The Jack Mallers Show

Lesson 4: Where Does Money Come From? 19.09.2026 38min

Jack Mallers breaks down why money emerged, how it solved the limits of barter, and what allows billions of strangers to trade with each other. From seashells and gold to fiat and Bitcoin, the test is the same: can it move value across space and preserve it across time?Discover why Jack sees Bitcoin as the breakthrough that combines a global ledger with the properties of a bearer asset.Join the Revolution: https://strike.me/Timestamps:0:00 — Where Does Money Come From?0:56 — Barter and the Birth of Money6:48 — Scaling Trade to Billions of People16:08 — What Makes Good Money?20:01 — Moving Value Across Space and Time25:03 — Money’s Two Forms: Lists and Things28:45 — Money Is a Technology32:55 — Gold vs. Fiat vs. Bitcoin35:52 — Satoshi’s Breakthrough

Lesson 3: WTF is Inflation? 18.09.2026 37min

In this episode Jack breaks down inflation from first principles. What it actually is, how it works mechanically, why mainstream economists claim it's a good thing, and why that claim is offensive. He walks through the 1970 cost of living vs today, explains why inflation is uneven and who benefits first, dismantles the idea of a single "inflation rate," and lays out what life looks like on a Bitcoin standard in the age of AI.Join the revolution: https://strike.me/Chapters: 0:00 Introduction0:29 The Experience of Inflation1:42 What Changed After 19713:37 Keynesian Economics Says Inflation Is Good6:12 The Hard Money Response8:52 The Mechanics of Inflation11:59 The Corn Analogy13:14 Credit Can't Create Real Resources15:51 Inflation Is Uneven — Who Gets the Money First19:49 There Is No Single "Inflation Rate"24:42 Who Wins and Who Loses27:54 Life on a Bitcoin Standard30:54 Bitcoin and AI: An Abundance of Resources34:46 Fixed Money in a World of Innovation36:39 Why the Bull Market Hasn't Even Started37:12 No Man Should Work for What Another Man Can Print

Lesson 2: Why Bitcoin is so Volatile 17.09.2026 11min

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? 16.09.2026 54min

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 15.09.2026 57min

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? 08.09.2026 1h 27min

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.Join the Revolution: https://strike.me/

Inflation Is Here To Stay. The World Needs Bitcoin Now. 01.09.2026 1h 30min

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.Join the revolution: https://strike.me/

Why Bitcoin Is Ripping Again 25.08.2026 1h 50min