Political uncertainty once again stirs the markets. The US government faces a shutdown crisis on January 30th—this is the same temporary funding deadline that took two parties 43 days to finalize last year. Currently, the two parties are still entangled at the negotiation table, directly bringing risks to the forefront.

To be honest, this is not a story of "the wolf is coming." A government shutdown has a tangible impact on financial markets—liquidity tightens, and large funds usually adjust their positions in advance. The pressure on US stocks and Bitcoin is two-way: US stocks have recently experienced frequent fluctuations, and Bitcoin has been testing the $90,000 range repeatedly. Once policy uncertainty intensifies, volatility tends to amplify, and the market may enter a state of oscillation.

The key is not to be disrupted by this short-term shock. Keep an eye on the January 30th date and the progress of the bipartisan negotiations, prepare in advance for position management and risk contingency plans, and wait for the direction to become clear before taking action. Early intervention may instead be swept out by sudden volatility.