The speaker analyzes the crypto market, highlighting key macroeconomic influences and specific altcoin opportunities. He discusses the potential impact of President Trump's trade policies (tariffs and quotas) and interest rate preferences on the broader economy and, consequently, Bitcoin. He notes Bitcoin's current consolidation around $89,500 and anticipates a move towards $93,000 to close a CME gap, with previous support at $88,000 acting as a fail bound. The speaker is very bullish on Ethereum, expecting a 'huge explosion' once liquidity returns, inferring a target of $3,800 from its ascending triangle pattern, with $2,800 as a fail bound. He also identifies Solana, Canton, Ondo, and Chainlink as significant opportunities due to tokenization and their underlying infrastructure. Solana is predicted to reach $500, Ondo to increase by 30% from its current price to $0.447, and Chainlink is seen as the 'most undervalued' with a bullish pennant, potentially targeting $20. He emphasizes that tokenization is a major trend driving future growth across these layer-one solutions, especially in the context of institutional adoption and reducing corruption. The analysis draws parallels to historical dot-com bubble patterns in traditional markets, suggesting potential for further drops in S&P before a macro consolidation. The Fed's dual mandate (maximise employment and maintain inflation around 2%) is discussed as a counterpoint to political pressure for rate cuts.