Shutdown Optimism Boosts Crypto, But Consolidated Outlook Persists

Optimism over the U.S. government funding deal sparked a relief rally across global markets, lifting risk assets after weeks of political gridlock. The Senate’s vote to advance a funding bill, seen as a key step toward ending the 40-day shutdown, helped boost equities and crypto alike, with bitcoin reclaiming the $105,000 level after briefly dipping below $100,000 last week. At press time, the price has been bouncing between $102,500 to $103,100 over the last hour.

Despite the bounce, crypto markets remain on an uncertain footing. Spot bitcoin ETFs continued to see outflows, while long-term holders maintained a steady pace of selling. QCP’s market insights noted that the options markets showed a mild improvement in sentiment, with traders less skewed toward protective puts, signaling fading fears of another sharp liquidation.

Options flow remained mixed, reflecting split expectations about BTC’s next move. Some traders positioned for a year-end push toward $150,000, while others sold call spreads around $135,000–$140,000, betting the rally could lose steam before reaching new highs.

Analysts noted that current selling patterns resemble previous supply overhangs from Silk Road and Mt. Gox-era wallets, which markets ultimately absorbed without breaking long-term uptrends. Stronger liquidity and a broader investor base appear to be cushioning the impact this time around.

For now, bitcoin’s bounce off the $100,000 support has stabilized sentiment, giving Digital Asset Treasuries (DATs) space to rebuild exposure. However, with persistent long-term selling and slow ETF inflows, analysts expect BTC to trade range-bound until liquidity rotates more decisively back into crypto markets. The leading crypto asset tapped an intraday low of $102,442 during the earlier trading sessions, and remains just under $103K at the time of writing.

FAQ 📊

• What drove Bitcoin’s rebound this week?
  Bitcoin surged back above $105,000 as optimism rose over a potential end to the U.S. government shutdown.
• Are ETF flows supporting the recovery?
  Not yet — bitcoin ETFs continue to see mild outflows, signaling that institutional demand remains cautious.
• What’s keeping the market range-bound?
  Ongoing selling from long-term holders and sluggish new inflows are limiting bitcoin’s upside momentum.
• What’s the outlook for the coming weeks?
  Analysts expect bitcoin to consolidate between $100K–$110K until stronger liquidity returns to crypto markets.

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