
Wednesday, September 9: Circle four hundred. Copper record. Brent one hundred.
IA
The Triple Tape por Brian Stegman
9 sept 2026
07:46
Notas del episodio
The Triple Tape — Wednesday, September 9, 2026
Crypto: Circle agrees to buy Tazapay for ~$400M in stock; India FIU flags 15 offshore platforms for AML non-compliance; Grayscale Zcash ETF (ZCSH) crosses $500M AUM; Ethereum Foundation sets Dec 2029 quantum-resistance target; Senate Clarity Act cloture on calendar for Sep 15.
Tape (CMC): Venice Token +51.6%; Cosmos +18.8%; Pons +14.8%. BTC ~$79.6k; ETH ~$2,518.
Stocks: GE Aerospace to acquire CPP for $11.75B; Chime to buy Stride Bank for $590M cash and raises guidance; Palantir names Nebius preferred sovereign AI infra partner; Labcorp acquires MLM Medical Labs; Intel ~10% PC CPU price hike talk for October.
Earnings: Chewy BMO / Cooper AMC today — not yet printed at show time.
Tape: NuScale +20.6%; Nebius +18.2%; CoreWeave +17.6%.
Metals: LME copper fresh record ~$14,728/mt; ICSG H1 mine output −1.1% YoY; Eldorado first Skouries concentrate; Cobre third-party ore for Sierra Atacama; Brent ~$100.
Tape: COMEX Cu +3.0%; Kitco platinum +1.9%; silver +1.3%.
Calendar: Soft Wed (ECEC 10:00). PPI Thu 8:30, CPI Fri 8:30. FOMC Sep 15–16. Fed blackout.
Takeaway: Inflation week with oil at $100 and copper at records — PPI/CPI into the Sep 16 decision.
AI-assisted production. Voice: xAI lumen. No trade recommendations.