Institution-focused crypto lender BlockFills halted customer deposits and withdrawals last week while Bitcoin dropped from $78,995 to $60,000. The firm says the ongoing suspension aims to protect clients and restore liquidity, though trading to open and close positions in spot and derivatives remains available to affected institutional users.

Polymarket puts the probability of a US government shutdown before Saturday, February 14 at 85%, while Bitcoin trades around $67,000. The crypto market capitalization is $2.3 trillion, down 1.8%, and the Fear and Greed Index has slipped to 9. Analysts outline risks of a drop below $50,000, while others see a $60,000–$80,000 range.

Cisco shares fell more than 10% in after-hours trading after the company topped quarterly estimates but issued guidance that only aligned with projections. The company reported $1.04 in adjusted EPS on $15.35 billion in revenue and forecast $1.02–$1.04 EPS with $15.4–$15.6 billion in sales, while noting $2.1 billion in AI infrastructure orders.

In January, the U.S. budget deficit fell to $95 billion, narrowing by $34 billion from the same month a year earlier as receipts grew faster than outlays. Revenues rose 9% to $560 billion while spending increased 2% to $655 billion, with a sharp jump in customs duties and a temporary drop in interest payments helping contain the gap. For the fiscal year starting October 1, the cumulative deficit reached $697 billion as total revenue hit $1.785 trillion and expenditure climbed to $2.482 trillion.

According to the article, Bitcoin is struggling below major support levels while gold attracts larger inflows amid heightened macro uncertainty. XRP has slipped into a strong downtrend toward the $1.30–$1.40 area with weakening on-chain activity, suggesting limited upside for now. Dogecoin is hovering near the $0.09 region at a crucial technical support, where oversold signals could enable a rebound if broader crypto sentiment stabilizes.

Analysts warn a March rate cut could knock the U.S. Dollar Index down another 10%, while the gauge is already off 1.4% in early 2026 and fell 9.4% in 2025. With inflation cooling on Truflation and implied odds for a March move rising to 21.2% from 9.4%, a weaker dollar may collide with debt-driven liquidity stress that has coincided with a 24% crypto drawdown this year.

On February 11 2026, Binance outlined a proposal for an industry-wide annual "Withdrawal Day" after onchain trackers Coinglass and DefiLlama highlighted anomalies that raised questions about its asset reserves. The exchange clarified that the disputed data came from third-party sources, urged users to verify holdings via its own Proof of Reserves tools and external sites, and argued that coordinated withdrawal tests across platforms could strengthen transparency and trust. Binance's leadership also addressed recent insolvency rumors and a community-led withdrawal campaign, while pointing to onchain evidence that shows no clear signs of a bank run or insolvency.

On 12 February 2026, Galaxy Digital CEO Mike Novogratz told an audience at the CNBC Digital Finance Forum in New York that the phase of extreme, retail-led crypto speculation is largely fading. He argued that institutional capital, tighter leverage, and the rise of tokenized real-world assets are pushing digital asset markets toward more stable, utility-focused growth.