The presenter discusses the potential impact of a Fed rate cut on the stock and crypto markets. JP Morgan predicts a 15% return in the S&P 500 over the next 12 months following a rate cut, while Moody's estimates a 48% recession probability. Tom Lee expects AI to propel earnings, and the Fed rate cut could help the ISM get back above 50 and bring mortgage rates down. For Bitcoin, JP Morgan says that the rate cut would see Bitcoin dump towards $104,000 or $92,000 before a rally with the presenter stating that all time highs above $6600 had been met for the S&P500. He adds on Uniswap has upside of 30% at 12.114, from support at 8 but needs transparency and has been a previous all time high beta play. Arkham said that Blackrock purchased 260 million in BTC and more ETH at 360 million.