New Era Finance

Michaël van de Poppe
  • 5.0 (1)
  • Investing
  • Updated Weekly

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. 1d ago

    Eric Yakes: Why You Are Not Bullish Enough on Bitcoin

    Eric Yakes explains why Bitcoin's volatility is already lower than the Magnificent 7, and what could push the price higher from here. Eric Yakes is a private market investor and the author of "Bitcoin and the Monetary Revolution". At Epoch Ventures he invests in fintech companies built around Bitcoin adoption, and he judges Bitcoin on its fundamentals, not on power laws or correlations. In this conversation with Michaël van de Poppe he explains where he thinks the next wave of demand comes from. "More and more people are gonna want to get exposure to the scarcest, most liquid commodity that you can hold on a thumb drive and move anywhere in the world." Bitcoin has had a hard year, and many holders are losing faith. Eric argues that every big move up started with a fundamental driver, such as BlackRock launching its ETF, and that the next one will too. We cover: › Why Bitcoin's volatility is now lower than most Magnificent 7 stocks › How banks could start accepting Bitcoin as loan collateral › What drove price in the last cycle, and what could drive it next › How the debasement trade connects Bitcoin and gold › Why Eric ignores power laws and focuses on adoption › What he wants to see built in Bitcoin fintech This episode was recorded on September 16. ──────────────────── CONTACT MICHAËL: › X: https://x.com/CryptoMichNL › YouTube: https://youtube.com/@michaelvdpoppe › MN Fund: https://www.mnfund.nl/ CONNECT WITH ERIC YAKES: › X: https://x.com/ericyakes › Website: https://yakes.com/ SPONSOR: Trade on OKX, a MiCA-regulated exchange, and spend your crypto with the OKX Card, which offers the highest cashback. Sign up here: https://my.okx.com/nl/join/cryptomichnl WATCH ON YOUTUBE: https://www.youtube.com/@NewEraFinancePodcast?sub_confirmation=1 MN FUND — Digital asset investment fund: https://www.mnfund.nl/

    Eric Yakes: Why You Are Not Bullish Enough on Bitcoin

  2. Oct 19

    Brent Johnson: Why This Bull Market Can Last Much Longer Than You Think

    Brent Johnson says higher interest rates are not necessarily bearish for markets, and that this whole situation is going to go on much longer than most people think. Brent Johnson is the CEO of Santiago Capital and known for his Dollar Milkshake Theory. He joins Michaël van de Poppe to talk about what a Fed rate hike really means for markets and where he thinks the system is heading. "I think a lot of people who want to have a quick end to this whole nonsense, or however you want to define it, are gonna be disappointed. I think this is gonna go on much longer than people think, but that doesn't mean that there won't be pockets of great volatility along the way." Brent explains why he argues that higher rates can pull capital into US dollar assets and act as a stimulus, as long as they stay within a range, and why he thinks the can keeps getting kicked down the road even though he says this ends badly in the end. They also cover the K-shaped economy, why markets are increasingly driven by narratives and passive flows, how he approaches value investing with cash on the sidelines, AI as a national security race, and how stablecoins and tokenization fit into the dollar system. This episode was recorded on September 21, 2026. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - CONTACT MICHAËL › X/Twitter - https://x.com/CryptoMichNL › YouTube - https://youtube.com/@michaelvdpoppe › MN Fund - https://www.mnfund.nl/ CONNECT WITH BRENT JOHNSON › X/Twitter - https://x.com/SantiagoAuFund › Santiago Capital - https://research.santiagocapital.com SPONSOR › OKX - One of the world's largest crypto exchanges, fully MiCA regulated in Europe, with one of the highest cashback rates available on their card. Trade, spend and earn, all in one place. https://my.okx.com/nl/join/cryptomichnl LISTEN & SUBSCRIBE: YouTube (with chapters): https://www.youtube.com/@NewEraFinancePodcast?sub_confirmation=1 Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 MN FUND — Digital asset investment fund: https://www.mnfund.nl/ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - #NewEraFinance #CryptoMichNL #BrentJohnson #SantiagoCapital #Markets #InterestRates #Bitcoin #Crypto

    Brent Johnson: Why This Bull Market Can Last Much Longer Than You Think

  3. Oct 14

    Gracy Chen: This Will Trigger Bitcoin's Bull Market

    Bitget CEO Gracy Chen doubts the Bitcoin bull market has started, and says many altcoins are already dead or dying. Gracy Chen is the CEO of Bitget, a crypto exchange serving more than 100 million users. She joins Michaël van de Poppe to talk about where this market really stands. "I don't think it's a typical bear market, nor if it's a bull market. I will call it a monkey market because it just jumps up and down." Gracy explains why she thinks sentiment has changed more than the fundamentals, and why she warns against high leverage in this market. She says many layer 1s, layer 2s and Web3 apps are "dead or dying", while stablecoins, tokenized stocks and real world assets show stronger product market fit. She also covers AI agents trading on exchanges, how Bitget competes as a "universal exchange", how it builds trust with proof of reserves, and what could start the next bull market: whether the Clarity Act passes and whether the US government starts buying Bitcoin, which she says is still very unknown. This episode was recorded on August 26, 2026. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - CONTACT MICHAËL › X/Twitter - https://x.com/CryptoMichNL › YouTube - https://youtube.com/@michaelvdpoppe › MN Fund - https://www.mnfund.nl/ CONNECT WITH GRACY CHEN › X/Twitter - https://x.com/GracyBitget › Bitget - https://www.bitget.com SPONSOR › OKX - One of the world's largest crypto exchanges, fully MiCA regulated in Europe, with one of the highest cashback rates available on their card. Trade, spend and earn, all in one place. https://my.okx.com/nl/join/cryptomichnl LISTEN & SUBSCRIBE: YouTube (with chapters): https://www.youtube.com/@NewEraFinancePodcast?sub_confirmation=1 Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 MN FUND — Digital asset investment fund: https://www.mnfund.nl/ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - #NewEraFinance #CryptoMichNL #GracyChen #Bitget #Crypto #Bitcoin #BullMarket #Altcoins

    Gracy Chen: This Will Trigger Bitcoin's Bull Market

  4. Oct 12

    Mark Yusko: Why You Should Buy Bitcoin Before The End Of This Year

    Mark Yusko says Bitcoin is still trading below fair value, and that it can be a 10X from here. Mark Yusko, CEO and CIO of Morgan Creek Capital, joins Michaël van de Poppe to explain why he sees Bitcoin as a $15 trillion asset, why he expects a slow "crypto spring" before "crypto summer", and why the fast move only comes after the next halving. "I think Bitcoin, you know, it's coming up on a two trillion dollars again. I think super easily it's a $15 trillion dollar asset." Mark breaks down his fair value model built on Metcalfe's law, why inflation could take 50% of your purchasing power over 30 years, why $10 trillion was issued in the last 5 years, as much as in the first 245 years of the US, and why he expects governments to start holding Bitcoin. He also explains why returns shrink as Bitcoin gets bigger, and why he says getting to $15 trillion will take 5 to 10 years. This episode was recorded on September 22, 2026. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - CONTACT MICHAËL › X/Twitter - https://x.com/CryptoMichNL › YouTube - https://youtube.com/@michaelvdpoppe › MN Fund - https://www.mnfund.nl/ CONNECT WITH MARK YUSKO › X/Twitter - https://x.com/MarkYusko › Morgan Creek Capital - https://www.morgancreekcap.com SPONSOR › OKX - One of the world's largest crypto exchanges, fully MiCA regulated in Europe, with one of the highest cashback rates available on their card. Trade, spend and earn, all in one place. https://my.okx.com/nl/join/cryptomichnl WATCH & SUBSCRIBE: YouTube: https://www.youtube.com/@NewEraFinancePodcast?sub_confirmation=1 Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 MN FUND — Digital asset investment fund: https://www.mnfund.nl/ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - #NewEraFinance #CryptoMichNL #MarkYusko #MorganCreek #Bitcoin #Crypto #BitcoinPrice #BullMarket #Inflation

    Mark Yusko: Why You Should Buy Bitcoin Before The End Of This Year

  5. Oct 7

    Concordium CEO - Why You Are Missing The Biggest Narrative Of This Cycle

    Concordium CEO Boris Bohrer-Bilowitzky explains why you are missing the biggest narrative of this crypto cycle: AI agents that move money, and the question nobody can answer yet, who is behind them? Boris Bohrer-Bilowitzky, CEO of Concordium, joins Michaël van de Poppe to talk about privacy and verified identity on-chain, how Concordium lets you prove who you are without handing your passport to every platform, and why AI agents with wallets create a liability problem nobody has solved. "Every chain is racing as it stands right now to kind of let AI agents move money, which is cool, but none of them can tell you who's behind the agent." They also cover how Concordium compares to Worldcoin and Ethereum's agent identity standard, why the market cap is still relatively low, and what has to happen in the next year for the narrative to take off. Recorded on 30 September 2026. Watch the full episode on YouTube: https://www.youtube.com/@newerafinancepodcast?sub_confirmation=1 Follow Michaël: https://x.com/CryptoMichNL MN Fund: https://www.mnfund.nl/

    Concordium CEO - Why You Are Missing The Biggest Narrative Of This Cycle

  6. Oct 5

    OKX Founder: Why This Crypto Cycle Will Change Your Life

    OKX CEO Star Xu explains why he believes the next decade will be the biggest in crypto history, and how to keep your money safe on an exchange after FTX and October 10th. Star Xu, founder and CEO of OKX, joins Michaël van de Poppe to look back at how crypto survived every crisis and came out bigger each time, and why he expects the revolution from 2026 to 2036 to dwarf the last decade. He explains why stablecoins, tokenized stocks and regulation like MiCA are building a new financial system for the young generation, and why Bitcoin keeps proving the people who call it dead wrong. Star also gets candid about trust. He tells what it was like to run an exchange holding huge amounts of customer money while people came to him with ways to earn yield on it (his answer was no), why OKX publishes proof of reserves every month, and what he thinks really happened on October 10th, including why leveraged yield products carry far more risk than real stablecoins. He closes with practical advice on how to trade safely, and why he lives by one rule: don't believe, don't trust, verify. "Especially in the next decade, I feel very optimistic about the industry." This episode was recorded on August 25, 2026. CONNECT WITH STAR XU: X/Twitter: https://x.com/star_okx OKX: https://www.okx.com CONTACT MICHAËL: X/Twitter: https://x.com/CryptoMichNL YouTube: https://youtube.com/@michaelvdpoppe SPONSOR: OKX - One of the world's largest crypto exchanges, fully MiCA regulated in Europe, with one of the highest cashback rates available on their card. Trade, spend and earn, all in one place: https://my.okx.com/nl/join/cryptomichnl WATCH ON YOUTUBE: https://www.youtube.com/@newerafinancepodcast?sub_confirmation=1 MN FUND — Digital asset investment fund: https://www.mnfund.nl/ #NewEraFinance #CryptoMichNL #StarXu #OKX #Bitcoin #Crypto #BullMarket #Stablecoins #FTX

    OKX Founder: Why This Crypto Cycle Will Change Your Life

  7. Sep 28

    Matt Hougan: The 4 Assets Winning This Bull Market

    While everyone's watching Bitcoin, Matt Hougan says there are 4 other assets quietly leading this entire bull market. Matt Hougan, CIO of Bitwise, joins Michaël van de Poppe to explain why the addressable market for DeFi protocols has grown 100x, from a $2 trillion crypto market into a shot at the $100 trillion stock market and $300 trillion bond market. He breaks down why once traditional investors move into this new, tokenized world, they never go back, why exchanges keep getting disrupted every year and a half, and why Bitcoin remains the clearest hedge against monetary debasement while tokenization becomes the second megatrend running alongside it. "Hyperliquid making its case to be chiseled into the Mount Rushmore. Zcash is arguing that privacy should be on the Mount Rushmore. Venice is arguing that real world AI should be on the Mount Rushmore." This episode was recorded on September 10, 2026. CONNECT WITH MATT HOUGAN: X/Twitter: https://x.com/Matt_Hougan Bitwise: https://www.bitwiseinvestments.com CONTACT MICHAËL: X/Twitter: https://x.com/CryptoMichNL YouTube: https://youtube.com/@michaelvdpoppe SPONSOR: OKX - One of the world's largest crypto exchanges, fully MiCA regulated in Europe, with one of the highest cashback rates available on their card. Trade, spend and earn, all in one place: https://my.okx.com/nl/join/cryptomichnl WATCH ON YOUTUBE: https://www.youtube.com/@newerafinancepodcast?sub_confirmation=1 MN FUND — Digital asset investment fund: https://www.mnfund.nl/ #NewEraFinance #CryptoMichNL #MattHougan #Bitwise #Crypto #DeFi #BullMarket

    Matt Hougan: The 4 Assets Winning This Bull Market

  8. Sep 20

    Michael Howell: Why The FED Rate Hike Is Bullish For Bitcoin

    Why would a Fed rate hike be good news for Bitcoin? Michael Howell explains the liquidity mechanics most investors get backwards. Michael Howell, founder of CrossBorder Capital and one of the world's leading experts on global liquidity, joins Michaël van de Poppe to explain why "the West is bust, and the world is changed." He breaks down why central banks have no real choice but to keep printing money, and why that's structurally bullish for Bitcoin. He explains why monetary inflation destroys your wealth in the long run if your assets don't keep up, why it's become far more difficult for governments to issue real long term debt in a world of higher bond yields, and why that pushes them toward money printing instead. He also breaks down his own liquidity model: for every 10% increase in global liquidity, Bitcoin's price has historically doubled, and why he thinks most people still have close to zero allocation to the one asset built for this exact environment. This episode was recorded on September 7th, 2026. CONNECT WITH MICHAEL HOWELL: X/Twitter: https://x.com/CrossBorderCap CrossBorder Capital: https://www.crossbordercapital.com CONTACT MICHAËL: X/Twitter: https://x.com/CryptoMichNL YouTube: https://youtube.com/@michaelvdpoppe SPONSOR: OKX - One of the world's largest crypto exchanges, fully MiCA regulated in Europe, with one of the highest cashback rates available on their card. Trade, spend and earn, all in one place: https://my.okx.com/nl/join/cryptomichnl WATCH ON YOUTUBE: https://www.youtube.com/@newerafinancepodcast?sub_confirmation=1 MN FUND — Digital asset investment fund: https://www.mnfund.nl/ #NewEraFinance #CryptoMichNL #MichaelHowell #Bitcoin #GlobalLiquidity #Macro

    Michael Howell: Why The FED Rate Hike Is Bullish For Bitcoin
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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
    79
  • Rating
    Explicit
  • Show Website
    New Era Finance

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