The speaker believes the current market cycle is not over, expecting higher prices before a longer correction. Key metrics like global liquidity and euphoria levels are important to monitor. The speaker also notes that while some companies are adopting Bitcoin treasury strategies, the overall adoption and understanding at the sovereign level is increasing, suggesting a more sustained upward trend for Bitcoin over the long term, despite short-term volatility. The speaker emphasizes a long-term mindset, avoiding emotional decisions, and sticking to a steady strategy.