The analyst discusses the likelihood of a September Fed rate cut, referencing Polymarket data showing an 88% chance. He notes an uptick in the possibility of a 50 basis point cut. A clip from Scott Bessent is shown, advocating for a 50 bps rate cut in September. The analyst mentions that if the inflation won't responding to the tariffs the Fed may proceed with another rate cut. Focusing on Ethereum, it's nearing an all-time high. There is discussion from Standard Chartered that ether could reach 25000 by 2028. Then he talks about cathie wood and long-term ethereum staking has outperform bitcoin. In particular, the discussion shows if you stake ETH which continuously adds more ETH, the value will ends up compounding your gains. Then it shows from matthew sigel that if you are staking ETH, ETH has now outperformed BTC by 900bps YTD. At the end he mentions that Cathy Wood is selling a little bit of Solana for ETH.