The author has shifted to a bullish sentiment on Bitcoin (BTC), identifying the current price near long-term historical support as a strong trade setup for the beginning of Q3. Despite recent bearishness due to concerns regarding MicroStrategy (MSTR) and STRC, the author believes the market has priced in worst-case scenarios and anticipates a return to the "digital gold" thesis as inflation subsides. The outlook suggests that investors will diversify realized gains from AI stocks into long-term stores of value like Gold and Bitcoin, supported by continued institutional interest from figures like Paul Tudor Jones.