The Triple Tape — Thursday, October 22, 2026. Morning briefing across crypto, stocks, and metals.

Crypto: OCC finalizes first GENIUS Act stablecoin rule, effective Jan. 18; bankers push back (The Block, Decrypt, CoinDesk); Chinese prosecutors seek to confiscate 61,800+ BTC tied to a ~$5.7B fraud after a UK court ruling (CoinDesk); Solana's Alpenglow upgrade goes live, finality ~150 ms (The Block, Decrypt); Standard Chartered signs deal to buy Zodia Custody (The Block, Cointelegraph); Zcash sets NU7 upgrade for ~Nov. 5 (CoinDesk). Tape (CoinGecko, 24h): XMR +10.2%, WLD −7.7%, UNI −6.2%. BTC ~$81.7K.

Stocks: New Mexico judge orders Meta to pay $25B in Cambridge Analytica case (Reuters, AP); US orders non-emergency staff out of Saudi Arabia amid Houthi attacks, Brent ~$112 (Reuters, AP); EQT-led group to take Qiagen private at €46.50/share (company releases); LSEG to buy Octus for $3.535B (LSEG); up to ~1.3B SpaceX shares eligible to sell from today. Earnings: Tesla adj EPS $0.48 beat, FCF $1.53B, 2026 capex cut to ~$20B; Meta revenue $64.6B (+26%), Q4 guide $73–76B, new Class C stock; Lam Research record $8.22B revenue, guide ~$8.6B; IBM beat but lower; TI beat; Rollins revenue miss. Premarket (Yahoo): LRCX −8.9%, ROL −7.4%, MSTR −6.1%.

Metals: Hudbay and Mitsubishi approve $2.1B Copper World mine in Arizona (Mining.com); Royal Mint reports record silver and platinum sales, gold coin revenue +21% q/q (Kitco); US sets November deep-sea minerals auction near American Samoa (Mining.com); Brazil court halts Belo Sun's ~$300M gold project (Mining.com); First Quantum's Kansanshi expansion beats design capacity (Mining.com). Tape (COMEX futures): palladium −3.7%, silver −2.9%, platinum −2.8%.

Calendar: Jobless claims 8:30 a.m. ET; leading index 10:00; EIA natural gas storage 10:30; KC Fed manufacturing 11:00; 5-year TIPS auction 1 p.m. Before the open: P&G, Union Pacific, Honeywell, Lockheed Martin, Blackstone, Dow. After the close: Western Digital. FOMC Oct. 27–28.

Takeaway: Watch whether oil or earnings drives the open — Tesla showed spending cuts can spook investors as much as raises, and with Brent near five-month highs the market has little patience today.

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The Triple Tape — Wednesday, October 21, 2026. Morning briefing across crypto, stocks, and metals.

Crypto: Microsoft, Alphabet, Goldman Sachs among 16 companies objecting to the planned OKX-ICE tokenized stock venue (Decrypt, Cointelegraph); North Korea-linked Drift exploiter sends ~$61M of ETH through Tornado Cash, still holds ~$198M (Decrypt, Arkham); FINMA approves Switzerland's first retail ETF holding bitcoin directly (The Block, Decrypt); Utah sues Kalshi and two Susquehanna firms as an illegal gambling business (The Block, Cointelegraph); Mt. Gox pushes repayment deadline to Oct. 31, 2027 with ~34,388 BTC left (Decrypt). Tape (CoinGecko, 24h): ZEC +11.9%, NEAR +10.0%, WLD +8.9%. BTC ~$83.2K.

Stocks: Musk says a SpaceX–Tesla merger would be "a good idea" as both form special committees (Reuters, WSJ); Super Micro raises preliminary fiscal Q1 revenue to $18.5–19.5B (company release); Salesforce to buy Braze for ~$5.66B, $47.50/share (Reuters); Anthropic draft S-1 shows $16.3B first-half revenue and ~$9B compute spend (WSJ); Getty Images files Chapter 11 (Reuters). Earnings: SpaceX revenue $14.58B (+161%), $4.4B profit, AI revenue tops Starlink; Netflix EPS $0.87 beat but Q4 outlook light, ad target cut to ~$2.7B; Intuitive Surgical beat on revenue $3.05B and adj EPS $3.00 yet falls; Capital One adj EPS $6.69 beat; United record $17.9B revenue, adj EPS $2.54 slightly light, Q4 guide below. Premarket (Yahoo): SMCI +12.0%, SPCX +10.2%, ISRG −7.8%; NFLX −6.0%.

Metals: Codelco offers Europe 2027 copper at a record $350/t premium (Reuters/Kitco); Trafigura at LME Week: data-center copper demand nears 1 Mt (Fastmarkets); Fresnillo Q3 silver −11.6% to 10.3 Moz, gold −10.7%, guidance kept (company/Investing.com); CIBC cuts Q4 gold forecast to $4,500 and 2027 to $5,200 (Kitco); India's September gold imports fall to $1.8B, lowest since March 2024 (WGC/Kitco). Tape (COMEX futures): palladium −1.9%, silver −1.0%, platinum −1.0%.

Calendar: MBA mortgage applications 7 a.m. ET; EIA weekly petroleum status 10:30 a.m.; 20-year Treasury bond auction 1 p.m. Fed quiet period ahead of the Oct 27–28 FOMC; Reuters poll sees a December hike. Before the open: AT&T, Philip Morris, Thermo Fisher, Abbott, NextEra. After the close: Meta, Tesla, IBM, Texas Instruments, Lam Research.

Takeaway: Watch whether Meta and Tesla can show what SpaceX just did — giant AI spending turning into real revenue — with Brent above $110 and a December Fed hike on the table.

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The Triple Tape — Tuesday, October 20, 2026. Morning briefing across crypto, stocks, and metals.

Crypto: BlackRock files for the iShares Bitcoin Managed Protection ETF (PBIT), an options-on-IBIT fund that limits losses and caps gains (The Block, Cointelegraph); JPMorgan puts JPM Coin on Ethereum mainnet for institutional clients (CoinDesk, Bloomberg); CFTC tells court CME lacks standing to fight its perpetual-futures policy (CoinDesk); Strive buys 4,045 BTC (~$335M) to 36,818 BTC as its 15% SATS preferred settles, Strategy adds 267 BTC and buys back $193M of STRC (Decrypt, The Block); SkyAI sells its entire Solana treasury, launches $201M tender (Cointelegraph, The Block). Tape (CoinGecko, 24h): NEAR −6.9%, WLD +5.1%, XMR +4.5%. BTC ~$81.4K.

Stocks: OpenAI racing to raise ~$30B at a $1.4T+ valuation before Anthropic's mid-November IPO (Reuters); 3M expands Amazon data center deal, Amazon gets warrant for ~3.16M shares at $164.89 (3M 8-K); Tradeweb to buy Trumid for ~$1.97B (Tradeweb); Merck KGaA to buy Silence Therapeutics for ~$1.3B, $20/ADS (Reuters); DHS bans DeepSeek from federal civilian agency systems (CNBC). Earnings: Cleveland-Cliffs adj EPS $0.28 vs ~$0.22, first profit in two years, closed ~+16%; Steel Dynamics EPS $5.26, below its own guide; Crown Holdings adj EPS $2.39 beat but Q4 guide $1.63–1.73 below ~$1.79. Premarket (Yahoo): STLD −5.8%, SKHY −4.7%, AAOI −4.1%; MMM +3.7%.

Metals: BHP September-quarter copper output down 19%, guidance held (BHP, MiningNews.net); Anglo American Q3 copper −5% after record Chile snowfall, 700–760 kt range kept (Reuters/Mining Weekly); LS MnM weighs copper smelting cuts as treatment charges turn negative (Reuters/Kitco); Shenghe sells 51% of rare-earth processing units to state-owned China Rare Earth Group (Reuters/Kitco); LME copper stocks hit two-month high of 147,450 t (Reuters/Kitco). Tape (COMEX futures): palladium −1.2%, gold −0.5%, platinum −0.2%.

Calendar: September housing starts and building permits 8:30 a.m. ET; pending home sales 10 a.m. Fed quiet period ahead of the Oct 27–28 FOMC. Before the open: GE Aerospace, GM, RTX, Northrop Grumman, 3M, Halliburton. After the close: Netflix, SpaceX, Intuitive Surgical, Capital One, United Airlines.

Takeaway: Watch whether the AI money chase can outrun a 10-year yield above 5% — OpenAI's $30B sprint before Anthropic lists, SpaceX and Netflix after tonight's close, and oil back near $100.

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The Triple Tape — Monday, October 19, 2026. Morning briefing across crypto, stocks, and metals.

Crypto: Turkey confirms Hex/PulseChain founder Richard Heart's Istanbul detention — $7.15M cash, six cold wallets, weapons seized (The Block); nine issuers incl. Broadcom, Verizon, CoreWeave, UnitedHealth object to tokenized trading on OKX–ICE venue, Nasdaq opts out (The Block, CoinDesk, WSJ); ~$52M of weekend chip-stock perpetuals liquidated in 10 minutes on Binance/Hyperliquid (CoinDesk, CoinGlass); Deutsche Bank crypto custody live in Germany within weeks, Asia in 2027 (CoinDesk/Reuters); Latvia moves to withdrawal-based crypto tax and eyes crypto tax payments next year (CoinDesk, Saeima). Tape (CoinGecko, 24h): HBAR −4.5%, ZEC +2.7%, SUI +2.4%. BTC ~$82.8K.

Stocks: Trump waives Russia sanctions/tariffs; Brent −2% to ~$107.57 (Reuters); JPMorgan upgrades Intel to neutral, $85 target; CoreWeave CDS at distress levels, bonds ~15–16% (Reuters, CNBC); SoftBank in early talks for Allied Universal at up to $18B (WSJ); BoE's PRA examines Barclays private-credit swap classification (FT). Friday earnings: Travelers core EPS $9.18 beat, closed +1.5%; Truist $1.16 miss; M&T $5.08 beat; Regions $0.73 beat. Premarket (Yahoo): ALAB +4.6%, INTC +3.8%, LRCX +3.6%. Nasdaq futures ~+1% after China Q3 GDP 4.5% beat.

Metals: Centinela strike ends as unions ratify 36-month Antofagasta deal (Reuters/Mining.com); China record Q3 aluminium output 11.84 Mt (NBS via Reuters); Warsh gives no October hike signal, gold ETF holdings up 13 straight weeks (Bloomberg, CNBC); Project Vault readies ~$1B in loans for U.S. manufacturers (Mining.com); Greenland parliament backs seabed-mining ban through 2029 (Mining.com, Copenhagen Post). Tape (COMEX futures): platinum +1.5%, palladium +0.7%, silver +0.6%.

Calendar: Quiet U.S. data Monday. Fifth Third before the open; Steel Dynamics, Zions, Western Alliance, Cleveland-Cliffs also reporting. Housing starts Tue, jobless claims Thu, flash PMI + final UMich Fri. Fed quiet period ahead of the Oct 27–28 FOMC; Tesla and Meta report this week.

Takeaway: Watch whether Monday's chip bounce holds once real share prices replace weekend guesses — after a $52M Saturday flush in crypto-traded chip contracts, CoreWeave's bonds still flashing stress, and JPMorgan's Intel upgrade.

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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.

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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.