Monday, September 21: ASI bridge hack. Telix ITM. Shanghai copper draw.

Monday, September 21: ASI bridge hack. Telix ITM. Shanghai copper draw.

The Triple Tape — weekday morning markets: crypto, stocks, and metals.

• SingularityNET bridge-key compromise (Sat–Sun): ~8.72M FET drain; 260M AGIX + 53.8M WMTx mints; PeckShield ~$16.77M cluster
• ZetaChain Prop 68 (99.4%): ZETA authorized to migrate to Solana native SPL; L1 wind-down needs second proposal
• Hana Bank $100M Euroclear D-FMI digital bond — Korea first; T+0 settlement
• Kalshi ETH-perp “fake volume” allegations (~$539M vol vs ~$3.1M OI); company denies wash trading
• NEAR Intents: ~6× daily ZEC swap traffic; XRPL Batch V1.1 countdown ~Sep 29
• Crypto tape (CMC ~5:14 a.m. ET): SUI +21.7%, NEAR +21.0%, AVAX +15.2%; BTC ~$84,034; ETH ~$2,703
• Telix–ITM radiopharma merger ~$1.65B upfront (+ up to $700M contingent)
• SoftBank >$10B USD notes + €1B euros to fund Oct 1 OpenAI tranche; cancel $10B bridge
• Fed/BoE bank–trading-firm scrutiny after Situational Awareness / reported Jane Street hit; SEC already subpoenaed majors
• Sazerac €5.55 cash bid for Berentzen (~68% premium); China slows humanoid IPO rush after Unitree
• FedEx–Advent InPost tender 89.81% (weekend carry); no overnight US earnings (ABVX AMC Mon — unprinted)
• Stocks tape (Yahoo pre ~5:10 a.m. ET): TLX ~−10.6%, WBD ~+7.9%, MSTR ~+6.9%
• SHFE Cu warehouse receipts Sep 18: 26,655 t (−4,745); LME Cu stocks Sep 18: 255,100 (−800)
• CNBC Middle East/rates/BOJ gold frame; Kitco Wall St 100% bull survey; SocGen Q4 gold/Cu overweight
• Anglo Asian gold guidance cut (Cu/Ag unchanged); Hot Chili Costa Fuego 502 Mt reserve
• Metals tape (Kitco ~5:11 a.m. ET): Gold −0.58%, Copper −0.33%, Silver −0.08%
• Today: 6:30 Goolsbee; possible 8:30 CFNAI; bill auctions 11:30. Fri: IP 0.0% / util 76.3%; LEI −0.1% to 99.5

Takeaway: ASI Alliance bridge-key compromise (~$16.8M PeckShield cluster); Telix $1.65B ITM radiopharma deal and SoftBank OpenAI bond raise; SHFE copper receipts −4,745 into a light Fed-speaker Monday.

AI-assisted production. No trade recommendations.