Friday, October 9: Starknet eyes the exit. SpaceX takes on the phone giants. Chile's copper at risk.

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.