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Why the AI Trade Ends in Money Printing with Jack Mallers
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🚨 CHECK OUT TBL PULSE: In this episode, Nik welcomes Jack Mallers, founder and CEO of Strike, for a conversation on his exit from Twenty One. Jack describes the guilt and humility of stepping away from a company whose vision he says did not work, and where Strike sits between an operating company like Coinbase and a conviction vehicle like Strategy. He shares his reaction to the Coldcard vulnerability, which he calls a horror because the victims did everything right, and why he still does not think self-custody is dead. Jack also covers the red team of AI agents now testing Strike's code, and why he calls America's AI strategy shameful next to China's open-source push. Get Nik's weekly bitcoin and macro research: The Bitcoin Layer is proud to be sponsored by SOUND HSA. A Health Savings Account is the most tax-advantaged account in the US tax code: contributions are tax-deductible…
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Analysis last updated August 22, 2026 · Read the methodologyRead the creator’s original video description
🚨 CHECK OUT TBL PULSE: In this episode, Nik welcomes Jack Mallers, founder and CEO of Strike, for a conversation on his exit from Twenty One. Jack describes the guilt and humility of stepping away from a company whose vision he says did not work, and where Strike sits between an operating company like Coinbase and a conviction vehicle like Strategy. He shares his reaction to the Coldcard vulnerability, which he calls a horror because the victims did everything right, and why he still does not think self-custody is dead. Jack also covers the red team of AI agents now testing Strike's code, and why he calls America's AI strategy shameful next to China's open-source push. Get Nik's weekly bitcoin and macro research: The Bitcoin Layer is proud to be sponsored by SOUND HSA. A Health Savings Account is the most tax-advantaged account in the US tax code: contributions are tax-deductible, growth is tax-free, and withdrawals for qualified healthcare expenses are tax-free too. But most people leave their HSA sitting in cash, losing purchasing power year after year. SOUND HSA lets you hold real bitcoin inside your HSA instead. Not an ETF, not a paper claim, but real bitcoin secured in multi-institutional, multi-signature cold storage. Use code TBL to waive the fifty-dollar setup fee. Transfer an existing HSA or open a new one today: Timestamps: 00:00 Jack Mallers joins the Bitcoin Layer 01:28 The guilt and humility of leaving Twenty One 03:52 What's the number: when principles get a price 05:50 Jack Dorsey's advice on running two companies 08:05 Why Twenty One stopped being what he founded 10:29 Where Strike sits between Coinbase and Strategy 10:58 The Coldcard vulnerability and a sense of horror 12:17 Why this is not FTX: victims who did everything right 14:43 Life savings swept, one coin at a time 17:05 Strike's in-house multisig and proof of reserves 20:16 Agents as first-class citizens inside Strike 22:32 A red team of AI agents battle testing code daily 24:53 Tokens as the fuel of intelligence 25:38 Why Jack calls the US AI strategy shameful 28:00 bitcoin as the money of humility 31:04 Can the frontier labs ever pay it back 36:14 Open source, IP theft, and where to find Jack 📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm. ▶️