The analyst discusses the cryptocurrency markets, focusing on Bitcoin (BTC), Ethereum (ETH), XRP, and Solana (SOL), alongside mentioning NVIDIA (NVDA) stock. He notes that the Coinbase Bitcoin Premium has reappeared, signaling bullish sentiment in the US markets where equities open bullish with the S&P 500. Volatility is low. Rate cut in September is at 90%. Analyst is looking for Bitcoin to reclaim 112.5k. Then, he expects 115k target. A fall to 108k and 107k is possible and a failure bound for his bullish trend on Bitcoin. He observes that Ethereum beta coins are showing strength. Analyst expects consolidation in XRP between $3 and $2.95.