The analyst discusses Bitcoin's continued breakout above $100,000, referencing its historical pattern of not revisiting trading ranges after confirmed breakouts. Two main reasons are given against this being a false breakout: quick false breakouts versus the current sustained price, and strong green weekly candles closing above range highs. The imminent Bitcoin golden cross is mentioned but disregarded as a lagging indicator. The speaker also mentions a looming debt that eventually requires the US government to print their way out of it and monetize that debt. The analyst remains bullish on assets like S&P 500 and Bitcoin.