Coffee & Crypto with Lee & Jimmie
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: 📌 Hosts on X (formerly Twitter): • Lee Reiners → • Jimmie Lenz → 🔗 Related Links:
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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: 📌 Hosts on X (formerly Twitter): • Lee Reiners → • Jimmie Lenz → 🔗 Related Links:
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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: 📌 Hosts on X (formerly Twitter): • Lee Reiners → • Jimmie Lenz → 🔗 Related Links:
info_outlineCoffee & Crypto with Lee & Jimmie
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. 📺 Watch on YouTube: 📌 Hosts on X (formerly Twitter): • Lee Reiners → • Jimmie Lenz → 🔗 Related Links:
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Lee and Jimmie reveal their naughty and nice lists for the past year in crypto. 📺 Watch on YouTube: 📌 Hosts on X (formerly Twitter): • Lee Reiners → • Jimmie Lenz → 🔗 Related Links:
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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: 📌 Hosts on X (formerly Twitter): • Lee Reiners → • Jimmie Lenz → 🔗 Related Links:
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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: 📌 Hosts on X (formerly Twitter): • Lee Reiners → • Jimmie Lenz → 🔗 Related Links: D
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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: 📌 Hosts on X (formerly Twitter): • Lee Reiners → • Jimmie Lenz → 🔗 Related Links:
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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 🎥 📌 Hosts on X (formerly Twitter) • Lee Reiners → • Jimmie Lenz → 🔗 Related Links
info_outlineCoffee & Crypto with Lee & Jimmie
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 🎥 📌 Hosts on X (formerly Twitter) Lee Reiners → Jimmie Lenz → 🔗 Related Links
info_outlineLee 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
Related Links:
• BIS bulletin: An approach to AML compliance for cryptoassets
• FinCEN Notice on Convertible Virtual Currency Kiosks
• SkyBridge Capital to tokenize $300M in hedge funds on Avalanche
• Wyoming becomes first to launch a state-issued stablecoin
• Federal Reserve Board announces it will sunset its novel activities supervision program