Bitcoin News Update: Clearer Regulations and Economic Stimulus Fuel a Surge in Crypto Liquidity, Connecting International Markets

An increasing number of financial experts and policymakers are expecting a major influx of liquidity after the U.S. government shutdown, with both crypto and traditional finance communities citing regulatory shifts and stimulus actions as primary drivers. Raoul Pal, a well-known economist and supporter of digital assets, has reaffirmed his outlook that fiscal and monetary strategies implemented after the shutdown could channel substantial capital into the markets, especially benefiting cryptocurrencies and stablecoins. His perspective is consistent with recent insights from crypto specialists and legislative efforts designed to clarify digital asset regulations.

This anticipated liquidity surge is being attributed to a mix of government stimulus, looser Federal Reserve policies, and increased corporate investments. Pumpius, a crypto commentator active online, cautioned that a "huge liquidity wave" is on the horizon,

. The analyst specifically mentioned former President Donald Trump's plan to issue $2,000 checks to citizens, . With the U.S. national debt now surpassing $38 trillion, this is seen as a sign of further liquidity injections, and Pumpius suggests that (Ripple's cryptocurrency) could act as a "global capital bridge" thanks to its ability to facilitate international transactions.

At the same time, regulatory transparency is becoming increasingly important. The Senate Agriculture Committee's introduction of the CLARITY Act draft on November 10–11, 2025, has already triggered a rally among leading digital currencies. to reach $3,600, reflecting investor confidence in the bill's potential to classify digital assets as commodities under CFTC regulation. If passed, the CLARITY Act would address ongoing disputes between the SEC and CFTC, lower compliance risks for crypto companies, and attract more institutional investors. the United States' goal to establish itself as a global leader in crypto, with plans to introduce spot crypto trading on futures exchanges before the year concludes.

Stablecoins, which are central to the crypto market, are also drawing attention.

CEO Jeremy Allaire has stated that stablecoins such as will become a fundamental part of mainstream financial systems, even for those not directly involved in crypto. The recently enacted Genius Act demonstrates lawmakers' increasing acknowledgment of the transformative power of stablecoin technology. , has far exceeded its initial 2018 performance, highlighting the rapid growth of this asset class. Nevertheless, of crypto firms, especially concerning transparency and asset reserves.

Despite these advancements, obstacles remain.

, such as the regulation of DeFi platforms and privacy-focused coins, leading industry representatives to call for additional revisions. Doubts also persist regarding large-scale crypto investments, like Michael Saylor's $50 million purchase, which increased his company's holdings to 641,692 BTC. Although Saylor's approach has raised Bitcoin's average acquisition price to $74,079, that the company's declining stock price and S&P Global's B- rating point to underlying financial risks.

As these trends unfold, the period following the shutdown could prove pivotal. Pal's projection of a liquidity surge depends on several factors coming together: clearer regulations, continued stimulus, and the expanding influence of crypto in global markets. Investors will soon see whether these elements combine to usher in a new phase of institutional participation and market steadiness.