Coinbase Institutional: Maintains Neutral Outlook on Crypto Market in Q2, BTC Shows Resilience

Odaily News Coinbase Institutional has released its crypto market outlook for the second quarter of 2026, maintaining a neutral stance. The report notes that the escalation of the Iran situation has disrupted market expectations for fiscal and monetary stimulus, driving capital back into cash assets. Despite severe volatility in global markets, Bitcoin's decline has been significantly smaller than that of the S&P 500, demonstrating greater resilience amidst the turbulence. Institutions believe that the current rapidly changing macro environment, with geopolitical risks intertwined with inflation and interest rate expectations, leaves the crypto market lacking a clear direction in the short term. Coinbase Institutional recommends that, under a neutral allocation strategy, focus should be placed on assets with strong liquidity and solid consensus, such as Bitcoin, while waiting for trend signals to emerge after geopolitical risks ease and macro policies become clearer.