The Triple Tape

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