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NYDIG Bitcoin Update: 2026 Themes

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Pete Janney, Logan Scott & Greg Cipolaro

January 14, 2026

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In this episode of The NYDIG Bitcoin Update, 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 evolving as institutional participation deepens, whether bitcoin should still be framed through the lens of speculative cycles or increasingly viewed as a durable, long-term allocation alongside traditional growth and alternative assets, and the relevance of the 4-year cycles. The episode also explores growing adoption among financial advisors and institutions, including policy approvals that enable client allocations to bitcoin-related investments.

In this episode of The NYDIG Bitcoin Update, 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 evolving as institutional participation deepens, whether bitcoin should still be framed through the lens of speculative cycles or increasingly viewed as a durable, long-term allocation alongside traditional growth and alternative assets, and the relevance of the 4-year cycles. The episode also explores growing adoption among financial advisors and institutions, including policy approvals that enable client allocations to bitcoin-related investments.

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