Tuesday, October 6: CFTC crypto leverage rules. C.H. Robinson buys RXO. Escondida heads to mediation.

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