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Latest / The Triple Tape

Friday, September 4: Lululemon eighteen. Payrolls at eight-thirty. Hugging Face signed.

The Triple Tape — Friday, September 4, 2026 Payrolls morning. Lululemon crushed ~18% after a guide cut. Nvidia signed Hugging Face (~$12.9B). Privacy coins ripping; quiet metals into NFP. CRYPTO • ASIC: unlicensed crypto firms — AFS license by Sep 30 or fines up to 10% turnover • CFTC asks judge to dismiss CME suit over crypto perpetual futures • SoFi–Kraken: SEN rails, SoFiUSD listing, Kraken Prime liquidity • Standard Chartered institutional spot BTC/ETH on Dubai FX rails • Coinbase files Form 1-N / BD-N for US single-stock perpetual futures (not approval) Tape (CMC ~5:05 a.m. ET): PONS…

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