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May 2 news, Dragonfly partner Haseeb Qureshi stated that retail investors have now largely exited the market, with institutions forming the market bottom and supporting Bitcoin; Bitcoin is viewed as a mature asset poised for sustained growth over the next 15–20 years, while altcoins need a clear narrative to attract retail investors. The core of crypto lies in money and finance, with DeFi, stablecoins, exchanges, and RWA demonstrating strong stickiness; the involvement of AI will enable agent-mediated transactions, greatly increasing adoption, with low-risk preference users becoming the primary entry point. Savings-type assets and passive investment are expected to see explosive growth on-chain.

According to Golden Ten Data, ChainCatcher reports that Federal Reserve's Goolsbee stated that GDP growth has been unexpectedly strong and consumer spending is also steadily advancing.

Golden Ten Data reported on May 3 that NetJets CEO Adam Johnson, under Berkshire Hathaway, stated that rising costs (including oil prices reaching $100 per barrel) have already started to suppress demand in certain sectors. "In the consumer goods and actual retail sectors, this has indeed already impacted some demand." While acknowledging these pressures, Johnson noted that these businesses are accustomed to operating in volatile environments. "We are prepared to deal with these situations and to make adjustments when necessary. But it is certain that this is affecting some retail businesses as well as some consumer goods businesses."