The U.S. Congress budget negotiations have reached a deadlock, and the government faces the risk of another shutdown on January 31. Such political uncertainty events often trigger risk-averse demand in the markets historically, and the crypto market's response to these macro risks is worth paying attention to.

When traditional political systems become stalemated, some funds tend to reassess the value of alternative assets. According to market principles, these periods usually accelerate the flow of capital into core assets—Bitcoin, due to its scarcity and independence, often becomes a safe haven among risk assets. Meanwhile, smaller coins lacking fundamental support face greater pressure.

From an asset allocation perspective, it is necessary to reevaluate the portfolio structure in the current environment. Project tokens that rely on hype and leverage effects are the first to be affected when risk appetite declines. In contrast, mainstream assets with practical ecological applications are relatively less impacted.

Retail investors should avoid being driven by short-term volatility at this time: reducing holdings in small coins with high risk concentration is a more rational choice. Maintaining a certain proportion of Bitcoin or top mainstream coins can provide better defense during periods of uncertainty. More importantly, maintain an observational attitude—during the process of emotional release and market re-pricing, there are often more cost-effective opportunities hidden.

Every market crisis is accompanied by structural reconfiguration. The key is to understand the capital flow logic behind these macro events, rather than being swayed by short-term panic.