The Jack Mallers Show

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Lesson 2: Why Bitcoin is so Volatile Sep 17, 2026

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No amount of demand can create more Bitcoin. Not Elon. Not Trump. Not the US military. Nobody.In this lesson, Jack breaks down Bitcoin's most powerful feature: absolute scarcity. When demand rises and no one can mine more, print more, or manufacture more the only way supply meets demand is through a higher price.Join the revolution: https://strike.me/Chapters: 0:00 — No amount of demand can create more Bitcoin0:48 — Everything else has elastic supply1:50 — How price discovery actually works5:07 — ETF demand and the scramble for scarce assets5:51 — Holders set the price7:17 — Monetization and the great wealth transfer8:55 — Stay humble, stack sats, hodl11:10 — Volatility is the price of admission

Lesson 1: How Can Bitcoin Be Worth Anything? Sep 16, 2026

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Bitcoin doesn’t generate cash flow or represent ownership in a company. No government guarantees it. There is no metal sitting in a vault that you can redeem it for. It is information on computers, which makes the skeptic’s question reasonable: why should it be worth anything?

Join the revolution: https://strike.me/CHAPTERS00:00 How can Bitcoin be worth anything?01:00 Why economics exists01:35 Value is not inside things04:43 Scarcity and the human condition09:39 What makes something an economic good?13:09 Why value changes17:18 Who decides what is valuable?18:46 The water and diamond paradox24:00 Why prices emerge at the margin26:44 Why every free trade has two winners30:55 The three jobs of money33:31 What need does Bitcoin serve?34:29 What can go wrong with money?37:11 What makes Bitcoin useful?38:02 How early demand gave Bitcoin value42:02 Why scarcity alone is not enough44:25 You can copy the code, not the network45:39 Bitcoin’s competition for savings49:55 How the market prices Bitcoin52:26 The core takeaway

The Economy can't Afford an AI Slowdown Sep 15, 2026

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Jack breaks down the AI bubble from every angle. Why frontier labs are waving red flags, why their financial metrics are made up, why China is eating their lunch at 1% of the cost, and why none of it matters — because they have to print the money either way.Join the Revolution: https://strike.me/Timestamps:0:00 Intro1:36 Strait of Hormuz still shut down3:50 Sovereign debt crisis: every Western nation's yields screaming higher9:08 Bessent triples bond buybacks — market spits on it13:03 Worst US bond returns in 250 years18:42 Trump offers $5,000 per voter21:39 Fed rate hike: why everything is inflationary now25:44 The AI slowdown — red flags everywhere38:22 DeepSeek at 1% the cost: where's the moat?42:10 The AI fork: money printing either way50:47 What's coming this week53:40 Happy birthday Dollar Bill

Another Bitcoin Related Hack. WTF Is Going On? Sep 08, 2026

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The Liquid Network just got hacked for over $300 million. 4,000 Bitcoin drained through a caching bug that let someone print liquid bitcoins out of thin air. Bitcoin itself wasn't hacked. Jack breaks down exactly what went wrong so you understand what happened.

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Inflation Is Here To Stay. The World Needs Bitcoin Now. Sep 01, 2026

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Jack breaks down Warsh at Jackson Hole, why Bessant put him on his plane to the G20, and why the bond market doesn't care what either of them says.

The math: fixed obligations already exceed revenue before defense spending.

Bitcoin101 Inflation: what it is, why it's rigged, and why Bitcoin fixes it.

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Why Bitcoin Is Ripping Again Aug 25, 2026

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Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.

Bitcoin 101: How Can Bitcoin Be Worth Anything? Aug 18, 2026

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