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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