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Max Michielsen Profile
Max Michielsen

@maximichielsen

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149
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58

Digital Asset Investment Strategist at @21Shares. Views are my own, NFA.

Zürich, ZH, Switzerland
Joined January 2024
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@maximichielsen
Max Michielsen
2 months
RT @21Shares: .@Bitcoin's next chapter is unfolding 📈 . @maximichielsen & @PapaDari_ just unpacked our mid-year calls—nation-state BTC re….
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@maximichielsen
Max Michielsen
2 months
RT @AbdelmawlaKarim: Velodrome Finance (top 20 DEXs by Volume over last year) just activated native cross-chain swaps! .
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@grok
Grok
2 days
Join millions who have switched to Grok.
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@maximichielsen
Max Michielsen
2 months
RT @duncanmmoir: Crypto apps offering securities, fintech platforms offering crypto: investors getting choice and great UX…feels like tradf….
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@maximichielsen
Max Michielsen
3 months
RT @21Shares: Building bridges takes trust—and the right partners. We're proud to team up with @MoraBanc to expand digital asset education.….
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@maximichielsen
Max Michielsen
3 months
RT @duncanmmoir: This is a big deal!. The UK FCA is taking a major step toward allowing retail investors access to crypto ETPs.
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@maximichielsen
Max Michielsen
3 months
RT @21Shares: The enterprise-grade DLT just entered the ETP market. We’re proud to launch the 21Shares Hedera ETP (HDRA), giving investors….
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@maximichielsen
Max Michielsen
4 months
RT @SuiNetwork: We've teamed up with @21Shares / @21Shares_US for next-level product collaborations, research reports, and other initiative….
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@maximichielsen
Max Michielsen
4 months
RT @MattMena__: Just tuned into the “Can We Call it an Asset Class Yet?” panel featuring @JSeyff @Scaramucci @baehr @3iq_corp . These are m….
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@maximichielsen
Max Michielsen
4 months
6/6 Clearly, beyond what @adrianwjfritz covered, Solana’s case also holds up through a traditional lens: offering distinct diversification benefits, strong revenue growth, and compelling near-term valuations. As always, we’d love to hear your thoughts, drop them below! 👇.
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@maximichielsen
Max Michielsen
4 months
5/6 Relative valuation tells a similar story. Solana has already jumped to 34% of Ethereum’s market cap, with significant room to grow. If SOL hits 50%, that implies a price of $205. While a flippening isn’t expected yet, Solana’s momentum suggests it’ll keep gaining ground. 💰
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@maximichielsen
Max Michielsen
4 months
4/6 All of Solana's network activity isn't just noise; it's revenue. Last year, Solana generated $1.44B in net rewards, and is on track to 2.5x that in 2025. This real economic output enables us to run a DCF model, pointing to a potential 10x upside and major undervaluation. 📈
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@maximichielsen
Max Michielsen
4 months
3/6 Just a moderate 5% Solana allocation significantly boosted the performance of a traditional 60/40 portfolio across several metrics. Sharpe ratios surged across all rebalancing strategies, but timing and frequency were key to capturing growth and limiting downside risk. 📊
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@maximichielsen
Max Michielsen
4 months
2/6 Solana is a clear diversification play, showing just 27% correlation to traditional assets. Even vs. tech, correlation is low at 34%, making it a distinct innovation bet. Its 55% link to BTC may fall further as narratives diverge, reinforcing its complementary role. 🚀
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@maximichielsen
Max Michielsen
4 months
1/6 As @adrianwjfritz unpacks @solana’s fundamentals and surging network activity, and as I hinted yesterday, we remain firmly bullish on its growth potential. But what does that mean for your portfolio? And how do we think about SOL’s valuation?. Let’s break it down! 🧵👇.
@adrianwjfritz
Adrian W. J. Fritz
4 months
Our newest State of Crypto is out. This issue dives deep into @solana — is it the Nasdaq on-chain? .Here are 10 key takeaways: 🧵👇🏼
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@maximichielsen
Max Michielsen
4 months
Our latest State of Crypto report dives into how @solana is leveraging its speed and efficiency to drive real adoption and onboard the next wave of crypto users. Here at @21Shares, we see strong long-term potential. 📈. Check out the report and please share your thoughts!👇.
@21Shares
21Shares
4 months
Download the latest report now for your free deep dive into its ecosystem ⬇️.
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@maximichielsen
Max Michielsen
4 months
RT @21shares_us: we're so back. Bitcoin $100,000
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@maximichielsen
Max Michielsen
4 months
RT @21Shares: Memes are evolving into serious assets. 🤯. @adrianwjfritz and @maximichielsen unpack Dogecoin’s rise from internet phenomeno….
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@maximichielsen
Max Michielsen
4 months
RT @MattMena__: Over the past year, Bitcoin has surged to new all-time highs - but the classic altcoin season and rotation we've seen in pa….
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@maximichielsen
Max Michielsen
4 months
RT @Benzinga: What returns could a 1% dogecoin ETF allocation yield? $DOGE.
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@maximichielsen
Max Michielsen
4 months
RT @AbdelmawlaKarim: $DOGE grew by almost ~25% since the summer of 2024, while most new high-FDV, low-float tokens that were listed on Bina….
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