NYDIG
@NYDIG

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Joined January 2021
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Bitcoin just went from $65K to nearly $80K in two days. The trigger wasn't crypto news. It was a Treasury announcement about bond buybacks. Here's the actual mechanism. 🧵
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Full breakdown: the Treasury mechanics, why this isn't Operation Twist 2.0, and what separates a durable institutional bid from a one-time squeeze. nydig.com/research/bitcoin-c… #Bitcoin $BTC #Macro

Bitcoin Comes Alive!

Treasury’s push to contain long-term yields sparked bitcoin’s breakout, crowded shorts amplified it, and ETF flows plus benchmark-linked buying suggest institutional demand may be turning a mechani...

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New to NYDIG Research? Get analysis like this in your inbox every Friday here: nydig.com/research#ResearchS…

NYDIG Research

NYDIG Research & Reports. Subscribe now to learn what’s driving bitcoin markets and track significant regulatory developments.

nydig.com
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Every platform's answer is the same: become a trading super app. Coinbase and Robinhood have moved into equities and prediction markets. Kraken and Crypto.com into traditional perpetual swaps. Gemini has moved into stocks and event contracts. Crypto companies are moving beyond just crypto trading. It's now about wallet share.

Crypto.com: Buy, Sell & Trade Crypto with a Trusted App

Buy, sell, store, and trade over 400+ cryptocurrencies on Crypto.com, a secure and trusted crypto exchange platform.

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What's driving the volume shift, the sports-vs-derivatives regulatory fight, and what "trading super apps" mean for crypto specifically is in our full breakdown here: nydig.com/research/the-race-… #Bitcoin #Crypto #PredictionMarkets $BTC

The Race for the Speculative Wallet

Crypto is losing its monopoly on convexity as brokerages, prediction markets, perpetuals, and sports wagering compete for the same speculative wallet

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New to NYDIG Research? Get analysis like this in your inbox every Friday here: nydig.com/research#ResearchS…

NYDIG Research

NYDIG Research & Reports. Subscribe now to learn what’s driving bitcoin markets and track significant regulatory developments.

nydig.com
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Crypto trading volumes fell 15-25% quarter-over-quarter in Q2. It's not just falling prices. Crypto lost its monopoly on speculation. 🧵
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Prediction markets are exploding too. Kalshi and Polymarket combined monthly volume: under $5B in September 2025, roughly $24B by April 2026. Traders chasing a 5-10x payoff now picks from bitcoin, Nvidia, gold, a 0DTE option, or a sports contract.
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Traditional-asset perpetual volume on crypto exchanges went from $52B in January 2026 to $268B in June, that’s more than 5x in six months. Traders are using crypto-style infrastructure now to bet on stocks, commodities, in addition to crypto.
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Five years ago, crypto had something unique: 24/7 trading, embedded leverage, extreme volatility. Traders couldn't get that anywhere else. That's no longer true.
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