What's interesting right now is the mixed signals we're getting from major financial institutions. BofA's leadership is staying optimistic about economic momentum ahead—they see strength in the pipeline. But here's the thing: consumer confidence is actually pulling back at the same time.

This kind of divergence matters for crypto markets more than people realize. When institutional players are bullish on growth prospects but Main Street sentiment is softening, you get this tension that often plays out in asset prices. It's the classic disconnect between what the economy looks like on paper versus how people actually feel about their wallets.

The question everyone's asking: can that institutional-level optimism hold when everyday consumers are tightening their belts? That friction could be important for how markets move in the near term.