The recent volatility in the crypto and stock markets has left many investors confused. The US government shutdown has lasted over 40 days, and behind it is not just political news but a direct impact on the capital markets.

Since October 1st, when the US federal government entered a shutdown — the first time in nearly seven years — stock index futures have fallen sharply, and the market's fear gauge VIX soared to 17.28 points. It seems severe, but the deeper issues are hidden beneath.

**Market Chaos Caused by Information Vacuum**

What is the most direct consequence of the shutdown? Key economic data releases have been delayed. The Bureau of Labor Statistics postponed the release of several important indicators, including the non-farm payroll report, directly disrupting market expectations. White House economic advisor Hassett admitted that there is uncertainty around October inflation data, and the employment report will not include unemployment rate figures.

Federal Reserve Chair Powell even compared the current situation to "driving in the fog" — without clear economic data to support decisions, both the central bank and market participants are making choices based on intuition.

**Trump’s Market Promises vs. Reality Pressure**

Interestingly, amid this chaos, some voices are promising that the stock market will hit new highs again. At the same time, the Trump administration plans to lay off federal employees on a large scale rather than keep them on unpaid leave. In the context of already fragile employment conditions, this undoubtedly increases economic uncertainty.

Bloomberg Economics research shows that this policy contradiction is creating more noise in the markets. As participants in the crypto market, we need to recognize that: **Uncertainty in macroeconomic policy often drives asset price volatility more than specific events themselves**.

During the government shutdown, no new economic data can verify any market commitments. At this point, investors are either holding a wait-and-see attitude or following emotional swings. If you are making decisions at this juncture, the key is to see clearly: the absence of data itself is a signal.