability of a new Bitcoin all-time high before Q1 2027 ◼️ Why Michael gives it 30 to 40% and thinks the window is closing fast ◼️ Why AI cannot make you a good trader if you were not a good trader to begin with ◼️ Why Ben says there is always a bull market somewhere, you just have to stop marrying one asset class ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Follow Benjamin Cowen: YouTube — https://www.youtube.com/@benjaminjcowen/videos X — https://x.com/benjamincowen Website — https://intothecryptoverse.com Follow Michaël van de Poppe: YouTube — https://www.youtube.com/channel/UCtvdzJWoDKL1LOewU5ADJIQ X — https://x.com/CryptoMichNL Website — https://mncapital.io ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 🔗 More from BeInCrypto: 👉 Subscribe: https://www.youtube.com/@Beincrypto 👉 BeInCrypto: https://beincrypto.com 👉 X / Twitter: https://twitter.com/beincrypto 👉 Telegram: https://t.me/+U8DQNp4b8Gw3YmZi ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ [00:00] Intro [01:00] Where Are We In The Cycle Right Now? [03:00] Is 60K The Bitcoin Bottom? [05:00] Michael Is Already Buying. Should You? [07:00] What Would Invalidate The Bear Market Thesis? [10:00] The 2019 Analogy Explained [14:00] Why Altcoins Bled Against Bitcoin For 5 Years [17:00] Are Altcoins Like Penny Stocks? [20:00] Which Altcoins Will Actually Survive? [24:00] Bitcoin vs Gold vs Energy: What Wins? [28:00] Can AI Actually Help You Trade? [31:00] How Ben Is Building An AI Version Of Himself [34:00] What Is Claude Missing As A Trading Tool? [39:00] Probability Bitcoin Hits ATH Before Q1 2027 [43:00] The Best Morning Routine According To Michael [47:00] Ben's View On Cold Storage vs Exchange [50:00] Final Advice For Bear Market Investors ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ #BenjaminCowen #MichaelVanDePoppe #Bitcoin2026 #BitcoinBearMarket #AltcoinSeason #CryptoAnalysis #BitcoinBottom #IntoTheCryptoverse #MNCapital #BeInCrypto













