The analyst anticipates MU will beat earnings and reach a new all-time high before a multi-month correction. Sentiment is bearish for the broader market into Q3, with price targets of $60,000 for Bitcoin (BTC) and $60 for Solana (SOL) as potential cycle lows. A long BTC / MSTR pair trade is suggested, while SOL is positioned as a top 12-month trade to outperform other L1s like HYPE due to its ecosystem of applications including Jup, Phoenix, Drift, Cards, Arcium, MetaDAO, and Pumpfun.