The video discusses the recent crash in the crypto market and identifies potential reasons, including old Bitcoin holders selling, quantitative tightening and government shutdown in the US. It suggests that liquidity is currently squeezed due to treasury accounts holding funds because of US government shutdowns. The presenter suggests several factors that could reverse sentiment such as liquidity from Japan and China and passing of the Clarity Act, Tom Lee also is quoted in the video where he sets a target price of 150k for Bitcoin and 7k for Ethereum by the end of the year. Jordi Visser says that original investors have the opportunity for diversification.