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." https://t.co/oIrVGmCJl0
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: https://t.co/VwcoswyQDu
Spotify: https://t.co/tfq5l1f4Im
New quarterly update from NYDIG: https://t.co/2jguOnuTAy
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.
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. https://t.co/KDnayfLysU
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:
https://t.co/ibE2vDEo5B
The recent selloff wasn't a bitcoin-specific event. Rising variance and correlation across commodities likely forced systematic de-risking across portfolios. Watch the full bitcoin update here: https://t.co/u5BPcjm4k6
Gold has lately outperformed bitcoin, a dynamic reinforced by last weekend’s tariff-related volatility that halted bitcoin’s early-year momentum.
From the risk-on asset regime to liquidity preferences, we unpack some of the factors at play that may be keeping bitcoin back, while propelling gold forward.
Read the NYDIG analysis:
https://t.co/xYabs0XDHq
Quantum computing isn’t just a "Bitcoin problem" it’s an encryption problem.
While the Bitcoin community is often the most vocal about quantum risks, the reality is that the entire world’s digital security is part of this conversation.
Watch the NYDIG team discussing this and other major themes for 2026 in the latest Bitcoin Update: https://t.co/JITupAuEKt
The recent “death cross” caught attention, but historically it has not been a reliable standalone signal.
The real story is in flows, liquidity, and leverage.
Read the full NYDIG analysis: https://t.co/TQ8mf3aLAt
“The market opportunity keeps expanding and banks know it. After years on the sidelines, the tone has shifted from cautious to urgent.” — Pete Janney, NYDIG
Dive into our latest State of Bitcoin webinar on market dynamics, regulation, and institutional adoption.
https://t.co/5uwfYMXuBV
Bitcoin’s repeating four-year boom-and-bust cycles remain one of the great puzzles of financial theory. NYDIG’s latest research revisits these cycles and asks: Is this time different?
Discover what the data reveals about Bitcoin’s past, present, and future.
https://t.co/zCVL4XWg5L