# Liquidity Shortage or Waiting for Restart? How the US Fiscal Crisis Shakes Bitcoin Market
Is Bitcoin failing to hold the $100,000 mark just market panic?
With supply halving and buying pressure not decreasing, the problem lies elsewhere—Washington, D.C. The government shutdown has put the Treasury Department in a bind, holding over $150 billion but unable to inject funds into the market due to procedural freezes. This money, which should flow into the financial system, is being blocked.
In simple terms, this is an invisible "liquidity drought."
The crypto market, most sensitive to capital, is hit first. When money can't flow in, it's like blood clogging at a critical point. Price declines are just surface symptoms; the real issue is the breakdown of the capital chain. In the short term, it's about sentiment; in the long term, it's about narrative. But ultimately, what determines the market is always the flow of funds. It is the foundation of everything—when flow is smooth, the market thrives; when it stalls, even the strongest consensus must bow.
So, where is the turning point?
Don’t guess the bottom on the K-line chart. The real signal isn’t on exchanges but the moment the US Treasury Department resumes normal operations. Once the government restarts this massive "water tap," suppressed demand will surge along with the flood of funds. The rebound of Bitcoin and Ethereum will not just be a simple recovery but a concentrated release after long-term suppression.
What is most needed now is not anxiety but patience.
The market will never stay depressed forever; it’s just waiting for the moment when funds start flowing again. Before the right timing arrives, stay steady. Fresh liquidity is coming, and good news is on the horizon.
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HodlOrRegret
· 13h ago
Liquidity drought sounds nice; in reality, it just means waiting for the US to finish their turmoil. It's not surprising if BTC drops below 100,000; without money flowing in, a strong market is pointless.
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GovernancePretender
· 13h ago
Liquidity drought sounds pretty intimidating, but the real bottom signal depends on when those folks in Washington stop messing around...
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WalletManager
· 13h ago
I agree with the term "liquidity drought," but the actual mechanism isn't that simple. The $150 billion freeze is just the surface; the key is on-chain data—whether large wallet addresses are accumulating chips. I'm currently waiting for signals from the Treasury Department, while dispersing BTC into several cold wallets, with private keys stored offline to minimize risk. The real challenge will come when the water arrives.
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SignatureLiquidator
· 13h ago
Liquidity is stuck; the key is to get Washington's approval first.
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WhaleMistaker
· 13h ago
Liquidity exhaustion is well said, but the real test is who can endure this suffocating period...
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GhostAddressMiner
· 14h ago
$150 billion frozen? I've already seen abnormal addresses accumulating on-chain, and the signs of the Ministry of Finance's funds are too obvious.
Waiting for this money to be unfrozen and flow in? Don't be naive, first see whose wallet moves first.
The narrative of liquidity drought is too superficial; the real question is what signals institutions are waiting for.
Looking for a bottom on the K-line is really a waste of time; I'm more interested in the movement trajectories of large addresses, those are the real signals.
Can a government restart trigger a rebound? It's possible, but I want to know how many early coin-holding addresses have awakened during this decline.
Everything is on-chain, it's just a matter of whether you can read it.
# Liquidity Shortage or Waiting for Restart? How the US Fiscal Crisis Shakes Bitcoin Market
Is Bitcoin failing to hold the $100,000 mark just market panic?
With supply halving and buying pressure not decreasing, the problem lies elsewhere—Washington, D.C. The government shutdown has put the Treasury Department in a bind, holding over $150 billion but unable to inject funds into the market due to procedural freezes. This money, which should flow into the financial system, is being blocked.
In simple terms, this is an invisible "liquidity drought."
The crypto market, most sensitive to capital, is hit first. When money can't flow in, it's like blood clogging at a critical point. Price declines are just surface symptoms; the real issue is the breakdown of the capital chain. In the short term, it's about sentiment; in the long term, it's about narrative. But ultimately, what determines the market is always the flow of funds. It is the foundation of everything—when flow is smooth, the market thrives; when it stalls, even the strongest consensus must bow.
So, where is the turning point?
Don’t guess the bottom on the K-line chart. The real signal isn’t on exchanges but the moment the US Treasury Department resumes normal operations. Once the government restarts this massive "water tap," suppressed demand will surge along with the flood of funds. The rebound of Bitcoin and Ethereum will not just be a simple recovery but a concentrated release after long-term suppression.
What is most needed now is not anxiety but patience.
The market will never stay depressed forever; it’s just waiting for the moment when funds start flowing again. Before the right timing arrives, stay steady. Fresh liquidity is coming, and good news is on the horizon.