Coinbase's stance this time is very clear: avoid making bold bets in the second quarter, as macro and geopolitical uncertainties still persist. However, the market isn't completely without clues; $BTC has been more resilient than U.S. stocks during recent pullbacks, and ETF funds are flowing back in, indicating that institutions haven't let go of their positions in $BTC . In the short term, it's more about divergence amid high volatility rather than a unilateral retreat. $BTC $ETH