New Era Finance

Michaël van de Poppe
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New Era Finance is your go-to source for navigating the future of finance and crypto. Each episode dives into the latest issues and trends shaping the financial landscape, with a special focus on cryptocurrency, blockchain technologies, decentralized finance (DeFi), fintech innovations, and the evolving financial ecosystems. Tune in for insightful discussions with top financial experts, thought leaders, and Key Opinion Leaders (KOLs) as they explore key shifts in global finance, provide in-depth market analysis, and share their insights for the road ahead.

  1. Josef Schachter: These Energy Stocks Will Go 10x (Buy Before the Crisis)

    1 DAY AGO

    Josef Schachter: These Energy Stocks Will Go 10x (Buy Before the Crisis)

    Energy stocks are about to 10x and most investors are missing it. Josef Schachter has been trading energy cycles since the 1970s, when oil stocks went 15-20x. Now he's seeing the same setup that crypto and gold just had. Stocks are trading at 2-3x cash flow when they should trade at 8-10x at market tops. That's massive upside. In this episode, Josef breaks down why energy is entering a super cycle. AI data centers and crypto mining need massive energy infrastructure. OPEC can't increase production due to depletion and lack of investment. Canadian energy stocks are the 10-bagger opportunity nobody sees. He explains why even crypto investors need energy exposure, how to pick winning energy stocks, and why oil is heading to $100+ permanently from 2028. The 1974-1981 energy cycle saw stocks go 15-20x. Josef thinks we're at the beginning of the next one. Natural gas stocks are trading cheap with 15-25% liquids exposure. The energy crisis is here, but nobody's pricing it in yet. This is the playbook for the coming energy super cycle. FOLLOW JOSEF SCHACHTER: Schachter Energy Research: https://schachterenergyreport.ca/ X: https://x.com/JosefSchachter CONTACT MICHAËL: X — https://x.com/CryptoMichNL YouTube — https://www.youtube.com/@michaelvdpoppe SPONSORS: KAST -- code: 86MW3TIO https://join.kast.xyz/click?offer_id=6&pub_id=551 OKX — https://www.okx.com/nl/campaigns/cryptomichnl MN FUND — Digital asset investment fund: 60% vs. Bitcoin since inception July '25 — https://www.mnfund.nl/ #EnergyStocks #AIDataCenters #WTI #Brent #Investing #StockMarket #EnergyCrisis

    1hr 6min
  2. Watch This Before SUI Hits Top 3 | SUI Founder

    13 APR

    Watch This Before SUI Hits Top 3 | SUI Founder

    Is SUI about to break into the top 3 cryptocurrencies by market cap? Adeniyi Abiodun, Co-founder and Chief Product Officer of Mysten Labs, the team behind Sui, breaks down why SUI is positioned to become a top-tier blockchain. Free payments launching in 2026. Infrastructure built for billions of users. AI agents that need decentralized payment rails instead of banks. And for the first time since Facebook's Libra, regulatory clarity is here, making this crypto's biggest moment yet. 🔑 KEY TOPICS: - Why SUI is built for scale (billions of users, not millions) - Free payments coming in 2026 — no gas fees - 40 billion AI agents need crypto rails (not traditional banks) - Meta rolling out stablecoin access to 3 billion people - How Facebook's Libra failure taught him what works now - Why every developer can build AI agents today (and what it means for crypto) - The world going "full autonomous" — and crypto as the infrastructure - Hashi protocol: Bitcoin yield without leaving the BTC network - Sui Dollar (SWD): native yield-generating stablecoin - Why he's more bullish on crypto than ever before TIMESTAMPS: 00:00 - Intro 0:56 - Exploring the gap in crypto perception 1:08 - History and potential of cryptocurrency 2:42 - Growth of smart contracts and ecosystem development 3:11 - Innovations and challenges in the crypto space 5:07 - Innovation cycles and learning from other blockchain projects 5:44 - Competition and growth in the crypto industry 9:34 - Future of transactions and the role of agents 12:48 - Integration of Web3 and Web2 technologies 15:16 - Valuing layer one blockchains and their impact 19:55 - Building scalable blockchain solutions 22:49 - Bitcoin's role and new protocols for yield generation 29:00 - AI's impact on crypto development and opportunities 33:51 - Transaction costs, scalability, and targeting new users 37:48 - Onboarding new users to crypto through consumer applications 40:20 - Impact of crypto on unbanked populations 42:02 - AI, compute, and the importance of decentralization 45:31 - Decentralized compute, data privacy, and security concerns 52:44 - Quantum computing and its implications for security 53:25 - Advice for crypto investors and future outlook 57:31 - Closing thoughts on the future impact of crypto and AI 🎧LISTEN / SUBSCRIBE:Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTnApple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 🔗 FOLLOW ADENIYI ABIODUN: X: https://x.com/EmanAbio Sui: https://sui.io 🔗 FOLLOW MYSTEN LABS: X: https://x.com/Mysten_Labs Website: https://mystenlabs.com CONTACT MICHAËL:X: https://x.com/CryptoMichNLYouTube: https://www.youtube.com/@michaelvdpoppe🔥 SPONSORS: OKX: https://www.okx.com/nl/campaigns/cryptomichnl MN FUND - Digital asset investment fund:60% vs. Bitcoin since inception July '25: https://www.mnfund.nl/ #Sui #Crypto #AIAgents #Stablecoins #Blockchain #DeFi #Web3 #CryptoNews #Libra #Meta #FreePayments #AI #Payments #SuiBlockchain #Top3Crypto

    1hr 2min
  3. Iran Ceasefire: Why Oil Will Still Hit $250 | Josh Young

    6 APR

    Iran Ceasefire: Why Oil Will Still Hit $250 | Josh Young

    Iran and the US just agreed to a ceasefire. Oil crashed 15%. Everyone thinks the crisis is over. He says it's a trap. Josh Young returned 349% in a single year on oil. He's not selling. He's buying more. Because the ceasefire doesn't fix the real problem — 12 years of underinvestment, depleting shale reserves, and a supply cliff that nobody sees coming. $250 oil isn't a war prediction. It's a math problem. We discuss: → Why this disruption is already larger than the 2022 Russia shock → The Strait of Hormuz compounding problem — and the Bab al-Mandab next → Why $100 oil is actually good for America but devastating for Europe → The Arab Spring 2.0 risk in Gulf states nobody is discussing → "If you've built a chain that charges higher fees when busy, you're cooked" → Why shale is depleting faster than anyone expected → The 1970s playbook repeating in real time → $250 oil — when and how it gets there → Why oil is fundamentally different from gold and crypto Follow Josh Young: @Josh_Young_1 on X | bisoninsights.info Follow Michaël: @CryptoMichNL on X | youtube.com/@michaelvdpoppe MN Fund — digital asset investment fund: mnfund.nl Sponsor: OKX — okx.com/nl/campaigns/cryptomichnl

    1hr 10min
  4. Matthew Piepenburg: "Your Government is Robbing You — And They're Lying About It"

    30 MAR

    Matthew Piepenburg: "Your Government is Robbing You — And They're Lying About It"

    Matthew Piepenburg made millions during the dot-com bubble at 28. Now he says the system that made him rich is about to break. As partner at Von Greyerz and author of "Rigged to Fail," Matt has spent the last six years watching the debasement trade unfold exactly as he predicted in 2019. With $354 trillion in global debt, central banks stacking gold at 5x the rate since 2022, and a war he says is driven by dollar desperation — this conversation covers the full picture. We discuss: → Why the dollar was weaponized in 2022 and what happened next → How governments lie about inflation — and why Wall Street knows it → The Fed: not federal, not a reserve, and not serving you → Why gold at $5,500 is actually cheap when measured against M2 money supply → Stablecoins as CBDCs in disguise — the Genius Act breakdown → Trump's debt corner and why no president can solve this → "The retail investor is the plankton, Wall Street is the whale" → The Netherlands' 36% unrealized capital gains tax → His advice to a younger generation navigating more risk than ever before This is one of the most important macro conversations we've had on New Era Finance. Follow Matthew Piepenburg: vongreyerz.gold | @VonGreyerz on X 📈 Thanks to our sponsor OKX: Sign up at https://www.okx.com/nl/campaigns/cryptomichnl 📲 CONNECT WITH MICHAËL: X: https://x.com/CryptoMichNL YouTube: https://www.youtube.com/@michaelvdpoppe 💼 MN FUND — Digital asset investment fund: https://www.mnfund.nl/

    1hr 17min
  5. Francis Hunt: The Biggest Bank Crash in History is Coming

    23 MAR

    Francis Hunt: The Biggest Bank Crash in History is Coming

    Francis Hunt, technical trader known as "The Market Sniper", warns the biggest bank crash in history is coming. And it's engineered to push you into digital money. Francis called gold's breakout from $2,000 to $3,500 using his Hunt Volatility Funnel methodology. Now he's positioning for what's next: banking collapses, property crashes, and the push into CBDCs disguised as stablecoins. 🔑 KEY TOPICS: - Unrealized capital gains tax in Netherlands - Property crashes and Blackrock forfeiture ahead - Banking collapses engineered to push digital money - Why you should leave the West (and where to go) - Gold from $2,000 to $3,500, what's next - Silver heading to $333+ after consolidation - Hunt Volatility Funnel — trading pre-volatility - Bitcoin vs Gold: Central banks aren't buying Bitcoin - Tron technical setup for potential 48x move - Iran supply chain choke = engineered inflation - Cape Town arbitrage and jurisdictional optionality - How governments keep you poor on purpose 📊TIMESTAMPS: 00:00 The Rigged System: An Overview 07:01 Geopolitical Implications of Economic Policies 15:59 Internal Economic Strategies and Their Risks 24:48 The Role of Gold in Today's Economy 37:15 The Shifting Landscape of Gold and Currency 40:31 The Role of Gold in a Changing Monetary System 43:06 Tokenization and the Future of Currency 48:31 Understanding Market Manipulation and Staying Informed 55:57 Navigating Risk in Today's Financial Environment 🔗 FOLLOW FRANCIS HUNT: YouTube: https://www.youtube.com/@TheMarketSniper X: https://x.com/themarketsniper 🎙️ LISTEN ON: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn?si=e95a211e0880416c Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 📈 Thanks to our sponsor OKX: Sign up at https://www.okx.com/nl/campaigns/cryptomichnl 📲 CONNECT WITH MICHAËL: X: https://x.com/CryptoMichNL YouTube: https://www.youtube.com/@michaelvdpoppe 💼 MN FUND — Digital asset investment fund: 40% vs. Bitcoin since inception July '25: https://www.mnfund.nl/ #FrancisHunt #TheMarketSniper #BankCrash #Gold #Silver #Bitcoin #PropertyCrash #DigitalMoney #CBDC #Stablecoins #GetOutOfTheWest #UnrealizedCapitalGains #Inflation #DebtCrisis #TechnicalAnalysis #HVF

    1hr 17min
  6. Henrik Zeberg: This is Your Last Chance in Crypto Before the Next Big Crash

    16 MAR

    Henrik Zeberg: This is Your Last Chance in Crypto Before the Next Big Crash

    Henrik Zeberg, business cycle analyst who predicted the COVID crash, 2021 blow-off top, and recent alt-season collapse, breaks down what's coming next for crypto and markets. After months of pain, Henrik sees one final rally ahead. But it won't end well. Drawing parallels to 2007 (when markets rallied 25% in 11 weeks right before the 2008 crash), Henrik explains why we're entering a risk-on regime and why you need an exit plan. 🔑 KEY TOPICS: - Why more Americans live paycheck-to-paycheck today than in 1929 or 2008 - The 2008 playbook: 25% rally in 11 weeks, then everything crashed - Why the economy is breaking but markets will rally anyway - Job creation collapsed: 181,000 in 2025 vs 1.5 million in 2024 - The business cycle doesn't lie: follow the data, not the noise - Crypto's massive run is coming - Ethereum will outperform Bitcoin in the explosive phase - Gold and silver: why the top is in (short term) - AI won't save the economy - Private credit bubble: the next amplifier of the crisis 📊TIMESTAMPS: 00:00 Market Madness: Understanding Current Trends 08:26 Business Cycle Insights: Late Stage Analysis 16:40 Data Reliability: Trusting Economic Indicators 22:22 Gold's Volatility: A Sign of Change 28:07 Late Cycle Dynamics: Navigating Uncertainty 28:55 The Misconception of Gold as a Safe Haven 32:45 Understanding Economic Cycles and Market Psychology 36:56 The Role of AI in Economic Shifts 46:02 The Impact of Debt and Economic Policy 52:23 Navigating Volatility and Investment Strategies 🔗 FOLLOW HENRIK ZEBERG: X: https://x.com/HenrikZeberg Substack: https://henrikzeberg.substack.com SwissBlock: https://swissblock.net/ 🎙️ LISTEN ON: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn?si=h4MinOUjR8uLxCnlwJXeAQ&nd=1&dlsi=9565a2eaf85b47f9 Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 📈 Thanks to our sponsor OKX: Sign up at https://www.okx.com/nl/campaigns/cryptomichnl 📲 CONNECT WITH MICHAËL: X: https://x.com/CryptoMichNL YouTube: https://www.youtube.com/@michaelvdpoppe 💼 MN FUND — Digital asset investment fund: 40% vs. Bitcoin since inception July '25: https://www.mnfund.nl/ #Crypto #Bitcoin #HenrikZeberg #Recession #BusinessCycle #MacroEconomics #MarketCrash #2008 #BlowOffTop #Ethereum #Economy

    1hr 7min
  7. Matt Hougan: The Only 4 Crypto Assets You Need to Own

    9 MAR

    Matt Hougan: The Only 4 Crypto Assets You Need to Own

    Matt Hougan, Bitwise CIO managing $15 billion in crypto assets, breaks down what's really happening in the markets right now. After a brutal drawdown and the 4-year cycle seemingly breaking, Matt explains why the bottom is already in for traditional crypto holders, what institutions are buying, and why the next bull market will look completely different. 🔑 KEY TOPICS: - Why the 4-year cycle is no longer relevant (retail vs institutions) - Paper Bitcoin: why it's not the problem people think it is - The real reason Bitcoin crashed: retail sold in anticipation of the cycle - Gold vs Bitcoin: the narrative break that's slowing institutional adoption - "Did we even see a bull market?" — Why this cycle was different - Stablecoins are about to explode: "You haven't seen anything yet" - 3 billion people getting crypto wallets (Meta/Facebook/WhatsApp rollout) - Agentic finance: Why AI agents will drive the next crypto boom - Bitcoin, Ethereum, Solana, Chainlink: The "Mount Rushmore" of crypto - Why the next bull market will be slower, grindier, but massive - Tokenization wave: BlackRock on Uniswap, Apollo on Morpho - Genius Act & Clarity Act: What's coming and when - Quantum computing FUD: Real threat or overblown? - Trump political risk and why it matters for crypto - What institutions are actually buying right now 📊TIMESTAMPS: 0:00 Introduction 0:38 Why Bitcoin really collapsed 5:16 Paper Bitcoin vs physical demand 7:44 Gold stole Bitcoin's spotlight 9:44 Why gold's rally is actually bullish for Bitcoin 11:40 The 4-year cycle is dead — here's the data 15:07 How institutions invest differently 15:55 Institutions are licking their chops 17:19 Why central banks bought gold (and will buy Bitcoin) 20:52 Stablecoins will onboard billions 24:47 What Trump actually delivered for crypto 28:55 The Genius Act: "You haven't seen anything yet" 30:13 Will the Clarity Act pass? 32:09 Quantum FUD is slowing institutions 36:59 Every AI scenario leads back to Bitcoin 41:03 What will drag us out of this crypto winter 44:30 Is the market undervaluing Ethereum? 47:43 The Mount Rushmore of crypto: BTC, ETH, SOL, LINK 51:14 Best advice for a 25-year-old investor 52:55 How to stay sane in a bear market 🔗 FOLLOW MATT HOUGAN: X: https://x.com/Matt_Hougan Bitwise: https://bitwiseinvestments.com CIO Memo: https://bitwiseinvestments.com/cio-memo 🎙️ LISTEN ON: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn?si=h4MinOUjR8uLxCnlwJXeAQ&nd=1&dlsi=9565a2eaf85b47f9 Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 📈 Thanks to our sponsor OKX: Sign up at https://www.okx.com/nl/campaigns/cryptomichnl 📲 CONNECT WITH MICHAËL: X: https://x.com/CryptoMichNL YouTube: https://www.youtube.com/@michaelvdpoppe 💼 MN FUND — Digital asset investment fund: 40% vs. Bitcoin since inception July '25: https://www.mnfund.nl/ #Bitcoin #Crypto #Bitwise #MattHougan #Stablecoins #Institutions #FourYearCycle #ETF #Altcoins #2026

    59 min
  8. Lyn Alden: The Worst Is Over for Bitcoin (Here's What Comes Next)

    2 MAR

    Lyn Alden: The Worst Is Over for Bitcoin (Here's What Comes Next)

    Lyn Alden joins the show to break down what's really happening with Bitcoin, AI, and the global macro shift into 2026. After a 50% drawdown and the worst sentiment since 2022, Lyn explains why most of the pain is behind us and why Bitcoin is more oversold than the fundamentals suggest. 🔑 KEY TOPICS: - Why Bitcoin's 4-year cycle is no longer fundamentally relevant (but still self-fulfilling) - The real reason this cycle underperformed: lack of retail demand, not paper markets - Treasury company MNAVs: what went wrong and what comes next (Strategy, MetaPlanet) - Quantum computing FUD: overblown for the next 5-7 years, but institutions are spooked - Why Bitcoin is trading with software stocks (and when that correlation breaks) - AI vs Bitcoin mining: how miners are pivoting to the most profitable use of energy - The 80-year debt cycle: why we're entering an era of hard assets over financial assets - Gold vs Bitcoin: which outperforms over the next 2-3 years? - Why diversification + conviction is the only way to survive sentiment swings - The shift to a multipolar world: neutral reserve assets (gold, Bitcoin) vs regional currencies ⏰TIMESTAMPS: 00:00 - Intro 00:35 - Market Dynamics and Bitcoin's Fundamentals 02:23 - Institutional Demand vs. Retail Interest 05:17 - The Evolution of Market Cycles 07:46 - Treasury Companies and Their Future 10:23 - Corporate Adoption of Bitcoin 13:20 - The Impact of AI on Investment Strategies 16:11 - Navigating Market Sentiment and Investment Decisions 18:56 - Quantum Computing and Its Implications 21:36 - The Future of Bitcoin Mining 24:34 - The Role of Gold in a Multipolar World 27:03 - Understanding the Long-Term Debt Cycle 30:04 - Investment Strategies for 2026 🔗 FOLLOW LYN ALDEN: Website: https://www.lynalden.com X: https://x.com/LynAldenContact Newsletter: https://www.lynalden.com/newsletter 🎙️ LISTEN ON: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn?si=d4ee6e1448964b32 Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 📈 OKX PARTNER: Sign up at https://www.okx.com/nl/campaigns/cryptomichnl Create your OKX account via my link to receive up to €100 in Bitcoin and start earning with your OKX card. Get up to 20% in cashback before February the 28th! 💼 MN FUND: +34.49% return against Bitcoin in 2025 | Digital asset investment fund https://www.mnfund.nl/ 📲 CONNECT WITH MICHAËL: X: https://x.com/CryptoMichNL YouTube: https://www.youtube.com/@michaelvdpoppe #Bitcoin #BTC #LynAlden #Crypto #Macro #AI #Gold #Investing #QuantumComputing

    1hr 12min
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About

New Era Finance is your go-to source for navigating the future of finance and crypto. Each episode dives into the latest issues and trends shaping the financial landscape, with a special focus on cryptocurrency, blockchain technologies, decentralized finance (DeFi), fintech innovations, and the evolving financial ecosystems. Tune in for insightful discussions with top financial experts, thought leaders, and Key Opinion Leaders (KOLs) as they explore key shifts in global finance, provide in-depth market analysis, and share their insights for the road ahead.

Information

  • Creator
    Michaël van de Poppe
  • Years Active
    2024 - 2026
  • Episodes
    48
  • Rating
    Explicit
  • Show Website
    New Era Finance

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