Episodios
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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 -
Lee and Jimmie discuss federal investigations of Tether, the release of a Binance employee wrongfully detained in Nigeria, Stripes acquisition of Bridge, a BIS report on tokenization, and the G20’s status report on implementing crypto regulations.
Related Links:
Exclusive | Federal Investigators Probe Cryptocurrency Firm Tether - WSJ Charges Dropped in Case Against Binance Employee Held in Nigeria - The New York Times Stripe acquires stablecoin platform Bridge for $1.1 billion in crypto's largest acquisition: TechCrunch founder | The Block Press release: Report for the G20 on tokenisation highlights the opportunities, risks and future considerations for central banks G20 Crypto-asset Policy Implementation Roadmap: Status report - Financial Stability Board -
Lee and Jimmie discuss TD Bank’s record fine for money laundering violations, a new paper on the relationship between money market funds and stablecoins, the launch of Trump’s World Liberty Financial, the Ethereum rollup-centric roadmap, and Vice President Harris’ appeal to crypto-owning black men.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
TD Bank hit with record $3 billion fine over drug cartel money laundering, source says | CNN Business
Stablecoins, money market funds and monetary policy (bis.org)
Everything About Trump's World Liberty Financial Token as Sale Attracts Millions in Minutes (coindesk.com)
Vitalik Buterin Wants Ethereum to Hit 100K Transaction Per Second With Rollups (coindesk.com)
Vice President Kamala Harris vows to support a crypto regulatory framework in plan to support Black men | The Block
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Lee and Jimmie discuss the FBI's sting operation involving their own token and related civil and criminal charges against crypto "market makers," the SEC's civil charges against Cumberland DRW, a new documentary claiming to identify Satoshi Nakamoto, and Crypto.com's lawsuit against the SEC.
Related Links:
Prosecutors Charge Four Crypto ‘Market Makers,’ Employees With Market Manipulation, Fraud (coindesk.com)
Former Bitcoin Dev Peter Todd Denies He's Satoshi Hours Before HBO Documentary Airs (coindesk.com)
SEC Sues Crypto Market Maker Cumberland DRW (coindesk.com)
Crypto Exchange Crypto.com Sues SEC, Chair Gary Gensler After Receiving Wells Notice (coindesk.com)
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Lee and Jimmie discuss the SEC’s decision to appeal the Ripple ruling, Mango Markets settlement with the SEC, using tokenized funds as collateral, Coinbase’s clash with the SEC on their petition for rulemaking, and Gubir Grewal’s departure.
Related Links:
XRP Slumps as SEC Appeals Judgment in Ripple Labs Lawsuit - Bloomberg Mango Markets Agrees to Destroy MNGO Tokens in SEC Settlement (coindesk.com) US SEC, Coinbase clash in court over crypto rulemaking | Reuters Use of BlackRock Tokens as Collateral Moves Closer to Mainstream - Bloomberg Crypto Community Cheers Impending Departure of SEC’s Top Attack Dog - Unchained (unchainedcrypto.com) -
Lee and Jimmie recap Lee’s testimony on Capitol Hill before discussing a contentious Congressional hearing featuring all five SEC commissioners, Kamala Harris’ supportive statements about digital assets, Caroline Ellison’s prison sentence, and changes to Coinbase’s BTC ETF custody agreement.
Related Links:
Dazed and Confused: Breaking Down the SEC’s Politicized Approach to Digital Assets: https://financialservices.house.gov/calendar/eventsingle.aspx?EventID=409360
Hester Peirce Critiques SEC’s Approach to Crypto Regulation: https://beincrypto.com/hester-peirce-admits-flaws-in-secs-crypto-crackdown/?utm_source=m6-labs.beehiiv.com&utm_medium=newsletter&utm_campaign=harris-pledges-us-blockchain-dominance-sec-delays-ethereum-etf-ruling-binance-unveils-pre-market-spot-trading-more
Kamala Harris says US should become 'dominant' in blockchain, reiterates 'digital assets' in economic plan: https://www.theblock.co/post/318216/kamala-harris-says-us-should-become-dominant-in-blockchain-reiterates-digital-assets-in-economic-plan?utm_source=telegram1&utm_medium=social
Caroline Ellison, Star Witness at FTX Trial, Is Sentenced to 2 Years in Prison: https://www.nytimes.com/2024/09/24/technology/caroline-ellison-ftx-sentence.html
BlackRock amends Coinbase custody agreement to require 12 hour withdrawals amid debt rumors: https://cryptoslate.com/blackrock-amends-coinbase-custody-agreement-to-require-12-hour-withdrawals-amid-debt-rumors/
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Lee and Jimmie reflect on 9/11 and Circle’s decision to relocate to One World Trade Center before moving on to: SEC commissioner Mark Uyeda’s suggestion that the SEC should create ‘customized’ S-1 forms for digital asset securities, EToro’s settlement with the SEC, Grayscale’s new XRP Trust, and political event contracts.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Circle (USDC) Is Moving Its Headquarters to New York City: https://www.coindesk.com/business/2024/09/12/stablecoin-giant-circle-is-moving-its-headquarters-to-new-york-city/
SEC should create ‘customized’ S-1 forms for digital asset securities: commissioner Mark Uyeda: https://www.theblock.co/post/314246/sec-should-customize-forms-mark-uyeda?utm_source=m6-labs.beehiiv.com&utm_medium=newsletter&utm_campaign=ripple-s-lawyer-slams-sec-wazirx-hacker-moves-6-5m-in-eth
EToro Reaches Settlement With SEC, Will Limit Trading to Bitcoin (BTC), Bitcoin Cash (BCH), Ether (ETH): https://www.coindesk.com/policy/2024/09/12/etoro-reaches-15m-sec-settlement-agrees-to-stop-trading-most-cryptocurrencies/
Ripple's XRP Rises 8% on Grayscale Trust News: https://www.coindesk.com/markets/2024/09/12/xrp-spikes-8-as-grayscale-launches-xrp-trust-in-the-us/
Kalshi Lists Long-Sought Election Contracts After Beating CFTC in Court: https://www.coindesk.com/policy/2024/09/12/us-election-betting-cftc-loses-last-minute-bid-to-halt-kalshi-contract/
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Lee and Jimmie are excited to announce that registration for Digital Assets at Duke 2025 is now live! After discussing DA@D 2025, they reflect on the demise of FinCEN’s unhosted wallet proposal, North Korea targeting crypto firms, CFTC charges against Uniswap, and Mastercard’s new crypto spending partnership.
Related Links:
Digital Assets at Duke 2025: https://www.digitalassetsatduke.org/
R.I.P. Unhosted Wallet Rule: https://www.coindesk.com/opinion/2024/08/23/rip-unhosted-wallet-rule/
North Korea Aggressively Targeting Crypto Industry with Well-Disguised Social Engineering Attacks: https://www.ic3.gov/Media/Y2024/PSA240903
CFTC charges Uniswap with illegal derivatives trading: https://www.cftc.gov/PressRoom/PressReleases/8961-24
Mastercard enables non-custodial crypto spending in new partnership: https://cointelegraph.com/news/mastercard-non-custodial-crypto-spending-card
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Lee and Jimmie welcome the start of a new academic year before diving into OpenSea’s Wells Notice, new FTX-related campaign finance charges against crypto lobbyist Michelle Bond, Prometheum’s custody of UNI and ARB, and Honk Kong’s new tokenization sandbox.
Related Links:
OpenSea CEO vows to fight SEC's NFT crackdown with $5 million defense fund: https://cryptoslate.com/opensea-ceo-vows-to-fight-secs-nft-crackdown-with-5-million-defense-fund/
Democratic Congressman Slams SEC's 'Heavy-Handed Approach' Over OpenSea Threats: https://decrypt.co/246829/democratic-congressman-slams-sec-heavy-handed-approach-opensea
Southern District of New York | Former Congressional Candidate Charged With Violating Campaign Finance Laws: https://www.justice.gov/usao-sdny/pr/former-congressional-candidate-charged-violating-campaign-finance-laws?utm_source=substack&utm_medium=email
Controversial Crypto Firm Prometheum to Treat Uniswap and Arbitrum's Tokens as Securities: https://www.coindesk.com/policy/2024/08/21/controversial-crypto-firm-prometheum-to-treat-uniswap-and-arbitrums-tokens-as-securities/
Hong Kong Monetary Authority Opens up its Tokenization Sandbox, HSBC, GSBN and Hashkey Dive: https://www.coindesk.com/policy/2024/08/28/hong-kong-markets-authority-opens-its-tokenization-sandbox-and-major-institutions-dive-in/?utm_medium=referral&utm_source=rss&utm_campaign=headlines
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Lee and Jimmie discuss this week’s price action, Figure’s new decentralized custody exchange, Ripple’s $125 million civil money penalty, and the rise and fall of a Donald Trump-themed token.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Is Bitcoin Still a Store of Value? https://www.coindesk.com/markets/2024/08/05/is-bitcoin-still-a-store-of-value/?utm_source=securitiesdocket.beehiiv.com&utm_medium=newsletter&utm_campaign=will-jarkesy-hit-the-pcaob-harder-than-the-sec&_bhlid=73309af65d529df9f672117e2431970f81267a93
Figure Markets Launches Exchange with Decentralized Custody and Democratized Prime Brokerage: https://financefeeds.com/figure-markets-launches-exchange-with-decentralized-custody-and-democratized-prime-brokerage/
Ripple Hit With $125 Million Penalty, Fraction of SEC Claim: https://finance.yahoo.com/news/ripple-labs-ordered-pay-125-200549311.html?utm_source=securitiesdocket.beehiiv.com&utm_medium=newsletter&utm_campaign=court-orders-ripple-to-pay-125m-penalty-ripple-declares-victory-for-industry-and-the-rule-of-law&_bhlid=fcc6e2ec9d774b024058e52e02b8850b2d582224&guccounter=1
A Trump-Themed Token Soars, Then Dives 95% After His Son Dashes Hope the Former President Backed It: https://www.coindesk.com/markets/2024/08/08/a-trump-themed-token-soars-then-dives-95-after-his-son-dashes-hope-the-former-president-backed-it/?_gl=1*10j4kvc*_up*MQ..*_ga*Nzg1MzE3OTk1LjE3MjI1OTg0MTk.*_ga_VM3STRYVN8*MTcyMzE1NDAwNi4yLjAuMTcyMzE1NDAwNi4wLjAuMTQwNDk5NjA5MA
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Lee and Jimmie discuss the tech industry’s efforts to influence the Harris campaign, a new project in California to put vehicle titles on the blockchain, and the Basel Committee’s recently finalized crypto asset disclosure framework.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Kamala Harris softens Democrats’ stance on crypto, winning over some of its VCs: https://fortune.com/crypto/2024/08/01/kamala-harriss-softens-democrats-stance-on-crypto-winning-over-some-in-silicon-valley/
California DMV Puts 42M Car Titles on the Avalanche Network in Digitization Push: https://www.coindesk.com/business/2024/07/30/california-dmv-puts-42m-car-titles-on-the-avalanche-network-in-digitization-push/?utm_source=securitiesdocket.beehiiv.com&utm_medium=newsletter&utm_campaign=sec-charges-nader-al-naji-with-fraudulent-crypto-asset-scheme-involving-bitclout
Disclosure of cryptoasset exposures: https://www.bis.org/bcbs/publ/d580.pdf
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Lee and Jimmie discuss Donald Trump’s remarks at Bitcoin 2024, a potential Harris Campaign reset on crypto, Vitalik’s warning on politics, the launch of ETH ETFs, and Coinbase’s plans for a tokenized money market fund.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Trump Backs U.S. Bitcoin Reserve and Says Democrat Win Will Be Disaster for Crypto: 'Every One of You Will Be Gone': https://www.coindesk.com/policy/2024/07/27/if-we-dont-do-it-china-will-trumps-crypto-embrace-tightens-as-he-speaks-at-bitcoin-event-in-nashville/
Kamala Harris campaign seeks ‘reset’ with crypto companies: https://www.ft.com/content/1a4c5066-9cc0-4849-993b-06a28022ad66
Against choosing your political allegiances based on who is "pro-crypto": https://vitalik.eth.limo/general/2024/07/17/procrypto.html
BlackRock leads as ether ETFs rack up $100mn on first day of US trading: https://www.ft.com/content/8e4aef77-4ba6-4a26-91f0-912bac779f06
Coinbase Asset Management Plans Tokenized Money-Market Fund, a Hot Area After BlackRock's BUIDL Success: https://www.coindesk.com/business/2024/07/24/coinbase-asset-management-plans-tokenized-money-market-fund-a-hot-area-after-blackrocks-buidl-success-sources/
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Lee and Jimmie discuss the CrowdStrike cyber outage, the impact of JD Vance as VP for crypto, Jamie Dimon changing his tune on crypto, and the imminent launch of ETH ETFs. Plus, Jimmie expresses his frustration with drivers in the South.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Major IT Outage Hits Banks, Airlines, Businesses Worldwide: https://www.wsj.com/tech/microsoft-reports-major-service-outage-affecting-users-worldwide-328a2f40?mod=hp_lead_pos1
Trump picking JD Vance as his VP is a big draw for the Bitcoin crowd at the ballot box: https://nypost.com/2024/07/17/us-news/trump-picking-jd-vance-as-vp-is-big-for-the-bitcoin-crowd/
‘He’s Changed His Tune’—Trump Reveals JPMorgan CEO’s ‘Sudden’ Bitcoin And Crypto Flip Amid Huge Price Surge: https://www.forbes.com/sites/digital-assets/2024/07/17/hes-changed-his-tune-trump-reveals-jpmorgan-ceos-sudden-bitcoin-and-crypto-flip-amid-huge-price-surge/
SEC Tells ETH ETF Issuers Fund Can Start Trading Tuesday: https://www.coindesk.com/markets/2024/07/15/sec-tells-eth-etf-issuers-fund-can-start-trading-tuesday-source/
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Lee and Jimmie discuss Duke's new 12-month Master of Engineering in Financial Technology, a recent confab featuring crypto executives and President Biden's senior advisors, the House's failure to override the President's veto of SAB 121 repeal, and Standard Chartered's proposed crypto acquisition.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Duke Engineering Announces a 12-Month Master of Engineering in Financial Technology: https://fintech.meng.duke.edu/news/duke-engineering-announces-12-month-master-engineering-financial-technology
Pratt Trailblazers: Jimmie Lenz: https://pratt.duke.edu/news/pratt-trailblazers-jimmie-lenz/
Could the Crypto Vote Help Elect Trump? Mark Cuban Says Yes: https://www.inc.com/sam-blum/will-the-crypto-vote-help-elect-trump-mark-cuban-predicts-yes.html
U.S. House Fails to Override Biden's SEC Veto of Bill That Would End Controversial SEC Guidance: https://www.coindesk.com/policy/2024/07/11/us-house-fails-to-override-bidens-sec-veto-of-bill-that-would-end-controversial-sec-guidance/
Standard Chartered Subsidiary Looking To Buy Billionaire-Backed Crypto Firm: Report: https://dailyhodl.com/2024/07/11/standard-chartered-subsidiary-looking-to-buy-billionaire-backed-crypto-firm-report/
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