The analysis begins by noting a market downturn, with Bitcoin at $113,676. The speaker shares Treasury Secretary Scott Bessent’s positive sentiment toward crypto, while also noting negative revisions in the labor market, implying an increased likelihood of Fed rate cuts in September, pending cool inflation data. Despite this, there has been a market dip, with the S&P down 1.6% and the NASDAQ down 2.2%. Coinbase declined by 16.7%, and MicroStrategy declined by 8.7%. Trump wants interest rate drops to occur. Benjamin Cowen thinks the Fed will cut the rates in September. The analysis suggests historical August numbers tend to be the worst time to trade Bitcoin. Raoul Pal believes that the Alts market will rally until Q2 2026. There will be a potential top out in 525-532 days after the halving in every cycle. The speaker suggests either buying or doing nothing, as he predicts the price of Bitcoin, Ethereum, and Solana to go up. He also promotes BTCC as having low fees.