The Quiet Part Out Loud: Why Bitcoin Is Inevitable
Welcome to another explosive episode of the Jack Mallers Show, where the truth isn’t just spoken—it’s shouted. Episode 67 of “Mailbag Monday” dropped like a Bitcoin lightning bolt, delivering hard-hitting commentary on macroeconomics, monetary regime shifts, and why Bitcoin isn’t just an asset—it’s the future.
Setting the Stage: Bitcoin Near All-Time Highs
As of June 2nd, 2025, Bitcoin trades around $111,000 with a market cap of over $2 trillion. We are only 5% off from all-time highs. Mallers speaks from Bitcoin block height 899,552, reinforcing that block time is the new world time.
They’re Saying the Quiet Part Out Loud—Bitcoin Is Inevitable (Mailbag Monday EP 67)
By Jack Mallers – Episode 67 of The Jack Mallers Show
The Fed Admits It: The Fiat Regime Is Cracking
Fed Chair Jerome Powell made a rare, brutally honest statement tracing the roots of the current monetary regime back to the post-World War II Bretton Woods agreement. Powell openly acknowledged that since abandoning the gold standard in the 1970s, monetary policy has become more complex and fragile.
“You cannot divorce yourself from the physical constraints of Mother Nature.”
Jack draws the line between this fiat system and the physical reality of Bitcoin. Gold and Bitcoin are immutable, finite, and governed by universal laws. Dollars are not.
America’s Fiat Trap and the Historic Dollar Fall
Reuters headlined: “Historic Dollar Fall Needed to Eliminate US Trade Deficit.” This isn’t speculation—it’s admission. The U.S. has no realistic way to pay down $37 trillion in debt. The only options: default or devalue the currency.
“You can’t pay it back. You can’t default. So you print.”
Mallers explains how inflation becomes a feature, not a bug. Devaluing the dollar helps reduce the real burden of debt, and Bitcoin is the cleanest measure of that currency debasement.
The Global Economic Reordering
Elon Musk’s failed attempt to cut government spending highlights a fundamental truth: the U.S. can’t be run like a startup. Mallers points out that politicians cannot cut military spending or Social Security without political suicide. The only lever left is to print money.
“Elon, brother… Welcome to Bitcoin. It’s too late.”
Jack details how rare earth minerals controlled by China and a collapsing trade truce show America’s declining leverage.
The Fed, Capital Controls, and the End of Dollar Dominance
Through data and historical analysis, Mallers shows how U.S. dollars sent abroad (trade deficit) boomerang back into U.S. assets (capital account surplus). That flood of foreign capital keeps U.S. financial assets overvalued and inflates wealth inequality.
To break this cycle, the U.S. is enacting capital controls and tariffs to stop foreign capital from re-entering. Trump’s strategic move to avoid tariffs on Bitcoin and gold while encouraging their accumulation signals a shift toward neutral reserve assets.
“The U.S. needs to weaken the dollar. But against what?”
His answer: Bitcoin and gold.
The Strategic Bitcoin Reserve
Jack speculates that the U.S. will strategically weaken the dollar against Bitcoin and gold. It’s the only way to maintain control while transitioning to a post-dollar world.
“There’s a reason Trump didn’t tariff gold. There’s a reason he’s building a strategic Bitcoin reserve.”
China’s massive gold imports, Russia’s structured Bitcoin bonds, and Powell’s admissions all point to one conclusion: the monetary regime is changing. Bitcoin is the new baseline.
The Bottom Line: Bitcoin or Bust
Mallers concludes by emphasizing that we’re living through a monetary revolution. The dollar will weaken not just against other fiat currencies but against the hardest assets on Earth: Bitcoin and gold. The best hedge against this historic transition is to own Bitcoin.
“Nothing will beat Bitcoin. Not in dollar terms. Not in gold terms. Not in real terms.”
He wraps up by thanking his audience, encouraging people to take action, and reminding everyone: this isn’t just macroeconomic theory. It’s your financial future.
