According to @GOPMajorityWhip, some Senate Democrats have moved toward reopening the federal government after a prolonged shutdown, and he urged immediate action to end it; source: @GOPMajorityWhip on X, Nov 10, 2025. For traders, prior shutdown episodes coincided with elevated policy uncertainty that can lift market volatility across risk assets, as seen during the Jan 2019 episode when the Economic Policy Uncertainty index surged; source: Economic Policy Uncertainty data by Baker, Bloom, and Davis. The 2018–2019 35‑day shutdown reduced real GDP by about $11 billion, signaling tangible macro drag that can influence USD and Treasury yields and, by extension, crypto liquidity conditions; source: Congressional Budget Office, “The Effects of the Partial Shutdown,” January 2019. Crypto has shown sensitivity to macro liquidity, with BTC’s rolling correlation to the Nasdaq 100 exceeding 0.6 during 2022 risk-off periods, underscoring potential spillovers from fiscal and funding shifts; source: Coin Metrics correlation time series, 2022. If a reopening deal leads to increased near-term Treasury bill issuance to rebuild the Treasury General Account, it can drain bank reserves and tighten USD liquidity, historically a headwind for risk assets including BTC and ETH; source: Federal Reserve Bank of New York, Liberty Street Economics analyses on the TGA and reserves, 2023.

According to @AltcoinGordon, the U.S. Treasury General Account (TGA) balance is “almost $1 trillion,” suggesting potential cash deployment ahead (source: @AltcoinGordon on X, Nov 9, 2025). The TGA is the Treasury’s cash at the Federal Reserve, and a decline in the TGA from government spending mechanically adds bank reserves and system liquidity, while rebuilding the TGA via net issuance drains reserves (source: Federal Reserve Bank of New York, Liberty Street Economics; U.S. Treasury Daily Treasury Statement). For traders, periods of sustained TGA drawdowns have been associated with looser USD liquidity and stronger risk-asset backdrops that can benefit BTC and ETH, though relationships vary by cycle (source: Federal Reserve Bank of New York, Liberty Street Economics; Lyn Alden Investment Strategy). Monitor the Daily Treasury Statement and the Treasury’s Quarterly Refunding Announcement to confirm whether TGA levels are being drawn down (liquidity injective) or rebuilt (liquidity draining) in the weeks ahead (source: U.S. Treasury Daily Treasury Statement; U.S. Treasury Quarterly Refunding Announcement).

According to @cryptorover, Donald Trump said $20 trillion will be injected into the U.S. economy by the end of 2025 (source: Crypto Rover on X, Nov 9, 2025). The post provides no details on policy mechanism, legislation, funding source, or official documentation linking to an economic plan (source: Crypto Rover on X, Nov 9, 2025). For trading, treat this as headline risk and monitor BTC price action, DXY, and U.S. 10Y yields for potential short-term volatility around any related remarks rather than positioning on an unconfirmed policy claim (source: Crypto Rover on X, Nov 9, 2025).

According to the source, U.S. President Trump said crypto "takes a lot of pressure off the dollar" (source: provided social media post). The source offers no policy specifics or timelines, so this should be treated as a sentiment signal rather than a concrete regulatory change (source: provided social media post). The source does not report any immediate market reaction for BTC, ETH, or the DXY, which leaves price discovery to forthcoming headlines or official statements (source: provided social media post). For trading, monitor BTC and ETH spot volumes, BTC.D, and USD liquidity proxies around U.S. hours for any flow shifts tied to this supportive rhetoric once follow-up details emerge (source context: provided social media post states only the quote and no additional context).

According to The Kobeissi Letter, the US goods trade deficit sharply declined by $74.7 billion in April 2025, reaching $87.6 billion—the lowest level since September 2023. Goods imports also dropped by $68.4 billion, hitting $276.1 billion, the lowest since October 2024, and marking the largest monthly decline on record (source: The Kobeissi Letter, June 2, 2025). This significant narrowing of the trade deficit could signal cooling demand and potential tightening of USD liquidity, which may impact risk appetite across crypto markets. Traders should monitor the USD's strength as macroeconomic shifts like this can influence Bitcoin and altcoin price trends through changes in capital flows and market sentiment.

According to @KobeissiLetter, foreign holdings of US Treasuries experienced a significant decline of $49.7 billion in December 2024, marking the largest drop since March 2021. This follows a $30.0 billion reduction in November, indicating a continued trend of foreign investors divesting from US federal debt. This consecutive selling trend could impact USD liquidity and influence Treasury yields, which are crucial for traders monitoring interest rate movements.