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According to monitoring by Lookonchain, after a recent rise in QNT, a whale that had been silent for over 3 years has started to sell. Among them, one whale deposited 8,250 QNT into Binance, worth 1.88 million dollars; another whale transferred 34,200 QNT, worth 8.05 million dollars, and has already deposited 9,000 QNT into Coinbase and Kraken, worth 2.12 million dollars.

Citrini analyst Jukan cited Anthropic-related data from TickerTrends and expressed doubts. The data shows that as of September 24, 2026, Anthropic's annual recurring revenue (ARR) is approximately $76.8 billion, with a quarter-over-quarter increase of only 1.8%; OpenAI's annual recurring revenue is approximately $50.44 billion, with a quarter-over-quarter increase of 13.4%.Jukan believes that even based on this set of data, Anthropic's growth rate has clearly declined, OpenAI's growth is also slowing down, and he questions the reliability of TickerTrends data.

NVIDIA CEO Jensen Huang, Anthropic CEO Dario Amodei, and Palantir CEO Alex Karp will discuss AI risks with Trump and House Speaker Mike Johnson on Tuesday. OpenAI President Greg Brockman is expected to attend.The meeting comes at a time when AI safety risks are drawing attention, and Amodei and others have called for a slowdown in the development of AI technology. Congress may need to establish a regulatory framework for AI, but it is unlikely to pass relevant legislation in the short term.

Anthropic warned investors in its IPO prospectus that its artificial intelligence technology could pose existential risks to humanity. The company detailed risk factors in its S-1 filing, dedicating nearly one-third of the document to potential risks, including the possibility that AI models may exhibit manipulative, extortionate, and unpredictable behaviors.Anthropic is expected to land on Nasdaq this fall, potentially becoming one of the highest-valued IPOs in history.

David George, a general partner at a16z, stated that OpenAI understands a rare but important thing: the purpose of a business is to create customers. He believes that OpenAI will not win solely due to model, chip, cost performance, or product leadership, but because it excels at creating new types of customers and has a more sustainable distribution strategy.David George indicated that in the context where intelligent services are widely available, the key is whether new usage behaviors can be awakened and distribution won. He summarized the leverage for building cutting-edge large-scale AI businesses as creating new behaviors, reaching a large number of users, pricing to capture value, and increasing conversion costs, and he believes that the last two are difficult to form long-term advantages; competition ultimately depends on the first two.The article also mentioned that OpenAI has found seemingly simple breakthroughs in areas such as chat interfaces, reasoning, tool invocation, and Computer Use multiple times, and is building long-term distribution in a platform manner. David George stated that OpenAI has a broad user base covering consumers, professional users, and enterprises, as well as the ability to deeply understand its own technology stack, thus being better positioned to discover reusable new patterns and foundational capabilities.

Anthropic disclosed in its IPO prospectus that its revenue for the fiscal year 2025 is expected to be $4.59 billion, a year-on-year increase of 1,088%, but it is facing an operating loss of over $8 billion. The company warned that many large clients have not signed long-term contracts and may cut spending in the future. As of the end of 2025, it holds a total of $20.28 billion in cash and short-term investments, planning to invest $518 billion in areas such as cloud computing over the next year.

According to a report by Reuters, the prospectus shows that Anthropic has proposed a development plan for transformative artificial intelligence technology aimed at IPO investors.The prospectus also indicates that Anthropic's revenue for the fiscal year 2025 is projected to be $4.59 billion, a year-on-year increase of 1,088%.

Market news reports that Anthropic is collaborating with NVIDIA (NVDA.O) to conduct research on AI safety.

Anthropic released Claude Sonnet 5.5 this Monday, as an upgraded version of Sonnet 5 launched in June this year. The official statement claims that this mid-range model operates over 30% faster than the previous generation, excelling in clearly defined daily tasks, fixing defects, and creating documents, slides, and spreadsheets, while also possessing sharp design capabilities. Its pricing remains at $2 per million input tokens and $10 per million output tokens, which is half of Opus 5.5, and the token consumption per task is nearly one-third less than Sonnet 5.In the Terminal-Bench 4 test, Sonnet 5.5 scored 70.6%, higher than Opus 5.5's 66.4%, and Sonnet 5's score was only 10.3%. Results from the independent testing organization Artificial Analysis also show its lead, recording 63.6% and 59.6%, while OpenAI's GPT-6 Astra scored 59.1%. In the GDPval-AA assessment of real job performance across 44 occupational categories, Sonnet 5.5 received a score of 1844, which is roughly on par with Opus 5.5's score of 1846, while GPT-6 Sol scored 1487.

According to Catcher Predict monitoring on-chain data, it predicts significant capital movements in the Polymarket market. A large whale invested $240,083.34 in a single bet on "Belgium vs. France" for "France." Based on the current transaction price, the latest corresponding winning probability for this bet is 56%.

Circle has partnered with payment technology company Volante Technologies to integrate USDC-related workflows into Volante's existing payment platform. Financial institutions can incorporate stablecoin payments and settlements into their existing systems without having to build a separate digital asset technology stack.Volante's clients include four of the top five corporate banks globally and seven of the top ten banks in the United States. These institutions will be able to evaluate processes such as USDC minting, redemption, wallet registration, fund injection, and inter-wallet payments, and use them in parallel with existing payment rails.

Ledger CTO Charles Guillemet stated that he disagrees with the view that "only about 30% of BTC faces quantum computing risks, while the remaining approximately 70% is secure due to public key hashing."Glassnode data shows that currently about 30.2% of BTC has exposed spending public keys on-chain, but Guillemet pointed out that this only reflects the static state on-chain; unexposed public keys may still exist in xpub, devices, PSBT, logs, or backups; and once a BTC transaction is initiated, the public key will be revealed before the transaction is confirmed.Guillemet cited research from Google Quantum AI stating that under currently non-existent high-speed quantum computer models, attacks on secp256k1 could be completed in about 9 minutes. Therefore, simply hiding public keys cannot solve the quantum risk, and Bitcoin will ultimately need to migrate to post-quantum cryptography.

NVIDIA (NVDA.O) stated that the contract value reported by Anthropic exceeds 180 billion dollars.

According to Lookonchain monitoring, the newly created wallet address "0x80Fa" has just withdrawn 10,390 Quant (QNT) from the cryptocurrency exchange Coinbase, worth approximately 2.87 million dollars.

CryptoQuant analyst Axel Adler Jr. stated that the price of Bitcoin is currently around $83,000, with the outflow rate of Bitcoin from exchanges reaching its fastest level since October 2025.On-chain data shows that as of September 27, the average daily net outflow from exchanges over the past 7 days has reached 16,100 Bitcoins, reflecting a contraction in the supply of chips on exchanges.

On September 27, Doubao Mobile Assistant released a statement in the official community regarding the abnormal usage of the Nubia NaviX Ultra phone in Honor of Kings, stating that starting from the evening of September 24, they have received feedback from users that the Nubia NaviX Ultra equipped with Doubao Mobile Assistant displays an abnormal device environment prompt when logging into Honor of Kings or during matchmaking, and users are forcibly kicked offline.Doubao Mobile Assistant stated: Upon confirmation, they have not made any operations on the Tencent game system throughout the process, and there are no violations such as unauthorized clicks, cheats, or simulation behaviors by the AI. The team is still in communication with relevant parties at Tencent, and as of now, they have not received a clear response, for which they apologize. The assistant also advises users not to repeatedly attempt to log into Honor of Kings on this model. If the account has been banned, users can appeal through the official game customer service channels.Tencent has not publicly responded. On September 28, a reporter learned from informed sources that Honor of Kings ensures game fairness through various security risk strategies, and these strategies have been consistently used over the past period without targeted adjustments.