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NYDIG

@NYDIG

Pioneering the Future of Bitcoin & Power. NYDIG is a leading bitcoin and financial services firm at the intersection of power, compute and sound money.

Katılım Ocak 2021
229 Takip Edilen52.5K Takipçiler
NYDIG
NYDIG@NYDIG·
We’re back from the Bitcoin 2026 conference in Vegas, the largest gathering of its kind. In this note, we relay our high-level thoughts about the event, including key takeaways from our participation on panels, observations from the broader events, and key focus items from our meetings and conversations with institutions in the ecosystem. Read the NYDIG analysis: nydig.com/research/viva-…
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NYDIG@NYDIG·
A North Korean exploit drained ~$300M from a DeFi project causing ripple effects that pushed Aave borrowing rates from 4% to 15% almost overnight. On the latest NYDIG Notes, Pete Janney and Greg Cipolaro unpack the bank run, the lock-in dynamics, and why "DeFi" might really be "open fi." open.spotify.com/episode/4a2Ali…
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NYDIG@NYDIG·
Stolen funds from the Kelp DAO DeFi protocol caused ripple effects across the industry, including DeFi's largest application, the lending platform Aave. Institutional investors are increasingly utilizing DeFi applications as a source of capital and returns, and while the technology offers numerous benefits, the risks are often hard, if not impossible, to fully assess. Read the NYDIG analysis: nydig.com/research/the-b…
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NYDIG@NYDIG·
We're excited to introduce NYDIG Notes—our weekly podcast exploring the forces shaping bitcoin. Each episode, we break down what matters most across markets, policy, and risk. If you're navigating the institutional bitcoin space, this is the conversation for you. Listen and subscribe now: Apple: podcasts.apple.com/us/podcast/nyd… Spotify: open.spotify.com/show/674ikpKnu…
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NYDIG@NYDIG·
What's driving bitcoin's outperformance? NYDIG's Pete Janney and Greg Cipolaro dig into the new demand structures fueling buying interest and why on-chain metrics suggest the worst of this drawdown may be behind us. nydig.com/research/bitco…
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NYDIG@NYDIG·
Bitcoin’s price has risen amid tightening supply and net-positive ETF inflows, while positioning data suggests the trade is not yet crowded. Institutional adoption continues to build, with new offerings from Morgan Stanley, Goldman Sachs, and BlackRock, and strong demand driven by MicroStrategy’s STRC preferred equity. Read the NYDIG analysis: nydig.com/research/bitco…
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NYDIG@NYDIG·
NYDIG is heading to @TheBitcoinConf in Las Vegas. Make sure you join @GregCipolaro, NYDIG's Global Head of Research, on the Enterprise Stage: Past Performance, Future Structure: Is Bitcoin at a Turning Point as a Risk Asset? Tuesday, April 28 | 4:30 PM The panel digs into macro drivers, institutional flows, supply dynamics, and whether bitcoin's volatility still defines it — or if its staying power is reshaping how it fits into portfolios. We'll have a private meeting room on-site. Reach out to connect.
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NYDIG@NYDIG·
Going to be a great event. Excited to be part of it. Register here: luma.com/jltbztr6
Texas Blockchain Council@TXblockchain_

After we address AI, Quantum and the Future of Bitcoin Infrastructure, the second panel at our side-event at @TheBitcoinConf in Las Vegas will focus on the markets. 🔷 The New Bitcoin Credit Market: Pricing, Structure, and Scale 🎙️ Peter Janney, Head of Institutional Finance, NYDIG 🎙️ Katherine Dowling, President & Board Director, Bitcoin Standard Treasury Company 🎙️ Rory Murray, CFA, VP of Digital Asset Management, CleanSpark Moderated by Collin Z McVicker of Winston & Strawn LLP, the conversation will focus on Bitcoin-backed lending as it evolves into a true institutional asset class. ​Two focused sessions. The operators shaping it in real time. High signal, no fluff. 📅 Tuesday, April 28 📍 AREA15 🕐 1 – 3 PM 🎟️ Register (required) → luma.com/jltbztr6 Brought to you by the Texas Blockchain Council, @WinstonLaw, @NYDIG and Blockstream Capital Partners. See Comments section for other conversations at the intersection of Bitcoin, infrastructure and institutional capital during the event.

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NYDIG@NYDIG·
New quarterly update from NYDIG: nydig.com/research/state… Bitcoin fell 22.5% in Q1 but has rallied since the Iran conflict, outperforming gold and silver as a geopolitical hedge. Major banks are launching crypto custody and ETF products, new capital structures are driving buying pressure, and May is the make-or-break month for the Clarity Act before midterms change the game.
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NYDIG@NYDIG·
Q1 2026 is now behind us, and although bitcoin delivered a weak performance overall, it stood out as one of the few assets to gain amid the Iran conflict, underscoring its importance during periods of geopolitical stress. We unpack all of the events from the quarter, as well as highlight some important events that institutional investors should keep their eye on in coming quarters. Read the NYDIG analysis: nydig.com/research/q1-20…
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NYDIG@NYDIG·
The Clarity Act could define the future of crypto regulation in the US, or stall out entirely. Watch Ben Lawsky and Pete Janney dig into the politics, the players, and the timeline on the latest episode. nydig.com/research/clari…
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NYDIG@NYDIG·
New sources of bitcoin demand are emerging. Watch Greg Cipolaro and Pete Janney discuss how perpetual preferred stock issuance is helping digital asset treasury companies raise capital to buy more bitcoin, what that means for market structure, and why the current drawdown looks very different from 2022. nydig.com/research/bitco…
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NYDIG@NYDIG·
MSTR’s STRC variable rate preferred equity has been a primary driver of bitcoin demand lately, with the company’s preferred equity liabilities now greater than its convertible debt. These instruments are not traditional credit, however. They are actively managed, BTC-supported liabilities where capital markets access, not cash flow, is the key factor. A powerful flywheel is at play, but the dynamic can halt if market confidence waivers. Read the NYDIG analysis: nydig.com/research/strc-…
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NYDIG@NYDIG·
Is bitcoin starting to decouple from risk assets? In this latest video, Greg Cipolaro and Pete Janney discuss: • Market volatility tied to the Iran conflict • Bitcoin’s surprising resilience • Signs of a potential bottom forming • Institutional crypto adoption • Recent critiques of bitcoin from prominent investors nydig.com/research/bitco…
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NYDIG@NYDIG·
With the recent 6th anniversary of Black Thursday and the recent lawsuit surrounding the collapse of LUNA/UST, past crypto cycles are top of mind right now. Compared with the 2021 – 2022 downturn, the early stages of the current drawdown look very similar. However, this time, despite the sharp price decline, there has been little evidence of systemic breakage. If additional stress fails to materialize, the current drawdown could ultimately prove less severe. Read the NYDIG analysis: nydig.com/research/histo…
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NYDIG@NYDIG·
Bitcoin rallied sharply last week alongside U.S. software equities (IGV), prompting claims bitcoin has effectively become an IGV proxy. On a 90-day rolling basis, bitcoin’s correlation with IGV has increased since its early October cycle high, but so too has its correlation with the S&P 500 and Nasdaq 100. This suggests it bitcoin is keying off broad growth-beta and liquidity conditions rather than on sector-specific fundamentals. Read the NYDIG analysis: nydig.com/research/bitco…
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NYDIG@NYDIG·
Fears of AI’s impacts on business, employment, and society rippled through markets last week. Such technologies reshape employment, economic growth, real rates, global liquidity, and risk appetite. As the AI era accelerates, its effects on bitcoin are likely to be transmitted through macroeconomic channels, particularly via monetary and fiscal policy responses. Read the NYDIG analysis: nydig.com/research/bitco…
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@TheBitcoinConf @GregCipolaro @satoshigallery @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates