Bitcoin maintains a bullish structure after the longest U.S. government shutdown, supported by EMA-50, RSI, MACD signals, and stable market momentum.
Treasury liquidity returns with an $80–100 billion injection, while institutional and ETF desks resume positioning, boosting risk-asset flows, including Bitcoin.
Delayed economic data and crypto policy activity restart, enabling clearer market guidance and reigniting conditions similar to early 2019 pre-rally setups.
The longest U.S. government shutdown has officially ended, and market observers are now assessing whether Bitcoin could follow a path similar to the 300% surge seen after the 2018–2019 shutdown. The return of liquidity, data and institutional activity is creating a setup that analysts are monitoring closely.
Shutdown Ends as Bitcoin Holds Key Market Structure
Bitcoin Shutdown Rally interest intensified after Bull Theory posted a detailed review comparing the current environment to late 2018. The last significant shutdown was 35 days in duration, and the Bitcoin was trading at about 3,400 at the time of the shutdown. In 5 months, it came to nearly $13,000. The account noted that the move started once clarity and liquidity returned to the system.
During the recent shutdown, the market maintained a stable structure despite limited momentum. Weekly EMA-50 support was held, RSI remained above its multi-year trend and MACD reset into its usual reversal zone. These conditions suggested that the broader outlook stayed steady even with reduced activity.
According to the thread, the market was not bearish. Instead, institutions and ETF desks reduced exposure due to incomplete information. With full government operations paused, investors waited for clarity rather than exiting positions aggressively.
THE LARGEST US GOVERNMENT SHUTDOWN HAS FINALLY ENDED.
Last time this happened, Bitcoin pumped 300% in just 5 months.
Here’s why you should pay attention
— Bull Theory (@BullTheoryio) November 13, 2025
Liquidity Returns as Treasury Operations Restart
Bitcoin Shutdown Rally discussions expanded once Treasury functions resumed. Bull Theory stated that the Treasury is expected to inject $80–100 billion into the system during the coming months. This liquidity return is viewed as a crucial trigger after weeks of constrained flows.
Analysts often observe that a share of added liquidity moves toward risk assets. Bitcoin tends to react faster than traditional equities when liquidity shifts. Market participants now anticipate renewed activity as conditions normalize.
Institutional desks are also expected to resume positioning. During the shutdown, risk models stalled because of delayed reporting. With flows restarting, desks receive the clarity required to re-engage. ETF teams also resume normal operations after reducing exposure during the pause.
Economic Data Resumes After Weeks of Delays
Bitcoin Shutdown Rally expectations strengthened as key economic releases returned. Reports on unemployment, GDP and inflation had been paused, reducing visibility for institutions. Bull Theory noted that these updates now resume, offering clearer insight into economic trends.
Initial readings point to slower GDP growth and rising unemployment. These developments often increase expectations of policy easing. Traders watch these signals closely, as supportive policy environments tend to favor Bitcoin during recovery phases.
The updated data also allows institutional models to recalibrate. With information gaps filled, allocation strategies regain consistency. During the shutdown, incomplete inputs led to reduced risk-taking rather than negative sentiment.
Crypto Policy Work Restarts, Adding Momentum
Bitcoin Shutdown Rally narratives also focus on crypto policy activity restarting after weeks of delays. Bull Theory noted that altcoin ETF development, Ethereum staking ETF evaluations and work linked to the Clarity Act were paused during the shutdown. All are now moving forward again.
This renewed activity adds structure to the environment. Market participants had expected policy progress in December, and the shutdown temporarily froze timelines. With operations restored, these discussions regain traction.
According to the thread, the next four to six weeks will see liquidity injections, institutional re-bidding, ETF desk flows and full data releases converge. This alignment mirrors the early 2019 setup that preceded Bitcoin’s major 300% rally, leaving traders watching the market’s next direction closely.
