PINNED
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I just completed a new transaction! Copy my portfolio with one click 👇
Xuyu1115
Close Position
TAKEUSDT
PNL(USDT)
+2000.25
Close Price
0.26792978
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#加密市场反弹 BTC Counterintuitive Surge! What Happened After the Employment Data Was Released?
The number of initial jobless claims in the U.S. was 216,000 (lower than expected), indicating that the U.S. economy is surprisingly resilient!💪
Logically, this should dampen interest rate cut expectations, which would be negative for the crypto market, but BTC directly rebounded and broke through $87,000!📈
Why?
Fear of recession is fading: As long as the economy doesn't collapse, the market is willing to push forward.
Interest rate cut expectations are stable: Traders are still betting on a high probability of an interest rate cut in December (over 85% probability).
Summary: The market is currently very strong, bad news (negative for interest rate cuts) is being ignored, and good news (strong economy) is being amplified. At this time, do not easily short!🐂
Pay attention to next week's PCE inflation data, that's the real test!👀
#BTC走势分析 #美股 #宏观数据 #牛市逻辑
The number of initial jobless claims in the U.S. was 216,000 (lower than expected), indicating that the U.S. economy is surprisingly resilient!💪
Logically, this should dampen interest rate cut expectations, which would be negative for the crypto market, but BTC directly rebounded and broke through $87,000!📈
Why?
Fear of recession is fading: As long as the economy doesn't collapse, the market is willing to push forward.
Interest rate cut expectations are stable: Traders are still betting on a high probability of an interest rate cut in December (over 85% probability).
Summary: The market is currently very strong, bad news (negative for interest rate cuts) is being ignored, and good news (strong economy) is being amplified. At this time, do not easily short!🐂
Pay attention to next week's PCE inflation data, that's the real test!👀
#BTC走势分析 #美股 #宏观数据 #牛市逻辑
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#加密市场反弹 Cryptocurrency Market Alert: December 8!
The U.S. Senate is preparing for the final review of the "Crypto Market Structure Bill" during the week of December 8. Here’s a simple summary of why this is a major positive:
Setting Rules: Clearly defining what falls under the SEC (securities) and what falls under the CFTC (commodities). Don’t underestimate this point; having a clear "identity" allows large institutions to enter the market.
Racing Against Time: Legislators want to finalize this before the Christmas holiday, with both parties pushing for it, and the success rate is not low.
Who Benefits: After the rules are clarified, the biggest beneficiaries will be RWA (asset tokenization) and compliant exchanges.
My Opinion: The market fears not regulation, but uncertainty. As long as the bill is enacted, the sword of Damocles hanging over us will be lifted. This year-end market trend could be stronger than expected.🐂
#加密货币 #RWA #监管 #行情分析
The U.S. Senate is preparing for the final review of the "Crypto Market Structure Bill" during the week of December 8. Here’s a simple summary of why this is a major positive:
Setting Rules: Clearly defining what falls under the SEC (securities) and what falls under the CFTC (commodities). Don’t underestimate this point; having a clear "identity" allows large institutions to enter the market.
Racing Against Time: Legislators want to finalize this before the Christmas holiday, with both parties pushing for it, and the success rate is not low.
Who Benefits: After the rules are clarified, the biggest beneficiaries will be RWA (asset tokenization) and compliant exchanges.
My Opinion: The market fears not regulation, but uncertainty. As long as the bill is enacted, the sword of Damocles hanging over us will be lifted. This year-end market trend could be stronger than expected.🐂
#加密货币 #RWA #监管 #行情分析
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Dual Impact of Macroeconomic Tightening and Institutional Position Adjustments: Can the $82,000 Key Support Hold the Bull Market Line?
#比特币波动性
Bitcoin November Review:
1. Current Price and Recent Performance
Bitcoin's current price is oscillating in the range of **$86,000 ~ $92,000**, with most recent data showing around $82,000-91,000.
Since November, BTC has significantly retraced from the October high of approximately $126,000, dropping over 30% to a low of $85,000-88,000, marking a 7-month low. This adjustment has erased part of the gains made in 2025, with the entire cryptocurrency market cap evaporating by over $1 trillion.
2. Core Reasons for the Correction (Multiple Negative Factors Resonating)
1. Large-scale outflow of ETF funds
In November, the net outflow of the U.S. spot Bitcoin ETF reached a record, exceeding $3.7-3.9 billion in a single month. Since mid-October, institutional investors have continuously reduced their positions, with major ETFs like BlackRock's IBIT experiencing several days of net outflow. This reflects a shift from 'risk appetite' to 'defensive mode' among institutions, in sync with the adjustment in U.S. tech stocks.
Bitcoin November Review:
1. Current Price and Recent Performance
Bitcoin's current price is oscillating in the range of **$86,000 ~ $92,000**, with most recent data showing around $82,000-91,000.
Since November, BTC has significantly retraced from the October high of approximately $126,000, dropping over 30% to a low of $85,000-88,000, marking a 7-month low. This adjustment has erased part of the gains made in 2025, with the entire cryptocurrency market cap evaporating by over $1 trillion.
2. Core Reasons for the Correction (Multiple Negative Factors Resonating)
1. Large-scale outflow of ETF funds
In November, the net outflow of the U.S. spot Bitcoin ETF reached a record, exceeding $3.7-3.9 billion in a single month. Since mid-October, institutional investors have continuously reduced their positions, with major ETFs like BlackRock's IBIT experiencing several days of net outflow. This reflects a shift from 'risk appetite' to 'defensive mode' among institutions, in sync with the adjustment in U.S. tech stocks.
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The cryptocurrency working group of #美SEC推动加密创新监管 SEC will hold a public roundtable on December 15, focusing on financial surveillance and privacy. Industry leaders in Bitcoin and privacy coins, privacy advocates, and SEC officials will participate.
This meeting is not aimed at passing strict new regulations on the spot but will focus on
'pain points + solutions'.
The background is: Recently, Tornado Cash developer Roman Storm was partially convicted, Samourai Wallet developer was sentenced, and there has been a rebound in the prices of privacy coins.
Some say this concerns the cypherpunk spirit of cryptocurrency — ensuring secure communication and protection from surveillance is a fundamental intention of technological invention.
✅ Positive aspect: This roundtable is a good opportunity for the SEC and the cryptocurrency industry to communicate, indicating that regulators are willing to seriously discuss privacy protection rather than simply suppressing it.
❗ Risk aspect: If regulation tightens, privacy coins may be forced to compromise; and if there is only talk without action, it could merely be a symbolic gesture with limited protection for developers.
🔍 Long-term view: Privacy technology is one of the foundations of cryptocurrency. Regulation should find a balance between combating crime and protecting individual freedoms.
💬 For us: We need to closely monitor the results of the meeting to see if there are specific policy directions → which could have significant impacts on privacy protocol/wallet developers and investors.
This meeting is not aimed at passing strict new regulations on the spot but will focus on
'pain points + solutions'.
The background is: Recently, Tornado Cash developer Roman Storm was partially convicted, Samourai Wallet developer was sentenced, and there has been a rebound in the prices of privacy coins.
Some say this concerns the cypherpunk spirit of cryptocurrency — ensuring secure communication and protection from surveillance is a fundamental intention of technological invention.
✅ Positive aspect: This roundtable is a good opportunity for the SEC and the cryptocurrency industry to communicate, indicating that regulators are willing to seriously discuss privacy protection rather than simply suppressing it.
❗ Risk aspect: If regulation tightens, privacy coins may be forced to compromise; and if there is only talk without action, it could merely be a symbolic gesture with limited protection for developers.
🔍 Long-term view: Privacy technology is one of the foundations of cryptocurrency. Regulation should find a balance between combating crime and protecting individual freedoms.
💬 For us: We need to closely monitor the results of the meeting to see if there are specific policy directions → which could have significant impacts on privacy protocol/wallet developers and investors.
#美股2026预测 #加密市场回调 #BTC Bitcoin just slipped toward $86K, and some big players are ringing alarm bells. Here’s what’s going on in plain talk:
🔍 Analysts say BTC’s entering its “max pain” zone — somewhere between $84K and $73K — where major cost bases (think BlackRock’s IBIT at ~$84 K, and MicroStrategy’s ~$73 K) live.
📉 When price hits near those levels many holders panic, sell, or cold-feet, which triggers more weakness.
💡 On the flip side: this might also be a discount zone, a setup for smart accumulation if you’re risk-ready.
📊 Plus macro clouds are gathering: liquidity could stay tight if Federal Reserve doesn’t cut rates in December, keeping BTC under stress.
🎯 TL;DR – Could be a pain zone or a stealthy buy-zone. If you’re holding or eyeing entry, keep this level range in mind as a possible pivot.
🔍 Analysts say BTC’s entering its “max pain” zone — somewhere between $84K and $73K — where major cost bases (think BlackRock’s IBIT at ~$84 K, and MicroStrategy’s ~$73 K) live.
📉 When price hits near those levels many holders panic, sell, or cold-feet, which triggers more weakness.
💡 On the flip side: this might also be a discount zone, a setup for smart accumulation if you’re risk-ready.
📊 Plus macro clouds are gathering: liquidity could stay tight if Federal Reserve doesn’t cut rates in December, keeping BTC under stress.
🎯 TL;DR – Could be a pain zone or a stealthy buy-zone. If you’re holding or eyeing entry, keep this level range in mind as a possible pivot.
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#加密市场回调
Ethereum (ETH) fell nearly 20% in November, returning to around $3,000, entering a phase historically considered a "buying zone" as its Mayer Multiple has dropped below 1.
Although the long-term "accumulation" signals are strong, the price structure remains volatile in the short term— for example, there are large long liquidation clusters around $2,900 and $2,760, indicating that there may still be a risk of pullback below.
As a result, many volatility-averse traders are temporarily taking a "wait-and-see" approach, waiting for a clearer trend or confidence.
In the medium to long term, ETH is currently in a discounted area "below the long-term trend moving average." When the Mayer Multiple drops below 1—historically seen multiple times during accumulation phases at bottoms, this is attractive for medium to long-term investors.
However, short-term risks cannot be ignored: if support breaks or liquidation clusters below are triggered, it may further drop to the ~$2,800–$2,900 range.
Therefore, it is recommended: if you are a conservative investor, you may gradually enter in batches, maintain a longer investment horizon, and control position sizes and stop losses; if you are a short-term trader or volatility-averse, currently waiting or waiting for trend confirmation before entering may be more prudent.
Additionally, institutional funds or large players may build positions in this range. If liquidity reconstruction or key resistance level breakthroughs (for example, above ~$3,150–3,200) can be observed, it can be seen as a signal.
#ETH #croptomarket #buyzon #volatility
Ethereum (ETH) fell nearly 20% in November, returning to around $3,000, entering a phase historically considered a "buying zone" as its Mayer Multiple has dropped below 1.
Although the long-term "accumulation" signals are strong, the price structure remains volatile in the short term— for example, there are large long liquidation clusters around $2,900 and $2,760, indicating that there may still be a risk of pullback below.
As a result, many volatility-averse traders are temporarily taking a "wait-and-see" approach, waiting for a clearer trend or confidence.
In the medium to long term, ETH is currently in a discounted area "below the long-term trend moving average." When the Mayer Multiple drops below 1—historically seen multiple times during accumulation phases at bottoms, this is attractive for medium to long-term investors.
However, short-term risks cannot be ignored: if support breaks or liquidation clusters below are triggered, it may further drop to the ~$2,800–$2,900 range.
Therefore, it is recommended: if you are a conservative investor, you may gradually enter in batches, maintain a longer investment horizon, and control position sizes and stop losses; if you are a short-term trader or volatility-averse, currently waiting or waiting for trend confirmation before entering may be more prudent.
Additionally, institutional funds or large players may build positions in this range. If liquidity reconstruction or key resistance level breakthroughs (for example, above ~$3,150–3,200) can be observed, it can be seen as a signal.
#ETH #croptomarket #buyzon #volatility
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#美sec推动加密创新监管 #美股2026预测
The U.S. Senate has finally taken the next step in cryptocurrency regulation:
Banking Committee Chairman Tim Scott stated that the review of the cryptocurrency market structure bill will officially advance in December.
The core goal is to clarify the regulatory boundaries between the SEC and CFTC, so the industry no longer remains in the gray area of "who exactly is in charge of me."
The House of Representatives passed the CLARITY Act in July, and if the Senate proceeds smoothly this round, the U.S. cryptocurrency regulatory framework could truly take shape.
Coinbase CEO Armstrong's attitude is very direct: as long as the rules are clear, the U.S. has the chance to regain its position as a global center for cryptocurrency innovation.
However, the process still depends on whether the Senate can gather 60 votes; otherwise, this step may still get stuck.
The legislative timeline may be prolonged, and the industry may not see direct impacts in the short term, but in the medium to long term, it will bring more stable policy expectations for institutions, exchanges, and developers.
A clear regulatory framework is usually more friendly to long-term capital and will enhance the certainty of U.S. institutional participation.
Therefore, it may not stimulate the market in the short term, but in the medium to long term, it is favorable for BTC, quality public chains, and compliant CEX directions.
Especially if it is officially implemented in 2025–2026, it may trigger a new round of investments from U.S.-based funds.
The U.S. Senate has finally taken the next step in cryptocurrency regulation:
Banking Committee Chairman Tim Scott stated that the review of the cryptocurrency market structure bill will officially advance in December.
The core goal is to clarify the regulatory boundaries between the SEC and CFTC, so the industry no longer remains in the gray area of "who exactly is in charge of me."
The House of Representatives passed the CLARITY Act in July, and if the Senate proceeds smoothly this round, the U.S. cryptocurrency regulatory framework could truly take shape.
Coinbase CEO Armstrong's attitude is very direct: as long as the rules are clear, the U.S. has the chance to regain its position as a global center for cryptocurrency innovation.
However, the process still depends on whether the Senate can gather 60 votes; otherwise, this step may still get stuck.
The legislative timeline may be prolonged, and the industry may not see direct impacts in the short term, but in the medium to long term, it will bring more stable policy expectations for institutions, exchanges, and developers.
A clear regulatory framework is usually more friendly to long-term capital and will enhance the certainty of U.S. institutional participation.
Therefore, it may not stimulate the market in the short term, but in the medium to long term, it is favorable for BTC, quality public chains, and compliant CEX directions.
Especially if it is officially implemented in 2025–2026, it may trigger a new round of investments from U.S.-based funds.
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#美股2026预测 #加密市场回调 #山寨季來了？
The encrypted ETF is here,
Stablecoins are being used by big companies,
Regulations are starting to be friendly.
The good news we wanted is all in.
But you'll find —
🚨 Your coins haven't risen
🚨 Bitcoin rose and then dropped
🚨 Altcoins are still lying flat underwater
Why?
Because the stories have all come true, but the prices haven't reacted.
---
🔪 Truth 1: Institutions coming ≠ You will profit
Crypto has always had an illusion:
"As long as institutions enter, we will soar."
Reality:
Institutions have indeed come,
but they are not here to pump prices, they are here to pick up bargains.
---
🔪 Truth 2: BTC is divine, most others are illusions
Bitcoin at least has the story of "digital gold" to tell.
But the entire industry's active users are only around forty to fifty million,
yet the market cap is in the trillions?
This is not overvaluation, this is self-delusion.
---
🔪 Truth 3: Public chains are not SaaS, they are casinos
Many people apply tech stock valuations to public chains,
but 80% of on-chain revenue comes from speculative activities:
perpetual leverage, liquidations, memes, arbitrage bots…
In short:
This is Las Vegas, not Nvidia.
You can't give a casino the same multiples as Shopify.
---
🔪 Truth 4: Your favorite altcoins essentially have no business model
Bull market: Trading explodes, on-chain revenue skyrockets
Bear market: Instant zero
Such revenue?
Even convenience stores are more stable than that.
---
🔪 Truth 5: AI has stolen the spotlight
In the past: The global high-risk capital table was in Crypto
Now:
AI is the main character
Crypto has become a supporting role
Where does the money flow?
The answer is clear.
---
🔪 Truth 6: Infrastructure is piled to the ceiling, yet users are still scarce
The industry spent 100 billion dollars building L1, L2, rollups
The result is that most users just want:
Cheaper
Faster
Simpler
They don't care about your TPS and zero-knowledge proofs.
---
🔪 Truth 7: The real big opportunities are never within the chain itself
The big winners of the next decade will not be today's L1 or L2.
Those who will truly make money are:
The ones who integrate crypto technology into real business.
Not the storytellers.
---
🔪 Final Summary:
Crypto hasn't died
But the "era of fantasy" is over.
In the past, prices rose based on emotions
In the future, prices will rise based on value
The most important question now is only one:
Are you still betting on narratives, or have you started looking at the fundamentals?
The encrypted ETF is here,
Stablecoins are being used by big companies,
Regulations are starting to be friendly.
The good news we wanted is all in.
But you'll find —
🚨 Your coins haven't risen
🚨 Bitcoin rose and then dropped
🚨 Altcoins are still lying flat underwater
Why?
Because the stories have all come true, but the prices haven't reacted.
---
🔪 Truth 1: Institutions coming ≠ You will profit
Crypto has always had an illusion:
"As long as institutions enter, we will soar."
Reality:
Institutions have indeed come,
but they are not here to pump prices, they are here to pick up bargains.
---
🔪 Truth 2: BTC is divine, most others are illusions
Bitcoin at least has the story of "digital gold" to tell.
But the entire industry's active users are only around forty to fifty million,
yet the market cap is in the trillions?
This is not overvaluation, this is self-delusion.
---
🔪 Truth 3: Public chains are not SaaS, they are casinos
Many people apply tech stock valuations to public chains,
but 80% of on-chain revenue comes from speculative activities:
perpetual leverage, liquidations, memes, arbitrage bots…
In short:
This is Las Vegas, not Nvidia.
You can't give a casino the same multiples as Shopify.
---
🔪 Truth 4: Your favorite altcoins essentially have no business model
Bull market: Trading explodes, on-chain revenue skyrockets
Bear market: Instant zero
Such revenue?
Even convenience stores are more stable than that.
---
🔪 Truth 5: AI has stolen the spotlight
In the past: The global high-risk capital table was in Crypto
Now:
AI is the main character
Crypto has become a supporting role
Where does the money flow?
The answer is clear.
---
🔪 Truth 6: Infrastructure is piled to the ceiling, yet users are still scarce
The industry spent 100 billion dollars building L1, L2, rollups
The result is that most users just want:
Cheaper
Faster
Simpler
They don't care about your TPS and zero-knowledge proofs.
---
🔪 Truth 7: The real big opportunities are never within the chain itself
The big winners of the next decade will not be today's L1 or L2.
Those who will truly make money are:
The ones who integrate crypto technology into real business.
Not the storytellers.
---
🔪 Final Summary:
Crypto hasn't died
But the "era of fantasy" is over.
In the past, prices rose based on emotions
In the future, prices will rise based on value
The most important question now is only one:
Are you still betting on narratives, or have you started looking at the fundamentals?
See original
#美股2026预测 Recently watching US stock data, there is an intuitive feeling:
In 2026, the US stock market is unlikely to rise continuously as it did in the past few years, but rather enter a stage of "slow running at high levels + increased differentiation".
Simply put, a few key points:
① AI is still pushing forward, but valuations are too high.
Capital expenditures continue to rise, AI remains the theme, but the overall valuation of tech stocks is already high, making it much more difficult for a bull market to occur in 2026 compared to 2024 and 2025.
② Interest rates and inflation are key variables.
The pace of the Federal Reserve's interest rate cuts is uncertain, and inflation has not stabilized completely.
In short: if interest rates do not come down, valuations will not rise.
③ Institutions remain generally optimistic about the US stock market in the long term.
This is not the kind of optimism seen in a bull market, but rather, "the economy is not bad, companies can still make money, so the index can slowly rise".
Moderate increases may be the main melody.
④ Styles will become more differentiated.
* Tech/AI: continue to lead, but the growth will not be as exaggerated as in the early stages of AI.
* Value/Defensive: if the macroeconomic environment weakens, these sectors will be reassessed.
* Small-cap stocks: dependent on how much rates are cut, otherwise the pressure remains.
In summary:
The US stock market in 2026 is more like "navigating through a volatile structural market", not a bull market, nor a bear market.
Good sectors will still be strong, but the pace of the index will slow down.
In 2026, the US stock market is unlikely to rise continuously as it did in the past few years, but rather enter a stage of "slow running at high levels + increased differentiation".
Simply put, a few key points:
① AI is still pushing forward, but valuations are too high.
Capital expenditures continue to rise, AI remains the theme, but the overall valuation of tech stocks is already high, making it much more difficult for a bull market to occur in 2026 compared to 2024 and 2025.
② Interest rates and inflation are key variables.
The pace of the Federal Reserve's interest rate cuts is uncertain, and inflation has not stabilized completely.
In short: if interest rates do not come down, valuations will not rise.
③ Institutions remain generally optimistic about the US stock market in the long term.
This is not the kind of optimism seen in a bull market, but rather, "the economy is not bad, companies can still make money, so the index can slowly rise".
Moderate increases may be the main melody.
④ Styles will become more differentiated.
* Tech/AI: continue to lead, but the growth will not be as exaggerated as in the early stages of AI.
* Value/Defensive: if the macroeconomic environment weakens, these sectors will be reassessed.
* Small-cap stocks: dependent on how much rates are cut, otherwise the pressure remains.
In summary:
The US stock market in 2026 is more like "navigating through a volatile structural market", not a bull market, nor a bear market.
Good sectors will still be strong, but the pace of the index will slow down.
#CopyTradingDiscover
BTC Broke Below $100K
BTC just lost the $100K level.
Macro pressure + liquidity squeeze continue to hit the market hard.
Government shutdown fallout, delayed data, and no clear rate-cut path are all weighing on risk assets.
Long-term holders are cashing out, adding to the sell pressure.
Key support now sits around $95K–$98K.
If that breaks, momentum could accelerate.
For now:
Fixed-ratio entries only
No stop loss
Extreme patience
Let the market come to you. 👀
BTC Broke Below $100K
BTC just lost the $100K level.
Macro pressure + liquidity squeeze continue to hit the market hard.
Government shutdown fallout, delayed data, and no clear rate-cut path are all weighing on risk assets.
Long-term holders are cashing out, adding to the sell pressure.
Key support now sits around $95K–$98K.
If that breaks, momentum could accelerate.
For now:
Fixed-ratio entries only
No stop loss
Extreme patience
Let the market come to you. 👀
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#美国政府停摆结束 SEC and CFTC Restart Cryptocurrency Regulation
According to BlockBeats, the U.S. government officially resumed operations on November 13, 2025, after experiencing a record 43-day shutdown.
President Trump signed a temporary funding bill, and federal employees will return to work on the first business day after the bill takes effect (expected on November 14).
This is a critical turning point for the cryptocurrency industry, as during the shutdown, the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) were nearly paralyzed, causing multiple regulatory processes to stagnate.
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#特朗普 Today, Trump once again mentioned the distribution of 2000 US dollars to low-income and middle-income citizens of the United States, stating that this money comes from the revenue generated by tariffs imposed on foreign countries. All the remaining money after distributing 2,000 dollars to each person will be used to repay the US national debt.
Distributing money, repaying debt, all relying on foreigners to foot the bill — This is Trump!
Distributing money, repaying debt, all relying on foreigners to foot the bill — This is Trump!
#croptomarket Bitcoin, Ethereum, and XRP All Slide. The Next Move for Crypto Depends on This.
BTCUSD+2.23% was sliding on Tuesday(5:14 am EST), although there was some good news for crypto investors with the U.S. government shutdown seemingly about to come to an end.
BTCUSD+2.23% was sliding on Tuesday(5:14 am EST), although there was some good news for crypto investors with the U.S. government shutdown seemingly about to come to an end.
#USGovShutdownEnd
House to vote on reopening government after 7-week recess
The measure is expected to narrowly pass in the GOP-controlled chamber. Approval would send it to the president’s desk for his signature.
House to vote on reopening government after 7-week recess
The measure is expected to narrowly pass in the GOP-controlled chamber. Approval would send it to the president’s desk for his signature.
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