Brothers, the US Congress is causing problems again! The budget is stuck, and there is a 70% chance that the government will shut down on October 1st. The White House has already started preparing emergency plans. Even more ridiculous is that the Bureau of Labor Statistics has already announced: during the shutdown, all economic data updates will be paused, and even this Friday's non-farm employment report will not be released! With this, the market has completely lost its "eyes," and the Federal Reserve might make interest rate decisions on a whim.
Let's first talk about the negative side.
Government shutdowns have always been a "signal flare" in traditional markets—macroeconomic uncertainty skyrockets. What is the first reaction of investors? Withdraw! Funds will flow out of risk assets like the stock market and cryptocurrencies, clinging to the dollar and government bonds for safety. You see, last week alone, $812 million was pulled out of crypto investment products, partly because everyone is worried that the US economy is going to have problems. If there really is a shutdown, the first wave of panic selling in the market is inevitable.
However, don't forget that the logic in the crypto world is often 'disasters lead to fortunes.'
The government shutdown precisely exposes the vulnerability of the traditional fiat currency system — a country's machinery can plunge the entire financial market into chaos due to political infighting. In contrast, Bitcoin is not controlled by any government; 21 million coins are fixed in code. Even if the U.S. shuts down for a month, blocks continue to be produced, and the network continues to run. This is its underlying value: decentralization, resistance to censorship, and no political risk.
What's more interesting is that CNBC's 'Air Force Commander' Jim Cramer surprisingly took the opposite action this time, standing up to say: 'Buy cryptocurrencies!' His reasoning is straightforward — the U.S. national debt has already piled up to $37.63 trillion, and the risk snowball is getting bigger and bigger. The traditional financial system will eventually have a day of reckoning; diversifying assets in advance and embracing decentralization is the real way to hedge against risks.
Adding one more statement from the Trump administration: even if the government is in a shutdown, the tariff investigation will not stop. What does this mean? The global trade tensions may escalate. Every instance of geopolitical friction and economic game is actually adding bricks to the narrative of Bitcoin as 'digital gold.' The credibility of the U.S. dollar is being diluted, while the scarcity of BTC is becoming more pronounced.
In summary:
In the short term, a U.S. government shutdown may crash the market, and risk assets may take the first hit. But in the medium to long term, such events will only continue to validate the significance of Bitcoin's existence. The truly smart money in the market will take advantage of the chaos to switch value. As the old saying goes: panic is the trap of the weak, while turmoil is the opportunity for the strong.
So, brothers, the most important thing right now is not to panic, but to think clearly about one question — do you want to be swayed by the rhythm of Congress's arguments, or do you want to place your bets on a network that won't shut down? The answer has long been written on the blockchain.#加密市场反弹 $FF $IQ $FXS