According to Bull Theory, US House Speaker Mike Johnson said he has enough votes to pass a bill to reopen the government, and Bull Theory reports Polymarket is pricing the shutdown to end this Thursday, which the author characterizes as bullish for markets; source: Bull Theory on X, Nov 10, 2025.

According to @KobeissiLetter, Polymarket odds now indicate the US government shutdown is expected to end on Thursday, with the author describing it as the longest shutdown in US history set to conclude (source: The Kobeissi Letter on X, Nov 10, 2025; source: Polymarket market data, accessed Nov 10, 2025). A resolution is associated with lower near-term US policy uncertainty, a variable empirically linked to changes in risk-asset volatility and performance (source: Baker, Bloom, and Davis, Economic Policy Uncertainty research, 2016). Crypto remains sensitive to macro risk, with BTC’s correlation to equities rising in recent years, implying potential spillovers into BTC and ETH price action as policy clarity improves (source: IMF Global Financial Stability Note, Jan 2022; source: Federal Reserve Financial Stability Report, Nov 2022). Traders can monitor DXY and US Treasury yields alongside BTC and ETH spot moves around the market-implied timing to gauge risk-on or risk-off follow-through (source: IMF 2022 note on cross-asset correlations; source: Polymarket market timing, accessed Nov 10, 2025).

According to @cryptorover, U.S. House Speaker Mike Johnson said the nightmare is ending, implying a U.S. government shutdown resolution could be imminent, which the author reports as market-positive (source: Crypto Rover on X, Nov 10, 2025). The author frames this as bullish for risk assets, flagging potential upside sentiment for BTC and ETH as policy uncertainty diminishes (source: Crypto Rover on X, Nov 10, 2025). Traders can watch for risk-on follow-through in crypto via spot-led bids and tightening futures basis if the shutdown risk recedes as implied by the author’s update (source: Crypto Rover on X, Nov 10, 2025).

According to @CoinMarketCap, the Alt Szn Index has rebounded to 34, marking a recovery in its altcoin-focused gauge, source: @CoinMarketCap. According to @CoinMarketCap, this update coincides with indications that the US government shutdown is nearing an end, source: @CoinMarketCap.

According to @GracyBitget, Bitcoin’s price is now primarily driven by US liquidity and spot Bitcoin ETF inflows, reflecting heightened institutional dominance and Wall Street pricing power over BTC price action. Source: @GracyBitget (Nov 10, 2025). She adds that capital from Europe, the Middle East, and Asia is rotating into gold and equities, aligning with this year’s strength in gold, US AI-related stocks, and China’s equity index rather than BTC. Source: @GracyBitget (Nov 10, 2025). Looking ahead, she identifies two catalysts: the anticipated November end of the US government shutdown (with Polymarket’s market indicating Nov 14) and a potential December Fed shift to halt balance-sheet reduction and start a rate-cut cycle. Source: @GracyBitget (Nov 10, 2025); Polymarket (as cited by @GracyBitget). If both conditions are met, she argues BTC, as a highly liquidity-sensitive asset, could push toward $150,000 in Q4 2025 or Q1 2026, consistent with her earlier $130K–$200K range. Source: @GracyBitget (Nov 10, 2025). Trading takeaway: prioritize US spot Bitcoin ETF net flow trends, Fed balance-sheet and rate-path signals, and the shutdown resolution timeline as near-term catalysts for BTC volatility and direction under this framework. Source: @GracyBitget (Nov 10, 2025). Risk to view: a prolonged shutdown or a Fed that maintains QT and delays cuts would undermine the setup outlined. Source: @GracyBitget (Nov 10, 2025).

According to @garyblack00, Senate Democrats agreed to end what he describes as the longest U.S. government shutdown in history, driving a pre-market surge in stocks, which he attributes to the progress toward reopening the government (source: @garyblack00). According to @garyblack00, eight Democrats including Senate Minority Leader Chuck Schumer crossed party lines to join Republicans in advancing a bill to reopen the government (source: @garyblack00). According to @garyblack00, the agreement would provide full-year funding for the Departments of Agriculture, Veterans Affairs, and Congress, while funding other agencies through January 30, restoring pay for furloughed federal workers, resuming withheld federal payments to states and localities, and recalling laid-off agency staff (source: @garyblack00). According to @garyblack00, a full Senate vote is expected tomorrow, followed by a House vote on Wednesday, with the government likely to reopen Friday if both chambers pass the bill (source: @garyblack00). According to @garyblack00, House Speaker Mike Johnson plans to give lawmakers two days’ notice to return, and the plan excludes an extension of Affordable Care Act subsidies, though a separate vote was pledged with uncertain prospects (source: @garyblack00). According to @garyblack00, the source did not specify any direct crypto market impact even as equities rose pre-market, leaving crypto traders to monitor developments around the cited vote windows for potential risk sentiment shifts (source: @garyblack00).

According to @simplykashif, the US Senate voted 60–40 to end the government shutdown, clearing the way for a reopening that serves as a near-term macro catalyst for risk assets (source: @simplykashif). According to @simplykashif, the US Treasury has $953B ready to deploy once the government reopens, implying a significant liquidity impulse that can support crypto market breadth and depth (source: @simplykashif). According to @simplykashif, if the Federal Reserve ends quantitative tightening in December as expected, the combined liquidity tailwinds would be double bullish for crypto assets including BTC (source: @simplykashif). According to @simplykashif, pending Bitcoin and altcoin ETFs can now move forward procedurally, and Congress will resume work on crypto regulation, both of which are supportive for market structure and flows (source: @simplykashif).

According to @BullTheoryio, the US Senate voted 60-40 to end the government shutdown, implying federal operations could resume within days. According to @BullTheoryio, the Treasury General Account balance near 953 billion dollars could begin flowing into markets after reopening, aligning with the Federal Reserve’s plan to end quantitative tightening in December. According to @BullTheoryio, prior instances when TGA outflows coincided with Fed easing have been associated with rallies in risk assets. According to @BullTheoryio, the SEC’s return to normal operations may allow pending altcoin ETF applications to progress and speed crypto-related rulemaking. According to @BullTheoryio, traders may monitor fiscal outflows, the QT wind-down, and SEC timelines as potential near-term catalysts for crypto market liquidity, altcoin performance, and trading volumes.

According to @cas_abbe, the US Senate voted 60-40 to end the government shutdown, with a reopening expected within days, which the source views as a bullish catalyst for crypto. According to @cas_abbe, once the government reopens, the US Treasury will release billions in liquidity, which the source links to potential inflows into digital assets. According to @cas_abbe, the SEC will begin approving altcoin ETFs and pro-crypto bills will advance after the reopening, which the source argues could drive a sustained uptrend in the coming weeks. According to @cas_abbe, this backdrop implies a constructive trading setup for majors and altcoins tied to ETF headlines.

According to @EleanorTerrett, seven Senate Democrats and Independent Sen Angus King joined Republicans to reach the 60 votes required to invoke cloture, ending a weeks long stalemate and advancing a government funding vote. According to Chad Pergram, the follow up vote could come as soon as tomorrow. According to the US Securities and Exchange Commission Operations Plan for a Lapse in Appropriations, most registration reviews, rulemaking and some enforcement are curtailed during a shutdown and resume when funding is restored. According to the Commodity Futures Trading Commission Lapse in Appropriations Plan, staffing and market oversight return to normal upon funding, affecting derivatives surveillance and approvals relevant to crypto markets. According to the SEC and CFTC contingency plans, a reopening would restore processing timelines that matter for crypto related filings and oversight, a near term catalyst for BTC and ETH traders.

According to @cryptorover, the U.S. Senate voted 60–40 to advance a bill to reopen the U.S. government on Nov 10, 2025 (source: @cryptorover). For traders, progress toward ending a shutdown is a macro risk-sentiment catalyst to monitor in BTC and ETH during U.S. hours, with headline-driven volatility possible around funding negotiations (source: @cryptorover). Near term, attention shifts to subsequent votes and timing for final passage to gauge liquidity and direction in crypto majors (source: @cryptorover).

According to @cryptorover, a short-term US funding bill is expected to secure enough support to reopen the federal government through January 31, including full-year funding for SNAP and Veterans Affairs. source: @cryptorover This headline shifts the next fiscal deadline to January 31 and eases near-term shutdown overhang that markets track for risk sentiment, a timeline crypto traders can monitor for potential changes in BTC and ETH volatility. source: @cryptorover

According to The Kobeissi Letter, a short-term funding bill is now expected to receive enough support to reopen the US government through January 31, with full-year funding for SNAP and Veterans Affairs; source: The Kobeissi Letter. This confirms a defined federal funding timeline into late January that removes immediate shutdown uncertainty cited by the source; source: The Kobeissi Letter.

According to @KobeissiLetter, markets are set to react Monday to a $2,000 tariff dividend, highlighting a front-loaded macro catalyst for traders, source: @KobeissiLetter, Nov 9, 2025. According to @KobeissiLetter, the U.S. government shutdown enters Day 41 on Monday, keeping fiscal risk in focus for cross-asset positioning, source: @KobeissiLetter, Nov 9, 2025. According to @KobeissiLetter, Tuesday brings NFIB Small Business Index data, a read on Main Street sentiment that can sway risk appetite, source: @KobeissiLetter, Nov 9, 2025. According to @KobeissiLetter, Wednesday’s OPEC Monthly Report is on deck, placing energy supply and price dynamics on traders’ radar, source: @KobeissiLetter, Nov 9, 2025. According to @KobeissiLetter, Thursday features the Federal Budget Balance data, adding another fiscal signal to the week’s flow, source: @KobeissiLetter, Nov 9, 2025. According to @KobeissiLetter, nine Federal Reserve speaker events are scheduled this week, a dense communication slate that can move rates and the U.S. dollar, source: @KobeissiLetter, Nov 9, 2025. According to @KobeissiLetter, another volatile week is expected, a setup crypto traders can monitor for spillover into BTC and ETH price action, source: @KobeissiLetter, Nov 9, 2025.

According to @FoxNews, the government shutdown is hitting travelers as the holiday rush begins, with some of the highest flight delays at East Coast hubs Newark, Washington, D.C., and Boston, and widespread disruptions also reported in Chicago, Dallas–Fort Worth, Los Angeles, and Atlanta. Source: Fox News, Twitter, Nov 9, 2025. For trading, the verified takeaway is multi-airport operational disruption during peak seasonal traffic, so any airline or travel-exposed positioning should be based on real-time delay severity and duration rather than assumptions, as the report provides no airline-specific details or timelines. Source: Fox News, Twitter, Nov 9, 2025. The report does not reference equities or crypto, indicating no documented direct impact on airline stocks or digital assets in this update, and traders should await market data confirmation before reacting. Source: Fox News, Twitter, Nov 9, 2025.

According to @StockMKTNewz, Axios reports that Senate Democrats are prepared to advance a package of spending bills plus a short-term funding measure, with at least 10 Democrats expected to support a procedural motion, a step that could end the U.S. government shutdown (source: Axios). Given Axios indicates this path could end the shutdown, traders can monitor timing of the Senate procedural vote and subsequent progress for headline-driven moves in BTC and ETH as policy-risk headlines resolve (source: Axios).

According to @StockMKTNewz, Bloomberg reports that US Transportation Secretary Duffy warned US air travel would come to a virtual standstill during the late-November Thanksgiving holiday if the government shutdown continues. Source: Bloomberg via @StockMKTNewz, Nov 9, 2025. For traders, this headline elevates operational risk around peak US holiday travel, putting airline equities such as AAL, DAL, UAL, LUV and the JETS ETF on volatility watch due to potential flight disruptions and capacity constraints implied by a standstill warning. Source: Bloomberg via @StockMKTNewz, Nov 9, 2025. Crypto market participants may also monitor shutdown-related transportation headlines for cross-asset volatility transmission to BTC and ETH during US macro stress events. Source: Bloomberg via @StockMKTNewz, Nov 9, 2025.

According to @business, U.S. Transportation Secretary Sean Duffy warned that U.S. air travel would come to a virtual standstill during the Thanksgiving holiday if the government shutdown persists (source: Bloomberg). The timing concentrates operational risk for carriers and airports in the holiday window, heightening headline sensitivity for airline-linked assets and travel demand indicators (source: Bloomberg).

According to @cryptorover, U.S. Treasury Secretary Bessent warned that the economic impact of the government shutdown is worsening, source: @cryptorover on X, Nov 9, 2025. Independent confirmation is not provided in the post, so traders should verify via official U.S. Treasury communications before adjusting positions, source: @cryptorover post and U.S. Department of the Treasury public updates at treasury.gov. Past shutdowns caused measurable output losses, with the 2018–2019 episode reducing real GDP by about 11 billion dollars and leaving 3 billion dollars permanently lost, increasing downside growth risk and market volatility, source: Congressional Budget Office, Jan 2019, The Effects of the Partial Shutdown Ending in January 2019. Shutdowns have also delayed key economic data from agencies such as BEA and Census, complicating rates and USD positioning and often tightening financial conditions, source: U.S. Department of Commerce and BEA shutdown contingency communications from prior episodes. During risk-off periods in 2022–2023, BTC showed a positive rolling correlation with U.S. equities, increasing sensitivity to macro shocks, implying a confirmed deterioration could weigh on BTC and ETH while supporting DXY and front-end yields, source: Kaiko Research 2023 correlations analysis and FRED historical data for DXY and U.S. Treasury yields. Tactical focus for traders is to monitor DXY trend, U.S. 2Y and 10Y yield shifts, BTC perpetual funding and open interest, and the ETH BTC ratio for confirmation before changing spot or futures exposure, source: FRED for DXY and yields, Glassnode and CME Group for crypto derivatives and ETH BTC ratio data.

According to Cas Abbé, BTC has exited its accumulation phase and experienced market manipulation this week, signaling elevated breakout risk and near-term volatility for traders, source: Cas Abbé on X dated Nov 9, 2025. According to Cas Abbé, if the US government shutdown ends, BTC could enter an expansion phase, prompting traders to watch for momentum confirmation around that macro catalyst, source: Cas Abbé on X dated Nov 9, 2025.