Jack Mallers | Wall Street Is Rebuilding Around Bitcoin

Jack Mallers | Wall Street Is Rebuilding Around Bitcoin

From What Bitcoin Did by Danny Knowles

May 6, 2026 · 1h 48m

About this episode

Jack Mallers discusses his vision for Bitcoin and the future of financial services built around it.

“Bitcoin can change the world because the world can’t change Bitcoin.” Jack Mallers is back on the show to break down his vision for 21, Strike, and the next phase of Bitcoin’s monetisation. Jack explains why he doesn’t want to build another pure Bitcoin treasury company or another crypto casino, but a full-stack Bitcoin business: financial services, lending, custody, infrastructure, mining, capital markets, and a balance sheet built around Bitcoin. We get into the proposed acquisition of Strike, Bitcoin-backed lending, proof of reserves, why profitability matters, and why he thinks the best Bitcoin company won’t simply be the one that owns the most Bitcoin. We also discuss where Bitcoin fits in a world moving towards war, inflation, energy shocks, multipolarity, and whether fiat can survive another crisis. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN CAPE FOLLOW: Danny Knowles: https://x.com/_DannyKnowles or https://primal.net/danny Jack Mallers: https://x.com/jackmallers

People in this episode

Host: Danny Knowles

Guest: Jack Mallers

Topics covered

  • Bitcoin
  • financial services
  • lending
  • monetisation
  • profitability
  • inflation
  • capital markets

Keywords

  • Bitcoin
  • Strike
  • lending
  • profitability
  • proof of reserves
  • financial services
  • capital markets
  • inflation
  • energy shocks

Sponsors

ANCHORWATCH, BLOCKWARE, LEDN, BITKEY, SWAN, CAPE

Mentioned in this episode

Organizations: Strike, Bitcoin

More episodes of What Bitcoin Did

Explore listener stats, chart rankings, contacts and more on the What Bitcoin Did podcast page.