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

    4D AGO

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

    MAR 2

    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

    1h 12m
  3. STBL's Co-Founder: "If I Knew This in 2014, I'd Be 10x Richer Today"

    FEB 23

    STBL's Co-Founder: "If I Knew This in 2014, I'd Be 10x Richer Today"

    The co-founder of Tether and STBL, the $140B stablecoin that changed crypto forever, just told me why your bank account is on borrowed time. Banks are lobbying to kill yield-bearing stablecoins. Governments are pushing CBDCs for total control. And the Clarity Act got shelved because incumbents don't want you to have a better option. Reeve Collins built the technology that started it all. Now he's back with Stablecoin 2.0, and he says the banks have already lost. "They can slow it down, but they can't stop it." 🔑 IN THIS EPISODE: • How Tether was created — and why it changed global finance forever • Why banks are actively trying to kill yield-bearing stablecoins • The Clarity Act: how incumbents lobbied to block innovation • "A yield-bearing stablecoin means you'll never need a checking account again" • Stablecoin 2.0: how users get the yield instead of the issuer • Why CBDCs are good for governments and terrible for citizens • The Terra Luna collapse — why algorithmic stablecoins will never work • How AI agents will control your wallet and execute transactions for you • Banking the unbanked: why 2 billion people will leapfrog traditional banks entirely • "All money will move on blockchain. People will stop talking about the technology and start using it." • Privacy vs regulation: the battle that will define the next decade • Why stablecoins are not payment tokens — they're programmable money 📊 TIMESTAMPS 00:00 Intro 00:30 Understanding Stablecoins: A New Era 04:46 Banking the Unbanked: The Role of Stablecoins 09:36 Trust and Adoption: Overcoming Barriers 14:11 The Future of Financial Services: Choice and Control 19:15 Regulatory Challenges: The Clarity Act and Innovation 24:24 Stablecoin Evolution: Learning from Past Mistakes 28:23 Risk and Yield: Navigating the Stablecoin Landscape 33:35 CBDCs vs. Stablecoins: A Government Perspective 38:15 Creating Value: The User-Centric Approach 43:11 AI and Blockchain: The Future of Transactions 48:24 Privacy in a Digital World: Balancing Regulation and Freedom 50:10 Looking Ahead: The Future of Stablecoins and Blockchain 🔗 FOLLOW REEVE COLLINS: X: https://x.com/ReeveFCH Stable (STBL): https://stbl.com Wi-Fi (Web3 Banking): https://wifi.xyz 🎙️ LISTEN ON: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn 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

    59 min
  4. Arno Wellens: Why The Netherlands Wants 36% of Your Future Gains

    FEB 16

    Arno Wellens: Why The Netherlands Wants 36% of Your Future Gains

    The Netherlands just approved a 36% tax on unrealized gains, and your country could be next. If your Bitcoin goes up, you owe the government. Even if you never sold. The threshold? Just €60,000 in savings. Arno Wellens, one of Europe's leading voices on monetary policy and fiscal overreach, breaks down exactly what's happening — and why this won't stop at the Dutch border. "Hundreds of years ago, empires fell because of taxes. Now it's 80% and nobody protests." 🔑 IN THIS EPISODE: - How a 36% unrealized gains tax actually works and why it creates a liquidity nightmare - "Your marginal income tax rate in the Netherlands is 80%" - Why the smartest and most productive people are fleeing Europe - The vicious cycle: money printing → asset bubbles → wealth taxes → more money printing - Why Belgium and France are preparing similar legislation - How CBDCs, negative interest rates, and banning stablecoins are all part of the same trap - "If you're a construction worker who saves €500 a month, by 30 you're considered wealthy" - Why Trump's strategy could trigger the exact same playbook globally 🎥This episode was recorded on the 23th of January. 📊 TIMESTAMPS 0:00 – Intro 0:51 – Guest introduction 3:10 – Arno’s background and journey into markets 7:05 – Early investing mistakes and lessons learned 12:40 – How Arno analyzes macro trends today 18:30 – Bitcoin’s role in the global financial system 25:15 – Liquidity cycles and market timing 32:40 – Ethereum and the future of crypto adoption 40:05 – Managing risk in volatile markets 48:10 – Psychology of investing during downturns 55:20 – What most retail investors get wrong 1:02:30 – Where Arno sees the next big opportunities 1:08:40 – Final thoughts & advice for long-term investors 🔗 FOLLOW ARNO WELLENS: X: https://x.com/ArnoWellens Website: https://arnowellens.nl Books: Het Euro Evangelie & Democratie op de Helling 🎙️ LISTEN ON: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn 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

    1h 13m
  5. Jeff Booth: Bitcoin Crashed 30% - Why I Feel Incredible

    FEB 9

    Jeff Booth: Bitcoin Crashed 30% - Why I Feel Incredible

    Bitcoin just crashed 30% - and Jeff Booth says he's never felt better. Gold hit $5,000. Bitcoin dropped below $70K. Everyone is panicking. But Jeff Booth, author of The Price of Tomorrow, explains why you're measuring Bitcoin completely wrong — and why this crash actually proves his thesis. "If you actually understood what's happening in Bitcoin, you would not be salty at all. You would be feeling incredible." 🔑 IN THIS EPISODE: - Why most people view Bitcoin wrong — and the 3 frames that change everything (technology, asset, protocol) - "The natural state of the free market is deflation. Staggering deflation." - Why Bitcoin's 40-45% IRR is the risk-free rate of the world - How Jeff built a better CRM than Salesforce in a weekend with AI — and why SaaS will implode - "A stablecoin is a lie. It's an existing monetary system designed to extract from you." - Why Michael Saylor's strategy could actually centralize Bitcoin - The ego death journey: "It was always you” This episode was recorded on the 23th of January. 📊 TIMESTAMPS 00:00 Understanding Bitcoin's Value and Sentiment 08:26 The Paradigm Shift: Free Market vs. Centralized Systems 15:45 The Role of Bitcoin in Modern Finance 23:56 Venture Capitalism in the Bitcoin Ecosystem 28:20 The Future of AI in Venture Capital 35:20 Centralization vs. Decentralization in Bitcoin 40:11 Transitioning to a New Economic System 🔗 FOLLOW JEFF BOOTH: X: https://x.com/JeffBooth Website: https://jeffbooth.ca Book: The Price of Tomorrow 🎙️ LISTEN ON: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn 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

    1h 3m
  6. Michael Howell - Why Crypto Fell Off a Cliff (And What's Next)

    FEB 2

    Michael Howell - Why Crypto Fell Off a Cliff (And What's Next)

    Why did crypto crash again? In this episode, Michaël and Michael Howell delve into the complexities of market dynamics, focusing on the interplay between gold, Bitcoin, and liquidity cycles. They discuss the significant influence of China's economic policies on global markets, the critical role of debt and interest rates in financial stability, and the future of crypto assets. Howell emphasizes the importance of understanding liquidity conditions and market cycles for effective investment strategies, while also addressing the potential impact of AI on economic trends. The discussion provides valuable insights for investors navigating a rapidly changing financial landscape. 📊TIMESTAMPS 00:00 Market Dynamics and Japanese Yields 02:42 The Role of Gold in Current Markets 05:21 Liquidity and Its Impact on Assets 08:23 China's Influence on Gold Prices 10:58 Understanding the Commodity Cycle 13:41 The Relationship Between Gold and Bitcoin 16:43 Market Cycles and Economic Indicators 19:21 The Future of Bitcoin and Crypto Investments 29:45 The Long-Term Trend of Global Liquidity 33:46 China's Economic Challenges and Debt Issues 36:55 The Role of the Federal Reserve and Interest Rates 41:17 Understanding Treasury QE and Market Liquidity 47:58 The Debt Maturity Wall and Future Financial Pressures 50:37 Navigating the Everything Bubble and Financial Cycles 54:20 Resources for Understanding Global Liquidity 🔑 KEY TAKEAWAYS: - Understanding market dynamics is crucial for investors. - Gold and Bitcoin have a complex relationship in market trends. - Liquidity cycles significantly influence asset prices. - China's economic policies have a direct impact on global markets. - Debt levels and interest rates are critical indicators of financial stability. - Investors should consider both traditional and crypto assets in their portfolios. - Market cycles can provide insights into future investment strategies. - Central banks play a pivotal role in shaping economic conditions. - Inflation affects asset valuation differently across sectors. - AI may influence economic trends and inflation dynamics. 🔗 FOLLOW MICHAEL HOWELL: X: https://x.com/crossbordercap Website: https://www.crossbordercapital.com/ 📈 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. 💼 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 🎙️ LISTEN ON: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657

    1h 4m
  7. Mark Moss - Why Gold's Rally Is Almost Over (And Bitcoin Takes Over)

    JAN 26

    Mark Moss - Why Gold's Rally Is Almost Over (And Bitcoin Takes Over)

    In this episode, Mark Moss joins us as we delve into the intricacies of macroeconomics, Bitcoin, and the evolving financial landscape. Mark shares his insights on why Bitcoin is considered the "cheat code" for outperforming traditional financial portfolios and discusses the generational shift from gold to Bitcoin. We also explores the impact of global economic policies, the role of technology in wealth distribution, and the future of decentralized finance. Whether you're a seasoned investor or new to the world of cryptocurrency, this episode offers valuable perspectives on navigating today's financial challenges. TIMESTAMPS: 00:00 Introduction to Bitcoin and Portfolio Building 01:26 Gold vs. Bitcoin: Generational Perspectives 02:47 The Geopolitical Landscape and De-Dollarization 08:08 Understanding National Debt and Economic Strategies 14:40 The Widening Wealth Gap and Its Implications 19:47 The Role of Technology in Wealth Inequality 28:06 Advice for Young Adults in a Changing Economy 33:36 Market Approaches and Future Predictions 34:21 The Growing Economic Gap and Bitcoin's Role 37:26 Market Dynamics and Long-Term Thinking 42:51 Regulatory Challenges and Bitcoin's Resilience 46:55 Stablecoins: A Gateway to Bitcoin Adoption 52:50 The Future of Bitcoin in Authoritarian Regimes 56:11 Ethereum vs. Bitcoin: Different Tools for Different Needs 01:05:10 Final Thoughts and Recommendations 🔗 FOLLOW MARK: X: https://x.com/1MarkMoss YouTube: https://www.youtube.com/@UC9ZM3N0ybRtp44-WLqsW3iQ 📈 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. 📲 CONNECT WITH MICHAËL: X: https://x.com/CryptoMichNL YouTube: https://www.youtube.com/@michaelvdpoppe 🎙️ LISTEN ON: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657

    1h 12m
  8. Raoul Pal - Why Crypto Crashed (And What's Next)

    JAN 19

    Raoul Pal - Why Crypto Crashed (And What's Next)

    Our newest episode with Raoul Pal dives deep into the current state of crypto, with a keen bitcoin analysis highlighting its discount to fair value. We explore how altcoins faced significant drops while Bitcoin remained flat, impacting the overall crypto market. Raoul shares his insights on how investment strategies need to adapt, predicting explosive growth in 2026 after the liquidity vanish of 2025. TIMESTAMPS: 00:00 The Current State of Crypto Markets 02:35 Economic Forces and Liquidity Dynamics 05:39 Gold, Silver, and Financial Conditions 08:19 The Business Cycle and Future Growth Predictions 11:24 Navigating Market Changes and Retail Investor Strategies 13:53 The Impact of AI on Markets and Business Structures 16:48 The Future of Investment Strategies 19:16 The Role of Government and Regulation in Crypto 22:20 The Potential for a Market Blow-Off Top 25:10 Reflections on Market Crashes and Liquidity Issues 27:56 The Future of Bitcoin and Altcoins 30:38 The Role of Institutions and Regulatory Clarity 33:16 Final Thoughts on Market Dynamics and Predictions 40:04 The Evolution of Ethereum and Layer 2 Solutions 45:38 Emerging Narratives in Blockchain and AI 52:50 The Future of Decentralized Computing and AI 56:38 The Role of AI in Investment Strategies 01:02:59 Navigating Market Cycles and Investment Decisions 🔗 FOLLOW RAOUL: X: https://x.com/RaoulGMI Real Vision: https://www.realvision.com/ 📈 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. 📲 CONNECT WITH MICHAËL: X: https://x.com/CryptoMichNL YouTube: https://www.youtube.com/@michaelvdpoppe 🎙️ LISTEN ON: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657

    1h 18m
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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
    42
  • Rating
    Explicit
  • Show Website
    New Era Finance

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