
Monday, September 7: Liquid three-twenty. FICO seventeen. Labor Day.
IA
The Triple Tape por Brian Stegman
7 sept 2026
07:36
Notas del episodio
The Triple Tape — Monday, September 7, 2026 (Labor Day)
US cash closed. Liquid Network ~$320M weekend exploit. Fair Isaac crushed Friday on FHFA VantageScore. Hot August payrolls (+162k) into CPI week.
CRYPTO
• Liquid Network ~$320M / ~4,000 BTC federation-wallet exploit; sidechain paused; alleged white hats offer conditional return
• Harmony developers propose shutting chain / migrating ONE to Ethereum
• SEC accelerated approval: Nasdaq Texas Rule 5711(d) digital-commodity definition + 15% sleeve + active trusts
• Better–Coinbase bitcoin-backed mortgages: rehypothecation + collateral locked to primary mortgage life
• Clarity Act: Senate cloture ~Sep 15 2:15 p.m. ET; National Sheriffs’ Association → neutral
Tape (CMC ~5:18 a.m. ET): ARB $0.165 −16.21% · TAO $269 +14.33% · WLD $0.456 +13.42%
Majors color: BTC $79,519 −0.55% · ETH $2,496 −0.15%
STOCKS (US cash CLOSED — Labor Day; tape = Fri Sep 4 close)
• FHFA opens VantageScore 4.0 to all GSE lenders; FICO monopoly pressure
• NHTSA Cybercab FMVSS certification audit after Tesla Austin rides
• SoundHound completes LivePerson acquisition; Collins CFO
• Bending Spoons completes Airtable all-cash deal
• Tata–Iveco €3.82B cash tender acceptance opens Sep 7 (Europe)
Earnings follow-through: UiPath (PATH −16.6% Fri); LULU guide cut already Fri story (−17.4% Fri close)
Tape (Fri close): LULU $100.61 −17.38% · FICO $932.26 −16.68% · PATH $15.19 −16.63%
METALS
• Fed FEDS Note (Weiss): gold did not actually overtake Treasuries as preferred reserve asset
• ICSG H1 world Cu mine output −1.1%; Bloomberg rare annual decline risk
• SHFE Cu warrants Sep 4: 25,781 t (−1,777)
• LME Cu stocks Sep 4: 234,175 t (−475)
• SMM China mainstream Cu inventories −20,600 mt WoW to 88,900 mt (as of Sep 3)
Tape (Kitco ~5:12 a.m. ET): Pd $1,379 +0.73% · Ag $65.79 −0.46% · Au $4,412 −0.38%
CALENDAR (ET)
Mon Labor Day — US cash closed; no major US data; FOMC blackout
Fri printed: NFP +162k / U 4.1% / AHE +0.3% m/m & +3.1% y/y; June+July revisions +55k
Tue reopen · Thu PPI · Fri CPI · FOMC Sep 15–16 (decision Wed 16)
Takeaway: Labor Day quiet on cash, loud on crypto after Liquid; hot payrolls into CPI week before the September Fed; FICO’s Friday wipe is the equity bookmark into Tuesday.
Voice: xAI lumen. No trade recommendations.