The analyst recommends accumulating Bitcoin as a long-term investment, suggesting dollar-cost averaging at current prices around $114,355, with potential upside to $80,000. He emphasizes long-term investment despite a potential price plummet. The analyst then shifts focus to NVDA at a current price of $173.72 with technicals suggesting an increase to $250 as a 'rinse and repeat' play with buying opportunities on pullbacks to levels around $168, $163, and even $150 and with a target of the stock to reach $250 over time (October, November, December). The analyst advises to consider both calls and puts.