The sentiment on Bitcoin (BTC) has shifted to a bullish trade setup for Q3 as it holds long-term historical support despite negative sentiment surrounding MicroStrategy (MSTR) and STRC. The analyst anticipates a diversification of AI stock gains into long-term stores of value like Gold and Bitcoin, supported by continued institutional interest from figures like Paul Tudor Jones. Macroeconomic factors, including a potential peak in the US Dollar Index (DXY) and interest rates, are expected to provide tailwinds as inflation subsides.