About this podcast
NYDIG Notes cuts through the noise on bitcoin and digital assets—from macro market dynamics and institutional moves to policy developments and the forces driving the next chapter of finance.
For more research and insights, visit NYDIG.com.
Episodes
- Nothing Burger · 10 min · Episode 17NYDIG'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…
- Bitcoin 2026 Takeaways · 12 min · Episode 16NYDIG'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…
- When DeFi Isn't Decentralized: Lessons from the Aave Bank Run · 16 min · Episode 15NYDIG'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…
- Bitcoin's Outperformance and the Case for a Bottom · 15 min · Episode 14In 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…
- State of bitcoin (Q1 2026) · 25 min · Episode 13NYDIG'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…
- Clarity Act Update · 20 min · Episode 12In 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…
- Bitcoin’s New Demand Driver · 15 min · Episode 11In 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…
- Bitcoin Finds Its Footing · 13 min · Episode 10In this episode, NYDIG’s Greg Cipolaro and Pete Janney discuss how geopolitical tensions stemming from the Iran conflict have created volatility across global markets…
- AI Market Anxiety · 15 min · Episode 9In 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…
- Signs of Stabilization · 12 min · Episode 8In this episode, Pete Janney and Greg Cipolaro discuss signs of market stabilization following bitcoin’s sharp drawdown despite broader stresses emerging across the crypto…
- Crypto-Specific Stress or Broader Cross-Asset De-Risking? · 13 min · Episode 7NYDIG’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…
- Bitcoin Update: Navigating the Drawdown · 13 min · Episode 6In 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…
- Bitcoin Takes a Back Seat · 13 min · Episode 5In 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…
- Bitcoin Update: The State of U.S. Crypto Regulation · 21 min · Episode 4In 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…
- NYDIG Bitcoin Update: 2026 Themes · 26 min · Episode 3In 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…
- NYDIG Bitcoin Update: Bitcoin's Evolution · 17 min · Episode 2In 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…
- NYDIG Bitcoin Update · 18 min · Episode 1In 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…
