The analysis starts by discussing the impact of Strategy Inc's rejection from the S&P 500 and presenting a clip from Micheal Saylor regarding the topic with the S&P 500 rejection from the S&P but there is an expectation that will happen in october. The analyst expresses being initially optimistic but also pointing that the institutions need to buy and there is a lot of shorts taking on the stock, still a lack of clarity so the analysis are now wait and see stance. Then the presenter shows the graph of MSTR where it's trading around 326 USD, analyst is pointing to the fact that even with this bad news that there was no big sell off for MSTR. Analyst is bullish on BTC and gives a potential target for a spike that could get BTC at 700k in 3 years.