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 📌 Hosts on X (formerly Twitter): • Lee Reiners → @leereiners • Jimmie Lenz → @jimmie_lenz 🔗 Related Links:

• What American crypto asset perpetuals mean for the future of crypto

• 2026-11020.pdf (SECURED)

• https://youtu.be/xvTFNusTE9M?si=RNkn0qDmLvbyHi4e

• This Crypto-Trading Platform Is Emerging as Wall Street's Convenience Store - WSJ

• https://www.linkedin.com/posts/danspuller_hyperliquid-share-7466158899289600000-apiH/?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAMoOsABNT6ceKXKNKUvhX8NBIOaRpdToQc

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

📌 Hosts on X (formerly Twitter):

• Lee Reiners → @leereiners • Jimmie Lenz → @jimmie_lenz

🔗 Related Links:

• How Prediction Markets and Crypto Firms Steamrolled a Watchdog Agency - The New York Times
• Press release: Project Agorá shows how tokenisation can improve wholesale cross-border payments; work will advance to real-value testing
• ECB rebuffs proposals to boost euro stablecoins as too risky | Reuters
• Prometheum says tokenized securities need Wall Street distribution to scale
• SoFi Technologies, Inc. (SOFI) - SoFiUSD Becomes the First Stablecoin Issued by a US National Bank to Launch on a Banking Platform

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

📌 Hosts on X (formerly Twitter):

• Lee Reiners → @leereiners • Jimmie Lenz → @jimmie_lenz

🔗 Related Links:

• Integrating Financial Technology Innovation into Regulatory Frameworks – The White House
• 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
• Why the OCC's Stablecoin Charter Push Is Illegal, Dangerous, and Likely to End in Bailouts – The FinReg Blog
• SEC Said to Ready Plan for Trading Crypto Versions of Stocks (1)
• SEC's Hester Peirce to Leave Regulator for Regent University Law Faculty Role - Bloomberg

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

📌 Hosts on X (formerly Twitter):

• Lee Reiners → @leereiners • Jimmie Lenz → @jimmie_lenz

🔗 Related Links:

• 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
• DTCC Advances DTC Tokenization Service; 50+ Firms Join | DTCC
• SEC.gov | Remarks at the Special Competitive Studies Project AI+ Expo
• Coinbase and Hyperliquid: Aligning Markets on Hyperliquid to USDC

Lee and Jimmie discuss the failure of a crypto custodian with ties to DA@D, the potential return of crypto skeptic Sherrod Brown to the U.S. Senate, what's next for the crypto market structure bill, and the potential for NFTs to prove identity in agentic payments.

📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie

📌 Hosts on X (formerly Twitter):

• Lee Reiners → @leereiners • Jimmie Lenz → @jimmie_lenz

🔗 Related Links:

• Kraken's parent company Payward alleges $25 million crypto custody fraud in lawsuit against Etana and firm's CEO
• After crypto helped oust him, Sherrod Brown changes his tune
• A Model Built to Mislead: Why the CEA's Stablecoin Analysis was Rigged - Americans for Financial Reform
• Sen. Gillibrand: No crypto bill without ethics provision amid President Trump's ties through memecoins, World Liberty | The Block
• Is $WLFI an Unregistered Security? – The FinReg Blog
• Reid Hoffman says NFTs may make a comeback as AI agents strain online identity

Lee and Jimmie discuss a new Senate compromise on stablecoin rewards, the debate around whether stablecoin issuers should unilaterally freeze wallets tied to illicit activities, an SEC staff statement exempting DeFi front-ends from broker-dealer registration, and the myriad issues surrounding event contracts and prediction markets.

📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie

📌 Hosts on X (formerly Twitter):

• Lee Reiners → @leereiners • Jimmie Lenz → @jimmie_lenz

🔗 Related Links:

• Clarity Act text lets crypto firms offer stablecoin rewards while shielding bank yield
• Circle won't freeze stolen crypto. Tether will. Now what? | American Banker
• SEC Staff Exempt Certain Crypto Wallet Interfaces From Broker-Dealer Registration Requirements - Unchained
• Senate Bans Prediction Markets for Its Members and Staff - The New York Times
• Why Almost Everyone Loses—Except a Few Sharks—on Prediction Markets - WSJ

Lee and Jimmie discuss the latest North Korean DeFi hack and follow-on impacts to DeFi lending protocols, Justin Sun suing World Liberty Financial, findings from Coinbase's quantum advisory council, analysis on community bank crypto-related deposit outflow, and Charles Schwab getting into crypto.

📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie

📌 Hosts on X (formerly Twitter):

• Lee Reiners → @leereiners • Jimmie Lenz → @jimmie_lenz

🔗 Related Links:

• World Liberty Financial Proposes Burning 4.5 Billion Insider Tokens in 62-Billion Token Vesting Overhaul - Unchained
• Crypto Hack Sparks $9 Billion Outflows From Top DeFi Lender - Bloomberg
• Hackers Behind $300 Million Crypto Theft Now Laundering Loot - Bloomberg
• Eric Trump and WLFI Co-Founder Push Back on Justin Sun's Lawsuit, Calling Claims 'Meritless' - Unchained
• Coinbase Quantum Advisory Council Publishes Position Paper on Quantum Computing and Blockchain
• New KlariVis Analysis: 9 in 10 Community Banks Have Active Deposit Pathways to Coinbase | Morningstar
• Charles Schwab Announces Details of Spot Crypto Trading Launch | Charles Schwab

Lee and Jimmie discuss the recent shenanigans at World Liberty Financial, the Drift protocol hack, extortion at Kraken, the FBI's most recent internet crime report, and new crypto ETF offerings from Morgan Stanley and Goldman Sachs.

📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie

📌 Hosts on X (formerly Twitter):

• Lee Reiners → @leereiners • Jimmie Lenz → @jimmie_lenz

🔗 Related Links:

• World Liberty Financial Proposes Burning 4.5 Billion Insider Tokens in 62-Billion Token Vesting Overhaul - Unchained
• Trump-Linked World Liberty Project Faces Investor Revolt - Bloomberg
• Drift says $270 million exploit was a six-month North Korean intelligence operation
• Kraken Says Criminal Group Claims Access to Some Customer Data - Bloomberg
• 2025_IC3Report.pdf
• Morgan Stanley's MSBT Debuts as the Cheapest Spot Bitcoin ETF, Logs $34 Million on Day One - Unchained
• Goldman Sachs Files Preliminary Prospectus for Bitcoin Premium Income ETF - Unchained

Lee and Jimmie discuss Satoshi's true identity, Iran's use of crypto, Trump accounts, new White House analysis on stablecoin deposit flight, and Franklin Templeton's new crypto unit.

📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie

📌 Hosts on X (formerly Twitter):

• Lee Reiners → @leereiners • Jimmie Lenz → @jimmie_lenz

🔗 Related Links:

• Who Is Satoshi Nakamoto? My Quest to Unmask Bitcoin's Creator - The New York Times
• Adam Back Denies He Is Satoshi Nakamoto in Response to Times Investigation - The New York Times
• Iran's crypto tanker tolls are the latest step in its sanctions‑busting trade network
• Treasury Department Designates BNY as Financial Agent to Support New Trump Accounts Program | U.S. Department of the Treasury
• Effects of Stablecoin Yield Prohibition on Bank Lending – The White House
• Post | LinkedIn
• Franklin Templeton Forms Dedicated Crypto Division With 250 Digital Acquisition - Unchained

Lee and Jimmie discuss crypto vaults, the Department of Labor's proposed rule to open 401(K)s to alternative assets, and Tether's pending audit.

📺 Watch on YouTube: Coffee & Crypto With Lee & Jimmie

📌 Hosts on X (formerly Twitter):

• Lee Reiners → @leereiners • Jimmie Lenz → @jimmie_lenz

🔗 Related Links:

• sec-cftc-harmonization-initiative-written-input-veda-tech-labs-inc-032326.pdf
• US Department of Labor proposes landmark rule to democratize access to alternative investments in 401(k) plans | U.S. Department of Labor\
• Tether hires KPMG as auditor ahead of US expansion