The speaker analyzes Bitcoin and Ethereum, predicting a bullish trend based on M2 money supply correlations. He discusses Bitcoin potentially reaching $200,000 by Q1 2026, if a retracement to $103,000 occurs it will be an opportunity to buy more. Ethereum has a setup to reach $8000, with a potential stop loss below $2500 to mitigate the risk. The potential effect of the US Labor Department's decision to rescind a 2022 guidance that warned fiduciaries about including crypto in 401(k) plans. Other news includes the judge's decision to overturn Donald Trump's tariffs and the President's decision to appeal.