Jack Mallers

speaker

1,138 appearances 1 recordings 1 series first heard Jul 2026 last heard 30 Jul

Jack Mallers’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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What Bitcoin Did · Jack Mallers: Why I Left Twenty One · 30 Jul 2026 podcast

I don't know.

I've always viewed Bitcoin as some combination of technology plus fiat liquidity.

It is a technology.

It is software that solved a previously impossible computer science problem.

So it is innovative, it's disruptive, it is dematerializing existing industries and creating new ones.

And so in that respect,

it is technology and you can try and price future growth based on activity.

And you mentioned addresses that hold certain amounts and all of that stuff.

And then the other combination is it is a reflection of fiat liquidity.

Like in many respects, Bitcoin is priced on the expectation of future fiat.

And so when the expectation of future fiat, like if Warsh comes out and says, I'm cutting interest rates by 300 basis points, like Bitcoin's going to fly because the expectation of future credit and fiat in the system is drastically rising.

And so then there's Bitcoin as well.

And so it's some weird combination of that.

And like people get very frustrated.

It's like, no, it's just like a tech stock.

I don't think so.

Oh, it's just like gold.

I don't know about that.

So will it ever like fully decouple?

I don't know.

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