The analysis suggests that a rate cut pattern observed in Bitcoin's past may repeat, leading to volatility and potential de-risking before heading higher. The speaker expects a 25 bps rate cut is priced in. The dot plot will be more important than the rate cut decision. The Bollinger Bands on the weekly perspective are falling to some of the lowest levels ever seen. Bitcoin is forming a bull flag on the 4-hourly chart, with a price target of $120,000. Ethereum may see a final push towards a $6300 bull case scenario, based on positive seasonality with the conservative spot position strategy.