Value for Value ⚡️
Episode Summary
The Fed sets the price of money, but who controls how much credit is available? Jack Mallers explains why he’s watching Treasury volatility, the MOVE Index, and Scott Bessent’s buybacks to understand liquidity and what could drive Bitcoin’s next move.Join the Revolution: https://strike.me/Timestamps:0:00 — Ignore the Fed4:36 — The Global Debt Refinancing Problem10:52 — Why Treasury Collateral Matters13:31 — The MOVE Index Explained21:50 — Bessent’s Treasury Playbook25:16 — What’s Driving Bond Yields?33:18 — Bitcoin and Fiat Liquidity36:07 — Two Paths for Bitcoin40:38 — Strike: Cash Interest, Stacks, and Security50:47 — Exploring Bitcoin-Backed Lending in Europe
