Show Notes
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 Stacks
More from The Jack Mallers Show
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
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
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
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?
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