The Bitcoin Treasuries Podcast with Tim Kotzman Catching Bitcoin with Jack Mallers
6 snips
Nov 24, 2025 
Jack Mallers, founder of Strike and Twenty One Capital, dives into his Bitcoin journey and its significance in his life since he was 18. He discusses the creation of Twenty One Capital, a hybrid Bitcoin-focused venture backed by major players like Tether. Jack challenges the traditional four-year Bitcoin cycle narrative, linking price movements to broader market dynamics instead. He also shares strategies for connecting with younger Bitcoiners through sincerity and innovation, including a unique Bitcoin life insurance concept.
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Bitcoin As Liquidity And Fiat Antithesis
- Jack Mallers describes Bitcoin as the best expression of fiat debasement and liquidity.
- He sees current conditions as a buy-the-dip moment as liquidity cycles are bottoming and QE/rate cuts approach.
Personal Origin And A Defining 2017 Moment
- Jack caught Bitcoin at 18 through his father and it became a purpose that pulled him out of feeling lost.
- He highlights the 2017 block size wars as a formative moment proving Bitcoin's resilience to corporate pressure.
A Middle Path Between Exchanges And Treasuries
- Twenty One Capital (21) sits between exchange operators and pure treasury plays by combining a Bitcoin-focused operating business with treasury holdings.
- Jack and Tether co-founded 21 to offer an alternative that brings operating cash flows alongside Bitcoin exposure.