The Jack Mallers Show
- Episodios
- 157
- Se publica
- varias veces por semana
- Último episodio
- 11 Nov 2026
Sobre el podcast
The Jack Mallers Show covers the biggest stories in Bitcoin, macroeconomics, financial markets, and the future of money. Join the show live on YouTube Mondays at 6pm ET at: youtube.com/@TheJackMallersShow.
Episodios 157
Ask Jack #8: Should I sell Real Estate for Bitcoin?
Should you sell your real estate for Bitcoin? Jack explains why he prefers Bitcoin for savings and property for living, makes his case for more affordable housing, and answers questions about buying your first …
Notas del episodio
Should you sell your real estate for Bitcoin? Jack explains why he prefers Bitcoin for savings and property for living, makes his case for more affordable housing, and answers questions about buying your first home and finding time for what matters.Let's Chat: https://ask.jackmallers.comJoin the Revolution: https://strike.me/Timestamps:0:00 — Back in Chicago1:44 — Sell Real Estate for Bitcoin?10:07 — Can Bitcoin Make Housing Affordable?21:26 — Buy Your First Home or Keep Renting?28:16 — Pricing Your Dream Home in Bitcoin34:26 — Time, Curiosity and Building Strike
Elections, Markets & Bitcoin: What Actually Matters
Bad headlines don’t always mean bad fundamentals. Jack Mallers breaks down the midterm elections, shifting liquidity, and Jensen Huang headlines, explaining why Bitcoin differs from company stock and why he …
Notas del episodio
Bad headlines don’t always mean bad fundamentals. Jack Mallers breaks down the midterm elections, shifting liquidity, and Jensen Huang headlines, explaining why Bitcoin differs from company stock and why he believes it may be climbing another “wall of worry.”Join the Revolution: https://strike.me/Timestamps:0:00 — Let’s Talk: Markets vs. Sentiment2:31 — Oil, Bond Volatility & Liquidity11:05 — Trump’s Post-Election Shift18:57 — Elections Can’t Fix the Debt Math37:08 — Jensen Huang & Counterparty Risk44:03 — Bitcoin’s Wall of Worry55:41 — Why Bitcoin Cycles Rhyme1:00:32 — Is Another Big Money Print Coming?1:05:53 — Ethereum’s Store-of-Value Pivot1:09:38 — Strike Security & Trusted Addresses
Ask Jack #7: Am I Too Late To Bitcoin?
Are you too late to Bitcoin? Jack explains why he believes Bitcoin’s biggest opportunity is still ahead, shares how curiosity shaped his path from college dropout to founder, and discusses raising kids in the …
Notas del episodio
Are you too late to Bitcoin? Jack explains why he believes Bitcoin’s biggest opportunity is still ahead, shares how curiosity shaped his path from college dropout to founder, and discusses raising kids in the AI era and buying Bitcoin without trying to time the market.Let's Chat: https://ask.jackmallers.comJoin the Revolution: https://strike.me/Timestamps:0:00 — Welcome to Ask Jack1:55 — Am I Too Late to Bitcoin?11:47 — Saving vs. Speculating19:22 — Raising Kids in the AI Era38:01 — Keep Buying Bitcoin or Wait for a Dip?
Hacks, AI and Elections - WTF is going on?
What the hell is going on? Jack Mallers breaks down election uncertainty, Europe’s debt stress, AI’s growing demand for capital, and the Binance hack. He explains why he sees Bitcoin’s resilience as a signal …
Notas del episodio
What the hell is going on? Jack Mallers breaks down election uncertainty, Europe’s debt stress, AI’s growing demand for capital, and the Binance hack. He explains why he sees Bitcoin’s resilience as a signal worth watching as liquidity tightens and cybersecurity risks spread.
Join the Revolution: https://strike.me/
Timestamps:
0:00 — What the Hell Is Going On?
4:30 — Bond Volatility and Treasury Buybacks
9:16 — France and Europe’s Debt Stress
12:33 — Midterms and Iran Escalation Concerns
25:50 — AI Layoffs and the Investment Bubble
35:02 — Debt Refinancing and the Liquidity Squeeze
42:19 — Binance, AI Hacks, and Cybersecurity
51:57 — What Bitcoin’s Resilience Could Be Telling Us
55:37 — Strike Updates and Account SecurityAsk Jack #6: Can Wall Street Control Bitcoin?
Can Wall Street Control Bitcoin? Jack Mallers answers three questions about Bitcoin, wealth, and the future.Why Bitcoin’s fair distribution, proof of work, and self-custody make it fundamentally different from …
Notas del episodio
Can Wall Street Control Bitcoin? Jack Mallers answers three questions about Bitcoin, wealth, and the future.Why Bitcoin’s fair distribution, proof of work, and self-custody make it fundamentally different from gold, what retirement looks like without “risk-free” yield, and how to think about generational wealth, family, and inheritance.Let's Chat: https://ask.jackmallers.comJoin the Revolution: https://strike.me/0:00 Show introduction0:56 Bitcoin vs gold control17:57 Thoughts on retirement30:01 Generational wealth
Can technologies break Bitcoin?
Can AI or quantum computing break Bitcoin? Jack Mallers responds to Chamath Palihapitiya’s viral claims, breaks down the real cryptographic risks, and explains how Bitcoin could upgrade, including the difficult …
Notas del episodio
Can AI or quantum computing break Bitcoin? Jack Mallers responds to Chamath Palihapitiya’s viral claims, breaks down the real cryptographic risks, and explains how Bitcoin could upgrade, including the difficult question of what happens to coins that never migrate.Join the Revolution: https://strike.me/Timestamps:0:00 — Breaking Bitcoin?2:21 — Bond Volatility and Europe’s Credit Stress7:52 — Chamath’s Bitcoin-to-Zero Claim19:52 — What Would Actually Break Bitcoin?30:05 — Quantum Algorithms, Mining and Difficulty46:31 — How Close Is the Quantum Threat?53:13 — Can Bitcoin Upgrade?1:03:30 — Satoshi’s Coins and Property Rights1:10:11 — Strike Updates and Closing Thoughts
France Is Burning
What connects France’s unrest to sovereign debt and the widening wealth gap? Jack Mallers examines the Fourth Turning, Peter Turchin’s theory of societal instability, and why he sees money printing as a driver …
Notas del episodio
What connects France’s unrest to sovereign debt and the widening wealth gap? Jack Mallers examines the Fourth Turning, Peter Turchin’s theory of societal instability, and why he sees money printing as a driver of generational conflict and Bitcoin as a peaceful way out.
Join the Revolution: https://strike.me/
Timestamps:
0:00 — France Is Burning
2:48 — The MOVE Index: Bond Volatility Returns
7:35 — Europe Between America and China
13:31 — Why France Is Vulnerable
21:59 — The Fourth Turning and Why Societies Break
32:08 — Falling Wages and the Wealth Pump
37:29 — More Degrees, Fewer Opportunities
40:59 — When Governments Can’t Buy Their Way Out
47:51 — Bitcoin as Peaceful Protest
51:48 — Strike UpdatesAsk Jack #5: Will AI use Bitcoin as money?
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 …
Notas del episodio
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
Ignore The Fed - Watch This Instead
The Fed sets the price of money, but who controls how much credit is available? Jack Mallers explains why he’s watching Treasury volatility, the MOVE Index, and Scott Bessent’s buybacks to understand liquidity …
Notas del episodio
The Fed sets the price of money, but who controls how much credit is available? Jack Mallers explains why he’s watching Treasury volatility, the MOVE Index, and Scott Bessent’s buybacks to understand liquidity and what could drive Bitcoin’s next move.
Join the Revolution: https://strike.me/
Timestamps:
0:00 — Ignore the Fed
4:36 — The Global Debt Refinancing Problem
10:52 — Why Treasury Collateral Matters
13:31 — The MOVE Index Explained
21:50 — Bessent’s Treasury Playbook
25:16 — What’s Driving Bond Yields?
33:18 — Bitcoin and Fiat Liquidity
36:07 — Two Paths for Bitcoin
40:38 — Strike: Cash Interest, Stacks, and Security
50:47 — Exploring Bitcoin-Backed Lending in EuropeLesson 5: Bitcoin vs. Altcoins
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 …
Notas del episodio
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?
Ask Jack #4: Is It Time to Sell My Bitcoin?
Should I Sell My Bitcoin? Jack Mallers tackles a listener’s question about HODLing, finding signal during Bitcoin debates, global financial risk, Bitcoin-backed lending rates, and his AI setup.Let's Chat …
Notas del episodio
Should I Sell My Bitcoin? Jack Mallers tackles a listener’s question about HODLing, finding signal during Bitcoin debates, global financial risk, Bitcoin-backed lending rates, and his AI setup.Let's Chat: https://ask.jackmallers.com0:00 — Intro2:26 — Tempted to Sell Your Bitcoin?14:35 — Who Can You Trust in Bitcoin?31:40 — When America Coughs, Does the World Get Sick?45:35 — Why Aren’t Bitcoin Loans Cheaper?54:44 — Jack’s AI Setup and Everyday Tools1:04:30 — What’s Next for the Show
Europe Is Screwed
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 …
Notas del episodio
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 Screwed
3:00 — Fiscal Dominance and the Debt Spiral
18:41 — Bond Volatility and the MOVE Index
24:01 — Bessant’s Strategy and a New Monetary Order
36:03 — Europe as the US–China Battleground
39:52 — Japan, the Yen, and Capital Coming Home
52:42 — Why France Could Be the Weakest Link
57:37 — Germany and the Euro System
1:02:07 — Bailouts, a Weaker Dollar, and Bitcoin
1:06:51 — Strike: Cash Interest in Bitcoin and StacksAsk Jack #3: Who Gets My Bitcoin When I Die?
Who Gets My Bitcoin When I Die? Jack Mallers tackles a listener’s question about inheritance, the sovereign debt crisis, Bitcoin-backed lending products and why he believes Bitcoin’s personal responsibility …
Notas del episodio
Who Gets My Bitcoin When I Die? Jack Mallers tackles a listener’s question about inheritance, the sovereign debt crisis, Bitcoin-backed lending products and why he believes Bitcoin’s personal responsibility will help restore harmony to society.Let's Chat: https://ask.jackmallers.com0:00 — Welcome to Yo Jack0:50 — Keeping Your Bitcoin Safe and Passing It On11:40 — Rate Hikes, Rate Cuts and Bitcoin28:29 — Explaining Bitcoin to Older Generations35:07 — Strike Custody Plans and Account Security39:43 — Using Your Bitcoin Without Selling It44:16 — Bitcoin-Backed Loans and Liquidation Risk52:35 — How to Ask Jack a Question
The $40 Trillion Trap - Higher Yields & Sovereign Debt
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 …
Notas del episodio
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 Trap
2:45 — Why Government Bond Yields Keep Rising
5:26 — The Math Behind America’s Debt
13:30 — The Refinancing Problem
19:48 — Higher Rates and the Debt Spiral
33:39 — Can Spending Cuts Fix It?
38:41 — The Global Dollar Carry Trade
47:23 — Yield Curve Control and a Weaker Dollar
52:35 — Bitcoin’s Long-Term Case and Short-Term Risks
55:47 — Strike Updates and What’s NextAsk Jack #2: Is Bitcoin Really Future-Proof?
Could future technology break Bitcoin? Jack Mallers tackles a listener’s question about non-human intelligence, exploring AI, aliens and why he believes Bitcoin’s foundations in mathematics, cryptography and …
Notas del episodio
Could future technology break Bitcoin? Jack Mallers tackles a listener’s question about non-human intelligence, exploring AI, aliens and why he believes Bitcoin’s foundations in mathematics, cryptography and energy still hold up. The conversation also covers what Bitcoin winning actually looks like, whether better money could make housing more affordable, and how to give young people hope. Plus, the debate over a Strike debit card, advice for Bitcoin builders, and whether Jack would run for mayor of Chicago.Let's Chat: https://ask.jackmallers.com
Timestamps:0:00 — Yo Jack Returns0:55 — Less Technology, More Bitcoin?12:00 — Giving Young People Hope19:05 — Have an Idea? Build It25:37 — Jack for Mayor?29:09 — Where’s the Strike Card?33:37 — When Does Bitcoin Win?45:21 — AI, Aliens and Bitcoin’s Future
Ask Jack #1: Why is Your Closet Empty?
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 …
Notas del episodio
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?
Bitcoin Rips Despite Rate Hikes & The CLARITY Act
Bitcoin is rallying despite higher interest rates and the CLARITY Act setback. Jack Mallers explains why he sees rising bond yields, mounting government debt and persistent inflation strengthening the case for …
Notas del episodio
Bitcoin is rallying despite higher interest rates and the CLARITY Act setback. Jack Mallers explains why he sees rising bond yields, mounting government debt and persistent inflation strengthening the case for Bitcoin.Join the Revolution: https://strike.me/Timestamps:0:00 — Bitcoin Rallies Despite Bad News8:36 — Why Bitcoin Doesn't Need the CLARITY Act11:57 — Rising Yields and the Sovereign Debt Crisis14:43 — Who Is Financing the U.S. Government?22:57 — China, Gold and Leveraged Hedge Funds25:22 — The Fed's Debt Trap34:20 — Iran, Oil and the Limits of Rate Hikes39:53 — Housing Affordability and Purchasing Power41:49 — Strike Updates45:14 — Community and What's Next for the Show
Lesson 4: Where Does Money Come From?
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 …
Notas del episodio
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
Lesson 3: WTF is Inflation?
In this episode Jack breaks down inflation from first principles. What it actually is, how it works mechanically, why mainstream economists claim it's a good thing, and why that claim is offensive. He walks …
Notas del episodio
In this episode Jack breaks down inflation from first principles. What it actually is, how it works mechanically, why mainstream economists claim it's a good thing, and why that claim is offensive. He walks through the 1970 cost of living vs today, explains why inflation is uneven and who benefits first, dismantles the idea of a single "inflation rate," and lays out what life looks like on a Bitcoin standard in the age of AI.Join the revolution: https://strike.me/Chapters: 0:00 Introduction0:29 The Experience of Inflation1:42 What Changed After 19713:37 Keynesian Economics Says Inflation Is Good6:12 The Hard Money Response8:52 The Mechanics of Inflation11:59 The Corn Analogy13:14 Credit Can't Create Real Resources15:51 Inflation Is Uneven — Who Gets the Money First19:49 There Is No Single "Inflation Rate"24:42 Who Wins and Who Loses27:54 Life on a Bitcoin Standard30:54 Bitcoin and AI: An Abundance of Resources34:46 Fixed Money in a World of Innovation36:39 Why the Bull Market Hasn't Even Started37:12 No Man Should Work for What Another Man Can Print
Lesson 2: Why Bitcoin is so Volatile
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 …
Notas del episodio
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
Lesson 1: How Can Bitcoin Be Worth Anything?
Bitcoin doesn’t generate cash flow or represent ownership in a company. No government guarantees it. There is no metal sitting in a vault that you can redeem it for. It is information on computers, which makes …
Notas del episodio
Bitcoin doesn’t generate cash flow or represent ownership in a company. No government guarantees it. There is no metal sitting in a vault that you can redeem it for. It is information on computers, which makes the skeptic’s question reasonable: why should it be worth anything?
Join the revolution: https://strike.me/CHAPTERS00:00 How can Bitcoin be worth anything?01:00 Why economics exists01:35 Value is not inside things04:43 Scarcity and the human condition09:39 What makes something an economic good?13:09 Why value changes17:18 Who decides what is valuable?18:46 The water and diamond paradox24:00 Why prices emerge at the margin26:44 Why every free trade has two winners30:55 The three jobs of money33:31 What need does Bitcoin serve?34:29 What can go wrong with money?37:11 What makes Bitcoin useful?38:02 How early demand gave Bitcoin value42:02 Why scarcity alone is not enough44:25 You can copy the code, not the network45:39 Bitcoin’s competition for savings49:55 How the market prices Bitcoin52:26 The core takeaway
The Economy can't Afford an AI Slowdown
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 — …
Notas del episodio
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
Another Bitcoin Related Hack. WTF Is Going On?
The Liquid Network just got hacked for over $300 million. 4,000 Bitcoin drained through a caching bug that let someone print liquid bitcoins out of thin air. Bitcoin itself wasn't hacked. Jack breaks down …
Notas del episodio
The Liquid Network just got hacked for over $300 million. 4,000 Bitcoin drained through a caching bug that let someone print liquid bitcoins out of thin air. Bitcoin itself wasn't hacked. Jack breaks down exactly what went wrong so you understand what happened.
Join the Revolution: https://strike.me/
Inflation Is Here To Stay. The World Needs Bitcoin Now.
Jack breaks down Warsh at Jackson Hole, why Bessant put him on his plane to the G20, and why the bond market doesn't care what either of them says. The math: fixed obligations already exceed revenue before …
Notas del episodio
Jack breaks down Warsh at Jackson Hole, why Bessant put him on his plane to the G20, and why the bond market doesn't care what either of them says.
The math: fixed obligations already exceed revenue before defense spending.
Bitcoin101 Inflation: what it is, why it's rigged, and why Bitcoin fixes it.
Join the revolution: https://strike.me/
Why Bitcoin Is Ripping Again
Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.
Bitcoin 101: How Can Bitcoin Be Worth Anything?
Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.
AI Has Changed Bitcoin Security Forever
Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.
How Bitcoin Custody Works & Breaking Down The Coldcard Incident
Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.
Stepping Down From Twenty One, The Fed Coin Flip & The AI Credit Bubble
Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.
The Last Honest Market
I wrote something called The Last Honest Market. I wrote it from the middle of a pretty painful stretch, not from the other side of it with every lesson figured out and tied into a bow.It started as an essay …
Notas del episodio
I wrote something called The Last Honest Market. I wrote it from the middle of a pretty painful stretch, not from the other side of it with every lesson figured out and tied into a bow.It started as an essay about Bitcoin bear markets. Somewhere along the way, it became an attempt to understand why Bitcoin can be so painful and so hopeful at the same time, why it keeps kicking my ass, and why I keep coming back from these seasons a better man.I’m reading it here for anyone who prefers audio or video.
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