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BREAKING: US shutdown ends, crypto progress continues as Trump signs bill

It’s finally over…

After 43 days, the U.S. government is open again. (That’s the longest government shutdown of all time by the way…)

But for Bitcoin, the real story is what comes next.

Trump signed the funding bill on Wednesday, restarting federal operations through January. ETF approvals, market-structure progress and macro data can finally move again.

But don’t expect a repeat of the old “shutdown ends, markets rip” playbook.

This time is different.

The Macro Blind Spot

The shutdown didn’t just delay data, it completely erased it.

The White House confirmed October’s inflation and jobs reports are gone for good.

That leaves the Fed without its most important indicators.

As a result, rate-cut odds slipped fast. December now shows only a 50 percent chance of a 25 bps cut.

Why This Isn’t 2019

After the 2019 shutdown, Bitcoin tripled in five months.

But this time, things are a little different:

Bitcoin entered the shutdown near $120K. It now trades near $103K. A smaller drop than 2019 - but a clear loss of momentum.

What Could Flip the Script

But analysts still see potential tailwinds as the government restarts:

And then there’s the wildcard: Trump’s proposed $2,000 tariff “dividend.”

If approved, roughly 85 percent of Americans would receive checks. That’s $400 billion of fresh stimulus - at market highs.

And we all know what stimulus does to crypto…

But the Supreme Court may kill the plan. Prediction markets give approval odds around 22 percent.

Bottom Line

The shutdown ending removes a major headwind.

But missing data, soft rate-cut odds and stimulus uncertainty keep the path forward messy.

Crypto doesn’t need perfect clarity. It just needs movement.

And for the first time in six weeks, we may finally have it. 🚀

Meta, Google, and Microsoft just reported record profits — and record AI infrastructure spending:

While Wall Street reacts, the message is clear: AI infrastructure is the next trillion-dollar frontier.

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Everyone thinks $63K Ethereum is impossible.

But according to Wall Street bull Tom Lee, it might just be math.

In his latest interview, Tom Lee broke it down:

That’s trillions of dollars of assets - stocks, bonds, real estate - all eventually moving on-chain.

And which blockchain are they moving onto? Ethereum.

Ethereum’s network value today?
About $400 billion.

If even $7 trillion of that global capital base gets tokenized on Ethereum, that’s enough to get to ~$63,000 per ETH.

Lee’s not alone, either.

Larry Fink (BlackRock) and Sergey Nazarov (Chainlink) are both pushing in the same direction - toward the tokenization of everything.

And if that happens…

Ethereum isn’t a $400B asset - it’s a multi-trillion-dollar one. 🧠

Time for check in on Ethereum’s supply side dynamics.

To do that we’ll be focusing on the amount of Ethereum currently being staked.

Quick Note: Ethereum staking involves locking up ETH to support the blockchain’s security. In return, users earn rewards for staking.

If you’d like to learn more about staking, check out this article.

35.71 million ETH is now locked in staking - up +1.71M ETH this year, worth roughly $6.25 billion.

That’s 29.44% of the total supply — nearly one-third of all Ethereum removed from circulation.

This isn’t background noise. It’s a slow-motion supply squeeze playing out in real time.

Week after week, more ETH disappears into staking contracts while liquid supply keeps drying up.

And when demand finally collides with scarcity…

ETH doesn’t rise - it detonates. 🚀

Solana ETFs Bought $343M, But SOL Still Dumped 15% Anyway. Where SOL ETF shares are landing, how spreads moved, and what that implies for price beta.

BTC Slips 1.2% as Volume Thins Near $100K Support. Bitcoin tests psychological threshold while institutional players build hedges through options positioning.

‘Defi as a form of savings is finally viable’: Vitalik Buterin talks Ethereum scaling, financial freedom and protocol security. Ethereum founder Vitalik Buterin said there is a "night and day difference" in the level of security DeFi users can expect today.

Bitcoin’s 4-year cycle is broken, and this time, data proves it. Bitcoin returns and volatility are falling, leading researchers to say “values above $1 million will probably take 15 years.”

Want to get even smarter? Check these out.

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Because what would the crypto world be without its share of memes?

Trivia Answer: A mix of cash, Treasury bills, and other assets 🥳

USDT is backed by a combination of cash and short-term U.S. Treasuries, not purely crypto assets. 💵

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