The analysis reviews Bitcoin's trend following the Global Liquidity Index with a 75-day lag, noting a recent pullback but anticipating a Q4 rally. The U.S. Dollar Index's weakness is expected to put upward pressure on global liquidity. The market is pricing in rate cuts of 125 basis points in both October and December, with a pause afterward and the next FED chair pick is also reviewed as a potential catalyst. A major Bitcoin cycle top is not expected. The presenter states he is holding his portfolio steady but is looking to buy the dip on Solana and is looking to rotate some of his Bitcoin back into Ethereum. Support is expected to hold until it doesn't, with the next target at $100K. Ethereum looks quite oversold. The goal is to assess the 5 Fibonacci level. Technicals for Solana include a local bottom. With a test of an upward trend. The trend is our friend. High odds that Solana could hit all time high before the end of 2025. As always, the presenter is reviewing what the market expects vs what he expects.