The video provides a fundamental analysis of Bitcoin and Ether, noting Bitcoin briefly rose above $116,000 following US inflation data. A derivatives expert suggests soft inflation and weaker jobs data are steering the Fed towards growth support over price stability. The analysis highlights expectations of a Fed Reserve interest rate cut, leading to gains in risk assets. Ether rose by 2.5% to $4,519, with the overall crypto market adding 1.5% to $4.1 trillion. It also points out that wholesale inflation unexpectedly declined by 0.1% against forecasts for a 0.3% increase, suggesting a shift in market sentiment and expectation that the Fed will focus less on price stability and more on economic growth by cutting rates in September. The video mentions Bitcoin gains momentum due to investors anticipating a decisive Fed action. Institutional appetite for Bitcoin is noted, with Spot Bitcoin ETFs drawing $553m in net inflows, a fourth straight day of gains, as well as Ethereum Spot ETFs adding $113m, with investors seeing crypto as an asset that offers protection across multiple scenarios.