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