From February to March, the entire market was focused on BTC and ETH, with widespread expectations that they would plummet. Many speculated that the bottom of this cycle would be around 40k or 50k, and the market consensus was so strong that it was astonishing. Now, as we enter April, the market is at a critical juncture to choose a direction. This high level of consensus makes me cautious. It reminds me of when BTC was at 120k, and the market unanimously expected it to surge to 150k or even 200k, but then it was hit by the "Black Swan event on October 11," resulting in a sharp decline.