The analysis begins with a sarcastic commentary on Bitcoin reaching $115,000, and then quickly transitions into a technical analysis. It highlights a CME gap at $114,325 and discusses Bitcoin following a pattern seen months prior. A bullish pennant is identified, but also suggests an extended drop to fill the CME gap. For Ethereum, a 50% pump in the past month is noted, with the analysis pointing out a resistance around $3,870. Bullish setup highlighted on SUI expecting to retest bullish pennant and the possibility of a W formation. MicroStrategy stock is analyzed mentioning it is an addition to the portfolio two days ago, noting it running into earnings on July 31st. There is a bearish divergence and that expects the price to do well on earnings. The presenter claims that in the coming August will mark the beggining of the all coin season.