The analysis suggests Bitcoin and Ethereum are sensitive to monetary policy. September 17th is an important catalyst. Bitcoin is expected to perform well in Q4, potentially reaching $200,000 by year-end, almost doubling its current price. The Fed's pause for nine months has stalled Bitcoin's progress, as easing cycles have occurred only twice before with significant equity performance. If the Fed resumes cuts in Q4, similar to 1998 and 2024, equities will likely rally. Crypto is beta to equity. Strong fourth quarter and small caps like IWM expected to rally. Bullish for Ethereum, as small caps will do really well.