The analysis focuses on Bitcoin's potential pullback to the 20-week moving average during September, drawing parallels with historical patterns from 2017 and 2020-2021. The analyst infers a potential rally Ethereum in August pushing to all time high. It's based on historical data and chart analysis but lack of explicit support from other indicators. The video suggests that after ETH hits all-time highs it will face a selloff while BTC falls to 20 week moving average. He observes ETH is sucking liquidity from the Altcoin market as it rallies in the short term. It expects ETH will create lower value against BTC around September and October.