US Government Shutdown Looms - President Trump vs Democrats

Name: US Government Shutdown Looms - President Trump vs Democrats
Uploaded: 2025-10-02T22:35:24+00:00
Duration: 34 min 11 s
Channel: Crypto Robot

Crypto Robot

A US government shutdown is back on the table. Democrats are standing firm on healthcare demands, while Trump has signaled that a shutdown could “clear out dead wood.” 🚨 Political gridlock like this has massive consequences for financial markets — but what does it mean for crypto investors, Bitcoin, and altcoins?

In this video, we’ll break down the latest showdown between Democrats and Trump, why healthcare demands are at the center of the shutdown debate, and how political uncertainty could affect stocks, inflation, and digital assets like Bitcoin and XRP. We’ll also look at whether crypto will once again be seen as a hedge in times of government instability.

Will this political standoff spark another wave of Bitcoin buying as a safe haven? Or will markets tumble before crypto rallies? Stick around for a full breakdown of the risks, opportunities, and what traders need to watch next.

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00:00okay let's unpack this we've got a ton of research here looking at well probably the biggest market

00:11headline this quarter definitely shaping up that way and our mission today really is to cut through

00:17all that noise we want to deliver some actionable insight directly to you listening in we're diving

00:24deep into the U.S. federal government shutdown you know the one that kicked off October 1st

00:282025 right and we're going to analyze its unique implications especially for risk assets and you

00:36know specifically for crypto and the whole web3 space yeah it's a critical connection to make we've

00:41pulled together a massive amount of source material we've got the traditional players AP News Wall

00:46Street Journal Timey Politico standard stuff the heavy hitters but we're crossing that with on-chain

00:52analytics specialized political commentary trying to get the full picture you need both perspectives

00:57the traditional and the crypto native data exactly we want to move beyond just the basic economic

01:03headlines you see everywhere else our goal here is to pinpoint the specific mechanisms how does this

01:09political gridlock in Washington actually translate into market volatility into regulatory risk and

01:16critically into real changes in on-chain behavior that you know crypto investors like you can see and

01:22react to and I think that's key because for a long time the digital asset market well it kind of treated

01:29U.S. political friction as just background noise didn't it yeah like something happening over there but what

01:33we're looking at now feels different it's more intense we really have to start treating this U.S.

01:40political instability as a measurable almost a quantifiable tail risk for the entire global digital asset world tail risk

01:48okay define that a bit more in this context it means it's not just some small bump in the road it's a low probability

01:54maybe but potentially high impact events stemming directly from political failure this isn't just

02:00about you know some federal agencies slowing down for a bit it's about the core sovereign entity the U.S.

02:05government in the global financial system signaling deep structural instability and markets especially these

02:13non-sovereign decentralized markets like crypto they are hypersensitive to that kind of signal it rattles

02:20confidence okay so let's ground this lay out the basic facts first sources like AP news confirm it the

02:27U.S. federal government officially shut down starting October 1st 2025 that's the date and it happened because

02:34they completely failed to pass a continuing resolution in the stopgap funding bill they just ran out of time right the

02:40deadline passed and boom no funding authorization so what was the core fight about over the sticking

02:46points that actually led to this gridlock well when you really break it down it fundamentally boils down

02:51to a a structural fight it's about social safety nets and who controls the purse strings really okay on one

02:58side you have the Democrats and they are rigidly insisting on keeping or restoring those enhanced health care

03:05subsidies the ones under the Affordable Care Act the ACA right the ACA subsidies that's their line in the sand

03:10that seems to be the main demand yes very firm on that and the other side the

03:16Republican position especially the sort of Trump aligned faction their demand is

03:21equally firm but opposite they want a clean funding bill define clean in their

03:27terms clean means no extra stuff attached specifically no additional health spending like those ACA subsidies they're explicitly

03:36refusing the Democratic demands there so this isn't just tweaking budget numbers not at all this is a high stakes structural battle

03:42over the future the permanence of major social programs and they're using the basic government funding process the appropriations as the battlefield

03:51that's a crucial distinction and something else feels different this time based on the reporting from places like Yahoo time the Wall Street Journal it's the narrative framing isn't it

04:00absolutely the framing is way more aggressive Trump has overtly position the shutdown not as like a failure of governance which is how it's usually seen right instead it's being framed as a strategic

04:12opportunity a chance for major reform he's explicitly talked about using it to clear out deadwood waste and fraud in government Wow okay clear out deadwood that's strong language it is and it's toxic for market

04:27stability because it implies the instability isn't accidental it's intentional it's being used as leverage to push for really bold cuts and maybe even fundamentally redefine some federal programs that changes everything for how markets price this doesn't it completely in past shutdowns markets generally expected okay a temporary pause some disruption then back to normal more or less business as usual eventually exactly but now the market has to price in the risk of permanent government contraction permanent

04:45structural shifts and that's really underscored and that's really underscored by the escalation and tactics we're seeing beyond just the rhetoric yeah past shutdowns mostly involve temporary furloughs you know federal employees sent home but with the expectation they'd eventually get back pay right and inconvenience but not career ending for most but the 2020

05:032025 strategy according to multiple reports shifted significantly we're seeing documented plans actual plans for widespread layoffs not just furloughs layoffs that's that's a massive escalation it's huge furloughs are political pain sure but layoffs that's structural change that permanently

05:21disrupts careers permanently reduces government capacity it means skills and experience walk out the door and replacing them later is expensive and slow so it's a much sharper tool much sharper it signals a whole new level of political seriousness in this fight it seems designed to maximize the paint public pain and

05:51political pain political pain much faster to try and force the opposition to cave so putting it all together this isn't just brinkmanship anymore it feels more like a strategy of maybe demolition using the crisis to force through major policy changes that couldn't pass through normal legislation that seems to be the interpretation gaining traction but the shutdown itself is the tool to achieve structural change under the cover of a fiscal emergency and that political reality is what starts pushing markets especially the volatile ones like the

06:21crypto crypto into really uncharted territory precisely the foundational assumptions are being shaken okay let's talk about the market reaction then why do markets get so spooked by this what are the fundamental economic mechanisms well at the most basic level a government shutdown physically disrupts hundreds of critical federal services think about contract approvals for infrastructure projects just stop research grants for science and tech like biotech they get frozen federal housing payments might be delayed

06:51exactly exactly even basic regulatory filings can grind to a halt it directly slows down parts of the economy that rely on those federal interactions but the biggest impact honestly it's the uncertainty it just injects massive political and economic uncertainty into the system and uncertainty is coison for risk assets always it's almost pavlovian like you said earlier stocks bonds crypto anything considered risk on tends to sell off and uncertainty spikes like this so let's revisit that term tail risk

07:21what political gridlock is a tail risk for crypto investors what specifically should you the listener understand it to me okay so in traditional finance tail risk is about those extreme outcomes low probability on paper but devastating impact if they actually happen like a financial crisis or well a major sovereign entity like the u.s. failing to fund itself right for digital assets this specific political standoff this failure raises deep worries about sovereign contagion

07:51if the u.s. if the u.s. fiscal house is so messy what does that imply long term for future debt ceiling fights for the overall stability of the dollar system for the direction of regulation so it's not just the shutdown itself but what it signals about deeper issues exactly and to make it quantifiable or at least conceptualize it for a crypto portfolio a political tail risk means your normal diversification might break down correlations between assets can go haywire standard risk models

08:21and what you think of useless in these extreme scenarios because the political event is driving everything overriding normal market logic precisely investors have to suddenly price in the possibility of a sharp nonlinear drop in value caused purely by political failure and it's something that's very hard to hedge against within the traditional system and because crypto is by design non-sovereign it registers the distress of the main sovereign currency provider the u.s. dollar system very acutely it's like a seismograph for sovereign instability

08:51so paradoxically instability in washington could make assets outside washington like maybe bitcoin look relatively safer or at least fundamentally different that's part of the narrative definitely a potential flight to non-sovereign alternative but let's circle back to that rhetoric we mentioned the clear out deadwood idea why is that specific language so significant for markets beyond just sounding aggressive right it signals future policy intent much more clearly than say a dry budget proposal

09:21this aggressive posture towards austerity towards structural cuts it tells you how the administration or the faction in power views all government spending and regulation it's a mindset it's a mindset this idea that government needs aggressive slimming down isn't going to be confined just to you know farm subsidies or the department of education it inevitably impacts things like tech infrastructure spending funding for research and development and crucially by extension

09:51or excessive or speculative or excessive or wasteful and crypto fairly or unfairly often gets painted with that brush doesn't it it absolutely does so if the prevailing political climate demands that every government agency justify its existence prove its fiscal responsibility cut the fat doesn't that inherently put a target on the back of newer less understood sometimes controversial sectors like web3 it seems like it would have to

10:21come from the SEC the CFTC whoever they'll likely be viewed through this lens of we need fiscal integrity we need austerity it provides political cover for stricter enforcement especially on projects seen as volatile non-compliant or just generally frothy so the message becomes we're cutting the fat everywhere and if your sector is perceived as fat well you're vulnerable that's the implication the political narrative provides the justification for regulatory action

10:51how does this political paralysis in DC directly hit the crypto and web3 world we know the big regulatory agencies matter the SEC the CFTC what's the shutdown impact there well the first hit is purely operational it's basic plumbing during the shutdown these agencies run on skeleton crews they only keep staff for what's deemed absolutely essential usually protecting markets from immediate collapse or fraud so everything else slows down or stops pretty much routine approvals forget it

11:21for updates on a spot bitcoin etf application or maybe your exchange had complex registration filings in the pipeline those are delayed indefinitely oversight work like audits or investigations that require staff time that gets reduced significantly because the people need are furloughed or in this case potentially laid off hang on if the regulators are you know temporarily sidelined doesn't that create a kind of regulatory vacuum maybe a window for certain d5 protocols or newer maybe riskier projects to launch or operate

11:51with less immediate scrutiny it absolutely does create that window and that's a really dangerous short term reality that lull can definitely be an opportunity for actors who aren't worried about compliance or even just for projects moving super fast to try and grab market share or establish themselves so a bit of a wild west period potentially could feel like that but and this is a massive but that short term gain comes with a huge counter risk down the road I call it the regulatory whiplash whiplash explain that once the government reopens there's a

12:21immense political pressure from the top down show the crisis is over show we're back in control show we're working and how do agencies often demonstrate that through visible action so they overcompensate often yes the pendulum can swing hard in the other direction you might see a sudden push for much stricter enforcement to make in for lost time or and this is also critical you might see rushed approvals or even new legislation pushed through quickly bypassing

12:51to clear the backlog and show progress so any regulatory action coming right after the shutdown might be sharper maybe less nuanced driven more by the political need to look effective than by optimal policy design that's a very real risk you could see the SEC suddenly issue a flurry of enforcement actions against easy targets the low hanging fruit or the CFTC might rush through a classification of a major token that has long term consequences just to show

13:21a little shift from regulatory quiet to a sudden regulatory storm okay moving beyond regulation for a second yeah this kind of crisis forces a big rethink of risk across the board you mentioned earlier this idea of safe haven flow within the digital asset space right when major macro shocks hit especially ones questioning the stability of the core system capital looks for two things refuge and non correlation meaning places to hide

13:51institutional capital institutional capital may be getting nervous about the US sovereign environment the debt the political dysfunction the fiscal management might start rotating into assets perceived as non sovereign like Bitcoin and Ethereum those are the main candidates yeah BTC and ETH are increasingly viewed by some as hedges against traditional fiat or sovereign risk why because their core properties like Bitcoin's fixed issuance schedule or Ethereum's decentralized operation are fundamentally decoupled from the decisions or failures of the US Congress

14:21So it's less about chasing yield and more about capital preservation it's a hedge against systemic risk if you fundamentally start to doubt the long-term stability of the US political or fiscal system then moving some portion of your assets into decentralized programmatically scarce assets like Bitcoin can look like a strategic hedge against potential long-term fiat degradation or mismanagement and the beauty of crypto is we can actually watch these capital shifts happening on chain right so what specific on-chain behaviors

14:51should you be looking for if traders should you be looking for if traders are getting cautious during this gridlock yeah the transparency is key you're basically looking for signs that people are hitting the pause button activity slows down like what specifically okay gas usage on Ethereum that's the cost to transact you might see that dip noticeably why because discretionary activity like exploring new risky DeFi protocols or making lots of speculative trades gets put on hold people stick to essentials okay what else total transaction volume across major chains might slow down

15:21you know participants just wait on the sidelines for more clarity before committing capital but maybe the most telling signs are in the whale movements the large holders

15:28whatever you know when the political news gets really bad or uncertainty peaks we often see large transfers whales moving significant amounts of stable coins off centralized exchanges into private wallets or moving major assets like BTC and ETH into cold storage and what is that signal it signals de-risking it signals a reluctance to leave large amounts of capital sitting on an exchange where it could be vulnerable to extreme market volatility or maybe even unforeseen regular

15:58regulatory actions if the crisis escalates in weird ways it's a defensive posture which brings us back to that crucial link you mentioned earlier how the political narrative itself can bleed into the regulatory conversation we talked about that deadwood waste and fraud language from politicians how might that sound if it's adopted say by a regulator like an SEC chair who's already maybe skeptical crypto it becomes the perfect justification for a crackdown if the dominant message coming out of Washington is all about austerity cutting wasteful subsidies

16:28demanding fiscal integrity well a regulator can very easily apply that exact same framework to justify getting tougher on sectors they already distrust so they could frame defy as as egregious spending of energy perhaps or label certain speculative tokens as wasteful speculation that harms consumers and provides no real economic value it aligns their enforcement agenda with the prevailing political mood and why does that rhetoric shift matter so much for market sentiment because it

16:57provides political cover if a powerful politician publicly frames a crypto project or sector as the financial equivalent of deadwood it makes it much easier for a regulator to pursue aggressive legal action against it without worrying about immediate political blowback from congress it removes the political shield in a way exactly that shift in the narrative framework that withdrawal of implicit political blessing can definitely impact institutional appetite for risk in the space

17:27much higher and politically sanctioned all right let's dig into the political game theory here a bit more it sounds like a massive clash between two really dug in positions what are the key dynamics driving this standoff that we should be watching well the big question is about leverage and pain tolerance really will the democrats hold absolutely firm on their health care demands those ACA subsidies are they calculating that the public pain from the shutdown will eventually force the republicans to blink

17:57their way exactly exactly does the mounting pressure from market instability the economic slowdown and especially that threat of actual layoffs does that eventually push the democrats to capitulate maybe they decide to open the government now and just fight the ACA battle through other means later that layoff threat really feels like the wild card this time it's the ultimate leverage tool but it's incredibly risky as we said it's a radical departure from just furloughing people so is it effective leverage

18:26right or could it backfire spectacularly you mentioned polling data right we've seen polls like from the washington post suggesting that even before this specific shutdown many americans already tended to blame trump and the republicans more for general political gridlock in dc okay now if the administration actually pushes through mass layoffs of federal workers that could pour fuel on the fire the political blowback could become intense potentially strengthening the democrats position ironically

18:55even as the republicans deploy their strongest weapon the threat of layoffs might be more powerful than the execution because the execution carries huge political costs massive costs public sympathy could shift dramatically and while this political chess game plays out we have to remember the immediate real world collateral damage right things markets eventually have to price in this isn't just abstract budget fights not at all it's the pausing of critical government functions

19:25the institutes of health the NIH or the centers for disease control the CDC key parts of their research their disease monitoring

19:32that gets partially or fully halted during a shutdown which has longer term consequences we might not even see immediately absolutely and it extends beyond just the high profile science stuff think about vital nutritional assistance programs like WIC that's the program for women infants and children

19:49often those are among the first to see funding dry up or distribution mechanisms get disrupted and that causes immediate hardship immediate measurable economic hardship in communities that distress eventually filters up hitting consumer confidence local economies and markets register that as a long term drag so beyond the immediate crisis there's this really crucial question of policy permanence is this just a temporary storm that everyone forgets in six months or could the actions taken during the shutdown actually become

20:19permanent policy that is the multi-trillion dollar question isn't it it's the ultimate risk for the long term fiscal outlook will cuts or structural changes they get pushed through during this high leverage period using the crisis as political cover actually stick will they become permanent policy shifts for example for example if the administration manages to use the shutdown chaos to fundamentally redefine the scope of certain federal programs or ram through permanent spending reductions that wouldn't pass otherwise that permanently

20:49alters the fiscal structure of the fiscal structure of the country it affects all future budgets and for the crypto investor listening why does that long term fiscal picture matter so much because a permanent weakening of the US government spending capacity or its functional reliability could lead to increase long term uncertainty uncertainty about future regulatory stability about financial stability about financial stability about the dollar itself and that kind of deep structural uncertainty could theoretically push even more capital to seek long term refuge

21:19outside the traditional sovereign system it reinforces the non-sovereign hedge narrative for assets like bitcoin okay since our goal here is always actionable intelligence for you the listener we've tried to distill the possible ways this resolves into four main scenarios you need to be thinking about how each of these could impact your portfolio right let's lay them out scenario one we'll call it fast resolution

21:49to secure what they see what they see as ironclad deals for those healthcare extensions the republicans back down to get the government open what's the market impact there huge relief rally markets would likely stabilize almost immediately you'd probably see a quick retracing of most of the panic selling and risk assets including crypto back towards baseline fairly quickly okay scenario two scenario two prolong shutdown this is the nightmare scenario for stability the standoff drags on for weeks maybe months

22:19a little damage accumulating or damage accumulating market reaction maximum volatility high volatility across all asset classes stocks bonds crypto you might even start to hear serious speculation about us default risk if a debt ceiling deadline happens to get entangled in this mess down the line severe budget impacts institutional paralysis expect deep drawdowns and a very choppy market if this path plays out

22:49the kick the kick the can down the road outcome they agree on a temporary stop gap funding measure maybe it lasts 30 days 60 days whatever just to get the lights back on but the core issues remain totally unresolved the big structural fights like over the ACA subsidies are just postponed what does that mean it guarantees future uncertainty basically locking in more volatility spikes every couple of months when the next funding deadline inevitably looms it creates a recurring cycle of crisis okay and the last one scenario four the aggressive cuts scenario

23:19here the shutdown is intentionally and successfully used to achieve that stated goal pushing through significant structural spending cuts or fundamentally redefining certain federal programs the administration gets its way on austerity using the crisis as leverage how do markets react to that it sounds like some might like the austerity angle it's mixed some bond market participants might initially cheer fiscal consolidation but the way it was achieved through deliberate

23:49crisis creation and the resulting uncertainty about the new baseline budget and government function would likely keep markets extremely tense and unstable for quite some time stability wouldn't return quickly okay those are the path so given these possibilities what are the practical non-generic takeaways what should you the crypto investor actually do right now all right let's get concrete first pay obsessive attention to volatility but anticipate it don't just react when the market plunges watch for the spikes in implied volatility ahead of the key political

24:19deadlines the key votes the major announcements markets tend to price in the worst case scenario before the event actually happens this often leads to a massive overreaction followed by a quick retracement once the news is out even if the news is bad so position defensively before the deadline exactly consider tightening up your risk maybe 72 hours before a known major vote or deadline don't get caught flat-footed okay takeaway number two second monitor those specific on-chain stress

24:49signals signals we talked about the ones related to capital preservation remind us what those are look for a sharp decline in overall transaction volume look for a flatlining in the number of active addresses being used daily and critically watch for large sudden withdrawals of stable coins from centralized exchanges into private wallets what does that cluster signals tell you it tells you that significant pools of capital are getting nervous they're reducing activity pulling back preparing for potentially extended turmoil or volatility it's a sign

25:19the smart money is hunkering down got it third take away third diversification and hedges need to be specifically tailored to the sovereign risk environment what does it mean in practice it means actively tightening your risk control maybe reduce exposure to the smaller less liquid mid cap and low cap alt coins why because they tend to have very high correlation to the downside and can become illiquid fast during stress and where do you rotate that capital increase exposure to the relative

25:49safe havens within crypto that mainly means the high liquidity majors bitcoin btc and ethereum eth or rotate capital even more defensively into fully collateralized reputable stable coins basically holding digital dollars while you wait out the storm and anticipate potential stress in the traditional fiat system itself okay makes sense and the fourth key takeaway fourth and this is crucial anticipate don't just react to potential regulatory pivots after the shutdown ends

26:19we use this period of political uncertainty and focus on austerity to proactively think how might the sec or the cftc leverage this post crisis back to business cut the waste narrative which parts of the crypto sector might they target first with renewed stricter oversight probably the most speculative opaque or non-compliant areas be ready for that potential regulatory shift before it happens now to really hammer these points home we need to ground this analysis in some

26:49the way that the crypto stocks have directly impacted crypto behavior right yeah looking back helps put the current risk in perspective we can start with previous US political crises think about the government shutdowns around 2018 2019 especially yeah that long 35 day one what happened in crypto then well risk assets including bitcoin and ethereum didn't just sort of drift sideways they often experienced sharper pullbacks than even traditional equities during the peak uncertainty

27:192018 2018 2019 shutdown we saw a measurable drop in institutional investor inflows into regulated crypto products like futures counterparty confidence just dipped when the government itself looked shaky okay so historical precedent exists what about more recent macro events like the inflation shock in 2022 or those debt ceiling scares can we use those as templates absolutely those are great analogies for how crypto reacts to major systemic stress what did we see then remind us the reaction was fast and clear

27:49and we saw an immediate significant drop we saw an immediate significant drop sometimes 15 20 percent over a few weeks and things like defy trading volumes why liquidity providers got nervous and pulled funds out of the more complex higher yield but ultimately riskier staking and lending protocols and where did that money go two places mainly we saw huge spikes in stable coin minting and inflows onto exchanges people fleeing to digital dollars and we saw a very clear flight to quality within crypto towards the two biggest most liquid most recognized assets

28:19eeth and btc when stress hits hard the market overwhelmingly prioritizes liquidity and perceived safety over chasing speculative yield that brings us to the on-chain detective work watching the whales the big holders what exactly should you look for there right this is where you try to read the minds of the biggest players when political stress really peaks you often see these massive movements hundreds of millions of dollars worth of crypto being moved off exchanges into self-custody into cold storage and why do they do that it's not just hedging

28:49price is it it's deeper than that it's partly hedging against potential forced liquidations that could happen on centralized trading platforms if market volatility gets totally extreme like cascading margin calls but it's also hedging against potential regulatory moves if things get really chaotic could governments try to restrict access to exchange funds some whales don't want to take that chance moving to cold storage is ultimate control so for listeners who are watching the charts watching the data feeds yeah what are the specific

29:19metrics to monitor related to flows and activity you need to watch exchange flows very closely if you see a sudden massive spike in say btc inflows to major exchanges right before a big senate vote on funding what might that mean that's often interpreted as a bearish signal it suggests large entities might be positioning to sell anticipating bad news or wanting liquidity ready conversely watch the active wallet count the daily number of wallets actually making transactions if that number suddenly flattens out or decline

29:49right after a major partisan announcement or a breakdown in talks that's a clear sign that general market participation is pausing people are waiting uncertain widespread uncertainty is gripping the market and we should look beyond just price and volume right you mentioned volatility data earlier yes specifically comparing implied volatility from the options market versus realized volatility this is key for anyone trying to hedge explain that briefly implied volatility is the market's expectation of future

30:19growth swings it typically spikes before big uncertain political events because traders are paying up for options buying insurance against the unknown outcome then once the resolution happens even if it's a bad resolution the uncertainty is reduced and implied volatility often collapses sharply watching that spread tells you about market fear levels any other key metrics definitely watch stable coin activity closely are we seeing large amounts of new stable coins being minted are stable coins flowing rapidly between different protocols or chains

30:49that often indicates capital that often indicates capital is rotating out of volatile risk assets and seeking the perceived safety of dollar pegged assets anticipating a need for stability or dry powder and finally those correlation shifts you mentioned how btc or eth trade relative to stocks or bonds super important when markets are calm btc and altcoins might track the nasdaq fairly closely but during extreme political stress like the shutdown those relationships can break down or flip entirely also

31:19if bitcoin if bitcoin if bitcoin really starts acting as that safe haven or non-sovereign hedge it might temporarily decouple from us equities moving inversely perhaps or if the crisis escalates and starts to involve debt ceiling fears again btc might suddenly start correlating more closely with something like treasury yields as investors use it to hedge against inflation or default risk monitoring how these correlations shift tells you exactly how the market is interpreting the nature of the risk at that specific moment is it just market risk or is it deep sovereign risk hashtag

31:49out to outro that's trying to bring this whole deep dive together then the main takeaway seems to be this 2025 government shutdown isn't just some beltway drama far from it it's a fundamental disruption of how the u.s sovereign entity functions and that dysfunction directly dictates regulatory risk for crypto it massively heightens market uncertainty and it shapes global crypto sentiment especially when it's all wrapped up in this political language of aggressive austerity and fiscal crackdowns well summarized and that leaves us with a

32:19final maybe provocative thought for you the listener to chew on as you navigate this if this political standoff drags on say another week another two weeks where do you place your bet what are the options do you bet on crypto losing more ground dragged down by overwhelming macro fear and contagion spreading through global markets or do you bet on crypto actually catching a fierce bid as significant capital actively flees troubled highly correlated sovereign assets like equities

32:49looking for a non-sovereign alternative which force wins out in the short term that's the key question fear contagion versus safe haven flight exactly something to think about we really hope this deep dive into the specific mechanics the political tail risk the on chain reactions has given you a real edge some valuable perspective for navigating this environment hope it helps frame the risks and opportunities and if this deep dive did add value for you if it helped your analysis your strategy

33:19is engaging with the show you know the drill subscribe if you haven't drop a comment below with your thoughts hit that notification bell yeah it genuinely helps support the channel it boosts our visibility in the algorithm which lets us keep doing these deep dives and creating quality content for you so drop your take below which side you think ultimately wins this political showdown and more importantly what's your primary crypto play during all this uncertainty

33:49looking forward to seeing what you think thanks for riding with us through this complex topic we'll see you next time