Coffee & Crypto with Lee & Jimmie

Lee and Jimmie reflect on the $2.3 billion Donald Trump and his family have made off of crypto, CME suing the CFTC over perps, Sam Bankman-Fried losing his appeal, and a suite of new product offerings from Coinbase.    📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie   📌 Hosts on X (formerly Twitter): Lee Reiners → @leereiners Jimmie Lenz → @jimmie_lenz 🔗 Related Links: Under the Trump cry...

Lee and Jimmie preview the SpaceX IPO before discussing a vulnerability in Zcash, big banks' plans for tokenized deposits, MoneyGram's new stablecoin, and two new research papers from the BIS and Federal Reserve that challenge industry narratives around stablecoins. 📺 Watch on YouTube:  Coffee & Crypto With Lee & Jimmie   📌 Hosts on X (formerly Twitter): Lee Reiners →  @leereiners Jimmie Lenz →...

Lee and Jimmie do a deep dive into perpetual futures, including the CFTC's recent approval to allow Bitcoin perpetual futures in the U.S.   📺 Watch on YouTube:  Coffee & Crypto With Lee & Jimmie     📌 Hosts on X (formerly Twitter):   • Lee Reiners →  @leereiners • Jimmie Lenz → @jimmie_lenz   🔗 Related Links: What American crypto asset perpetuals mean for the future of crypto 2026-11020.pdf (SE...

Lee and Jimmie discuss problems with prediction markets and regulatory capture at the CFTC, the BIS's project to improve cross-border payments, debates in Europe over how to address stablecoin dollarization,   Prometheum's efforts to distribute tokenized securities through broker-dealers and RIAs, and SoFi's new stablecoin. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie   📌   Hosts on...

Lee and Jimmie discuss President Trump's Executive Order on FinTech, the Fed's proposed Payment Account, new data on crypto adoption, the SEC's planned tokenization exemption, and SEC Commissioner Hester Peirce's pending departure. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie   📌   Hosts on X (formerly Twitter): • Lee Reiners →  @leereiners • Jimmie Lenz →  @jimmie_lenz 🔗   Related...

Lee and Jimmie discuss the Clarity Act's passage out of the Senate Banking Committee, tokenized repo, DTCC's tokenization service, Paul Atkins' views on on-chain markets, and Coinbase partnering with Hyperliquid. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie   📌   Hosts on X (formerly Twitter): • Lee Reiners → @leereiners • Jimmie Lenz →  @jimmie_lenz 🔗   Related Links: Clarity Act...

Lee and Jimmie discuss the failure of a crypto custodian with ties to DA@D, the potential return of crypto skeptic Sherrod Brown to the U.S. Senate, what's next for the crypto market structure bill, and the potential for NFTs to prove identity in agentic payments. 📺  Watch on YouTube:   Coffee & Crypto With Lee & Jimmie   📌  Hosts on X (formerly Twitter): • Lee Reiners →  @leereiners • Jimmie Le...

Lee and Jimmie discuss a new Senate compromise on stablecoin rewards, the debate around whether stablecoin issuers should unilaterally freeze wallets tied to illicit activities, an SEC staff statement exempting DeFi front-ends from broker-dealer registration, and the myriad issues surrounding event contracts and prediction markets. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie   📌  ...

Lee and Jimmie discuss the latest North Korean DeFi hack and follow-on impacts to DeFi lending protocols, Justin Sun suing World Liberty Financial, findings from Coinbase's quantum advisory council, analysis on community bank crypto-related deposit outflow, and Charles Schwab getting into crypto. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie   📌   Hosts on X (formerly Twitter): • Lee...

Lee and Jimmie discuss the recent shenanigans at World Liberty Financial, the Drift protocol hack, extortion at Kraken, the FBI's most recent internet crime report, and new crypto ETF offerings from Morgan Stanley and Goldman Sachs. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie   📌   Hosts on X (formerly Twitter): • Lee Reiners →  @leereiners • Jimmie Lenz →  @jimmie_lenz 🔗   Relate...

Lee and Jimmie discuss Satoshi's true identity, Iran's use of crypto, Trump accounts, new White House analysis on stablecoin deposit flight, and Franklin Templeton's new crypto unit. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie   📌   Hosts on X (formerly Twitter): • Lee Reiners →  @leereiners • Jimmie Lenz →  @jimmie_lenz   🔗   Related Links: Who Is Satoshi Nakamoto? My Quest to Un...

Lee and Jimmie discuss crypto vaults, the Department of Labor's proposed rule to open 401(K)s to alternative assets, and Tether's pending audit. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie   📌   Hosts on X (formerly Twitter): • Lee Reiners →  @leereiners • Jimmie Lenz →  @jimmie_lenz 🔗   Related Links: sec-cftc-harmonization-initiative-written-input-veda-tech-labs-inc-032326.pdf U...

Lee and Jimmie discuss a new BIS paper that explains why blockchains are structurally prone to fragmentation, a new mandate from the Ethereum Foundation, the ECB's new tokenization roadmap, a new crypto-backed GSE conforming mortgage product, and Larry Fink's annual letter to shareholders. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie   📌   Hosts on X (formerly Twitter): • Lee Reiner...

Lee and Jimmie discuss the SEC's new token classification guidance, SEC approval of NASDAQ and DTC's tokenization pilot, institutional resistance to tokenization, and Mastercard's acquisition of BVNK. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie   📌   Hosts on X (formerly Twitter): • Lee Reiners →  @leereiners • Jimmie Lenz →  @jimmie_lenz   🔗   Related Links: SEC.gov | SEC Clarifi...

Lee and Jimmie discuss new bank regulatory guidance on the capital treatment of tokenized securities, a new era of cooperation between the SEC and CFTC, a new Treasury report on illicit activity and crypto, the DoJ looking into Iran's use of Binance, and a new report co-authored by Lee that analyzes the anticompetitive impact of Trump's stablecoin – USD1. 📺   Watch on YouTube:   Coffee & Crypto W...

Lee and Jimmie discuss President Trump weighing in on the stablecoin yield debate, Kraken receiving a Federal Reserve master account, the OCC's final rule on trust bank chartering, Morgan Stanley applying for a national trust bank charter, and a pending token taxonomy proposal from the SEC. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie 📌   Hosts on X (formerly Twitter): • Lee Reiners...

Lee and Jimmie discuss the OCC's proposed stablecoin rule, Meta's stablecoin plans, new data on stablecoin transactions, WisdomTree's 24/7 trading and instant settlement of a tokenized money market fund, and Coinbase offering stock trading. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie 📌   Hosts on X (formerly Twitter): • Lee Reiners →  @leereiners • Jimmie Lenz →  @jimmie_lenz   🔗...

Lee and Jimmie discuss new SEC guidance on how broker-dealers should treat stablecoins under the net capital rule, the battle over "skinny" master accounts, NCUA's proposed rule for stablecoin applicants, and the battle over who regulates prediction markets. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie 📌   Hosts on X (formerly Twitter): • Lee Reiners →  @leereiners • Jimmie Lenz → ...

Lee and Jimmie recap the Digital Assets at Duke conference before discussing BlockFills halting customer redemptions, stablecoins' demand for Treasuries, securitizing bitcoin-backed loans, BlackRock's partnership with Uniswap, the CFTC's no-action relief for stablecoin margin collateral, and Coinbase's new wallet for AI agents 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie 📌   Hosts o...

Lee and Jimmie preview the upcoming Digital Assets at Duke conference; Kevin Warsh's nomination to be the next Fed Chair; the SEC's new tokenization guidance; the SEC-CFTC harmonization event; Tether's new USAT stablecoin and massive gold holdings; and the rise of crypto vaults. 📺  Watch on YouTube:   Coffee & Crypto With Lee & Jimmie 📌  Hosts on X (formerly Twitter): • Lee Reiners →  @leereiner...

Lee and Jimmie discuss the diminishing prospects for a crypto market structure bill, CFTC Chairman Mike Selig's agenda, BitGo's IPO, and NYSE's tokenization announcement. 📺  Watch on YouTube:   Coffee & Crypto With Lee & Jimmie 📌  Hosts on X (formerly Twitter): • Lee Reiners →  @leereiners • Jimmie Lenz →  @jimmie_lenz  🔗  Related Links: US Senate Crypto Bill Heads to Markup Without Democrat Su...

Lee and Jimmie discuss Coinbase's decision to nuke the crypto market structure markup, Tether's use in Venezuela, and Tether freezing $182M in USDT on Tron. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie 📌   Hosts on X (formerly Twitter): • Lee Reiners →  @leereiners • Jimmie Lenz →  @jimmie_lenz   🔗   Related Links: Senate Banking Committee lawmakers say crypto bill is 'closer than...

Lee and Jimmie discuss next week's planned markup of a crypto market structure bill in the US Senate, the ongoing fight over stablecoin "rewards", Moody's bullish view on stablecoins, JPM Coin moves to Canton, Wyoming's new stablecoin, World Liberty Financial's national trust bank application, Citadel pushing back on DeFi exemptions, and DTCC's no-action letter from the SEC to enable tokenization....

Lee and Jimmie reveal their naughty and nice lists for the past year in crypto. 📺  Watch on YouTube:   Coffee & Crypto With Lee & Jimmie 📌  Hosts on X (formerly Twitter): • Lee Reiners →  @leereiners • Jimmie Lenz →  @jimmie_lenz  🔗  Related Links: TerraUSD creator Do Kwon sentenced to 15 years over $40 billion crypto collapse | Reuters J.P. Morgan arranges landmark U.S. Commercial Paper issuan...

Lee and Jimmie discuss big crypto moves by Bank of America and Vanguard, the potential for MSCI to exclude digital asset treasury companies from their indices, a new paper on tokenized money market funds from the BIS, and a new pilot from the CFTC on allowing digital asset collateral in derivatives transactions. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie 📌   Hosts on X (formerly T...