#美国就业数据表现强劲超出预期 In his latest speech, a major signal was sent: if the Democrats want to avoid a government shutdown, the 2026 elections will be a disaster for them. At the same time, he called for the Senate to relax the "lengthy debate" rules so that the government machinery can operate normally.
The underlying message is quite straightforward—the negotiations over the Affordable Care Act have reached an impasse. The Trump administration and the Republicans are taking a hard stance and have no intention of making concessions.
The most concerning part is the timeline: if this issue cannot be resolved in the short term, by January 1st next year, the insurance costs for about 24 million people will rise sharply. Once this situation occurs, the Democrats will definitely blow up, and the probability of another government shutdown will soar. This directly impacts the market's uncertainty premium—USD policy and risk asset pricing will fluctuate accordingly. Wall Street and the crypto markets are both watching this milestone.
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TokenomicsTherapist
· 22m ago
The insurance for 24 million people is going to increase prices, and now the crypto world has to pick up the mess of American politics again
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Another government shutdown and healthcare controversy, basically it's a gamble at the table, with the chips being ordinary people's wallets
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Wait, isn't this logic reversed... The market fears political uncertainty the most, and both the dollar and crypto prices are trembling
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Is there really going to be a爆炸 in January next year? Is it still possible to stockpile stablecoins now?
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The lengthy debate rules also need to be changed, this is really causing trouble, paving the way for the storm in January
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WagmiOrRekt
· 17h ago
Once again, political bickering, and in the end, retail investors still have to foot the bill.
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The insurance costs for 24 million people have skyrocketed. This shock also causes the crypto market to tremble... Just watch.
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Just want to know if the crypto market will take off or crash directly on January 1st. Not betting on this timing makes it really frustrating.
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Government shutdown + healthcare crisis, the logic of USD devaluation is valid. Should we start buying stablecoins now, everyone?
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Trump stands firm and refuses to back down, Democrats want to escalate, uncertainty premium is at its max. This is the alpha we should be paying attention to.
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Wait, will we really only find out next January? How has the market been pricing in these past six months...
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Both Wall Street and the crypto world are betting on this point, basically watching whether negotiations break down or not... The time cost is too high.
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It's heartbreaking, right? 24 million people affected, yet politicians are still playing psychological warfare.
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The pricing of risk assets entirely depends on whether this deadlock breaks or not. Feels like betting on the two sides of a coin.
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potentially_notable
· 17h ago
Whoa, the insurance costs for 24 million people skyrocketing? If that really happens, the crypto market will take off.
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It's another political game, and in the end, it's the ordinary people who suffer. Truly unbelievable.
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January 1st is indeed a critical point; we need to keep a close eye on the Federal Reserve's moves.
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If they can't pass the healthcare bill, they'll just shut down the government again. How many times can this routine repeat? The market must be already exhausted.
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This kind of uncertainty is the most frustrating; it's impossible to accurately price any asset.
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American politics are really getting more and more absurd. A bunch of people playing with fire will ultimately burn the economy.
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If the Democratic Party really causes a shutdown, 2026 will definitely be a tough year. It's not surprising that the Republican Party is taking such a hard stance now.
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Volatility in risk asset pricing might actually be an opportunity to short?
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The key is those 24 million people; they realize the collapse is coming.
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Hard negotiations are sometimes deadlocks; if both sides want to win, neither should expect to succeed.
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ApeWithNoChain
· 17h ago
Here we go again with this set? 24 million people insured and the market surges, the government shutdown probability soars. I just want to know who will take the blame this time.
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Is it true? Will it explode in January next year? Should the crypto circle buy the dip or run away this time?
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Wall Street is watching this wave; we need to see three phases. Uncertainty premium is coming together—BTC will either soar or crash, no third option.
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The stalemate in healthcare negotiations is truly absurd. These people are fighting each other every day, and in the end, it's the ordinary people who suffer.
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Wait, what does this signal mean? Is the US dollar policy about to change? Do risk assets need to be re-priced?
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It's going to be chaos in 2026. Starting to shift blame now? This political game is really dirty.
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Honestly, is a government shutdown good or bad for the crypto market? Seeking advice from all the veterans here.
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The Republican stance is firm; the Democrats have to look at the face. This situation is too desperate.
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See you in January next year for the verdict. The crypto market will definitely experience another round of volatility. Prepare your mindset in advance.
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GmGnSleeper
· 17h ago
Uh, 24 million people insured costs skyrocket? If that really happens, the crypto market will definitely experience a wave of intense volatility.
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It's either political deadlock or market pricing; I've almost gotten tired of this American drama haha.
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Basically, it's a gamble on whether the government will shut down again. When that happens, risk premiums will definitely skyrocket.
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If the Democrats really can't reach an agreement, January 1st is a very critical point; we must keep a close watch.
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24 million people? If this scale really erupts, Wall Street definitely won't sit still, and the crypto circle will also have to shake a bit.
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Every time there's this kind of political standoff, it's the best time for onlookers. Opportunities often come amidst chaos.
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LiquidityWitch
· 18h ago
Damn, the insurance for 24 million people is going to increase? This is going to blow up, the probability of the government shutdown has also gone up.
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No, no, I'm more concerned about the January 1st milestone... This wave of crypto needs to become more active.
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When dollar policy fluctuates, risk assets all shift accordingly, familiar rhythm, everyone.
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Haha, the healthcare bill negotiations broke down, do the two parties really just play this game against each other? In the end, retail investors and ordinary people suffer.
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Both Wall Street and the crypto world are watching this, it's a bit interesting.
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Basically, it's a political meat grinder; economic policies have become chips. We need to figure out how to seize an opportunity here.
#美国就业数据表现强劲超出预期 In his latest speech, a major signal was sent: if the Democrats want to avoid a government shutdown, the 2026 elections will be a disaster for them. At the same time, he called for the Senate to relax the "lengthy debate" rules so that the government machinery can operate normally.
The underlying message is quite straightforward—the negotiations over the Affordable Care Act have reached an impasse. The Trump administration and the Republicans are taking a hard stance and have no intention of making concessions.
The most concerning part is the timeline: if this issue cannot be resolved in the short term, by January 1st next year, the insurance costs for about 24 million people will rise sharply. Once this situation occurs, the Democrats will definitely blow up, and the probability of another government shutdown will soar. This directly impacts the market's uncertainty premium—USD policy and risk asset pricing will fluctuate accordingly. Wall Street and the crypto markets are both watching this milestone.