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The speaker suggests a bullish outlook for risk assets, including Bitcoin, Ethereum, and the S&P 500, anticipating further gains by year-end. They highlight that while some cryptocurrencies experienced liquidation events in October due to leverage and US-China trade tensions, the overall sentiment is shifting positive. The speaker points to the underperformance of gold earlier in the year and its recent peak as a sign of money flowing into riskier assets. They also mention that the technicals for Bitcoin and Ethereum are flipping positive, suggesting potential rallies for both into year-end. The speaker notes that Bitcoin has seen a significant liquidation event that was not reflected in its price, indicating potential stabilization. They also mention a cup and handle pattern in gold, with a target around its current peak, suggesting that gold might be peaking while other risk assets like crypto and equities continue to rise.