The standoff between Republicans and Democrats over the government shutdown that began on Oct. 1 seems to be nearing its end as both parties have reached an agreement.
On Nov. 11, the Senate passed a temporary funding bill extending federal spending through Jan. 30, 2026.
The legislation will now proceed to the House of Representatives for vote so that the longest government shutdown in U.S. history comes to an end.
Related: Wall Street analyst sees Bitcoin hitting new highs despite U.S. shutdown
Although the bill is yet to be approved and implemented, the crypto market is experiencing a positive sentiment in the hope of renewed liquidity.
Bitunix analysts said the latest development signals that a large amount of idle capital, previously trapped in the Treasury General Account (TGA), could soon return to circulation and reinvigorate risk assets.
TGA is the U.S. government’s main checking account, managed by the Department of the Treasury. The U.S. government makes all of its official payments from this account.
The implications are significant for the crypto market, said Bitunix analysts. Liquidity revival could very likely lead to more capital inflow into cryptocurrencies like Bitcoin (BTC) and Ethereum (ETH).
If the regulatory bodies like the Securities and Exchange Commission (SEC) resume operations after the shutdown ends, crypto exchange-traded funds (ETFs) and other such products could be approved for launch quickly. Such financial instruments could also absorb institutional capital, the analysts opined.
“The turning point in the government shutdown offers a rare ‘liquidity window.'”
The analysts from Bitunix said that if the crypto market can seize this moment, a phase of sectoral rotation may follow. But they advise crypto investors to exercise caution as any delay in House approval or intensified regulatory review could temper optimism.
The crypto market hardly reacted in an enthusiastic manner to the latest breakthrough. The total market cap fell 1.87% in the last 24 hours to $3.52 trillion at the time of writing.
BTC was down 1.8% in a day, exchanging hands at $104,513.91. ETH was down 1.2%, trading at $3,569.01.
This story was originally reported by TheStreet on Nov 11, 2025, where it first appeared in the Trading News & Analysis section. Add TheStreet as a Preferred Source by clicking here.