Monday, September 28, 2026

Anthropic plans to spend $518 billion on AI infrastructure. Pre-IPO perps barely blink.

Anthropic's prospectus seen by Reuters shows big spending plans despite heavy losses. Still, pre-IPO perps barely moved on cryptocurrency exchanges.

source https://www.coindesk.com/markets/2026/09/29/anthropic-plans-to-spend-usd518-billion-on-ai-infrastructure-pre-ipo-perps-barely-blink

Bitcoin holds $83,000 as ZEC drops 12% and oil climbs again

Global stocks fell to a one-week low as Brent rose for a second day and traders added to bets on more Federal Reserve rate hikes ahead of Wednesday's PCE inflation data.

source https://www.coindesk.com/markets/2026/09/29/bitcoin-holds-usd83-000-as-zec-drops-12-and-oil-climbs-again

RedotPay completes financial audit as it presses ahead with U.S. IPO plans

The stablecoin payments company said the audit is part of its preparations to go public, disputing an August report that the listing had been put on hold.

source https://www.coindesk.com/business/2026/09/28/redotpay-completes-financial-audit-as-it-presses-ahead-with-u-s-ipo-plans

California's Newsom signs memecoin ban and calls it 'The Opposite of Trump'

The California Governor signed AB 2409 as part of an anti-corruption package, framing it as a response to President Trump's $TRUMP fiasco.

source https://www.coindesk.com/markets/2026/09/28/california-s-newsom-signs-memecoin-ban-and-calls-it-the-opposite-of-trump

Analysts see 10-year Treasury yield hitting 6%. Bitcoin bulls shouldn't panic

Why yields are rising matters more for bitcoin than how high they go. source https://www.coindesk.com/markets/2026/09/29/analysts-see-10-ye...