Bitunix Analyst: U.S. Government Shutdown Breakthrough Signals Potential Liquidity Return to Crypto Markets


November 11th, the U.S. Senate passed a temporary funding bill extending government operations until January 30, 2026, marking a crucial step toward ending the longest federal shutdown in history. Although the agreement still awaits House approval, expectations of renewed liquidity have immediately lifted market sentiment. The move could release billions of dollars previously trapped in the Treasury General Account (TGA), allowing idle funds to re-enter the financial system and energize risk assets.For the crypto market, this potential breakthrough carries significant implications: The liquidity inflow could strengthen capital support for major regulated assets like BTC and ETH. If regulatory agencies such as the SEC resume full operations, the approval pace of crypto ETFs and related instruments may accelerate — providing new entry opportunities for institutional capital.However, investors should remain cautious: any blockage in the House or sudden acceleration in regulatory reviews could weaken the current optimism.Bitunix Analyst’s View: The shift in the shutdown narrative opens a “liquidity window” that may trigger a temporary rotation in crypto markets. If captured effectively, this could drive a short-term recovery across major assets. Still, non-mainstream tokens and leveraged positions remain exposed to the challenges of cautious capital re-entry.