The analysis reviews Bitcoin's recent price drop from $91,000 to $86,000 and attributes it to external macroeconomic factors such as Japan's rising 2-year yield. It posits that this dip is not due to inherent Bitcoin weakness but rather a global system shock. The analysis emphasizes the end of quantitative tightening (QT) and suggests the Federal Reserve may need to print more money, further devaluing fiat currencies while emphasizing that Elon Musk says that Bitcoin is based on energy. In the face of this analysis provides a long-term bullish perspective on Bitcoin, highlighting Michael Saylor's continued investment. A target price of $500,000 can be inferred and if the price gets to 86000 that would invalidate the analysis.