Feb 17: Iranian officials have proposed halting uranium enrichment, relocating some of its uranium stockpile to a nearby site, and striking a commercial deal with the U.S. to advance nuclear negotiations and avert a U.S. military strike. It remains unclear, however, if these steps will satisfy President Trump unless Iran commits to a full stop of uranium enrichment. Separately, U.S. senior officials confirmed the second round of talks with Iran has wrapped up. (The Wall Street Journal)

**February 17th** — LookIntoBitcoin monitoring shows a BlackRock ETF address has just deposited 1,701 BTC (≈$115.2M) and 22,661 ETH (≈$44.5M) into Coinbase Prime.

As of February 17th, CryptoQuant data reveals that despite a slowdown in bear market outflows, $47.5 billion in stablecoins is now concentrated on a single exchange: Binance, which still accounts for 65% of total stablecoin liquidity across all exchange platforms.

As of February 17, the total value of tokenized real-world assets (RWAs) on the Ethereum blockchain has topped $17 billion, with major institutions like BlackRock and JPMorgan Chase continuing to onramp traditional funds onto the network. That’s a nearly 315% jump from $4.1 billion a year ago, further solidifying Ethereum’s leading position in the tokenized finance (DeFi) space for RWA infrastructure. Ethereum currently makes up roughly 34% of the total value of all on-chain tokenized RWAs across networks. Meanwhile, the total market cap of stablecoins on Ethereum’s mainnet has climbed to over $175 billion, underscoring the network’s role as the top settlement layer for USD-pegged tokenized assets.

**Feb 17 – Bank of America’s monthly fund manager survey, released Tuesday, shows market sentiment remains “extremely optimistic” — but further asset gains are growing increasingly elusive, as global investors grow more concerned about corporate overinvestment.** The poll covers 162 fund managers overseeing $440 billion in assets under management (AUM). Key takeaways: - Cash holdings rose to 3.4% from January’s record low of 3.2%. - Investors remain heavily overweight commodities and equities, sharply underweight bonds. - Macro optimism improved further: The share expecting a global economic “boom” hit its highest since Feb 2022, while the portion forecasting >10% corporate profit growth is the strongest since 2021. But a **record share** of respondents say corporate spending is too aggressive. Chief investment officers now favor strengthening balance sheets over ramping up capital expenditures. The AI bubble has reclaimed its spot as investors’ top tail risk.

On February 17, Arkham officials took to social media to flag a surge in JELLYJELLY futures open interest, raising concerns about a potential price manipulation attempt. Monitoring data shows a sharp jump in open interest across OKX and Bybit, while centralized exchanges like MEXC, Kucoin, and Bitget have seen mild accumulation of the token. Per HTX market data, JELLYJELLY is up 24% over the past 24 hours, currently trading at $0.069. Additionally, Coinglass figures reveal JELLYJELLY’s 24-hour futures volume hit $104 million—compared to just $1.45 million in spot volume—with its market cap now standing at $68.21 million.