The analysis suggests that Bitcoin is in an expensive region, but consolidation after a breakout is normal and further upside is expected in the next few weeks. A consolidation may continue before the move even happens to the very expensive region. The short-term holder cost basis model indicates there is room to rally. A base case is set for August being a solid month, September may end up rough depending on August, with some trouble around mid September. BTC follows Global liquidity Index with 75 day lag. ETH target is 4800 with all time high levels with very good dynamics in supply shock due to 18.6 issuance vs 412k ETF . Solana benefits from narrative trend but the target for the asset is to 202 since if drop to 160 which mean market structure. DXY is strengthing due the rate cuts were pushed back . This has been reflected on high inflation and low unemployment.The presenter advocates remaining patient during sideways price action and not making rash decisions.