🇺🇸 When Liquidity Fear Meets a Falling Dollar
Shutdown anxiety weighed on price, but dollar weakness and positioning hint that pressure may already be peaking.
🪙 Crypto Market Overview
Bitcoin briefly slipped to $85,900 on Sunday as fears of another U.S. government shutdown resurfaced, with prediction markets sharply repricing the odds. The concern is familiar: when the Treasury rebuilds its Treasury General Account (TGA), liquidity is typically drained from financial markets — and crypto tends to feel that pain first.
That said, the more important development this morning isn’t the shutdown narrative. It’s the continued slide in the U.S. dollar, alongside renewed chatter around Japanese intervention. Those forces matter far more for directional follow-through.
If Bitcoin starts trading through the dollar move — and the market grows numb to shutdown noise — the path back toward $100,000+ opens surprisingly fast.
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