Interesting shift in tone from the big players. Both Standard Chartered and Bernstein just trimmed their near-term Bitcoin targets following the recent selloff—guess even the bulls need to adjust when reality hits.

But here's the thing: they're not backing down on the bigger picture. Both firms are still holding onto their long-term super-bull thesis. Their reasoning? Market consolidation is doing its job, and ETF inflows continue to provide solid structural support underneath all the noise.

So yeah, short-term recalibration, but the conviction for a major upside over the long haul remains intact. Worth keeping an eye on how those flows develop.