Nov 14, 2025
Lee and Jimmie dive into the implications of stablecoin growth on U.S. monetary policy, unpack the potential fallout from a major settlement between credit card issuers and large merchants, explore the collapse of digital asset treasury companies, and explain the curious concept of the “DeFi mullet.”
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Oct 31, 2025
Lee and Jimmie debrief Jimmie's visit to Money 20/20 before diving into a flurry of stablecoin announcements. They also discuss the potential for FASB to recognize stablecoins as cash equivalents in financial statements and Fed Governor Waller's idea for a "skinny" master account for payment companies.
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Oct 24, 2025
Lee and Jimmie discuss CZ’s pardon, the impact of stablecoins on credit intermediation, and the October 10th crypto sell-off—and the lessons it offers for market structure and risk.
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Jimmie Lenz...
Oct 10, 2025
Sep 29, 2025
Lee and Jimmie discuss the use cases for tokenized funds, CFTC efforts to permit tokenized collateral, new data on consumer use of crypto for payments, Circle’s push for reversible USDC transactions, a new stablecoin powered by Stripe, and Tether’s potential $500 billion valuation.
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