The video discusses Bitcoin, mentioning institutional clients preparing for upside surprises and a potential price target of $200,000. Tether is noted to have added more Bitcoin to its reserves than most ETFs. Metaplanet purchased an additional 136 Bitcoin and holds over 20,000. Bitcoin whales sold $12.7 billion worth of Bitcoin in the last month, but the price remains above $111,000. The illiquid Bitcoin supply has hit all-time highs, suggesting strength. The video touches upon the idea of corporations buying Bitcoin.