So, let me get this straight. The U.S. government, after 40 days of acting like squabbling toddlers who can’t agree on who gets to play with the red crayon, might finally get its act together. And for this heroic feat of basic competence, Bitcoin is supposed to go to the moon?
Give me a break.
I’m watching the tickers flash green, the crypto bros on X are posting rocket emojis like it’s 2021 all over again, and all I can think is: this is the most pathetic bull signal I’ve ever seen. We’re not celebrating innovation or adoption. We’re celebrating the fact that the people in charge might, just might, stop actively torpedoing the economy for a few weeks. It’s like throwing a parade because a drunk driver managed to stay in their lane for a whole city block.
The market’s reaction is pure, unadulterated reflex. It’s a Pavlovian response. For weeks, the bell has been ringing, signaling chaos, uncertainty, and frozen liquidity. Now, the politicians are hinting they might stop ringing the damn bell, and everyone is salivating, expecting a treat.
The "experts" are, offcourse, tripping over themselves to explain What’s Next for Bitcoin if US Government Shutdown Ends?. Ryan Lee at Bitget says ending the shutdown would “restore short-term risk appetite.” Shivam Thakral of BuyUcoin claims it will “restore investor confidence.” Confidence in what, exactly? That our leaders will only hold the economy hostage periodically? That the system is so fundamentally fragile that a political staring contest in D.C. can freeze up billions in Treasury cash?

This isn’t a sign of a healthy market. This is a sign of a market absolutely desperate for any excuse, any sliver of not-horrible news, to justify its next pump. It’s an addict looking for a fix. And what does it say about the so-called "decentralized future" when its fate hinges on a handful of senators in stuffy suits cutting a backroom deal? Are we really supposed to believe this is the revolution?
And then there’s the cherry on top of this whole mess: Donald Trump’s little Truth Social post. A "$2000 dividend" for most Americans. The market heard "stimulus checks" and immediately started foaming at the mouth, dreaming of another 2021-style liquidity tsunami where everyone apes their government handout into the latest dog-themed memecoin.
This is a bad idea. No, "bad" doesn't cover it—this is a five-alarm dumpster fire of economic policy. It’s the political equivalent of trying to put out a fire with a firehose full of gasoline. Sure, it creates a big, exciting explosion, but the original problem just gets a whole lot worse. And, predictably, Treasury Secretary Scott Bessent was already on TV trying to walk it back, mumbling something about "tax decreases" instead of cold, hard cash. It doesn't matter. The narrative is already out there. The promise of free money, however flimsy, is enough.
We saw this playbook before. The last shutdown in 2019 ended, and Bitcoin went on a tear. Everyone points to that chart as if it's gospel. But are we really just going to ignore the years of unprecedented money printing and zero-percent interest rates that followed? Is that a sustainable model for growth, or just a historical anomaly we're all desperately trying to recreate? They’re setting us up for the same cycle, and I just can't shake the feeling that this time the hangover is going to be a lot worse. They sell us on a future of digital gold while the real economy...
Look, maybe Bitcoin hits $150,000 or $200,000 by Christmas. Who knows. But don’t pretend it’s because the technology is sound or the fundamentals are strong. If this rally happens, it'll be because our government is a dysfunctional circus and our economic policy is based on printing money and hoping for the best. This isn't a bull run. It's a fever dream. And we all know how those end.