Here we go again! For two consecutive months, we've been watching the non-farm payroll data release days, only to be met each time with announcements like "government shutdown, data delayed." This time, the Department of Labor just gave up: if the doors don't open, don't even think about seeing the data. This move has left both Wall Street and the crypto world baffled—but to be honest, after watching the markets for so many years, I actually think this kind of "data vacuum period" isn't necessarily a bad thing.

Let's clarify one logic first: non-farm payroll data itself isn't a crypto market indicator; it's a barometer for traditional finance. The Fed uses it to gauge the job market's temperature, institutions rely on it to adjust asset allocations, and global capital migrates like birds following the data. Now that this barometer has suddenly gone dark, the hot money in traditional markets instantly loses its sense of direction. This is where crypto assets show their advantage—they don't depend on any single country's policy schedule and instead become one of the short-term safe havens for funds.

Just look at history. In the third quarter of last year, there was a similar situation: key economic data was delayed, and US stock market volatility shot up 30%. During that time, Bitcoin surged from $28,000 to $32,000 in just seven days, a gain of over 14%. ETH was even stronger, jumping from $1,700 straight to $2,100. Anyone who positioned themselves in major coins back then made at least a 20% profit, even with the most conservative strategy. It's not that missing data automatically means a market rally, but when traditional markets are confused, crypto assets are indeed more flexible than stocks or bonds.

But don't get me wrong—this isn't a signal to ape in blindly. Especially in times like this, you need to... (to be continued)