di Brian Stegman
The Triple Tape — Wednesday, October 14, 2026. Morning briefing across crypto, stocks, and metals. Crypto: Coinbase urges Bitcoin to start quantum-resistant upgrades now; Standard Chartered opens direct BTC/ETH trading for UAE affluent clients; Binance shuts its mining pool Nov. 10; Ripple adds Stripe-owned Privy wallets to XRPL as AI agent payments top 14M txs. Tape: RENDER −7.4%, QNT −5.8%, POL −5.3%. BTC ~$83.4K. Stocks: ASML record Q3, raises FY sales to €44–45B (third raise); JPM miss / GS beat hangover, Citi −5.6% Tue; Anthropic to show Q3 to institutions; Asia chip bounce. Premarket: HPE −3.7%, DELL −3.4%, SKHY −3.0%. BAC, MS, BLK before the open. Metals: Escondida supervisors set to strike after failed mediation; Centinela mediation continues with trucking cut ~50%; SSR Mining buys Roxmore’s Converse gold project next to Marigold. Kitco: silver −1.1%, gold −0.4%, platinum −0.4%. Calendar: September CPI/core CPI 8:30 a.m. ET today; Beige Book afternoon; PPI and retail sales Thursday. Takeaway: Watch whether today’s CPI cools or feeds December hike odds after Williams soft-pedaled 2027 — the cross-check for bitcoin, gold, and the rest of bank earnings. Show: The Triple Tape · bytewiseapps.com/the-triple-tape
The Triple Tape — Tuesday, October 13, 2026. Morning cross-asset open: stocks, crypto, and metals. Takeaway: South Korea blocks 27 unregistered crypto exchange sites; China memory-chip fears sink the KOSPI 5.5% and Nasdaq futures; Kazakhstan's central bank flips from gold buyer to seller — bank earnings kick off before the open, CPI Wednesday. Crypto South Korea's FIU blocks 27 unregistered exchange websites incl. KuCoin, MEXC, Phemex, Bitrue, BingX, BitMart; withdrawal help via DAXA Blur NFT marketplace to close its website Nov. 12; Blend halts new loans; BLUR down 20%+ Ledger/CryptoBilis: up to ~$93M traced; Tether freezes $10M Standard Chartered launches RLUSD custody in Dubai; LMAX collateral link planned SWI Group raises ~$894M to convert ex-FTX-backed miner Genesis Digital to AI data centers Tape: STRK −17.2%, ZRO −15.1%, PUMP −13.2% (BTC ~$83,400, ETH ~$2,510) Stocks Memory-chip selloff: China's CXMT server DDR5 plans + Broadcom CEO's AI-capital warning; KOSPI −5.46%, Samsung −7.4%, SK hynix −10.1% Six Flags guest death on Goliath coaster at Six Flags Over Georgia; similar rides closed Visa wins PBOC approval to prepare a domestic card-clearing business in China Bumble in advanced talks to go private with Ithaca Holdings at ~$1B (Reuters) Anthropic reportedly has a multiyear cloud deal with IREN (The Information; unconfirmed) Before the bell: JPMorgan (~7 a.m. ET), Wells Fargo, Citigroup, Goldman Sachs, J&J, UnitedHealth, Domino's Tape (premarket vs Mon close): FUN −7.7%, WDC −3.9%, STX −3.5%; Nasdaq 100 futures −0.5%, Dow futures +0.5% Metals Kazakhstan's central bank turns gold seller: ~386 t, cutting gold to 75% of reserves by year-end (Bloomberg) Centinela (Antofagasta) strike talks resume today under voluntary mediation; El Teniente partly suspended after fatal avalanche Bank of America: gold to average $4,000 in Q4; warns central banks could turn sellers Tape (COMEX): platinum +1.1%, palladium +0.6%, gold +0.5% Calendar (ET) NFIB 6:00 a.m.; bank earnings before the open (JPM call 8:30); existing home sales 10:00 a.m.; Fed's Barkin and Collins speak; Waller spoke overnight in New Delhi. Wed: CPI / core CPI 8:30 a.m.; Beige Book 2:00 p.m. Episode site: https://rss.com/podcasts/the-triple-tape. AI voice: xAI lumen.
The Triple Tape — Monday, October 12, 2026. Morning cross-asset open: stocks, crypto, and metals. Takeaway: Ledger confirmed an unauthorized implant in CryptoBilis-sold hardware (~$86–93M drained); Amazon is in talks to buy AI startup Decart for ~$7B; Centinela strike talks resume Tuesday after a fatal El Teniente landslide — holiday open (stocks trade, bonds closed) into Tuesday banks and Wednesday CPI. Crypto Ledger confirms unauthorized hardware implant in device(s) sold via CryptoBilis (SE Asia); ~$86–93M drained across 300+ wallets; CryptoBilis suspends hardware sales Coldcard's official X account posted a fake firmware/phishing alert; post deleted; no verified user losses from the post Clarity Act Senate stall shifts crypto rulemaking to SEC/CFTC; incumbents seen retaining a short-term moat Prediction markets: SCOTUS amicus wave + CFTC interim final rule/proposal on what counts as a "swap"; Kalshi deadline Nov 9 Papertrade tightens position/OI caps after Hyperliquid BBO manipulation claims (~$1.28M haul cited) Tape: ZRO +22.2%, ICP +13.2%, FIL +13.2% (BTC ~$83,425, ETH ~$2,550) Stocks Amazon in talks to buy Nvidia-backed Decart for ~$7B (WSJ/Reuters); no deal signed SpaceX/Starlink Mobile spectrum story still the holiday-open equity narrative (carriers digesting Friday Grain deal; towers bid) Trump declares Russia–Ukraine "energy ceasefire"; Zelensky supports if Russia agrees Crescent Energy to buy Devon's Eagle Ford assets (~$4.22B cash / ~$3.85B net) No major Monday pre-open earnings print (Delta already Friday) Tape (ext. hrs vs Fri): IREN +5.1%, SECZ +3.5%, AAOI −2.2% Metals Centinela (Antofagasta) and unions resume talks Tue under voluntary mediation; strike continues Codelco El Teniente mud/snow landslide kills two contractor workers; sector suspended China gold: PBOC 23rd straight monthly buy (~23t in Sep); record ~$158.8B import bill in first 8 months of 2026 Tape (COMEX): copper +0.7%, gold −0.46%, silver −0.41% Calendar Columbus Day / Indigenous Peoples' Day: NYSE & Nasdaq open; U.S. bond market closed; Canada Thanksgiving closed. No scheduled U.S. data today. Tue: Waller, NFIB, existing homes; JPM & WFC earnings. Wed: CPI / core CPI / real earnings; Beige Book. Episode site: https://rss.com/podcasts/the-triple-tape. AI voice: xAI lumen.
The Triple Tape — Friday, October 9, 2026. Morning cross-asset open: stocks, crypto, and metals. Takeaway: Starknet weighs leaving Ethereum for a quantum-resistant chain of its own (STRK +44%); SpaceX's ~$8B spectrum buy for Starlink Mobile knocks AT&T, Verizon and T-Mobile ~7% premarket; a new index puts ~5% of Chile's big-mine copper output at risk — watch Delta's fuel math before the open. Starknet "actively considering" becoming its own L1, targeting full quantum resistance by 2027 Securitize launches 1:1-backed tokenized U.S. stocks on Solana U.S. government wallet moves ~$1B in Bitfinex-seized bitcoin (Arkham) NFL tells the Supreme Court sports prediction contracts are gambling, not swaps Greece plans a 10% crypto capital-gains tax Tape: STRK +44.1%, PYTH +14.4%, CRV −14.3% SpaceX buys Grain's nationwide 800 MHz spectrum for Starlink Mobile (~$8B, Reuters); telecoms slide, towers rally OpenAI revenue whiplash: FT's ~$50B run rate vs. Bloomberg's ≥$70B by year-end CMS 2027 Medicare Advantage star ratings: Humana's H5216 back to 4 stars; Alignment downgraded Apple cuts iPhone 18 Pro component orders 15–20% (Nikkei Asia) Lumentum says optical parts are sold out through early 2029 (Bloomberg) Earnings: PepsiCo beats, trims full-year core EPS growth to 2.5–3.5%; stock +3.7% Thursday Tape: ALHC −23.9%, HUM +14.9%, CLOV +10.5% (premarket) GEM index: ~5.2% of output at Chile's largest copper mines at risk Ivanhoe's Kamoa-Kakula Q3 copper +19% q/q; guidance trending to low end MMG accuses EU regulators of ignoring evidence on Anglo's Brazil nickel sale Tape: platinum +3.1%, palladium +2.6%, silver +1.9% (Kitco spot) Today: Delta before the open; Fed's Schmid 9:30 a.m. ET; UMich sentiment (prelim) 10:00; Fed's Collins 4:00 p.m. Monday: bond market closed for Columbus Day. Not investment advice. AI-generated audio.
The Triple Tape — Thursday, October 8, 2026. Morning cross-asset open: stocks, crypto, and metals. Takeaway: Bitmine says it stops buying ether about 100,000 ETH from now; Wolfspeed jumps ~16% premarket on a conditional $1.5B Department of War loan; 700+ workers strike at Antofagasta's Centinela copper mine — watch the $22B 30-year auction at 1:00 p.m. ET. Bitmine will stop buying ether at 5% of supply, about 100,000 ETH away Samsung Wallet adds USDC transfers on Solana for 82M U.S. Galaxy devices Wells Fargo in talks with Kraken parent Payward for crypto liquidity Kazakhstan's central bank signs MoU with Tether on a tenge stablecoin study Orca and Loopscale merge into Formation Tape: JUP +14.8%, RAY +14.1%, CRV +10.9% Wolfspeed gets a conditional $1.5B, 30-year Department of War loan commitment Broadcom seeks $50B+ in private debt for its custom OpenAI chip (WSJ) House China committee calls Webull a national-security risk Lululemon hires Athleta CEO Maggie Gauger as president and CPO Amazon cuts fewer than 1,000 corporate roles, mostly in retail (Reuters) Earnings: Levi Strauss beats on tariff refunds, raises EPS outlook; Applied Digital revenue +322%, Finland deal Tape: WOLF +16.1%, APLD +4.8%, COHR −3.1% premarket 700+ workers strike at Antofagasta's Centinela copper mine in Chile WGC: record $31B gold ETF inflows in Q3; holdings a record 4,256 t Dutch central bank moves 86 t of gold from New York and Ottawa to London Indonesia weighs moratorium on new semi-finished nickel plants Anglo American warns it may shut Brazil nickel if the EU blocks the MMG sale Tape: platinum +1.8%, palladium +1.7%, silver −1.2% (Kitco spot) Today: PepsiCo before the open; jobless claims 8:30 a.m. ET; wholesale inventories 10:00; Kashkari 10:40; $22B 30-year auction 1:00 p.m.; Musalem 1:40 p.m. Not investment advice. AI-generated audio.
The Triple Tape — Wednesday, October 7, 2026. Morning cross-asset open: stocks, crypto, and metals. Takeaway: Coinbase finishes folding in Deribit as Coinbase Global Exchange; Google and Constellation sign a ~3.6 GW nuclear deal; China's central bank buys gold for a 23rd straight month — watch the $39B 10-year auction at 1:00 and the Fed minutes at 2:00 p.m. ET. Coinbase completes Deribit integration, launches Coinbase Global Exchange; Coinbase Pro returns by year-end OKX raises from Circle, Ripple, SC Ventures and QRT at a flat $25B valuation Winklevoss twins file for spot Zcash ETF "WINK" (0.25% fee) Pudgy Penguins' Abstract L2 to shut down Dec. 15 Cardano launches CIP-0113 regulated token standard Tape: MNT −9.6%, FET −8.7%, DOT −8.7% Google and Constellation Energy sign 20-year, 890 MW nuclear deal plus 2,700 MW supply deal CD&R and McKesson sign $32.05/share Option Care Health buyout Uber to buy ezCater for $2.3B in cash Intel stays in Musk's Terafab chip plant Earnings: Constellation Brands beats but holds guidance; Lamb Weston beats and raises; RPM; Penguin Solutions; Neogen Tape: NEOG +12.5%, PENG +6.6%, STZ −5.1% premarket PBOC adds gold for a 23rd straight month; WGC: central banks net +39 t in August Codelco probes over-reported 2024–25 copper output LBMA High Court trial over North Mara opens in London ICE launches London gold, silver, platinum and palladium futures BHP sells Kambalda nickel plant to Gold Fields Tape: platinum −3.2%, palladium −2.4%, silver −1.6% (Kitco spot) Today: EIA crude 10:30 a.m. ET; $39B 10-year reopening 1:00 p.m.; FOMC minutes 2:00 p.m.; consumer credit 3:00 p.m.; Levi Strauss and Applied Digital after the close Week: jobless claims + PepsiCo Thu; Delta + UMich sentiment Fri; CPI Wed Oct 14 Show site: bytewiseapps.com/the-triple-tape
The Triple Tape — Tuesday, October 6, 2026. Morning cross-asset open: stocks, crypto, and metals. Takeaway: CFTC proposes rules for leveraged retail crypto trading as Treasury drops its wallet and mixer proposals; C.H. Robinson buys RXO for $5.8B; BHP takes Escondida's supervisors to mediation — watch the $58B 3-year auction with the 10-year at 5.31%, a day before the Fed minutes. CFTC proposes Regulation CTX and CAM: a federal path for leveraged retail crypto trading FinCEN withdraws its crypto-mixer and self-hosted wallet proposals Strategy books ~$20.9B Q3 gain (848,000 BTC); Strive buys 2,000 BTC; Metaplanet moves to No. 2 Solana Foundation launches Solana DvP settlement program with JPMorgan input Ethereum Glamsterdam hits Sepolia testnet today: gas limit 60M to 200M Tape: FIL +11.9%, ZRO +8.0%, RAIN −7.1% C.H. Robinson to buy RXO for ~$5.8B in cash and stock ($30.25/share) McKesson and CD&R reported near a $5B+ buyout of Option Care Health Google reported near a $1B+ nuclear power deal with Constellation Energy Vaxcyte's VAX-31 pneumococcal vaccine wins pivotal Phase 3 Skyworks completes Qorvo combination Tape: OPCH +23.2%, PCVX −3.2%, CEG +3.1% premarket Bundesbank's Nagel: case for further central-bank gold diversification "remains significant" BHP seeks mediation with Escondida supervisors' union, pausing strike Tanzania renews Barrick's North Mara licences for 15 years Greenland approves Tanbreez rare-earth mine plan through 2050 Mexico July silver output 10.56 Moz, −2.3% y/y Tape: palladium −0.8%, platinum −0.4% (Kitco); COMEX copper +0.4% Today: August trade balance 8:30 a.m. ET; Williams 9:05; Bowman 10:45; 3-year note auction 1:00 p.m. Week: 10-year auction + FOMC minutes Wed; jobless claims + PepsiCo Thu; Delta Fri Show site: bytewiseapps.com/the-triple-tape
The Triple Tape — Monday, October 5, 2026. Morning cross-asset open: stocks, crypto, and metals. Takeaway: Schneider Electric agrees to buy PTC for $205 a share; OKX and ICE file for 24/7 tokenized U.S. stock trading; China seeks copper supply guarantees for Anglo–Teck — watch 10:00 a.m. ET ISM Services after Friday's soft payrolls. OKX–ICE joint venture files with the SEC for a 24/7 tokenized U.S. stock venue (60+ companies) SEC clears Cboe listing rule for first 3x bitcoin and ether ETPs (plus 3x gold, silver, crude, nat gas) ICBA sues the OCC over national trust charters for crypto firms Ethereum L2 Blast shutting down Zcash NU7 live on testnet: 25-second blocks Tape: FET +19.3%, VIRTUAL +11.0%, ADA +10.7% Schneider Electric to buy PTC for $205/share cash (~$22.6B equity value) Brazil first round: Flávio Bolsonaro leads Lula; U.S.-listed Brazilian stocks jump premarket Seagate, Western Digital slide on Toshiba hard-drive expansion plan Shionogi to buy IntraBio for $2.0B upfront Friday's September payrolls: +29K, unemployment 4.2% Tape: PTC +34.5%, XP +15.3%, PAGS +13.4% premarket China's SAMR seeks copper concentrate supply commitments for Anglo–Teck approval Freeport: Grasberg ramp-up on track; Q3 gold sales below July forecast Glencore wins RIGI approval for ~$4B Agua Rica (MARA); Alumbrera restart pulled forward Top 50 miners shed $264B in September SHFE copper stocks lowest since January 2024 into China's holiday Tape: platinum +2.4%, silver +2.3% (Kitco); COMEX copper ~+1.6% Today: S&P Global Services PMI 9:45 a.m. ET; ISM Services 10:00 a.m. ET Week: trade balance Tue; FOMC minutes Wed 2:00 p.m.; jobless claims + PepsiCo Thu; Delta Fri Show site: bytewiseapps.com/the-triple-tape
The Triple Tape — Friday, October 2, 2026. Morning cross-asset open: stocks, crypto, and metals. Takeaway: SEC proposes a crypto custody path for advisers as Peirce exits; Mattel jumps on Authentic Brands interest; Escondida supervisors authorize a strike — watch 8:30 a.m. ET September payrolls. SEC proposes crypto custody framework for advisers/funds (state trusts; limited self-custody); Commissioner Peirce exits Friday NEAR Intents ~$3.8M Omni exploit; services paused on several chains; full reimbursement pledged CertiK: ~$1.26B lost to crypto hacks in Q3 across 247 incidents Mattel discusses Authentic Brands takeover interest (~$6B+ / >$20/share); MAT +18.8% Novartis–Abogen: $575M upfront, up to ~$7.2B milestones for mRNA T-cell engager ABO2203 Nuveen completes Schroders acquisition (~$2.6T combined AUM) Italgas to buy 22.5% of Floene for ~€120M Earnings/outlook: Accenture Q4 beat (ACN +15.8%); Synopsys Investor Day (SNPS +12.8%) Escondida supervisors ~95% strike authorization → Chilean mediation (production still running) Capstone files SPA to sell Cozamin to Luca (up to ~$385M) Philex Padcal union submits strike vote Fri 8:30 ET: September Employment Situation (payrolls) — still ahead at recording Thu printed: ISM Manufacturing 54.5 (Prices 77.9); jobless claims 197k Show site: bytewiseapps.com/the-triple-tape
The Triple Tape — Thursday, October 1, 2026. Morning cross-asset open: stocks, crypto, and metals. Takeaway: MetaMask exits ETH validators after a staking-infra incident; Sanofi pays Regeneron $1B to expand the Dupixent alliance; Lynas bids ~A$968M for Meteoric’s Brazil rare earths — watch 10:00 a.m. ET ISM Manufacturing into Friday payrolls. MetaMask exits affected Ethereum validators after an infrastructure security incident; no immediate wallet threat flagged; Lido exits through ~Oct 7 Treasury GENIUS Act interim final rule draws a $10B stablecoin state-vs-federal line UK FCA opens crypto authorization applications (apply by Feb 28, 2027; regime Oct 25, 2027) CFTC sends White House event-contract / prediction-market rules United Therapeutics prevails vs Liquidia on PH-ILD patent claims; LQDA −57%, UTHR +12.6% Sanofi–Regeneron expand alliance: $1B upfront, up to $7B milestones, 50/50 on new antibodies Choice Hotels to acquire Harvest Hosts (~$130M); Fresenius full mAbxience; MAG–Airbus Sepang MRO Earnings: FactSet, Cal-Maine, Conagra, Progress Software Lynas all-share scheme for Meteoric (~A$968M) — Caldeira Brazil ionic clay rare earths Gold Fields still open to Northern Star talks; Centinela unions clear strike path (mediation) Thu: jobless claims; ISM Manufacturing (Sep); dense Fed speaker slate Fri: nonfarm payrolls Show site: bytewiseapps.com/the-triple-tape