The Jack Mallers Show Bitcoin at the Turning Point
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Jan 13, 2026 The host dives into Bitcoin's recent all-time high and the market's turning point. Political influences are analyzed, including Trump's impact on economic decisions and the myth of Fed independence. The discussion shifts to trade dynamics, reshoring, and how geopolitical shifts affect the dollar and Bitcoin. Innovations like Bitcoin-backed lending are compared to credit cards, emphasizing preserving ownership. The reflective debate on property rights through Bitcoin and upcoming product launches adds depth to the conversation.
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Macro Politics Drive Bitcoin's Price
- Jack Mallers frames today as 'the death of fiat' driven by politics, industrial policy, and monetary choice.
- Bitcoin's price reflects future expectations of fiat supply and political choices about printing versus austerity.
Fed Independence Under Strain
- Jerome Powell's statement is presented as evidence of political pressure on the Fed and potential threats to central bank independence.
- Mallers argues Fed 'independence' is mathematically impossible given US debt and interest dynamics.
Self-Custody To Protect Property Rights
- If you want property rights that survive political seizure, custody matters: hold Bitcoin yourself in self-custody.
- Mallers advises ownership in Bitcoin as a way to laugh at political coercion and preserve property rights.