#美联储降息 The U.S. government shutdown has entered its 35th day—this number ties the record for the longest shutdown in history.

The Senate's two parties have conducted 13 rounds of voting, and the budget bill is still stuck in place, with the 14th vote still on the way. Behind this political deadlock lies a classic operational logic of the capital market.

Every time the government goes into a shutdown, Wall Street's funds go into standby mode. The data from the Congressional Budget Office is very clear: a shutdown lasting 4 weeks results in an economic loss of about $7 billion; extending it to 6 weeks increases the loss to $11 billion; if it drags on to 8 weeks, the number skyrockets to $14 billion. When market panic spreads, the prices of high-quality assets are often severely undervalued—this is exactly the entry window that large funds look forward to.

For retail investors, the psychological pressure from account floating losses is indeed uncomfortable. However, if we broaden our perspective, we will find truly valuable assets—$BTC, $ETH, and core assets in the tech sector—their decline actually creates rare allocation opportunities.

The key is not to be led by emotions. Making a large investment all at once or panic selling are not wise choices. A more prudent approach is to gradually build your position.

When the market falls by 5% due to a halt in the fourth week, you can first allocate 30% of your position; if it then drops another 3% in the sixth week, add an additional 40%. Use time cost to exchange for spatial gains, turning market emotional fluctuations into your own chip advantage.

In the short term, prices are dominated by sentiment, but in the long run, value will ultimately return. Large funds are calculating low-priced chips, while ordinary investors should focus on the long-term potential of these assets. Maintain your rhythm and don't be distracted by short-term fluctuations — this may be the correct posture to navigate through cycles.