Coffee & Crypto with Lee & Jimmie

The cryptocurrency industry moves quickly! Join Dr. Jimmie Lenz, the Director of Duke University's Master of Engineering program in Financial Technology, and Lee Reiners, lecturing fellow at Duke University and Duke Law, every Friday as they break down the latest developments in crypto. If you want to stay on top of crypto technology, business, and policy, this show is for you!

January 23rd, 2026 01/23/2026

January 23rd, 2026 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/39849890

January 16th, 2026 01/16/2026

January 16th, 2026 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/39759180

January 9th, 2026 01/09/2026

January 9th, 2026 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/39673275

Crypto's Naughty and Nice List 12/18/2025

Crypto's Naughty and Nice List 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/39457270

December 12th, 2025 12/12/2025

December 12th, 2025 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/39381995

December 5th, 2025 12/05/2025

December 5th, 2025 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 /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/39290985

Grayscale S-1 Deep Dive 11/21/2025

Grayscale S-1 Deep Dive 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/39123965

November 14th, 2025 11/14/2025

November 14th, 2025 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 /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/39035310

October 31st, 2025 10/31/2025

October 31st, 2025 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 /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/38859035

October 24th, 2025 10/24/2025

October 24th, 2025 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: — 📌 HOSTS ON X: Lee Reiners → @leereiners Jimmie Lenz → @jimmie_lenz — 🔗 RELATED LINKS: • – WSJ • – Cumberland DRW LLC • – Binance • • /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/38768880

October 10th, 2025 10/10/2025

October 10th, 2025 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: Jimmie’s X: Register for Digital Assets at Duke: Watch Coffee & Crypto on YouTube: Related Links: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/38538510

September 29th, 2025 09/29/2025

September 29th, 2025 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: Related Links: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/38393310

Gemini IPO Deep Dive - September 22nd, 2025 09/22/2025

Gemini IPO Deep Dive - September 22nd, 2025 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: Jimmie’s X: Watch the show on YouTube: Related Links: (SEC) /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/38313080

September 12th, 2025 09/12/2025

September 12th, 2025 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: Jimmie's X: Watch the show on YouTube: Related Links: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/38203815

September 5th, 2025 09/05/2025

September 5th, 2025 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: Jimmie's X: Related Links: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/38101555

August 29th, 2025 08/29/2025

August 29th, 2025 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: ◆ Jimmie's X: Related Links: • • • • • /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/38020225

August 22nd, 2025 08/22/2025

August 22nd, 2025 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 ◆ Lee's X: ◆ Jimmie's X: Related Links: • • • • • /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/37927050

August 15th, 2025 08/15/2025

August 15th, 2025 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/37834975

August 8th, 2025 08/08/2025

August 8th, 2025 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/37729940

August 1st, 2025 08/01/2025

August 1st, 2025 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/37635860

July 23rd, 2025 07/23/2025

July 23rd, 2025 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 /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/37522385

June 27th, 2025 06/27/2025

June 27th, 2025 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/37176405

June 20th, 2025 06/20/2025

June 20th, 2025 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/37090640

June 13th, 2025 06/13/2025

June 13th, 2025 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/36998090

June 6th, 2025 06/06/2025

June 6th, 2025 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/36888400

May 30th, 2025 05/30/2025

May 30th, 2025 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 /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/36786735

May 25th, 2025 05/23/2025

May 25th, 2025 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/36689705

May 9th, 2025 05/09/2025

May 9th, 2025 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/36507235

May 5th, 2025 05/05/2025

May 5th, 2025 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/36438670

April 28th, 2025 04/28/2025

April 28th, 2025 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: /episode/index/show/57bdc77a-64a9-4407-bf29-7f7ec1bb5998/id/36345195

Coffee & Crypto with Lee & Jimmie

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