Well, well, well. The federal shutdown is finally packing its bags and heading out the door, but is Bitcoin about to waltz straight into a liquidity storm? 🌧️💸 Because, let’s face it, nothing says “welcome back” like a good old-fashioned financial rollercoaster. 🎢
- The U.S. federal shutdown is this close to being a bad memory, and markets are throwing a party like it’s 2008. 🎉 Investors are dusting off their crystal balls, hoping for some economic clarity. 🔮
- Bitcoin and Ethereum are joining the rebound parade, though ETF outflows suggest the rally is more about spot buying and derivatives shenanigans than actual fund love. 🤷♂️
- CPI and Treasury data are about to make their grand return, and everyone’s holding their breath to see if inflation is still the party crasher. 🎈🔥
- Liquidity pressures are lurking like a forgotten ex, with the Treasury General Account swelling to over $900 billion. Bitcoin, honey, you might want to buckle up. 🚀💥
Table of Contents
Federal shutdown relief sparks risk-on rally
After what felt like an eternity of fiscal gridlock, the Senate finally got its act together on Nov. 10, passing a bipartisan funding bill with a 60-40 vote. 🎊 The House is now holding the baton, and markets are cheering like they just won the lottery. 🤑
Tech stocks led the charge, with the Nasdaq jumping 2.3%, the S&P 500 gaining 1.5%, and the Dow adding 0.8%. Treasury yields inched up, because apparently, bonds wanted in on the fun too. 📈
But let’s not forget the shutdown’s parting gift: a data blackout that left investors flying blind. No employment reports, no CPI updates-just a lot of hand-wringing and contingency plans. 🕶️
Crypto joins broader market rebound
Bitcoin and Ethereum decided to crash the party, with BTC hitting a seven-day high of $106,500 and ETH climbing to $3,650. 🎉 But don’t let the confetti fool you-ETF outflows totaled $1.17 billion, proving that not everyone’s drinking the Kool-Aid. 🥤
Gold also joined the rally, because why not? Investors are apparently feeling spicy, holding both hedge assets and liquidity-sensitive instruments. 🌶️
Reopening restores macro drivers for crypto
With the government back in business, the economic data floodgates are about to burst. The October CPI report is first up, and everyone’s wondering if inflation is still the guest that won’t leave. 🕵️♂️
Higher yields could make borrowing more expensive, which is great news if you’re a bank but less so if you’re a crypto enthusiast. 🏦💔
And let’s not forget the Treasury’s borrowing plans, which could tweak the yield curve faster than you can say “liquidity crunch.” 📉
Bitcoin waits for break above $110,000
Meanwhile, the Treasury General Account is ballooning like a Thanksgiving turkey, now over $900 billion. 🦃 The Fed might need to step in and expand its balance sheet again, because why not add more drama to the mix? 🎭
The Fed’s balance sheet may soon expand again:
The Treasury General Account (TGA) has surpassed $900 billion for the first time since 2021.
The TGA is the US government’s main checking account at the Federal Reserve, used to hold and spend federal funds.
It has now risen by…
– The Kobeissi Letter (@KobeissiLetter) November 11, 2025
Derivatives markets are as quiet as a library, with Bitcoin futures open interest remaining muted. Traders are sitting on their hands, waiting for some clarity. 👐
#Bitcoin futures open interest remains muted following October’s leverage flush, showing little sign of new speculative build-up. Derivatives activity has slowed materially, mirroring the broader backdrop of subdued market sentiment.
🔗– glassnode (@glassnode) November 11, 2025
Analysts are eyeing $110,000 as the next big test for Bitcoin. Break above it, and it’s smooth sailing; fail, and it’s back to the drawing board. 🚀🤞
#Bitcoin – True test is coming soon.
We are facing a lot of resistance and need to break back above the 200-day MA, multi-year support (now resistance), and the 50-day EMA.
This is around $110k for BTC that we need to get back above, or where we most likely will get rejected.🥂
– Anonymous | Crypto Predictions (@Crypto_Twittier) November 11, 2025
So, here we are: the shutdown’s over, but the liquidity storm is brewing. Bitcoin’s stability depends on funding conditions, not just sentiment. Trade wisely, and remember-don’t bet the farm. 🌪️🚜
Read More
- USD MXN PREDICTION
- USD ARS PREDICTION
- DOT PREDICTION. DOT cryptocurrency
- FET PREDICTION. FET cryptocurrency
- ONDO PREDICTION. ONDO cryptocurrency
- GBP AED PREDICTION
- EUR PLN PREDICTION
- INJ PREDICTION. INJ cryptocurrency
- Brent Oil Forecast
- USD PLN PREDICTION
2025-11-11 20:45