The Jack Mallers Show

Will AI buy Bitcoin? Jack Mallers explains why he sees a future for AI and digital money, but expects debt and money printing to drive Bitcoin first. Plus, Bitcoin as a monetary life raft, custody trade-offs, and his personal experience with carnivore eating.Let's Chat: https://ask.jackmallers.comTimestamps:0:00 — Welcome Back to Ask Jack1:14 — Will AI Use Bitcoin?5:52 — What Actually Drives Bitcoin Adoption?13:18 — Bitcoin as a Monetary Life Raft22:46 — How Should You Store Your Bitcoin?36:16 — Jack’s Diet, Supplements and Fasting54:26 — Ask Jack Your Question

Bitcoin and altcoins sit side by side in your finance app. But are they doing the same job? In Lesson 5 of Bitcoin 101, Jack Mallers explains why he sees Bitcoin as money and most altcoins as businesses, comparing their origins, incentives, governance, and trade-offs.Join the Revolution: https://strike.me/Timestamps:0:00 — Bitcoin vs. Altcoins3:10 — What Job Are You Hiring Your Money to Do?9:34 — How Broken Money Turns Everyone Into a Speculator16:56 — The Case for Bitcoin as Money30:01 — Who Controls Bitcoin?33:42 — Why Altcoins Look Like Companies39:46 — Found vs. Founded44:53 — Inside Ethereum’s Presale52:18 — More Features, More Trade-Offs1:06:19 — Can Someone Build a Better Bitcoin?

Could Europe be the first to break in a sovereign debt crisis? Jack Mallers explores his theory that America’s push to rebuild its industrial base could come at Europe’s expense, connecting France’s debt, Japan’s capital flows, and the case for Bitcoin.Join the Revolution: https://strike.me/Timestamps:0:00 — Europe Is Screwed3:00 — Fiscal Dominance and the Debt Spiral18:41 — Bond Volatility and the MOVE Index24:01 — Bessant’s Strategy and a New Monetary Order36:03 — Europe as the US–China Battleground39:52 — Japan, the Yen, and Capital Coming Home52:42 — Why France Could Be the Weakest Link57:37 — Germany and the Euro System1:02:07 — Bailouts, a Weaker Dollar, and Bitcoin1:06:51 — Strike: Cash Interest in Bitcoin and Stacks

Higher yields are making America’s debt harder to finance. Jack Mallers breaks down the $40 trillion trap, the risks of refinancing and a stronger dollar, and why he believes yield curve control and currency debasement ultimately strengthen Bitcoin’s case.Join the Revolution: https://strike.me/Timestamps:0:00 — The $40 Trillion Trap2:45 — Why Government Bond Yields Keep Rising5:26 — The Math Behind America’s Debt13:30 — The Refinancing Problem19:48 — Higher Rates and the Debt Spiral33:39 — Can Spending Cuts Fix It?38:41 — The Global Dollar Carry Trade47:23 — Yield Curve Control and a Weaker Dollar52:35 — Bitcoin’s Long-Term Case and Short-Term Risks55:47 — Strike Updates and What’s Next

You want to call into my show?Totally anonymous. Totally faceless. Audio only. No rules.Let's Chat: https://ask.jackmallers.com0:00 — Introducing Yo Jack1:11 — "Why is your closet empty?"8:38 — Casey: Can my students ask you questions?11:48 — Aiden: What's the relationship between Bitcoin and art?29:11 — Stephen: Will you ever put anything in the closet?29:59 — FiboSwanny: Are we rebuilding the old system on top of Bitcoin?

Jack Mallers breaks down why money emerged, how it solved the limits of barter, and what allows billions of strangers to trade with each other. From seashells and gold to fiat and Bitcoin, the test is the same: can it move value across space and preserve it across time?Discover why Jack sees Bitcoin as the breakthrough that combines a global ledger with the properties of a bearer asset.Join the Revolution: https://strike.me/Timestamps:0:00 — Where Does Money Come From?0:56 — Barter and the Birth of Money6:48 — Scaling Trade to Billions of People16:08 — What Makes Good Money?20:01 — Moving Value Across Space and Time25:03 — Money’s Two Forms: Lists and Things28:45 — Money Is a Technology32:55 — Gold vs. Fiat vs. Bitcoin35:52 — Satoshi’s Breakthrough

No amount of demand can create more Bitcoin. Not Elon. Not Trump. Not the US military. Nobody.In this lesson, Jack breaks down Bitcoin's most powerful feature: absolute scarcity. When demand rises and no one can mine more, print more, or manufacture more the only way supply meets demand is through a higher price.Join the revolution: https://strike.me/Chapters: 0:00 — No amount of demand can create more Bitcoin0:48 — Everything else has elastic supply1:50 — How price discovery actually works5:07 — ETF demand and the scramble for scarce assets5:51 — Holders set the price7:17 — Monetization and the great wealth transfer8:55 — Stay humble, stack sats, hodl11:10 — Volatility is the price of admission

Jack breaks down the AI bubble from every angle. Why frontier labs are waving red flags, why their financial metrics are made up, why China is eating their lunch at 1% of the cost, and why none of it matters — because they have to print the money either way.Join the Revolution: https://strike.me/Timestamps:0:00 Intro1:36 Strait of Hormuz still shut down3:50 Sovereign debt crisis: every Western nation's yields screaming higher9:08 Bessent triples bond buybacks — market spits on it13:03 Worst US bond returns in 250 years18:42 Trump offers $5,000 per voter21:39 Fed rate hike: why everything is inflationary now25:44 The AI slowdown — red flags everywhere38:22 DeepSeek at 1% the cost: where's the moat?42:10 The AI fork: money printing either way50:47 What's coming this week53:40 Happy birthday Dollar Bill