Washington recently announced that the Democrats are planning to sit down with Trump to discuss the government shutdown. This seems like political news, but for our crypto market, it could be a signal of a turning point.

Honestly, this recent market movement has left many people confused. If the government can actually operate normally again, one thing is certain: policy-related noise will decrease significantly. Institutional investors fear uncertainty the most. Once the environment stabilizes, funds that are waiting on the sidelines will naturally start to enter the market.

On the other hand, the Federal Reserve has signaled that employment data remains strong and the economy is more resilient than expected. What does this mean? Short-term interest rate cuts are unlikely. Whether liquidity tightens or not is still uncertain, but at least the expectation of easing has been dashed. For assets like Bitcoin, which are sensitive to liquidity, short-term pressure is inevitable.

So, how should we operate at this point? I think it's best not to go all-in too quickly, nor to cut positions too easily. Many people last year panicked when policy clarity was lacking, only to watch the market triple afterward. That painful lesson is still fresh.

My strategy is this: keep 50% of your position steady, hold 30% for flexibility—buy in stages if prices fall, sell in stages if prices rise—and keep the remaining 20% in cash as a safety net. Don't touch that cash. During market volatility, survival is the top priority.

Before this Friday’s non-farm payroll data is released, the whole market might be in a wait-and-see mode. If the data exceeds expectations, the likelihood of liquidity tightening will increase; if it falls short, it could be a different story altogether. Do you think this wave of volatility is an opportunity or a trap? Share your thoughts in the comments.