HTX DeepThink: The US government shutdown has not changed the expectation of easing, and the options market is betting on Bitcoin to rise

The government shutdown has created a data vacuum, but the Fed's dovish stance and the end of its balance sheet reduction efforts have kept risk assets supported. Midterm elections and legislative uncertainty are encouraging both institutional and retail investors to take early bets, leading to strong bullish sentiment in the options market. However, if CPI unexpectedly rises or the shutdown further drags down the economy, short-term volatility could intensify.