Episodios
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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 -
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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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Lee and Jimmie discuss the sagging price of Bitcoin, the potential for a Solana ETF, a criminal conviction for home invasion robberies to steal crypto, and Robinhood’s purchase of Europe-based crypto exchange Bitstamp. The guys also introduce a new segment called “Past Lenz,” where Jimmie reflects on an episode from his past professional life.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Bitcoin Price (BTC) Falls After U.S. Sends $240M Worth Seized BTC to Coinbase Prime: https://www.coindesk.com/markets/2024/06/26/bitcoin-falls-after-us-sends-240m-worth-of-silk-road-related-btc-to-coinbase/
Man Convicted of Violent Home Invasion Robberies to Steal Cryptocurrency: https://www.justice.gov/opa/pr/man-convicted-violent-home-invasion-robberies-steal-cryptocurrency
Robinhood (HOOD) to Buy Crypto Exchange Bitstamp in Global Expansion: https://www.bloomberg.com/news/articles/2024-06-06/robinhood-to-buy-crypto-exchange-bitstamp-in-global-expansion
Amazon.com: The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend eBook : Copeland, Rob: Kindle Store
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Jimmie and Lee reflect on the U.S. Open at Pinehurst before discussing Tether’s new synthetic dollar backed by gold, a mysterious new anti-Tether publicity campaign, a new paper dissecting stablecoin run risks, and the reemergence of meme coins.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Tether Announces New Synthetic Dollar aUSDT That’s Backed by Gold: https://www.bloomberg.com/news/articles/2024-06-17/tether-announces-a-new-synthetic-dollar-that-is-backed-by-gold
'Next FTX' crypto giant Tether's ties to terrorists, trafficking to be exposed through campaign to take down 'Ponzi scheme' founded by former Disney child star: https://www.dailymail.co.uk/news/article-13539493/Next-FTX-crypto-giant-Tethers-ties-terrorists-trafficking-exposed-campaign-ponzi-scheme-founded-former-Disney-child-star.html
Could Stablecoins Destabilize Other Markets: https://www.chicagobooth.edu/review/could-stablecoins-destabilize-other-markets
Solana-based DJT memecoin continues surge amid unsubstantiated report that it’s tied to Trump: https://www.theblock.co/post/300707/solana-based-djt-memecoin-continues-surge-amid-unsubstantiated-report-that-its-tied-to-trump
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Lee and Jimmie discuss reports that President Biden’s campaign may accept crypto donations, former President Trump’s posts that Bitcoin should be made in the USA, Coinbase’s State of Crypto report, and results of the 2023 BIS survey on central bank digital currencies and crypto.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
Joe Biden may accept cryptocurrency campaign donations through Coinbase: https://qz.com/just-like-trump-the-biden-campaign-may-also-accept-cry-1851537487
Trump Says 'All' Bitcoin Mining Should Be In The US In His Latest Embrace Of Crypto: https://www.forbes.com/sites/roberthart/2024/06/12/trump-says-all-bitcoin-mining-should-be-in-the-us-in-his-latest-embrace-of-crypto/
The State of Crypto: The Fortune 500 Moving Onchain: https://www.coinbase.com/blog/the-state-of-crypto-the-fortune-500-moving-onchain
Embracing diversity, advancing together - results of the 2023 BIS survey on central bank digital currencies and crypto: https://www.bis.org/publ/bppdf/bispap147.htm
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Lee and Jimmie discuss SEC Commissioner Hester Peirce’s recommendation for the SEC to join the UK’s ‘Blockchain Sandbox,’ President Biden’s veto of SAB 121 repeal, benefits and risks of EigenLayer and restaking, and PayPal’s recent moves to increase adoption of their PYUSD stablecoin.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:
US Should Join UK in ‘Blockchain Sandbox’ Free of Regulatory Meddling: https://decrypt.co/233170/blockchain-regulatory-sandbox-us-uk-hester-peirce-unikely
US lags in financial innovation. Regulatory sandboxes are the answer: https://www.americanbanker.com/opinion/us-lags-in-financial-innovation-regulatory-sandboxes-are-the-answer
U.S. President Biden Vetoes Resolution Overturning SEC Guidance: https://www.coindesk.com/policy/2024/05/31/us-president-biden-vetoes-resolution-overturning-sec-guidance/
EigenLayer raises the stakes for Ethereum: https://www.ft.com/content/2134fe55-731e-4f26-aec8-750493944fda
Ethereum’s powerful new ‘EigenLayer’ promises a wave of innovation. But is it a threat to the blockchain?: https://fortune.com/crypto/2024/05/24/eigenlayer-is-opening-new-doors-for-ethereum-so-why-does-it-feel-like-2008/
PayPal Adds PYUSD Stablecoin to Memecoin-Favorite Solana Blockchain: https://www.bloomberg.com/news/articles/2024-05-29/paypal-adds-pyusd-stablecoin-to-memecoin-favorite-solana-blockchain
PayPal's stablecoin gains allies to help position it for payments: https://www.americanbanker.com/payments/news/paypals-stablecoin-gains-allies-to-help-position-it-for-payments#:~:text=PayPal%27s%20stablecoin%20launched%20in%202023.&text=Like%20most%20forms%20of%20cryptocurrency,for%20payments%20has%20been%20limited.
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Lee and Jimmie discuss House passage of the FIT Act and an anti-CBDC bill, as well as the SEC’s pending approval of Ether spot ETFS.
Lee’s X: @leereiners
Jimmie’s X: @jimmie_lenz
Related Links:U.S. House Approves Crypto FIT21 Bill With Wave of Democratic Support: https://www.coindesk.com/policy/2024/05/22/us-house-approves-crypto-fit21-bill-with-wave-of-democratic-support/
Crypto's 'huge moment' scrambling US politics: https://www.politico.com/news/2024/05/23/crypto-2024-election-impact-00159506
Statement of Administration Policy on the FIT Act: https://www.whitehouse.gov/wp-content/uploads/2024/05/SAP-HR4763.pdf
Gary Gensler Statement on the Financial Innovation and Technology for the 21st Century Act: subscriber.politicopro.com/f/?id=0000018f-9e1e-d4a6-a3cf-9e7ec58a0000
SEC Widens Accessibility of Crypto Investing With Approval of ETFs for Ether: https://www.wsj.com/finance/currencies/ether-etf-cryptocurrency-sec-decision-aa57cae4?mod=hp_lead_pos6
U.S. House Passes Bill Banning Federal Reserve From Issuing a CBDC: https://www.coindesk.com/policy/2024/05/23/us-house-passes-bill-banning-federal-reserve-from-issuing-a-cbdc/
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