Friday, October 16: Gemini settlement stays. Hot PPI. Centinela still out.
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…
The skinny
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