🐋 WHALE WATCH : Crypto watchlist: September 28 to October 4. BGB Bitget is resuming withdrawals after a $300M+ hack. Bitcoin withdrawals restarted Sept 28 Ethereum and other networks reopen Sept 29 full resumption including fiat and OTC expected by Oct 2. QNT Surged 85%+ to break above $285 on Sept 28. The catalyst: a Sept 24 announcement that Quant will provide technical support for The Clearing Houses on chain money program. SOL Alpenglow consensus upgrade hit public testnet Sept 23-25 targeting finality cuts from -12.8 seconds to 150ms. Tentative mainnet feature activation Sept 28. SOL traded at $120.15 up 12.2% on the week- with $86.67M in single-day ETF inflows and a record $17.63B in on chain stablecoin supply. Unlocks this week: FF — 77.14M tokens (-$10.2M 2.51% of supply) on Sept 29 CARDS — 59.26M tokens (-$10.7M 10.62% of supply) on Sept 30 KMNO — 229M tokens (-$10.8M 2.81% of supply) on Sept 30 SUI — 13.26M tokens (-$16.7M 0.32% of supply) on Oct 1 EIGEN — 36.82M tokens (-$10.3M 5.19% of supply) on Oct 1 $2Z — 1.66B tokens (-$114M 47.69% of supply) on Oct 2 ENA — 40.63M tokens (-$11M 0.45% of supply) on Oct 2 followed by a larger -1.41B ENA -$212M 14.3% of supply on Oct 5 $2Z is the biggest supply shock of the week. Nearly half its circulating supply hits the market in one event. ENA Oct 5 release lands just outside the window at -$212M and carries more dollar weight than anything inside it. Momentum is with QNT and SOL. Pressure lands on $2Z and ENA. Both matter this week.