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Recent Episodes
Nothing Burger
NYDIG's Greg Cipolaro and Pete Janney unpack Strategy's recent signal that it may sell some of its bitcoin holdings, the first time the company has ever indicated anything other than buying. Greg and…
Bitcoin 2026 Takeaways
NYDIG's Greg Cipolaro and Pete Janney are back from Bitcoin 2026 in Las Vegas with takeaways from a week of high-quality meetings, panels, and institutional conversations. Across lending markets,…
When DeFi Isn't Decentralized: Lessons from the Aave Bank Run
NYDIG's Pete Janney and Greg Cipolaro break down a North Korean exploit that drained nearly $300 million from a DeFi project, triggering knock-on effects across the crypto lending ecosystem. The pair…
Bitcoin's Outperformance and the Case for a Bottom
In this episode, NYDIG's Pete Janney and Greg Cipolaro unpack bitcoin's strong performance since the onset of the Iran conflict. The pair examine drivers of that outperformance and where the…
State of bitcoin (Q1 2026)
NYDIG's Pete Janney, Greg Cipolaro, Logan Scott, and Ben Lawsky reconvene for their quarterly update and outlook, recapping a turbulent Q1 2026 that saw bitcoin fall 22.5% amid a cascade of…
Clarity Act Update
In this episode, NYDIG's Pete Janney and Ben Lawsky unpack the current state of the Clarity Act, the broad market structure bill that would define when digital assets are securities versus…
Bitcoin’s New Demand Driver
In this episode, NYDIG’s Greg Cipolaro and Pete Janney discuss how perpetual preferred stock issuance has become a new driver of bitcoin demand, with instruments like Strategy’s STRC helping digital…
Bitcoin Finds Its Footing
In this episode, NYDIG’s Greg Cipolaro and Pete Janney discuss how geopolitical tensions stemming from the Iran conflict have created volatility across global markets, particularly in oil, equities,…
AI Market Anxiety
In this episode, NYDIG’s Pete Janney and Greg Cipolaro discuss rising market anxiety tied to artificial intelligence and its potential economic impact. They examine a widely circulated “AI doom”…
Signs of Stabilization
In this episode, Pete Janney and Greg Cipolaro discuss signs of market stabilization following bitcoin’s sharp drawdown despite broader stresses emerging across the crypto ecosystem. They examine…
Crypto-Specific Stress or Broader Cross-Asset De-Risking?
NYDIG’s Global Head of Research Greg Cipolaro and Senior Trading Specialist Khoa Le examine the recent bitcoin drawdown and assess whether the move reflects crypto-specific stress or broader…
Bitcoin Update: Navigating the Drawdown
In this episode, Pete Janney and Greg Cipolaro examine bitcoin’s recent drawdown and the broader risk-off shift across digital and traditional markets. They discuss liquidation dynamics, leverage…
Bitcoin Takes a Back Seat
In this episode, Pete Janney and Greg Cipolaro discuss why bitcoin has faded from the market spotlight even as volatility surges across commodities, currencies, and traditional macro markets. They…
Bitcoin Update: The State of U.S. Crypto Regulation
In this episode, Ben Lawsky (Head of Regulatory Affairs) dives deep into the evolving U.S. crypto regulatory landscape, including the stalled market structure bill, stablecoin implementation…
NYDIG Bitcoin Update: 2026 Themes
In this episode, the conversation centers on themes for 2026. Pete Janney, Logan Scott & Greg Cipolaro discuss bitcoin’s maturation as an asset and how its market behavior is evolving as…
NYDIG Bitcoin Update: Bitcoin's Evolution
In this episode, Pete Janney and Greg Cipolaro discuss how bitcoin is maturing as an asset, highlighting declining volatility as a sign of deeper liquidity and broader participation, and what that…
NYDIG Bitcoin Update
In this episode, Pete Janney and Greg Cipolaro break down one of the most volatile periods in bitcoin market history. Following bitcoin’s surge to an all-time high of $126,000 in October and a rapid…
Frequently Asked Questions
NYDIG Notes has published 17 episodes since December 2025, covering topics in Business, Investing.
NYDIG Notes is currently moderate with new episodes weekly. Average episode length is 14m.
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