Couverture de Thursday, September 24: Dollar stablecoin push. MGM bid out. Escondida offline.

Thursday, September 24: Dollar stablecoin push. MGM bid out. Escondida offline.

Thursday, September 24: Dollar stablecoin push. MGM bid out. Escondida offline.

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The Triple Tape — Thursday, September 24, 2026. Morning markets: crypto, stocks, and metals. Crypto: Trump administration weighs overseas push for dollar-backed stablecoins (Bloomberg / CoinDesk / Cointelegraph — deliberations, not a launch). MoonPay to acquire SEC-registered North Capital (all-stock, >$60M per people familiar; subject to approvals). Blockchain.com and NYSE Group MOU to distribute tokenized U.S. equities/ETFs on NYSE’s planned digital ATS (approvals required; venue not live). Kalshi says it is not under formal CFTC examination after WSJ reporting on trading-data review. BitMEX ends trading after 11 years; withdrawals stay open. Tape (CMC ~5:05 a.m. ET): Pepe −11.4%; Uniswap −10.5%; Official Trump −10.2%. BTC ~$83,700; ETH ~$2,671. Stocks: People Inc. (Barry Diller) withdraws MGM Resorts take-private proposal (June offer $48.30 / >$18B remaining equity per Reuters); MGM continues standalone. Royal Caribbean buys 50% of Sandals Resorts for $3B (close early 2027). Qualcomm to acquire PickNik (MoveIt); terms undisclosed. Bio-Techne shareholders approve Merck KGaA Darmstadt acquisition. Afya–Yduqs binding Brazil higher-ed merger (Afya holders 69%; Nasdaq delist path). Earnings (Wed BMO printed): Cintas raised FY guide; Paychex raised PEO/interest guides after Wed cash selloff; General Mills reaffirmed; Cracker Barrel adj EPS $0.99. Iridium–Rocket Lab vote 8:30 a.m. ET — unprinted at airtime. Tape (Yahoo pre ~5:10 a.m. ET): MGM −8.3%; Fastly −4.7%; Credo −4.1%. Metals: BHP Escondida fully halted after fatal maintenance accident (Sernageomin clearance required). Supervisors’ union urges strike vote Sep 28–30 after rejecting BHP offer. LME copper stocks Sep 23: 252,500 t (−1,750). SMM Shanghai spot premium avg ~1,315 yuan/mt (−25); Shanghai social inventory +2,400 WoW. Kitco/Goldman: China July gold buys ~75% above official disclosures; YE base case $4,900/oz. Tape (Kitco ~5:05 a.m. ET): Silver −1.2%; Gold −0.6%; Palladium −0.3%. Calendar: 8:30 claims + Q2 current account; Barkin 8:00; Hammack 8:50; 10:00 new home sales; Paulson ~10:10; EIA nat gas 10:30; 4-week/8-week bills 11:30; 7-year 1:00; SCOOS 2:00. Wed flash PMIs: mfg 57.0 / services 58.7 / composite 58.4. Takeaway: Escondida dual supply risk (regulator restart + strike vote) into claims and new homes; MGM deal-off overnight; overseas dollar-stablecoin push still a whiteboard until partners and structure show up. AI-assisted production. Voice: xAI lumen. No trade recommendations.
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