The recent news about the US government shutdown has caused quite a stir, with even reports of closing the national airspace. This move is indeed quite explosive. However, for us who monitor the markets regularly, such seemingly chaotic situations often indicate that the market landscape is undergoing a reshuffle.

Current economic data are truly split. The ISM employment index has been declining steadily, with news of manufacturing layoffs coming one after another; but on the other hand, inflation data is quietly falling back. Based on past experience, when these two signals appear simultaneously, the easing policy should have already been initiated.

The core issue lies in the ambiguous stance of policy. Recently, Federal Reserve officials have been vague—Cook said they will continue to observe the data, while Bostick added that extreme scenarios are not ruled out. This ambiguous signaling has plunged the entire market into a policy vacuum. Traditional stock market funds have already started to become restless, frequently adjusting their positions.

This is where the unique advantages of digital assets become evident. The traditional financial system heavily relies on government and central bank endorsement. When the government shuts down, payment systems and regulatory frameworks are affected. But the underlying logic of the crypto market is completely different— as long as the blockchain network nodes are still running, the entire system can maintain normal operation.

In this environment of uncertainty, digital assets are actually creating opportunities. Projects with real application scenarios and clear technical routes are attracting funds spilling over from traditional markets. Many smart investors have already quietly adjusted their allocations, shifting from merely avoiding risks to actively seeking exits.

Having been in this industry for years, I’ve seen many such moments. Whenever cracks appear in the traditional financial system, it’s a good opportunity to observe the real demand in the crypto market. Now is not the time for blind chasing; instead, we should calmly identify which assets have long-term value support. The underlying logic of the market is quietly changing, and those who can read these signals often get ahead to seize good positions.