The analysis examines the cryptocurrency market, focusing on Bitcoin, Ethereum, and the altcoin market. Since April, Bitcoin is up 66%, with a similar performance in the broader altcoin market (minus Ethereum). Ethereum has outperformed, showing a 180% gain. The speaker believes Ethereum's rise can be attributed to broader money flow. The typical money flow is examined with USD thrown into Bitcoin, then Ethereum, then Altcoins, and finally topping out when thrown back into USDT. The speaker believes that there is a good chance the altcoin cycle has been disrupted, therefore the trading advice provided is to be extremely selective with altcoins or avoid all altcoins.