Thursday, October 1: MetaMask validator exits. Sanofi–Regeneron $1B. Lynas–Meteoric.
The Triple Tape — Thursday, October 1, 2026. Morning cross-asset open: stocks, crypto, and metals.
Takeaway: MetaMask exits ETH validators after a staking-infra incident; Sanofi pays Regeneron $1B to expand the Dupixent alliance; Lynas bids ~A$968M for Meteoric’s Brazil rare earths — watch 10:00 a.m. ET ISM Manufacturing into Friday payrolls.
MetaMask exits affected Ethereum validators after an infrastructure security incident; no immediate wallet threat flagged; Lido exits through ~Oct 7
Treasury GENIUS Act interim final rule draws a $10B stablecoin state-vs-federal line
UK FCA opens crypto…
The skinny
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