Coffee & Crypto with Lee & Jimmie
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:
info_outlineCoffee & Crypto with Lee & Jimmie
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:
info_outlineCoffee & Crypto with Lee & Jimmie
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
info_outlineCoffee & Crypto with Lee & Jimmie
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:
info_outlineCoffee & Crypto with Lee & Jimmie
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:
info_outlineCoffee & Crypto with Lee & Jimmie
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:
info_outlineCoffee & Crypto with Lee & Jimmie
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:
info_outlineCoffee & Crypto with Lee & Jimmie
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
info_outlineCoffee & Crypto with Lee & Jimmie
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:
info_outlineCoffee & Crypto with Lee & Jimmie
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: @jimmie_lenz Related Links:
info_outlineLee and Jimmie discuss Gary Gensler's pending departure from the SEC, a potential crypto czar in the Trump administration, a CFTC advisory committee recommendation on using non-cash tokenized collateral, the launch of liquidity pools to finance freight invoices, the launch of options contracts on BTC ETFs, the sentencing of FTX executive Gary Wang, MicroStrategy's "creative" use of BTC yield, and a federal district court ruling that DAO members are liable under partnership laws.
Lee's X: @leereiners
Jimmie's X: @jimmie_lenz
Related Links
Nasdaq Poised to List Spot-Bitcoin ETF Options as Crypto Assets Rally (yahoo.com)
Bulla Finance launching onchain liquidity pools Dec. 1 (einpresswire.com)
Trump Team Considers Creating Crypto Role, First in Administration - Bloomberg
https://www.cftc.gov/PressRoom/PressReleases/9009-24
Ex-SBF Ally Gary Wang Avoids Prison Over FTX Fraud - Bloomberg
MicroStrategy’s Magical Bitcoin Buying Machine Uses Some Wacky Math - WSJ
California judge rules DAO members liable under partnership laws (cointelegraph.com)