The Jack Mallers Show Bitcoin: The "Debasement Trade"
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Oct 14, 2025 
Balaji Srinivasan, a renowned entrepreneur and technologist, shares his insights on the ever-evolving landscape of Bitcoin and global economics. He discusses China's rare earth export restrictions and their impact on geopolitical power. The conversation dives into the recent market turmoil following these announcements, highlighting Bitcoin as a liquidity truth machine. Srinivasan emphasizes the shifts from fiat reserves to tangible assets, like Bitcoin and gold, and the role of AI in reshaping economic realities. A captivating exploration that's both timely and informative!
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1971 Dollar Regime Is Dying
- Jack Mallers argues the 1971 fiat dollar regime is ending and Bitcoin is ascending as a world reserve asset.
- He links China's rare-earth moves and US money printing to a global monetary regime change favoring neutral assets.
China Weaponized Rare Earths
- China announced rare-earth export controls that give it veto power over re-exports containing >0.1% Chinese materials.
- Mallers sees this as a supply-chain chokehold that forces global reindustrialization and fuels dollar debasement.
Bitcoin Responds To Geopolitical Bluffing
- Trump's tariff threats triggered a $20k Bitcoin crash then rapid reversion once he softened his stance.
- Mallers treats Bitcoin as a 24/7 truth machine that prices global liquidity and panic instantly.