From Anthony Pompliano, Jack Mallers & Saquon Barkley Discuss Bitcoin & Inflation. · · Anthony Pompliano
“The Federal Reserve has perverted risk tolerance across all assets. No one knows what anything's worth anymore because no one knows how to value a dollar. They're more printed by as the seconds that go by.”
On , Jack Mallers, CEO & Founder at Strike, spoke about Federal Reserve during Anthony Pompliano, Jack Mallers & Saquon Barkley Discuss Bitcoin & Inflation. on Anthony Pompliano.
Jack Mallers, CEO of Strike and Twenty One Capital, publicly supported a proposed merger between Twenty One Capital, Strike, and Elektron Energy at the Bitcoin 2026 conference and in media appearances. Outlining a vision for a "Bitcoin company" that combines operating income with Bitcoin conviction, he described plans to build four business pillars: financial services, Bitcoin infrastructure, capital markets, and M&A. Mallers stated he would not be involved in negotiations between the two companies he leads to address conflict-of-interest questions. He also announced new Strike products including what the company calls "volatility proof loans" and a lending proof-of-reserves system. In interviews and public remarks, Mallers argued that U.S. fiscal challenges, including what he termed a "$40 trillion hole" in the balance sheet, would lead to further currency debasement and a need for the Federal Reserve to print money, which he said would drive Bitcoin's price higher. He stated, "Bitcoin has to go higher because mathematically there has to be more units of fiat currency created against a fixed supply of Bitcoin." Mallers also critiqued MicroStrategy's (now called Strategy) business model, arguing that its preferred share dividends create a "drag" and that comparing the company to a money market fund ignores risks, saying, "I personally would not think of it like a money market fund. It is not the risk-free rate."