Episoder
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Lee and Jimmie discuss the impact of tariffs on crypto’s price, crypto adoption in Brazil, GameStop’s Bitcoin gambit, a stablecoin bill in the House, Circle’s S-1, an update on the FBI’s fake token sting operation, Paul Atkins’ nomination hearing, and more crypto roundtables at the SEC.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Trump Tariffs Test Bitcoin's Supposed Digital Gold Status (BTC) - Bloomberg
42% of Brazilian Investors Have Bought Crypto, Survey Finds
https://www.theblock.co/post/348522/gamestop-hits-reset-with-bitcoin-bet-but-investors-arent-all-in
US House committee passes stablecoin-regulating STABLE Act
Circle Files for IPO as Stablecoin Issuer Shows Growing Revenue - Bloomberg
XRP outperforms market as Coinbase seeks CFTC approval for futures trading
US court fines UAE crypto firm CLS Global $428K for wash trading
SEC.gov | SEC Crypto Task Force to Host Four More Roundtables
https://www.theblock.co/post/348499/senators-grill-sec-nominee-paul-atkins-over-ftx-ties-agency-missteps-under-gensler
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Lee and Jimmie discuss the Treasury Department delisting Tornado Cash from the sanctions list, a final resolution in SEC v. Ripple, a new tokenized deposit on Ethereum, World Liberty Financial’s plans for a stablecoin, and a new startup to bring crypto payments to the masses.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Tornado Cash Delisting | U.S. Department of the Treasury
Ripple to Get $75M of Court-Ordered Fine Back From SEC, Drops Cross-Appeal
Custodia and Vantage Bank partner for ‘first bank-issued stablecoin’
World Liberty Financial Plans to Launch USD1, the Institutional-Ready Stablecoin | by World Liberty Financial | Mar, 2025 | Medium
Crypto Meets Main Street: How SpacePay Brings Digital Currency to Local Businesses as Presale Hits $1M - InsideBitcoins.com
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Manglende episoder?
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Lee and Jimmie discuss Lee’s recent appearance at the SEC’s Crypto Task Force Roundtable, Fidelity’s new tokenized money market fund, new OCC guidance clarifying banks ability to engage in digital asset activity, new SEC statement on proof-of-work mining, and the President promoting $TRUMP on Truth Social.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links
SEC.gov | How We Got Here and How We Get Out – Defining Security Status
SEC crypto roundtable begins work of regulatory overhaul
https://www.youtube.com/live/du4H9ED37Wo?si=s8hZJd62WWppXRpA
RWA News: Fidelity Files for Onchain U.S. Treasury Fund, Joining the Asset Tokenization Race
OCC Interpretive Letter 1183: Why an Obscure Agency Letter Matters More than the Bitcoin Strategic Reserve - Fireblocks
SEC.gov | Statement on Certain Proof-of-Work Mining Activities
Trump Memecoin News: TRUMP Token Pops 12% as the President Calls It 'The Greatest of Them All'
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Lee and Jimmie discuss a new Strategic Bitcoin Reserve and Digital Asset Stockpile, the potential repeal of the DeFi tax reporting rule, Tether vs. Circle, and the SEC’s declaration that meme coins are not securities.
Lee's X: @leereiners
Jimmie's X: @jimmie_lenz
Related Links
Trump Faces Blowback Over Plans for Crypto Reserve - The New York Times
Senate Votes to Repeal Biden-Era Crypto Tax Rule - WSJ
https://www.wsj.com/finance/currencies/who-is-giancarlo-devasini-tether-jeremy-allaire-circle-90a408b9?mod=hp_lead_pos7
SEC.gov | Staff Statement on Meme Coins
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Lee and Jimmie discuss North Korea’s hack of Bybit, the SEC’s dismissal of its case against Coinbase, problems with how the US Marshals service handles crypto, BoA CEO announcing plans to issue a stablecoin, Charles Schwab’s new head of digital assets, and ESG investing in the UK.
Lee’s X: @jimmie_lenz
Jimmie’s X: @jimmie_lenz
Related Links
https://www.chainalysis.com/blog/bybit-exchange-hack-february-2025-crypto-security-dprk/
Why the SEC’s Dismissal of the Coinbase Case Is a Total Win for Crypto - Unchained
https://www.coindesk.com/policy/2025/02/20/u-s-marshals-service-managing-seized-assets-can-t-say-how-much-crypto-it-holds?utm_source=securitiesdocket.beehiiv.com&utm_medium=newsletter&utm_campaign=coinbase-says-sec-has-agreed-to-drop-lawsuit&_bhlid=fc0e31b40b0cec9fd28dbb0284ea385b377abf33
Bank of America to Launch USD-Pegged Crypto Stablecoin
Charles Schwab Creates Head of Digital Assets Role As Firm Positions To Offer Crypto Services: Report - The Daily Hodl
https://www.wsj.com/finance/currencies/coinbase-crypto-ownership-accounting-7c97b26a?st=CCMfwb&reflink=article_email_share
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Lee and Jimmie discuss the SEC's new Cyber and Emerging Technologies Unit, the death of the SEC's dealer rule, the SEC's request for a delay in the Coinbase case, Argentina's president and meme coins, and Brian Quintenz's nomination to head the CFTC.
Lee's X: @leereiners
Jimmie's X: @jimmie_lenz
Related Links
SEC.gov | SEC Announces Cyber and Emerging Technologies Unit to Protect Retail Investors
U.S. SEC Backs Off Crypto Dealer Fight, Continues Resetting Industry Approach
SEC Seeks Coinbase Appeal Delay Pending Crypto Regulatory Review
Argentina's President Milei denies crypto fraud allegations
Trump Picks Brian Quintenz to Be CFTC Chairman - WSJ
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Lee and Jimmie recap Digital Assets at Duke 2025 before discussing the fate of Trump’s Crypto Council, an update in the SEC Twitter account hack, a pause in SEC v. Binance, and Governor Waller’s speech on stablecoins.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links
Trump Is Having Second Thoughts About His Crypto Council - Unchained
Man Behind Fake SEC Bitcoin ETF Post Pleads Guilty - WSJ
SEC Stays Binance Case Amid Other Crypto Case Extensions - Law360
Speech by Governor Waller on stablecoins - Federal Reserve Board
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Lee and Jimmie preview next week’s Digital Assets at Duke conference before talking about Larry Fink’s recent comments on tokenization, Appollo’s new tokenized private credit fund, and X partnering with Visa to offer in-app payments.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
https://www.digitalassetsatduke.org/ https://www.reuters.com/technology/kucoin-pleads-guilty-agrees-pay-nearly-300-million-us-crypto-case-2025-01-27/ https://www.cnbc.com/video/2025/01/23/blackrock-ceo-larry-fink-i-want-the-sec-to-rapidly-approve-the-tokenization-of-bonds-and-stocks.html#:~:text=Squawk%20Box-,BlackRock%20CEO%20Larry%20Fink%3A%20I%20want%20the%20SEC%20to%20rapidly,in%20corporate%20America%2C%20and%20more https://www.coindesk.com/business/2025/01/30/apollo-unveils-tokenized-private-credit-fund-as-blockchain-deepens-tradfi-links https://apnews.com/article/elon-musk-x-money-visa-payments-ed4538e0be2deb5fb5767ffb39ba25f3 -
Lee and Jimmie discuss President Trump’s digital assets executive order, the SEC’s new crypto task force and rescission of SAB 121, Trump’s new memecoin, and Ethereum’s marketing problem.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Home - Duke Digital Assets Conference
Strengthening American Leadership in Digital Financial Technology – The White House
SEC.gov | SEC Crypto 2.0: Acting Chairman Uyeda Announces Formation of New Crypto Task Force
SEC Withdraws Controversial Crypto Tax Accounting Bulletin
$TRUMP Is Already Worth Billions. What to Know About the Meme Coin. - WSJ
Crypto Startup Markets Ethereum to Wall Street as Token Lags Bitcoin - Bloomberg
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Lee and Jimmie discuss Acting Comptroller Hsu’s outgoing warning on crypto, an OECD report on tokenization, pensions funds diving into crypto, the Third Circuit’s rebuke of the SEC for failing to explain itself, and the role of AI agents in crypto.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links
BankThink: National banks must continue exercising caution with cryptocurrencies Pension funds dabble in crypto after massive bitcoin rally U.S. Judges Demand SEC 'Explain Itself' for Rebuffing Coinbase Call for Crypto Rules Tokenisation of assets and distributed ledger technologies in financial markets | OECD AI Agents Can Play Vital Role in Crypto Ecosystem: Franklin Templeton Report – Technology Bitcoin News -
Lee and Jimmie preview the upcoming Digital Assets at Duke conference before discussing “Operation Chokepoint 2.0,” Coinbase’s request for interlocutory appeal being granted, non-crypto companies investing in crypto, and a BTC investor in jail for refusing to turn over his BTC to the IRS.
Lee’s X: @leereiners
Jimmie’s X: jimmie_lenz
Related Links
US regulator warned banks on crypto but did not order halt to business | Reuters
Coinbase (COIN) Granted Significant Advance in Court Dispute With Gensler's SEC
Bitcoin Is Luring More Companies and Their Cash - The New York Times
Bitcoin Investor Ordered to Reveal Access Codes to $124 Million - Bloomberg
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Lee and Jimmie reflect on President Carter’s legacy, Lee’s op-ed in the WSJ calling for a merger of the SEC and CFTC, Wall Street’s growing interest in tokenization, MiCA’s impact on Tether and opportunities for new stablecoin issuers, and the IRS’ new DeFi broker rule.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Two Agencies That Should Become One - WSJ What Is Tokenization? Wall Street's Latest Favorite Crypto Buzzword - Bloomberg Banks Want In on Tether’s Billions in Stablecoin Profits - Bloomberg USDT Slides by Most Since FTX Crash on MiCA, Raises Concern of Wider Crypto Slump https://coingeek.com/irs-issues-new-digital-asset-tax-rules-industry-groups-sue/ IRS issues new digital asset tax rules; industry groups sue Home - Duke Digital Assets Conference -
Lee and Jimmie discuss the appointment of Bo Hines to lead President Trump’s “crypto council,” the blowback against Blackrock for suggesting that BTC’s supply could change, the growing problem of trading addiction, the perils of companies investing in crypto, and the threat of quantum computing to crypto’s security. They also discuss America’s declining literacy rates and the joys of reading and writing.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Trump appoints former college football player, GOP House nominee Bo Hines to head crypto council | The Block
BlackRock's New Bitcoin Video Slammed For Suggesting BTC Supply Might Change
More Men Are Addicted to the ‘Crack Cocaine’ of the Stock Market - WSJ
The Investing Cult Fueling MicroStrategy’s Ascent: ‘Have Fun Staying Poor’ - WSJ
Microsoft Just Made a Momentous Decision About Bitcoin That Could Dramatically Affect Your Ability to Become a Crypto Millionaire | The Motley Fool
A Looming Threat to Bitcoin: The Risk of a Quantum Hack - WSJ
Prometheum Secures $20 Million in Funding to Cap Landmark Year of Growth | Business Wire
Are we becoming a post-literate society?
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Lee and Jimmie discuss the Senate’s scrapped vote to renominate Caroline Cresnshaw, research from the OFR examining the link between crypto exposure and household debt, El Salvador scrapping some crypto priorities as part of new IMF funding package, and a legal dispute between Coinbase & Justin Sun over wrapped BTC.
Lee's X: @leereiners
Jimmie's X: @jimmielenz
Related Links:
Senate scraps vote to renominate SEC's Crenshaw following crypto backlash | Fox Business
https://www.financialresearch.gov/briefs/files/OFRBrief-24-08-crypto-exposure-and-household-financial-outcomes.pdf
El Salvador to Shut or Sell Chivo Crypto Wallet as Part of $3.5B IMF Deal
Coinbase To Delist WBTC After Judge Gives Thumbs Up – Legal Bitcoin News
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Lee and Jimmie discuss the selection of Rep. French Hill to chair the House Financial Services Committee, Eric Trump’s UAE promise of the ‘Most Pro-Crypto President’ in history, Circle and Binance’s USDC partnership, delays in Caroline Crenshaw’s SEC nomination, the debate around ‘debanking’, the 5th Circuit’s rescission of OFAC’s Tornado Cash sanctions, and a special recognition for Jimmie.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Rep. French Hill wins powerful House Financial Services gavel
Eric Trump Promises the ‘Most Pro-Crypto President’ in History - The New York Times
Circle and Binance Form a Strategic Partnership to Accelerate Global USDC and Crypto Adoption | Binance Blog
Chance of All-Republican SEC Rises With Delay in Caroline Crenshaw Nomination - Bloomberg
How Crypto Insiders Turned ‘Debanking’ Into a Political Storm
Fifth Circuit Rejects OFAC’s Tornado Cash Sanctions – Publications
Top 20 2024 US Quant & Finance Professors
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Lee and Jimmie discuss the nomination of Paul Atkins to run the SEC, Bitcoin breaking $100K, proof-of-concept results for the Regulated Settlement Network, a BIS report on faster payment systems vs. CBDC, and Circle becoming the first stablecoin issuer to meet new Canadian Listing Rules
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links
Trump Names Paul Atkins as SEC Chair - Bloomberg
Bitcoin Price Hits $100,000 for the First Time - WSJ
Members of the U.S. Financial Sector Demonstrate Feasibility of Multi-Asset and Cross-Network Settlement Using Shared Ledger Technology - SIFMA - Members of the U.S. Financial Sector Demonstrate Feasibility of Multi-Asset and Cross-Network Settlement Using Shared Ledger Technology - SIFMA
Central bank digital currencies and fast payment systems: rivals or partners? (bis.org)
Circle is the First Stablecoin Issuer to Meet New Canadian Listing Rules
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Lee 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)
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Lee and Jimmie discusses Gary Genser’s “farewell” speech, Hester Peirce’s warning that the SEC is not prepared to regulate crypto, Coinbase’s new crypto market index, the upcoming sentencing of Gary Wang, and the FTX estate’s lawsuit against Binance and Humpy the Whale.
Related Links:
Gary Gensler reviews accomplishments, defends crypto approach (cnbc.com)
Trump Promised Clear Crypto Regulations, but the SEC Might Not Be Prepared to Give Them - Unchained (unchainedcrypto.com)
Coinbase Launches S&P 500 for Crypto: the COIN50 Index (cryptonews.com)
Former FTX Coder Gary Wang Built Software Tool to Help US Find Fraud - Bloomberg
FTX sues Binance and former chief Changpeng Zhao for $1.8bn
Humpy the Whale Cost Crypto Exchange FTX, Alameda Research $1 Billion in Losses, Lawsuit Alleges (coindesk.com)
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Jimmie and Lee dissect the election results and the impact of a second Trump administration for crypto. They also discuss Florida's plan to invest state pension assets in crypto.
Lee's X: @leereiners
Jimmie's X: @jimmie_lenz
Related Links
SEC Crypto Enforcement Slated for Major Rollback Under Trump - Bloomberg
Inspired by Trump, Florida Official Eyes State Bitcoin (BTC) Stockpile for Retirees (coindesk.com)
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Lee and Jimmie discuss Nishad Singh’s sentencing in FTX case, new data from Pew on crypto ownership and sentiment, the BIS dropping out of a cross-border payments pilot, a new report on rampant wash trading in crypto, and the growth in crypto derivatives trading and platforms.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Nishad Singh, a Top FTX Executive, Is Given No Prison Time After Cooperation - The New York Times On cryptocurrency, 63% of US adults not confident it’s safe, reliable | Pew Research Center BIS Steps Back From Digital Payment Project Touted by Putin - Bloomberg Wash Trading Remains ‘Widespread’ in DeFi, Kaiko Says - Bloomberg Crypto exchanges turn to derivatives to lure cautious investors - Vis mere
