Coffee & Crypto with Lee & Jimmie

Lee and Jimmie discuss the use of leverage in crypto markets, S&P's Tether downgrade, the CFTC's announcement of spot crypto trading on U.S. regulated exchanges, and Chair Atkins' speech at the NYSE. 📺   Watch on YouTube:   Coffee & Crypto With Lee & Jimmie 📌   Hosts on X (formerly Twitter): • Lee Reiners →  @leereiners • Jimmie Lenz →  @jimmie_lenz   🔗   Related Links: D igital Assets Sentimen...

Lee and Jimmie break down the recently released S-1 filing from crypto asset manager Grayscale and explore what it means for the company's chances of going public. 📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie 📌 Hosts on X (formerly Twitter): • Lee Reiners → @leereiners • Jimmie Lenz → @jimmie_lenz 🔗 Related Links: Grayscale S-1

Lee and Jimmie dive into the implications of stablecoin growth on U.S. monetary policy, unpack the potential fallout from a major settlement between credit card issuers and large merchants, explore the collapse of digital asset treasury companies, and explain the curious concept of the "DeFi mullet." 📺 Watch on YouTube 🎥 Coffee & Crypto With Lee & Jimmie 📌 Hosts on X (formerly Twitter) • Lee Re...

Lee and Jimmie debrief Jimmie's visit to Money 20/20 before diving into a flurry of stablecoin announcements. They also discuss the potential for FASB to recognize stablecoins as cash equivalents in financial statements and Fed Governor Waller's idea for a "skinny" master account for payment companies. 📺 Watch on YouTube 🎥 Coffee & Crypto With Lee & Jimmie 📌 Hosts on X (formerly Twitter) Lee Re...

Lee and Jimmie discuss CZ's pardon, the impact of stablecoins on credit intermediation, and the October 10th crypto sell-off—and the lessons it offers for market structure and risk. — 📺 WATCH ON YOUTUBE: Coffee & Crypto With Lee & Jimmie – YouTube — 📌 HOSTS ON X: Lee Reiners → @leereiners Jimmie Lenz → @jimmie_lenz — 🔗 RELATED LINKS: • Exclusive Trump Pardons Convicted Binance Founder – WSJ • I...

Lee and Jimmie discuss Swift's plans for blockchain-based payments, Intercontinental Exchange's investment in Polymarket, the SEC's approval of generic listing standards for crypto ETPs, Grayscale's launch of ETH staking ETPs, a new crypto industry index from S&P, and controversy over trading volume on the DeFi exchange Aster.   Lee's X: @leereiners Jimmie's X: @jimmie_lenz   Register for Digital...

Lee and Jimmie discuss the use cases for tokenized funds, CFTC efforts to permit tokenized collateral, new data on consumer use of crypto for payments, Circle's push for reversible USDC transactions, a new stablecoin powered by Stripe, and Tether's potential $500 billion valuation. Lee's X: @leereiners Jimmie's X: @jimmie_lenz Watch Coffee & Crypto on YouTube :  Coffee & Crypto With Lee & Jimmie -...

Lee and Jimmie conduct an in-depth analysis of the recent initial public offering and S-1 filing by the cryptocurrency exchange Gemini. Lee's X: @leereiners Jimmie's X: @jimmie_lenz Watch the show on YouTube:  Coffee & Crypto With Lee & Jimmie - YouTube Related Links: Gemini S-1 Filing (SEC)

Lee and Jimmie discuss Nasdaq's move to list tokenized equities, CBOE's launch of continuous futures for Bitcoin and Ether, a bidding war to issue Hyperliquid's new stablecoin, new polling on crypto ownership, and drama with Trump's nominee to head the CFTC. Lee's X: @leereiners Jimmie's X: @jimmie_lenz Watch the show on YouTube: https://www.youtube.com/@CoffeeCryptoWithLeeAndJimmie Related Links:...

Lee and Jimmie discuss the risk quantum computing poses to crypto, Galaxy's Class A shares on Solana, tokenizing gold bullion, and the WLFI token unlock. Lee's X: @leereiners Jimmie's X: @jimmie_lenz Related Links: SEC Reviews Quantum-Safe Roadmap for Digital Assets Galaxy (GLXY) Tokenizes Its Shares on Solana Blockchain With Superstate London's bullion market to trial digital gold Trump Family Am...

Lee and Jimmie discuss Jimmie's new paper on who will ultimately win the stablecoin wars, the Bullish and prospective Gemini IPO, and recent announcements by the CFTC designed to provide crypto "regulatory clarity." ◆ Lee's X: @leereiners ◆ Jimmie's X: @jimmie_lenz Related Links: • Genius At Work In The US Financial System by Jimmie Lenz & Reid Tymcio (SSRN) • Bullish receives $1.15B of IPO procee...

Lee and Jimmie discuss a new proposal from the BIS to address AML compliance on-chain, a warning from FinCEN on Crypto ATMs, the Mooch tokenizing shares in his fund, Wyoming's new stablecoin, and the end of the Federal Reserve's novel activities supervision program. ◆ Watch this episode on the Coffee & Crypto with Lee & Jimmie YouTube Channel ◆ Lee's X: @leereiners ◆ Jimmie's X: @jimmie_lenz Relat...

Lee and Jimmie discuss a new Executive Order that allows crypto into 401(k)s, a new crypto treasury company for $WLFI, the potential for stablecoin issuers to develop their own layer one blockchains, and a push by banking industry groups to close the payment of interest loophole for stablecoins.      Lee's X: @leereiners   Jimmie's X: @jimmie_lenz     Related Links:   White House Order to Include...

Lee and Jimmie discuss new stablecoin developments from PayPal and FIS, Hong Kong's new stablecoin regime, a new partnership between JPMorgan Chase and Coinbase, the verdict in Roman Storm's criminal trial, Hester Peirce's speech on financial privacy, and new guidance from the SEC on liquid staking.   Lee's X: @leereiners Jimmie's X: @jimmie_lenz   Related Links:   PayPal to let U.S. businesses ac...

Lee and Jimmie discuss the White House's new Digital Assets Report, Paul Atkins' speech on the SEC's new 'Project Crypto', and the impact of dollar stablecoins on foreign countries' monetary policy.     Lee's X: @leereiners   Jimmie's X: @jimmie_lenz     Related Links:     Strengthening American Leadership in Digital Financial Technology – The White House   SEC.gov | American Leadership in the Dig...

Lee and Jimmie discuss the GENIUS Act becoming law and the next steps for market structure legislation before diving into attempts by several stablecoin issuers to become national trust banks. They conclude by examining recent developments in tokenization, including a warning from Hester Peirce.   Lee's X: @leereiners Jimmie's X: @jimmie_lenz   Related Links   5 things to know about first major cr...

Lee and Jimmie discuss a new effort by community banks to issue a stablecoin, a BIS report on stablecoins and tokenized money, the latest development in SEC vs. Ripple, and the potential for Fannie Mae and Freddie Mac to factor crypto holdings into underwriting. Related Links: Exclusive | Stablecoin World Opens Up to Main Street Banks - WSJ III. The next-generation monetary and financial system NY...

Lee and Jimmie discuss JPMorgan's new tokenized deposit product, Senate passage of GENIUS, and Coinbase's attempts to offer tokenized equities and perpetual futures. Lee's X: @leereiners Jimmie's X: @jimmie_lenz Related Links: JPMorgan moves further into crypto with stablecoin-like token JPMD (5) Post | LinkedIn Senate Passes Stablecoin Bill in Big Win for Crypto Industry - WSJ Coinbase eyes Wall...

Lee and Jimmie discuss Coinbase's partnership with the WNBA, the future of stablecoins, including Amazon and Walmart issuing their own stablecoin, the rise of "wrench attacks," crypto policy developments on Capitol Hill, and a potential Gemini IPO. Lee's X: @leereiners Jimmie's X: @jimmie_lenz Related Links: WNBA: Coinbase renews the partnership with the New York Liberty How stablecoins are enteri...

Lee and Jimmie discuss Circle's IPO, the SEC's dismissal of the Binance lawsuit, the latest on the crypto market structure bill, a new NFT-based ETF, Truth Social's BTC ETF, and controversy around a new $TRUMP wallet. Lee's X: @leereiners Jimmie's X: @jimmie_lenz Related Links: Circle Stock Opens at $69, More Than Double IPO Price - WSJ SEC Dismisses Lawsuit Against Binance - WSJ Trump's Crypto Ti...

Lee and Jimmie discuss big banks exploring a joint stablecoin, the impact of stablecoins on Treasury yields, new guidance from the Department of Labor that opens the door for crypto in 401(K)s, more companies issuing debt and equity to buy bitcoin, VP Vance's remarks at Bitcoin 2025, and Hester Peirce's warning to the crypto community. Lee's X: @leereiners Jimmie's X: @jimmie_lenz Related Links Ex...

Lee and Jimmie discuss Donald Trump's meme coin dinner, Senate progress on the GENIUS Act, Coinbase potentially acquiring Circle, Coinbase's data breach and SEC investigation into user numbers, and a new leader at the Blockchain Association. Lee's X: @leereiners Jimmie's X: @jimmie_lenz Related Links: Trump's memecoin dinner ignites outrage in Washington: 'It all has a stench' - POLITICO What to k...

Lee and Jimmie discuss the Senate stablecoin drama, new guidance from the OCC on crypto custody, Coinbase's purchase of crypto options platform Deribit, a new Arizona law allowing the state to keep unclaimed crypto, and World Liberty Financial's stablecoin being used to fund a $2bn investment in Binance. Plus a few riffs on the new Pope and the Vatican's finances. Lee's X: @leereiners Jimmie's X:...

Lee and Jimmie discuss "controversy" over Base's memecoin, Coinbase offering BTC margin loans, the impact of stablecoins on the Treasury market, Paypal's new stablecoin partnership with Coinbase, and Ripple's unsolicited bid to buy Circle. Lee's X: @leereiners Jimmie's X: @jimmie_lenz Related Links: Coinbase distances Base from highly criticized memecoin that dumped $15M Crypto-Backed Loans Intero...

Lee and Jimmie discuss President Trump's meme coin dinner, DTCC's amazing blockchain-based Great Collateral Experiment, some rumblings on Capitol Hill about combining stablecoin and market structure bills, and a new publicly traded company that will do nothing but buy bitcoin. Lee's X: @leereiners Jimmie's X: @jimmie_lenz Related Links: Trump Offers a Private Dinner to Top 220 Investors in His Mem...