The Triple Tape — Friday, October 16, 2026. Morning briefing across crypto, stocks, and metals.

Crypto: SDNY denies Gemini–CFTC bid to vacate $5M settlement; OpenAI research agent spent from a Sepolia wallet; MSCI finalizes non-operating-company index rules (Strategy risk); EBA designates USDC first significant EMT under MiCA; Farcaster acquired by Network School. Tape: WLD +13.7%, ARB +12.5%, NEAR +11.4%. BTC ~$82.1K; ETH ~$2,454.

Stocks: Hot PPI (+1.3% m/m, +6.3% y/y) + retail +0.8%; TSMC record Q3 beat, ADR −1.8%; Schwab record revenue/NNA, stock −2.7%; USB $1.34 EPS + USBDC Stellar pilot; PNC $4.97 EPS; Anthropic IPO valuation talk cools. Premarket: MAN −15.8%, TRU +10.7%, INTA +10.3%.

Metals: Centinela mediation fails, hunger strike day 7; Antofagasta Q3 +7% Cu, soft 2027 guide, higher cash-cost guide; copper’s third down day after Escondida risk fade; precious rebound Thu (Kitco gold ~$4,169 / silver ~$57.31). Tape (COMEX): platinum +1.6%, silver +1.5%, copper +1.2%.

Calendar: Sep import/export prices 8:30 a.m. ET; industrial production & capacity util 9:15 (preview). Thu actuals: PPI +1.3%/+6.3% y/y; retail +0.8%.

Takeaway: Watch whether this morning’s import prices and industrial production cool or feed the hike scare after Thursday’s 1.3% wholesale inflation print — bitcoin back over $82K, TSMC sold despite a record quarter, Centinela still the live Chile copper risk.

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The Triple Tape — Thursday, October 15, 2026. Morning briefing across crypto, stocks, and metals.

Crypto: Hot September CPI (3.7% y/y) knocks BTC under ~$81K; ~$483M BTC+ETH futures liquidations; Polygon closes Coinme (48-state MTLs); Patrick Witt exits White House crypto role as Clarity stalls; Coins.ph faces BSP pressure; UK ~$800K wrench-attack claim. Tape: PUMP −13.8%, ENA −11.1%, ZEC −10.4%. BTC ~$81.2K; ETH ~$2,372.

Stocks: BAC EPS $0.91 after $1.2B Treasury AML penalty; MS equity trading $5.8B and record $232B wealth NNA; BLK adj EPS $15.93, AUM $15.49T; Galderma buys ZO Skin Health for $1.5B EV; Kospi −8.1% circuit breaker. Premarket: RKLB −9.8%, SKHY −6.7%, CRWV −6.3%. TSM/SCHW/regionals still ahead.

Metals: Escondida supervisors approve 36-month deal (64%) and avert strike; Centinela strike continues with hunger-strike escalation; Wed Kitco gold under $4,100 / silver −6% on CPI, then overnight futures bounce. Tape (COMEX): palladium +3.3%, silver +2.1%, gold +1.6%.

Calendar: September PPI and retail sales 8:30 a.m. ET (preview); claims and regional Fed surveys; business inventories 10:00. Wed CPI already in: +0.6% m/m, +3.7% y/y.

Takeaway: Watch whether this morning’s PPI and retail sales cool or feed the hike scare after yesterday’s 3.7% CPI — the cross-check for bitcoin under $81K, soft Nasdaq futures, and Chile’s copper split.

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The Triple Tape — Wednesday, October 14, 2026. Morning briefing across crypto, stocks, and metals.

Crypto: Coinbase urges Bitcoin to start quantum-resistant upgrades now; Standard Chartered opens direct BTC/ETH trading for UAE affluent clients; Binance shuts its mining pool Nov. 10; Ripple adds Stripe-owned Privy wallets to XRPL as AI agent payments top 14M txs. Tape: RENDER −7.4%, QNT −5.8%, POL −5.3%. BTC ~$83.4K.

Stocks: ASML record Q3, raises FY sales to €44–45B (third raise); JPM miss / GS beat hangover, Citi −5.6% Tue; Anthropic to show Q3 to institutions; Asia chip bounce. Premarket: HPE −3.7%, DELL −3.4%, SKHY −3.0%. BAC, MS, BLK before the open.

Metals: Escondida supervisors set to strike after failed mediation; Centinela mediation continues with trucking cut ~50%; SSR Mining buys Roxmore’s Converse gold project next to Marigold. Kitco: silver −1.1%, gold −0.4%, platinum −0.4%.

Calendar: September CPI/core CPI 8:30 a.m. ET today; Beige Book afternoon; PPI and retail sales Thursday.

Takeaway: Watch whether today’s CPI cools or feeds December hike odds after Williams soft-pedaled 2027 — the cross-check for bitcoin, gold, and the rest of bank earnings.

Show: The Triple Tape · bytewiseapps.com/the-triple-tape

The Triple Tape — Tuesday, October 13, 2026. Morning cross-asset open: stocks, crypto, and metals.

Takeaway: South Korea blocks 27 unregistered crypto exchange sites; China memory-chip fears sink the KOSPI 5.5% and Nasdaq futures; Kazakhstan's central bank flips from gold buyer to seller — bank earnings kick off before the open, CPI Wednesday.

Crypto

• South Korea's FIU blocks 27 unregistered exchange websites incl. KuCoin, MEXC, Phemex, Bitrue, BingX, BitMart; withdrawal help via DAXA
• Blur NFT marketplace to close its website Nov. 12; Blend halts new loans; BLUR down 20%+
• Ledger/CryptoBilis: up to ~$93M traced; Tether freezes $10M
• Standard Chartered launches RLUSD custody in Dubai; LMAX collateral link planned
• SWI Group raises ~$894M to convert ex-FTX-backed miner Genesis Digital to AI data centers
• Tape: STRK −17.2%, ZRO −15.1%, PUMP −13.2% (BTC ~$83,400, ETH ~$2,510)

Stocks

• Memory-chip selloff: China's CXMT server DDR5 plans + Broadcom CEO's AI-capital warning; KOSPI −5.46%, Samsung −7.4%, SK hynix −10.1%
• Six Flags guest death on Goliath coaster at Six Flags Over Georgia; similar rides closed
• Visa wins PBOC approval to prepare a domestic card-clearing business in China
• Bumble in advanced talks to go private with Ithaca Holdings at ~$1B (Reuters)
• Anthropic reportedly has a multiyear cloud deal with IREN (The Information; unconfirmed)
• Before the bell: JPMorgan (~7 a.m. ET), Wells Fargo, Citigroup, Goldman Sachs, J&J, UnitedHealth, Domino's
• Tape (premarket vs Mon close): FUN −7.7%, WDC −3.9%, STX −3.5%; Nasdaq 100 futures −0.5%, Dow futures +0.5%

Metals

• Kazakhstan's central bank turns gold seller: ~386 t, cutting gold to 75% of reserves by year-end (Bloomberg)
• Centinela (Antofagasta) strike talks resume today under voluntary mediation; El Teniente partly suspended after fatal avalanche
• Bank of America: gold to average $4,000 in Q4; warns central banks could turn sellers
• Tape (COMEX): platinum +1.1%, palladium +0.6%, gold +0.5%

Calendar (ET)

NFIB 6:00 a.m.; bank earnings before the open (JPM call 8:30); existing home sales 10:00 a.m.; Fed's Barkin and Collins speak; Waller spoke overnight in New Delhi. Wed: CPI / core CPI 8:30 a.m.; Beige Book 2:00 p.m.

Episode site: https://rss.com/podcasts/the-triple-tape. AI voice: xAI lumen.

The Triple Tape — Monday, October 12, 2026. Morning cross-asset open: stocks, crypto, and metals.

Takeaway: Ledger confirmed an unauthorized implant in CryptoBilis-sold hardware (~$86–93M drained); Amazon is in talks to buy AI startup Decart for ~$7B; Centinela strike talks resume Tuesday after a fatal El Teniente landslide — holiday open (stocks trade, bonds closed) into Tuesday banks and Wednesday CPI.

Crypto

• Ledger confirms unauthorized hardware implant in device(s) sold via CryptoBilis (SE Asia); ~$86–93M drained across 300+ wallets; CryptoBilis suspends hardware sales
• Coldcard's official X account posted a fake firmware/phishing alert; post deleted; no verified user losses from the post
• Clarity Act Senate stall shifts crypto rulemaking to SEC/CFTC; incumbents seen retaining a short-term moat
• Prediction markets: SCOTUS amicus wave + CFTC interim final rule/proposal on what counts as a "swap"; Kalshi deadline Nov 9
• Papertrade tightens position/OI caps after Hyperliquid BBO manipulation claims (~$1.28M haul cited)
• Tape: ZRO +22.2%, ICP +13.2%, FIL +13.2% (BTC ~$83,425, ETH ~$2,550)

Stocks

• Amazon in talks to buy Nvidia-backed Decart for ~$7B (WSJ/Reuters); no deal signed
• SpaceX/Starlink Mobile spectrum story still the holiday-open equity narrative (carriers digesting Friday Grain deal; towers bid)
• Trump declares Russia–Ukraine "energy ceasefire"; Zelensky supports if Russia agrees
• Crescent Energy to buy Devon's Eagle Ford assets (~$4.22B cash / ~$3.85B net)
• No major Monday pre-open earnings print (Delta already Friday)
• Tape (ext. hrs vs Fri): IREN +5.1%, SECZ +3.5%, AAOI −2.2%

Metals

• Centinela (Antofagasta) and unions resume talks Tue under voluntary mediation; strike continues
• Codelco El Teniente mud/snow landslide kills two contractor workers; sector suspended
• China gold: PBOC 23rd straight monthly buy (~23t in Sep); record ~$158.8B import bill in first 8 months of 2026
• Tape (COMEX): copper +0.7%, gold −0.46%, silver −0.41%

Calendar

Columbus Day / Indigenous Peoples' Day: NYSE & Nasdaq open; U.S. bond market closed; Canada Thanksgiving closed. No scheduled U.S. data today. Tue: Waller, NFIB, existing homes; JPM & WFC earnings. Wed: CPI / core CPI / real earnings; Beige Book.

Episode site: https://rss.com/podcasts/the-triple-tape. AI voice: xAI lumen.

The Triple Tape — Friday, October 9, 2026. Morning cross-asset open: stocks, crypto, and metals.

Takeaway: Starknet weighs leaving Ethereum for a quantum-resistant chain of its own (STRK +44%); SpaceX's ~$8B spectrum buy for Starlink Mobile knocks AT&T, Verizon and T-Mobile ~7% premarket; a new index puts ~5% of Chile's big-mine copper output at risk — watch Delta's fuel math before the open.

• Starknet "actively considering" becoming its own L1, targeting full quantum resistance by 2027
• Securitize launches 1:1-backed tokenized U.S. stocks on Solana
• U.S. government wallet moves ~$1B in Bitfinex-seized bitcoin (Arkham)
• NFL tells the Supreme Court sports prediction contracts are gambling, not swaps
• Greece plans a 10% crypto capital-gains tax
• Tape: STRK +44.1%, PYTH +14.4%, CRV −14.3%

• SpaceX buys Grain's nationwide 800 MHz spectrum for Starlink Mobile (~$8B, Reuters); telecoms slide, towers rally
• OpenAI revenue whiplash: FT's ~$50B run rate vs. Bloomberg's ≥$70B by year-end
• CMS 2027 Medicare Advantage star ratings: Humana's H5216 back to 4 stars; Alignment downgraded
• Apple cuts iPhone 18 Pro component orders 15–20% (Nikkei Asia)
• Lumentum says optical parts are sold out through early 2029 (Bloomberg)
• Earnings: PepsiCo beats, trims full-year core EPS growth to 2.5–3.5%; stock +3.7% Thursday
• Tape: ALHC −23.9%, HUM +14.9%, CLOV +10.5% (premarket)

• GEM index: ~5.2% of output at Chile's largest copper mines at risk
• Ivanhoe's Kamoa-Kakula Q3 copper +19% q/q; guidance trending to low end
• MMG accuses EU regulators of ignoring evidence on Anglo's Brazil nickel sale
• Tape: platinum +3.1%, palladium +2.6%, silver +1.9% (Kitco spot)

Today: Delta before the open; Fed's Schmid 9:30 a.m. ET; UMich sentiment (prelim) 10:00; Fed's Collins 4:00 p.m. Monday: bond market closed for Columbus Day.

Not investment advice. AI-generated audio.

The Triple Tape — Thursday, October 8, 2026. Morning cross-asset open: stocks, crypto, and metals.

Takeaway: Bitmine says it stops buying ether about 100,000 ETH from now; Wolfspeed jumps ~16% premarket on a conditional $1.5B Department of War loan; 700+ workers strike at Antofagasta's Centinela copper mine — watch the $22B 30-year auction at 1:00 p.m. ET.

• Bitmine will stop buying ether at 5% of supply, about 100,000 ETH away
• Samsung Wallet adds USDC transfers on Solana for 82M U.S. Galaxy devices
• Wells Fargo in talks with Kraken parent Payward for crypto liquidity
• Kazakhstan's central bank signs MoU with Tether on a tenge stablecoin study
• Orca and Loopscale merge into Formation
• Tape: JUP +14.8%, RAY +14.1%, CRV +10.9%

• Wolfspeed gets a conditional $1.5B, 30-year Department of War loan commitment
• Broadcom seeks $50B+ in private debt for its custom OpenAI chip (WSJ)
• House China committee calls Webull a national-security risk
• Lululemon hires Athleta CEO Maggie Gauger as president and CPO
• Amazon cuts fewer than 1,000 corporate roles, mostly in retail (Reuters)
• Earnings: Levi Strauss beats on tariff refunds, raises EPS outlook; Applied Digital revenue +322%, Finland deal
• Tape: WOLF +16.1%, APLD +4.8%, COHR −3.1% premarket

• 700+ workers strike at Antofagasta's Centinela copper mine in Chile
• WGC: record $31B gold ETF inflows in Q3; holdings a record 4,256 t
• Dutch central bank moves 86 t of gold from New York and Ottawa to London
• Indonesia weighs moratorium on new semi-finished nickel plants
• Anglo American warns it may shut Brazil nickel if the EU blocks the MMG sale
• Tape: platinum +1.8%, palladium +1.7%, silver −1.2% (Kitco spot)

Today: PepsiCo before the open; jobless claims 8:30 a.m. ET; wholesale inventories 10:00; Kashkari 10:40; $22B 30-year auction 1:00 p.m.; Musalem 1:40 p.m.

Not investment advice. AI-generated audio.

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