Coffee & Crypto with Lee & Jimmie

June 12th, 2026

Lee and Jimmie preview the SpaceX IPO before discussing a vulnerability in Zcash, big banks' plans for tokenized deposits, MoneyGram's new stablecoin, and two new research papers from the BIS and Federal Reserve that challenge industry narratives around stablecoins. 📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie [https://www.youtube.com/@CoffeeCryptoWithLeeAndJimmie] 📌 Hosts on X (formerly Twitter): * Lee Reiners → @leereiners [https://x.com/leereiners?lang=en] * Jimmie Lenz → @jimmie_lenz [https://x.com/jimmie_lenz] 🔗 Related Links: * AI-Assisted Audit Uncovers Critical Zcash Orchard Vulnerability That Could Have Minted Unlimited Counterfeit ZEC - Unchained [https://unchainedcrypto.com/ai-assisted-audit-uncovers-critical-zcash-orchard-vulnerability-that-could-have-minted-unlimited-counterfeit-zec/] * Exclusive | JPMorgan, Citi and Big Banks Plan New Tokenized Deposit System to Answer Crypto - WSJ [https://www.wsj.com/finance/banking/jpmorgan-citi-and-big-banks-plan-new-tokenized-deposit-system-to-answer-crypto-6b2d696b?mod=article_inline] * Exclusive: MoneyGram Launches Dollar-Pegged Stablecoin [https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-06-02-2026/card/exclusive-moneygram-launches-dollar-pegged-stablecoin-qL4Op0VPFscX0iybKWXq] * work1359.pdf [https://www.bis.org/publ/work1359.pdf] * 2026037pap.pdf [https://www.federalreserve.gov/econres/feds/files/2026037pap.pdf]

June 5th, 2026

Lee and Jimmie do a deep dive into perpetual futures, including the CFTC's recent approval to allow Bitcoin perpetual futures in the U.S. 📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie [https://www.youtube.com/@CoffeeCryptoWithLeeAndJimmie] 📌 Hosts on X (formerly Twitter): • Lee Reiners → @leereiners [https://x.com/leereiners?lang=en] • Jimmie Lenz → @jimmie_lenz [https://x.com/jimmie_lenz] 🔗 Related Links: * What American crypto asset perpetuals mean for the future of crypto [https://www.coindesk.com/opinion/2026/05/29/what-american-crypto-asset-perpetuals-mean-for-the-future-of-crypto?utm_source=substack&utm_medium=email] * 2026-11020.pdf (SECURED) [https://www.govinfo.gov/content/pkg/FR-2026-06-03/pdf/2026-11020.pdf?utm_campaign=subscription+mailing+list&utm_medium=email&utm_source=federalregister.gov] * https://youtu.be/xvTFNusTE9M?si=RNkn0qDmLvbyHi4e [https://youtu.be/xvTFNusTE9M?si=RNkn0qDmLvbyHi4e] * This Crypto-Trading Platform Is Emerging as Wall Street's Convenience Store - WSJ [https://www.wsj.com/finance/currencies/this-crypto-trading-platform-is-emerging-as-wall-streets-convenience-store-012e050c?st=Lmh8SZ&reflink=article_email_share] * https://www.linkedin.com/posts/danspuller_hyperliquid-share-7466158899289600000-apiH/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAMoOsABNT6ceKXKNKUvhX8NBIOaRpdToQc [https://www.linkedin.com/posts/danspuller_hyperliquid-share-7466158899289600000-apiH/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAMoOsABNT6ceKXKNKUvhX8NBIOaRpdToQc]

May 29th, 2026

Lee and Jimmie discuss problems with prediction markets and regulatory capture at the CFTC, the BIS's project to improve cross-border payments, debates in Europe over how to address stablecoin dollarization, Prometheum's efforts to distribute tokenized securities through broker-dealers and RIAs, and SoFi's new stablecoin. 📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie [https://www.youtube.com/@CoffeeCryptoWithLeeAndJimmie] 📌 Hosts on X (formerly Twitter): • Lee Reiners → @leereiners [https://x.com/leereiners?lang=en] • Jimmie Lenz → @jimmie_lenz [https://x.com/jimmie_lenz] 🔗 Related Links: * How Prediction Markets and Crypto Firms Steamrolled a Watchdog Agency - The New York Times [https://www.nytimes.com/2026/05/24/us/how-prediction-markets-and-crypto-firms-steamrolled-a-watchdog-agency.html?campaign_id=4&emc=edit_dk_20260528&instance_id=176305&nl=dealbook®i_id=173941008&segment_id=220593&user_id=536deb3005e7752b6a4354a069c648fa] * Press release: Project Agorá shows how tokenisation can improve wholesale cross-border payments; work will advance to real-value testing [https://www.bis.org/press/p260527.htm] * ECB rebuffs proposals to boost euro stablecoins as too risky | Reuters [https://www.reuters.com/business/finance/ecb-rebuffs-proposals-boost-euro-stablecoins-too-risky-2026-05-22/] * Prometheum says tokenized securities need Wall Street distribution to scale [https://www.coindesk.com/business/2026/05/25/prometheum-bets-wall-street-distribution-is-the-missing-link-for-tokenized-securities] * SoFi Technologies, Inc. (SOFI) - SoFiUSD Becomes the First Stablecoin Issued by a US National Bank to Launch on a Banking Platform [https://investors.sofi.com/news/news-details/2026/SoFiUSD-Becomes-the-First-Stablecoin-Issued-by-a-US-National-Bank-to-Launch-on-a-Banking-Platform/default.aspx?utm_source=substack&utm_medium=email]

May 22nd, 2026

Lee and Jimmie discuss President Trump's Executive Order on FinTech, the Fed's proposed Payment Account, new data on crypto adoption, the SEC's planned tokenization exemption, and SEC Commissioner Hester Peirce's pending departure. 📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie [https://www.youtube.com/@CoffeeCryptoWithLeeAndJimmie] 📌 Hosts on X (formerly Twitter): • Lee Reiners → @leereiners [https://x.com/leereiners?lang=en] • Jimmie Lenz → @jimmie_lenz [https://x.com/jimmie_lenz] 🔗 Related Links: * Integrating Financial Technology Innovation into Regulatory Frameworks – The White House [https://www.whitehouse.gov/presidential-actions/2026/05/integrating-financial-technology-innovation-into-regulatory-frameworks/] * Federal Reserve Board - Federal Reserve Board requests public comment on a proposal to establish a "payment account," which legally eligible financial institutions could use for the specific purpose of clearing and settling their payments [https://www.federalreserve.gov/newsevents/pressreleases/other20260520a.htm] * Why the OCC's Stablecoin Charter Push Is Illegal, Dangerous, and Likely to End in Bailouts – The FinReg Blog [https://sites.duke.edu/thefinregblog/2026/05/21/why-the-occs-stablecoin-charter-push-is-illegal-dangerous-and-likely-to-end-in-bailouts/] * SEC Said to Ready Plan for Trading Crypto Versions of Stocks (1) [https://news.bloomberglaw.com/crypto/sec-is-said-to-ready-plan-for-trading-crypto-versions-of-stocks] * SEC's Hester Peirce to Leave Regulator for Regent University Law Faculty Role - Bloomberg [https://www.bloomberg.com/news/articles/2026-05-21/sec-s-peirce-to-depart-wall-street-regulator-for-law-school-job]

May 15th, 2026

Lee and Jimmie discuss the Clarity Act's passage out of the Senate Banking Committee, tokenized repo, DTCC's tokenization service, Paul Atkins' views on on-chain markets, and Coinbase partnering with Hyperliquid. 📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie [https://www.youtube.com/@CoffeeCryptoWithLeeAndJimmie] 📌 Hosts on X (formerly Twitter): • Lee Reiners → @leereiners [https://x.com/leereiners?lang=en] • Jimmie Lenz → @jimmie_lenz [https://x.com/jimmie_lenz] 🔗 Related Links: * Clarity Act clears U.S. Senate committee, on its way to a final test in Congress [https://www.coindesk.com/policy/2026/05/14/clarity-act-clears-u-s-senate-committee-on-its-way-to-a-final-test-in-congress] * JPMorgan, Wall Street Use Blockchain in $13 Trillion Repo Market - Bloomberg [https://www.bloomberg.com/news/features/2026-05-12/jpmorgan-wall-street-use-blockchain-in-13-trillion-repo-market?utm_source=website&utm_medium=share&utm_campaign=twitter] * DTCC Advances DTC Tokenization Service; 50+ Firms Join | DTCC [https://www.dtcc.com/news/2026/may/04/dtcc-advances-development-of-new-tokenization-service?utm_source=mkto&utm_medium=email&utm_campaign=diga_tzs_awr&mkt_tok=NjY5LVFJTC05MjEAAAGhnKcaAe3pTnM4vGWyQdEEWtZwcbiazsHzpeao3tWyGOlIUcouoPhe3CYuqmbjHwWKVXeCNM3uFUhOXt_j3hZ5mN777mqRYC9I4939lvgWVeTpj0g] * SEC.gov | Remarks at the Special Competitive Studies Project AI+ Expo [https://www.sec.gov/newsroom/speeches-statements/atkins-remarks-scsp-ai-expo-050826] * Coinbase and Hyperliquid: Aligning Markets on Hyperliquid to USDC [https://www.coinbase.com/blog/coinbase-and-hyperliquid-aligning-markets-on-hyperliquid-to-usdc]