The Jack Mallers Show

Hosted by Jack Mallers

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Episodes

155

Latest episode

Nov 2026

Language

EN-US

About the show

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.

Listen to episodes

60 recent

November 10, 20261 hr 16 min

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 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

November 6, 202648 min

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 AI era and buying Bitcoin without trying to time the market.Let's Chat: https://ask.jackmallers.com Join 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?

November 3, 20261 hr 8 min

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 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 Security

October 29, 202639 min

Ask 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 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.com Join the Revolution: https://strike.me/ 0:00 Show introduction0:56 Bitcoin vs gold control17:57 Thoughts on retirement30:01 Generational wealth

October 27, 20261 hr 14 min

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 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

October 20, 202657 min

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 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 Updates

October 15, 202655 min

Ask 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, and his personal experience with carnivore eating.Let's Chat: https://ask.jackmallers.com Timestamps: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

October 13, 202656 min

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 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 Europe

October 9, 20261 hr 13 min

Lesson 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, 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?

October 7, 20261 hr 5 min

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: 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