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The Triple Tape

The Triple Tape

De : Brian Stegman
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Weekday morning markets in about ten minutes. Stocks, crypto, and metals as equal sleeves. Overnight tape, today's calendar, one thing to watch. No fluff, no trade calls.The Triple Tape Economie Finances privées Politique et gouvernement
Épisodes
  • Thursday, September 24: Dollar stablecoin push. MGM bid out. Escondida offline.

    Thursday, September 24: Dollar stablecoin push. MGM bid out. Escondida offline.
    Sep 24 2026
    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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    10 min
  • Wednesday, September 23: Coinbase fixed-rate loans. Cognex RealSense. Shanghai copper squeeze.

    Wednesday, September 23: Coinbase fixed-rate loans. Cognex RealSense. Shanghai copper squeeze.
    Sep 23 2026

    Wednesday, September 23: Coinbase fixed-rate loans. Cognex RealSense. Shanghai copper squeeze.

    The Triple Tape — weekday morning markets: crypto, stocks, and metals.

    • Coinbase fixed-rate BTC-backed USDC loans via Morpho Midnight on Base (CoinDesk / Morpho)
    • 21Shares lists Zcash + ETHFI ETPs on Euronext Paris & Amsterdam
    • Malicious App Store iOS app FomoPeek linked to ~$580K theft (SlowMist / Cointelegraph)
    • CFTC guides DCMs: prediction-market “mention” contracts have heightened manipulation risk
    • FTX/Alameda estate wallets send ~27.4k ETH (~$75M) to Wintermute (on-chain reported)
    • Crypto tape (CMC ~5:09 a.m. ET): BCH +31.4%, PENGU +18.9%, UNI +16.0%; BTC ~$85,892; ETH ~$2,737
    • Cognex (CGNX) to buy RealSense for ~$500M cash (Q4’26 aim)
    • Goldman lead bidder for Palmer Square (~$37B AUM CLO) — Bloomberg talks, no deal locked
    • Willdan (WLDN) to buy Mantis Innovation for $285M cash (HSR; Q4’26)
    • CD&R + Warburg advanced joint bid for Canaccord Wealth (Reuters; >£1B prior color)
    • Iridium (IRDM) shareholder vote Thu Sep 24 on Rocket Lab deal
    • Earnings printed: AZO EPS $56.05 / SSS +1.5%; THO sales $2.31B/−8.4%, EPS $0.78 miss; MLKN sales −3.4%, adj EPS $0.53, FY sales guide cut; WOR AMC beat (sales $343.9M/+13%, adj EPS $0.82); KBH AMC (rev $1.30B/−20%, EPS $1.05). CTAS/PAYX/GIS/CBRL BMO — not confirmed printed
    • Stocks tape (Yahoo pre ~5:10 a.m. ET): WOR +14.7%, IONQ +11.1%, RGTI +5.3%
    • SHFE Cu receipts Sep 23: 19,088 t (−1,717); LME Cu stocks Sep 22: 254,250 t (−1,625)
    • SMM Shanghai spot premium avg 1,375 yuan/mt (+550); China regional stocks 74,800 (−14,500/wk)
    • Kitco/Saxo: gold ETF holdings at 7-mo high despite 20y-high real yields; Kitco/FTSE Russell CB gold demand
    • Metals tape (Kitco ~5:08 a.m. ET): Ag −2.43%, Pt −2.29%, Pd −1.94%
    • Today: MBA 7:00; flash PMIs 9:45; Atlanta Fed BIE 10:00; Barr 10:05; EIA 10:30; Treasury 17-week + 2y FRN 11:30, 5y 1:00. No major 8:30 print

    Takeaway: Coinbase opens fixed-rate bitcoin-backed USDC loans on Morpho Midnight; Cognex buys RealSense for ~$500M; SHFE copper receipts keep draining while LME flips to a draw and China spot premiums jump.

    AI-assisted production. No trade recommendations.
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    8 min
  • Tuesday, September 22: Binance DOJ probe. Paramount AG settle. Shanghai copper drain.

    Tuesday, September 22: Binance DOJ probe. Paramount AG settle. Shanghai copper drain.
    Sep 22 2026

    Tuesday, September 22: Binance DOJ probe. Paramount AG settle. Shanghai copper drain.

    The Triple Tape — weekday morning markets: crypto, stocks, and metals.

    • DOJ/SDNY probing Binance over possible Iran sanctions violations (Bloomberg/Reuters; not an indictment)
    • X live for U.S. users: cashtag → Trade via Coinbase/Kraken/Gemini/IBKR/Moomoo
    • Agora preliminary conditional OCC approval for Agora National Trust Bank
    • Animoca–Currenc Nasdaq reverse-merger talks mutually suspended
    • Bitmine +~$75M ETH; holdings ~4.9% of supply toward 5%
    • Crypto tape (CMC ~5:08 a.m. ET): PEPE +20.9%, TAO +15.0%, PENGU +11.4%; BTC ~$85,839; ETH ~$2,737
    • Paramount settles with 12 state AGs (+ WGA) — clears ~$110B WBD path (quotas, $1.5B U.S. production, news board)
    • Microchip completes Hailo edge-AI acquisition (terms undisclosed)
    • PTC completes ST-920 Fabry gene-therapy buy; rolling BLA aim Q4’26
    • Grünenthal buys Bayer Stivarga for up to €375M; USTR: China progressing May 200-jet Boeing commitment
    • Earnings: ABVX H1 printed (loss €165.9M; runway into Q4’29). AZO/THO/MLKN BMO — not confirmed printed
    • Stocks tape (Yahoo pre ~5:10 a.m. ET): TLX ~+5.6%, PCAR ~+3.6%, CRCL ~−2.6%
    • SHFE Cu receipts Sep 22: 20,805 t (−1,503); LME Cu stocks Sep 21: 255,875 t (+775)
    • Capstone sells Cozamin to Luca for up to $385M; gold ETF 8-day buy streak / 100.4 Moz; White Pine Cu PFS
    • Metals tape (Kitco ~5:08 a.m. ET): Pd −1.24%, Ag −1.09%, Cu +0.66%
    • Today: 10:00 Richmond/Chicago Fed surveys; 10:05–10:20 Williams & Jefferson; auctions 11:30/1:00. No major 8:30 print

    Takeaway: Binance faces a reported DOJ/SDNY Iran-sanctions probe (not an indictment); Paramount settles with 12 state AGs on the ~$110B Warner deal; SHFE copper receipts keep draining while LME rebuilds.

    AI-assisted production. No trade recommendations.
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    8 min
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