Friday, October 2: SEC crypto custody. Mattel in play. Escondida strike vote.

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