Coffee & Crypto with Lee & Jimmie

February 20th, 2026


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Lee and Jimmie discuss new SEC guidance on how broker-dealers should treat stablecoins under the net capital rule, the battle over "skinny" master accounts, NCUA's proposed rule for stablecoin applicants, and the battle over who regulates prediction markets.

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

📌 Hosts on X (formerly Twitter):

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

🔗 Related Links:

  • The SEC's "2% Haircut" On Stablecoins Is A Bigger Deal Than It Sounds
  • Banks Demand Delays as Crypto Firms Push for Fed Payment Access - Bloomberg
  • NCUA Proposes Rule for Permitted Payment Stablecoin Issuer Applications | NCUA
  • States Encroach on Prediction Markets - WSJ
  • Prediction Market ETFs - by Joe Saluzzi
  • Trump Family Crypto Bash Convenes Wall Street's New Believers - Bloomberg
...more
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Coffee & Crypto with Lee & JimmieBy Lee Reiners