The analysis begins with a discussion of the GDP data which is better than expected. The speaker suggests there is a bullish technical environment for the SPX. The analyst mentions the IWM/SPX small cap stocks moving against large cap stocks and outperforming which is a good risk environment. Bitcoin's dominance is expected to roll over as the altcoins will outperform Bitcoin in terms of market cap. The first asset discussed is the SPX, in which a cup and handle has formed, and has entered phase two. He highlights the total market cap in crypto for alts shows signs of a falling wedge about to breakout, and all time high levels, setting up 6.3 trillion. There are a high number of new crypto ETFs flooding the market. Bitcoin will outperform the SPX.