Monday, October 12: Ledger implant found. Amazon eyes Decart. Centinela back to talks.

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.