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 · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And I think a lot of that was East and China.
And I don't know if...
who was buying gold in size was competing.
Gold was competing with Bitcoin.
I don't know if Bitcoin was an option.
I view it as they
were rejecting the notion of sovereign debt and treasuries and remonetizing a neutral thing.
But I don't think Bitcoin was actually competing for that monetary use case.
It's just not big enough.
And so that is my honest answer.
Because going back to what we were talking about, Bitcoin,
implied in it is individual and retail adoption, implied in it is small, medium-sized businesses, and now institutions and treasury company adoption and stuff.
There is not a sovereign bid yet.
And so the fact that so many central banks and China and everyone was... If you look at the growth of the Chinese international payment system, I think that's it, CIPES,
skyrocketing and people are settling trade in their currency, but their currency is effectively gold-backed at this point because they're taking all of their trade surplus and they're just recycling it into gold.
And so you're seeing this remonetization, this reintroduction, and the US government is actually exporting non-monetary gold to help settle trade deficits.
And so I think gold is, I think it's good,
Well, it's good for Bitcoin because it's promotional of the long-term thesis that sovereign debt and paper claims are worthless.
Right.
But it just was a different bid.
Showing 1041–1060 of 1,138 · page 53 of 57
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