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.
NYDIG Notes
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17 episodes
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
12/18/2025
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Recent Episodes
May 15, 2026
Nothing Burger
<p>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 Pete walk through why Strategy, which holds nearly 820,000 bitcoin or about 4% of all bitcoin that will ever exist, is choosing to inoculate the market before any actual sales, and how growing dividend obligations on instruments like STRC factor into the move.</p><p>The conversation then broadens to what Greg calls the trifurcation of digital asset treasury companies: those issuing bitcoin-backed digital credit, those using bitcoin balances to acquire operating businesses, and those running active treasury management strategies. Greg and Pete lay out how the relevant valuation metrics, mNAV, EBITDA, and bitcoin per share, shift depending on which lane a company occupies, and why Strategy is still expected to be a net buyer.</p>
May 6, 2026
Bitcoin 2026 Takeaways
<p>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, capital structures, payments, and infrastructure, the throughline was clear: institutional building around bitcoin has continued at full pace, with serious capital and serious operators showing up to do the work.</p><p>Greg and Pete walk through the themes that dominated the week, including the rapid expansion of bitcoin-backed lending on both the institutional and consumer sides, growing momentum behind DAT capital structures like Strategy's STRC and Strive's SATA, and the narrowing spread between DeFi and CeFi borrowing rates in the wake of the Aave fallout. They also dig into Block's expanding payments footprint, with 800,000 merchants now accepting bitcoin, the quantum question that infused nearly every conversation, and the tension between OG bitcoiners and the institutional ownership now reshaping the asset.</p>
April 28, 2026
When DeFi Isn't Decentralized: Lessons from the Aave Bank Run
<p>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 size up the digital asset-backed lending market, roughly $70 billion in outstanding loans, with about half originated through DeFi platforms, and walk through how a single exploit on Kelp cascaded into Aave, drained TVL from ~$28 billion to ~$13 billion, and pushed dollar borrowing rates from around 4% to 13-15%. They examine the mechanics of the digital bank run, why borrowers and depositors are now locked in, and the governance and economic risks that institutional participants often abstract away. Greg argues the term "DeFi" is a misnomer, with "open finance" being a more accurate description given how centralized the decision-making actually is. The conversation closes with what this means for Wall Street's tokenization and stablecoin roadmaps, and why a high-touch, traditional approach to digital asset lending matters more than ever.</p>
17 total episodes available
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Frequently asked questions
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- What is NYDIG Notes?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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