A Turning Point for the Markets
After 40 long days, the US government shutdown is finally coming to an end, and markets have wasted no time reacting.
Early Monday morning, U.S. stock futures turned green, and Bitcoin jumped close to $107,000 within hours, marking one of its strongest weekend-to-Monday moves in months.
The Senate voted 60–40 to advance a bill that would reopen the government and fund agencies through January 31st, covering key programs like SNAP and Veterans Affairs. A deal between Republicans and enough Senate Democrats brought relief to investors who had grown nervous about economic data delays, halted budgets, and policy paralysis.
This resolution signals a clear shift in mood. When Washington starts working again, traders usually see it as a green light for risk assets, and this time, it arrived right as crypto was struggling to break from a week of hesitation.
Why It’s Bullish for Crypto
A shutdown ending means one key thing: liquidity can return.
During shutdowns, Treasury spending slows, data releases freeze, and government contractors pause operations. Now, those money flows resume, and that tends to spill over into stocks, gold, and crypto.
Analysts believe the market’s relief rally could grow if the Fed begins signaling rate cuts for early 2026. Bond yields are already hinting at that shift: the 10-year Treasury yield is expected to fall below 4 % in the coming months, showing how investors are betting on easier money conditions ahead.
Put simply, when rates fall and liquidity rises, Bitcoin and other risk assets thrive.
Weekend Recap: From Lows to Lift-Off
Before Monday’s optimism, the weekend was filled with mixed emotions.
Bitcoin spent most of Saturday and Sunday near local lows before surging overnight. Meanwhile, traditional markets looked shaky:
- Crypto-linked stocks like Coinbase, Block, and Robinhood all dropped between 11 % and 14 % during the week, pressured by macro fears and the looming shutdown.
- Institutional interest, however, quietly grew. JPMorgan disclosed owning nearly 2 million shares of BitMine Immersion Technologies, a company holding one of the largest Ethereum reserves, a surprising twist given Jamie Dimon’s years of public criticism of crypto.
Tom Lee of Bitmine is to Ethereum what Micheal Saylor is to Bitcoin
- Tether bought nearly 10,000 BTC (≈ $1 billion) during the recent dip, reinforcing its view of Bitcoin as a strategic reserve asset.
- Arthur Hayes, co-founder of BitMEX, revealed that Zcash ($ZEC) has become his second-largest holding after Bitcoin, praising its mix of privacy, rarity, and tech potential.
In Asia, Japan’s Financial Services Agency approved testing for bank-issued stablecoins, supported by Mizuho, MUFG, and SMBC. The move strengthens the global trend toward regulated digital payments.
At the same time, the Federal Reserve’s Steven Miran described stablecoins as a “trillion-dollar force” that now expand the dollar’s reach instead of threatening it.
It was a weekend of contrasts, panic in crypto-stocks, but quiet confidence in blockchain and stablecoins.
Macro Winds Are Changing
The U.S. labour market is starting to soften. According to Indeed, job listings dropped 6.4 % year-over-year, reaching their lowest since early 2021.
Weak jobs mean the Fed could feel more comfortable cutting rates, a scenario historically bullish for crypto.
Elsewhere, Nvidia confirmed it will not export its Blackwell AI chips to China due to new U.S. trade restrictions, another sign that tech competition between Washington and Beijing remains fierce. Such policies often ripple across global markets and liquidity expectations.
Key Events This Week
The new week starts with a burst of optimism but stays full of crucial tests.
Here’s what traders will be watching closely:
- Markets React to Trump’s $2,000 “Tariff Dividend”, Monday
- Final Vote on Government Funding Bill, Monday
- NFIB Small Business Index Data, Tuesday
- OPEC Monthly Report, Wednesday
- U.S. Federal Budget Balance, Thursday
- Nine Federal Reserve Speeches, All Week
Each of these could swing sentiment sharply, especially if Fed officials hint at timing for rate cuts or balance-sheet changes.
Upcoming Token Unlocks
As markets stabilize, several large unlocks are approaching, each capable of adding short-term pressure or opportunity depending on demand.
Linea (LINEA)
Date: November 10, 2025
Unlock Value: 33.42 M USDT
% of Circulating Supply: 18.24 %
Number of Tokens: 2.88 M LINEA
Aptos (APT)
Date: November 11, 2025
Unlock Value: 30.83 M USDT
% of Circulating Supply: 1.38 %
Number of Tokens: 9.98 M APT
Peaq (PEAQ)
Date: November 12, 2025
Unlock Value: 5.77 M USDT
% of Circulating Supply: 5.91 %
Number of Tokens: 84.84 M PEAQ
BounceBit (BB)
Date: November 13, 2025
Unlock Value: 5.28 M USDT
% of Circulating Supply: 14.86 %
Number of Tokens: 60.85 M BB
Cheelee (CHEEL)
Date: November 13, 2025
Unlock Value: 6.80 M USDT
% of Circulating Supply: 0.00 %
Number of Tokens: 10.62 M CHEEL
WalletConnect Token (WCT)
Date: November 15, 2025
Unlock Value: 11.42 M USDT
% of Circulating Supply: 54.99 %
Number of Tokens: 102.40 M WCT
Starknet (STRK)
Date: November 15, 2025
Unlock Value: 14.24 M USDT
% of Circulating Supply: 2.79 %
Number of Tokens: 127.00 M STRK
Connex (CONX)
Date: November 15, 2025
Unlock Value: 13.85 M USDT
% of Circulating Supply: 115.00 %
Number of Tokens: 1.32 M CONX
Tokens like WCT and CONX, with very high unlock ratios, may see heavier volatility, while others might get absorbed smoothly thanks to the renewed market optimism.
Final Thoughts
The week begins with fresh optimism: the U.S. government reopening, lower bond yields, and institutional accumulation all hint at a potential turning point for digital assets.
Yet, volatility will likely remain. With multiple Fed speeches, macro reports, and token unlocks ahead, traders should stay alert, not fearful.
If the liquidity story continues improving, the next major move in crypto could come sooner than most expect.
This article is for informational purposes only. Always do your own research before investing.
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