معلومات عن هذا البودكاست 🔗

تردد التحديث:
weekly
متوسط ​​طول الصوت:
16 minutes
الإنجليزية
الولايات المتحدة
17 حلقة
منذ 18 ديسمبر، 2025
episodic

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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 Pete walk through why Strategy, which holds nearly 820,000 bitcoin or about 4% of all bitcoin that …

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الحلقات السابقة

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, capital structures, payments, and infrastructure, the throughline was clear: institutional building aro…
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 abo…
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 incremental buyer is coming from, with a close look at Strategy's STRC perpetual preferred equity instrument…

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 headwinds, from the failed Clarity Act markup and quantum computing fears to AI disruption, the Iran conflict…

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 commodities and establish a regulatory framework for exchanges, DeFi, and tokenization. They explore how an un…
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 asset treasury companies raise capital to expand their bitcoin holdings. They break down how these p…
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, and interest rates, and how bitcoin has responded differently than in past risk-off environments. Th…

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” research piece and why concerns about job displacement and weakening demand are resonating with investor…

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 volatility levels, ETF outflows, pressure on digital asset treasury companies, and how institutionaliza…
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من NYDIG، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.