Sept. 29 brought a mix of market moves, platform updates, project shutdowns, and fresh corporate disclosures, led by Anthropic’s IPO filing and Bitget’s staged withdrawal reopening.
Top CEX tokens and 24-hour gainers
The top 10 tokens by CEX trading volume posted the following 24-hour changes:
- BTC: -1.36%
- ETH: -0.16%
- XRP: -2.12%
- SOL: -3.34%
- BNB: -2.5%
- NEAR: -10.65%
- SUI: -10.26%
- ZEC: -9.13%
- DOGE: -3.39%
- HBAR: +23.15%
On the 24-hour gainers board, with data from OKX, XDP ranked first with a 541.77% rise. It was followed by NMR at 29.35%, HBAR at 23.15%, ALGO at 12.49%, CARDS at 12.3%, LINK at 9.23%, ZBCN at 8.85%, CRV at 7.89%, xSOXS at 6.12%, and XLM at 4.01%.
In the 24-hour crypto-equity gainers list, based on data from msx.com, MX.M rose 20.91%, BEZ.M gained 18.61%, XTQ.M added 13.13%, ZSL.M climbed 11.41%, AMC.M rose 10.88%, BWET.M gained 10.58%, COHQ.M advanced 9.38%, SKDD.M rose 9.05%, AAOZ.M added 8.77%, GLL.M gained 7.98%, LQDA.M rose 7.66%, and SNDQ.M climbed 7.41%.
Top on-chain meme tokens
GMGN’s top five on-chain meme names were:
- HOOKED (Solana)
- hippo/acc (Solana)
- ZC (Ethereum)
- 中国人能飞 (BSC)
- Mamesuke (BSC)
Anthropic filing shows revenue surge and wider losses
Anthropic’s IPO prospectus showed fiscal 2025 revenue of $4.59 billion, up 1088% from $386 million in fiscal 2024. GAAP net loss widened from $8.31 billion to $41.97 billion, while GAAP operating loss expanded from $2.98 billion to $8.06 billion.
For fiscal 2025, the company’s computing and infrastructure spending rose 190% year over year to $7.33 billion, accounting for 58% of total operating expenses. As of Dec. 31, 2025, Anthropic held $20.28 billion in cash, cash equivalents, and short-term investments. Its two largest direct customers each contributed 12% of annual revenue, for a combined 24%.
The prospectus also said Anthropic plans to create a new founder LLC in the IPO structure to preserve what the company described as control over a 「low-ego, truth-seeking environment」. It also warned that some governance decisions may conflict with the financial interests of Class A shareholders.
Security warning and exchange operations
Cos, founder of SlowMist, said in a post on X that systems before iOS 27 are being exploited by some criminal groups to steal crypto wallets from iPhone users. He urged users to update iPhone, iPad, and Mac devices to the latest version, avoid installing apps from unknown sources, and be cautious when opening unknown links through Safari or in-app browsers.
Bitget said it has reopened staged withdrawals on schedule and that BTC withdrawals are now available. Under the previously announced timeline, ETH-related networks will reopen withdrawals at 16:00 UTC+8 on Sept. 29, USDT-related networks will reopen at 16:00 UTC+8 on Sept. 30, and withdrawals for other tokens, fiat services, and C2C services will gradually resume from 16:00 UTC+8 on Oct. 2.
Industry developments
Data submitted by South Korea’s Financial Supervisory Service, or FSS, to the office of Democratic Party lawmaker Park Hong-bae showed that virtual asset trading volume in the country fell by more than 50% over the past year, while the top 10% of users accounted for more than 96% of total trading volume.
In the first half of 2026, the trading concentration among the top 10% of users at each exchange was 95.6% for Upbit, 97.41% for Bithumb, 99.2% for Coinone, 99.43% for Digital X, and 97.61% for Gopax.
A Federal Reserve inspector general said one employee may have taken confidential Fed information when leaving the institution. The specific content of the information has not been confirmed.
Earlier, the Office of Inspector General released a report saying some regional Federal Reserve directors received briefings from policymakers around monetary policy meetings and may have had access to nonpublic information that could be used for personal benefit. The report said a review of meeting records involving the Board and regional Fed presidents found cases where 「sensitive FOMC information may have been disclosed to directors」. The Federal Reserve Board disputed that conclusion, saying policymakers and staff are prohibited from providing FOMC confidential information to directors and that the briefings do not create a risk of directors obtaining confidential information.
Project and protocol updates
Omnity Network said it will gradually wind down operations after running out of operating funds. Its Bitcoin DeFi products, RichSwap and Satsman, will shut down within the next 30 days.
The team urged RichSwap liquidity providers to withdraw liquidity as soon as possible. It also said it will upgrade smart contracts to remove existing lockup restrictions so users can withdraw funds without limits. A detailed timetable and liquidity withdrawal guide will be released soon. Support channels will remain open for 30 days during the transition.
According to Snapshot, the World Liberty Financial community proposal to launch the WLFI governance participation incentive program has passed. Votes in favor accounted for 82.13%, with 9.17% against and 8.70% abstaining. A total of 2,306 addresses participated, and total voting volume reached about 2.114 billion WLFI, above the 1 billion token quorum threshold.
Under the proposal, holders of unlocked WLFI must lock their tokens for at least 180 days and directly participate in governance voting at least once every 90 days to qualify for dynamically calculated rewards. Delegated voting does not count toward the participation requirement. The program is planned for launch before Oct. 1 and will replace the original proposal passed on March 12.
Ether.fi said it will cut the last structural link between its staked token and restaking protocol EigenLayer by the end of this quarter. As of August, less than 1% of Ether.fi assets remained in a restaked state, and EigenPod withdrawal credentials are expected to be removed before year-end.
When Ether.fi launched in 2024, user deposits were automatically placed into EigenLayer for restaking. In August this year, the protocol removed the restaking function from weETH, turning it into a standard liquid staking token. Users who want to keep participating in restaking need to choose a separate token based on Symbiotic.
Bybit has launched a new free event market called ByPick, covering cryptocurrency, sports, esports, and other topics. Users do not need to commit funds. They can earn points by predicting event outcomes, build winning streaks, and join seasonal leaderboards for a total prize pool of 100,000 USDT.
Polymarket Vice President Josh said on X that the team is developing a full Rust-based central limit order book, or CLOB, and plans to open testing for market makers on the new CLOB in November while completing two migration drills. He said the current CLOB is the root cause of most of the platform’s current issues.
Aave founder Stani said on X that the Aave App now supports direct deposits from Ethereum mainnet. He also shared the Ghost Pass code for early access.
Market commentary from Tom Lee
Bitmine chairman Tom Lee said the company now holds more than 6 million ETH and built that position in less than 15 months. He said Bitmine’s holdings are now close to 5% of ETH’s total supply and that the company has already seen the resulting synergies and network effects.
Lee also said the crypto bull market began at the end of June and that signs still support that view. In his view, institutional investors remain underallocated to crypto assets and may increase exposure in the final months of 2026. Through the third quarter to date, ETH has outperformed other macro assets by 6,728 basis points.