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 we're getting there very, very soon because what's so important is the havings.
cutting the inflation rate, now the stock to flow of Bitcoin is better than gold.
So I would say Bitcoin has achieved the skeletal frame and now it needs a higher floating price.
The most attractive thing about a gold or about a Bitcoin is it's like a zero yielding bond, but can go infinitely high in price.
A bond can only go so high because then the yield hits zero, right?
And vice versa, governments won't let bonds go so low because the yield hits too high for them to afford.
So Bitcoin is like, it's zero yielding, but it's infinite price.
And that's kind of like the escape hatch of all of the needed money printing and liquidity is like, where's it going to go?
People say, oh, they needed to base the dollar.
The dollar needs to get weaker.
Sure, but against what?
And probably if the currency of choice to debase the dollar against is the Chinese currency to help rebalance this trade.
But think of it this way, Danny.
If China ran this trillion dollar trade surplus, let's say, based on the amount of, and they didn't pour it all into gold, obviously, but let's say based on the amount of gold that China has been importing and purchasing as a sovereign,
and they ran a surplus of a trillion.
And I think that was globally.
I don't know how much of that was US specific.
What would the price of gold had to have been for the trade to be neutral?
Does that make sense?
Where they ran such as, so the amount of imported gold, well, the way you can balance the trade is very simple.
Showing 1081–1100 of 1,138 · page 55 of 57
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