Thread

We are going to 220k in 2026

What percentage of borrowers getting margin calls?

Obviously just "Pleb Slop", but me and bro sold all our holdings into zcash bcause Citria paid a single Bitcoin Core dev (Peter Todd) to COMPLETELY REPURPOSE bitcoin by turning it into a memory module for shitcoin chains anf f'kin time stamps or whatever... and then some h0 on the Core repo slept her way to Commit/Admin/Maintainer permissions after less than two years involvement. Bye bye bitcoin.

Yes

heads-up: we looked for a lightning address on your profile but could not find one... u can get a free one at https://rizful.com ... and then reply back to this comment so we can zap you.

I haven't been through an entire cycle, but from what I've read, watched and heard the time I've been here I believe bitcoin is our only hope. Thanks to the bitcoin ecosystem opening my eyes to what I've been feeling without knowing why. Money printer = pure evil!

Thanks for asking, but Bitcoin is fragile asf until Core actually consider the opinion of Pleb Slop users.

I hope it stay bearish a little bit longer😯 and stronger signs😳, a good sign to get more Bitcoin (🫣) 🥳👀

hi -- we were trying to zap you -- but it looks like you haven’t set up a NIP-05 or ⚡ lightning address yet — grab one free at https://rizful.com .. then pls reply here and we will try zapping you...

Bitcoin has no bear market. Bitcoin has entry opportunities. We all see higher lows 🤫

Look forward

nostr:nprofile1qqst0xtvrqlqxm0j0qpfgkuqh0wgkzl4judkvgdgd0e4d8pnyytlqlgpzemhxue69uhhyetvv9ujumn0wd68ytnzv9hxgqgewaehxw309a4kummnw3ezumn9w468y6twv5hxxmmd82kvfp we need an emergency YouTube stream pronto sir

Yoooooooooooooooooooooooooooooo

It’s 50% LTV soooooo None

Margin call: A margin call occurs if your LTV ratio ever reaches 70%, even temporarily. A margin call is a requirement to lower your LTV to 60% or below within 24 hours, otherwise part of your collateral will be liquidated to lower your LTV to 60% for you. If a margin call occurs, you will be notified via email and push notification (if notifications are enabled).

If you're new It's important to buy pull backs if you can. As class of 21, if I hadn't done that, I'm not sure I'd even be in profit right now (inflation adjusted) 4 years later. Luckily I scooped some of those sweet 16K sats.

Jack, in light of Simon Dixon's recent podcast clip labeling your Twenty One Capital partnerships with Cantor Fitzgerald and Tether as a "mafia" operation potentially tied to deep state influences, Operation Chokepoint 2.0, and institutional capture that could centralize Bitcoin—how do you counter these allegations, and what's your vision for balancing Wall Street efficiency with Bitcoin's decentralized ethos to avoid repelling true cypherpunks?

Everything is 'a setup for a new high'!

Great question. I’d love to know the answer as well Saying that, openly discussing such allegations is probably not the best idea, if any sense of truth to it

Great show Jack as always. I realized while listening how good the new class of Bitcoiners have it. Losing your shit over a shallow correction off the ATH while there are so many great voices in the space to hold your hand and walk you off the ledge. It wasn’t but a few cycles ago you had to plug your nose, pull your sack over your head, and prepare to take on water. Today: Stack some up, relax, and have a beer. 🍻

💯 we’re going to win!

I’m pretty sure we already have.

🤣

Stay humble, stack sats is both a conviction that liquidity (big print) is coming in a large way, and the admission that we don't know when. Instead of bending the cycle, just try to imagine the truth. There is no cycle. nostr:nevent1qqsgzpfm5e8v46kh8qw6tya7tvxq5yu527qqqt2s75l8slzhgdhgzscpyfmhxue69uhkummnw3ez6an9wf5kv6t9vsh8wetvd3hhyer9wghxuet5a0pksd

Love the shoutout "Twitter, elons centralized social media app" NOSTR rules!

Simon Dixon is a shitcoiner.

“How leveraged are these assholes” 😂😂😂😂

isch das fake-jm-vou? oder gits eifach e Wahnsins-show

Yes, I understand how it works and have already opened and closed multiple loans with Strike. It works great. Do the math. If you took out a loan at the absolute peak price you still wouldn’t be at 70% LTV so I doubt there have been very many margin calls……yet.

Jack I enjoyed your #Mailbag #Monday I wanted to say I enjoy your longer form shows and if that means they're longer than I'm learning more from you then. That being said please just keep em coming!

Great session thx 🫡🧡💪🏼

Hey Jack, I am going to definitely give this one a listen tomorrow. I like the way your live show happens every Monday.

This may be true for Strike borrowers but what about the others guys? Morpho and Coinbase surely have far more than strike because of their size. Not to mention any of the other guys offering similar products.

🫡🫵☝️

Love this take. Bitcoin has been signaling the liquidity crunch louder than anything else. People will call it a “cycle,” but in hindsight it’s just going to be obvious: not enough dollars, too much truth on-chain. I’m here stacking through all of it 🫡🔥

We are looking for an investor who can lend 150,000 US dollars to our holding company. We are looking for an investor who can invest 150,000 US dollars in our holding. We are looking for an investor who can provide a budget of 150,000 US dollars for our holding. With a budget of 150,000 US dollars that you will invest in our holding, we will produce an artificial intelligence-supported device called Mindova, which will measure people's physical and mental data and evaluate this data with artificial intelligence, guiding people in a healthy life. “Mindova” is an artificial intelligence-supported coach that analyzes your personal health data (sleep, heart rate, step count, mood, blood values, nutrition, etc.). Mindova is a device that analyzes the user's physical and mental data with artificial intelligence and works as a personal health assistant. People experience mental fatigue, stress, and physical health problems. However, everyone's lifestyle, biology, and psychology are different. Current apps offer "general recommendations," not personalized ones. Stress, anxiety, lack of focus, insomnia and loss of motivation are on the rise in people worldwide. Current wellness apps give everyone the same advice, there are no personalized solutions. People want a healthy life but can't find a personal system to guide them. AI-based mental health applications, in particular, are one of the areas where investors are currently pouring the most money (Calm, Headspace, Wysa, Replika, Mindstrong, etc.). In short, the applications at the lower level of the project we are doing are generating billions of dollars. We are building a project that receives large investments across the market. We will sell our product at a price of 300 US dollars. We will have our product produced by technology companies in India, thus eliminating the need for labor and producing a quality product at a low cost. We will sell our product in two ways. First, we will create our own website, display our product internationally on our website and sell it all over the world. Thanks to our strong advertising network, we will introduce and sell our products to many people and achieve large sales in a short time. Second, we will make agreements with technology stores around the world and sell them to them. They will sell to people in their own countries and earn money. There will be a 2-month production process and a 2-month sales process, so we will be able to achieve great income by working quickly and in a balanced manner. 💼 Your Profit: You will invest 150,000 US dollars in our holding company. When July 25, 2026 comes, I will return your money to you as 850,000 US dollars. You will invest 150,000 US dollars in our Mindova project. You will receive your money back as 850,000 US dollars on 25/07/2026. You will give a budget of 150,000 US dollars as a loan to our holding company. You will receive your money back as 850,000 US dollars on 25.07.2026. To learn how you can invest 150,000 US dollars in our holding and get detailed information, send a message to my Telegram username below and I will give you detailed information. To get detailed information about our Mindova project and to learn how you can increase your money by investing 150,000 US dollars in our Mindova project, send a message to my Telegram username below and I will give you detailed information. To learn how you can lend 150,000 US dollars to our holding, send a message to my Telegram username below and I will give you detailed information. my telegram username: @adenholding

We are looking for an investor who can lend 150,000 US dollars to our holding company. We are looking for an investor who can invest 150,000 US dollars in our holding. We are looking for an investor who can provide a budget of 150,000 US dollars for our holding. With a budget of 150,000 US dollars that you will invest in our holding, we will produce an artificial intelligence-supported device called Mindova, which will measure people's physical and mental data and evaluate this data with artificial intelligence, guiding people in a healthy life. “Mindova” is an artificial intelligence-supported coach that analyzes your personal health data (sleep, heart rate, step count, mood, blood values, nutrition, etc.). Mindova is a device that analyzes the user's physical and mental data with artificial intelligence and works as a personal health assistant. People experience mental fatigue, stress, and physical health problems. However, everyone's lifestyle, biology, and psychology are different. Current apps offer "general recommendations," not personalized ones. Stress, anxiety, lack of focus, insomnia and loss of motivation are on the rise in people worldwide. Current wellness apps give everyone the same advice, there are no personalized solutions. People want a healthy life but can't find a personal system to guide them. AI-based mental health applications, in particular, are one of the areas where investors are currently pouring the most money (Calm, Headspace, Wysa, Replika, Mindstrong, etc.). In short, the applications at the lower level of the project we are doing are generating billions of dollars. We are building a project that receives large investments across the market. We will sell our product at a price of 300 US dollars. We will have our product produced by technology companies in India, thus eliminating the need for labor and producing a quality product at a low cost. We will sell our product in two ways. First, we will create our own website, display our product internationally on our website and sell it all over the world. Thanks to our strong advertising network, we will introduce and sell our products to many people and achieve large sales in a short time. Second, we will make agreements with technology stores around the world and sell them to them. They will sell to people in their own countries and earn money. There will be a 2-month production process and a 2-month sales process, so we will be able to achieve great income by working quickly and in a balanced manner. 💼 Your Profit: You will invest 150,000 US dollars in our holding company. When July 25, 2026 comes, I will return your money to you as 850,000 US dollars. You will invest 150,000 US dollars in our Mindova project. You will receive your money back as 850,000 US dollars on 25/07/2026. You will give a budget of 150,000 US dollars as a loan to our holding company. You will receive your money back as 850,000 US dollars on 25.07.2026. To learn how you can invest 150,000 US dollars in our holding and get detailed information, send a message to my Telegram username below and I will give you detailed information. To get detailed information about our Mindova project and to learn how you can increase your money by investing 150,000 US dollars in our Mindova project, send a message to my Telegram username below and I will give you detailed information. To learn how you can lend 150,000 US dollars to our holding, send a message to my Telegram username below and I will give you detailed information. my telegram username: @adenholding

you smelly fart

👀

Big time

Yep. No doubt.

catch is - printed bejamins take YEARS to trickle down to STRIKE customers wallets #paitience wins

after a few months yes or a year or 2

strike has no choice - must sell HOPIUM in bear market

bitcoin too hit 230K in 2028 nothing to #fomo so early - cycles will be 6 to 8 years extended 4 yr game is over

I like the format, and I also like the longer format. Your podcast is one of the highest signal in the Bitcoin/macro sphere. You do you.

People will do stupid things with their bitcoin. I don’t use those other providers so I don’t know their terms. My point is that the Strike loan products are good and if used responsibly, can enable some awesome things.

Great episode. Long format is super, thanks😁

Markets don’t rise or fall, they reveal. What we’re seeing is the system gasping, and Bitcoin simply reflecting truth.

yo @jackmallers we ran the numbers on your show like the degenerate stat nerds we are. 90%+ of your nuclear “GET YOURSELF SOME BITCOIN!!!” vein-in-forehead screams = Fear & Greed 75–95 while we’re printing new ATHs 0% of them during actual Extreme Fear then yesterday drops BTC bleeding under 90k for the first time in forever Fear & Greed at a sad little 12 whole timeline crying in the shower and you… you didn’t drop the line ONCE. dead silence on the signature call. you were straight-up somber, king. we felt the fear through the screen. bro… according to the Jack Mallers Indicator we just back-tested… that was the loudest “buy signal” you’ve ever accidentally given. so on behalf of the timeline: thank you for the bottom confirmation, legend. now say it like you mean it, pussy. GET YOURSELF SOME BITCOIN!!! 🩸🚀

Meh who cares. Hodl on

Yeah, I was also thinking about how the S&P500 will go down a bit because of the AI bubble, so maybe something like 20% in total (and Bitcoin maybe 10% more), and then they'll both (S&P500 and Bitcoin) keep growing again. Why? Because real estate will be demonetizing too. And cash/bonds is going to be degrading YOY so capital will flow slowly. S&P500 is the savings technology of the mainstream, Bitcoin will grow with that and eventually also demonetize that, in my view.

Same issue pointed out 500 years ago.. Humanitarian and founder of Protestantism, Martin Luther https://blossom.primal.net/e8200561c0a77e07d1768454166fed1dab51128f7f40175785f737f236252862.mp4

Nice one

Bahaha you fkn nailed it

Strike is the best, excited you're excited about the future offerings. please take the melting ice cube dollar liquidity the wife thinks she needs to be "safer", you can have it

nostr:nprofile1qqsvf646uxlreajhhsv9tms9u6w7nuzeedaqty38z69cpwyhv89ufcqpzamhxue69uhhyetvv9ujucm4wfex2mn59en8j6gpzpmhxue69uhkummnw3ezuamfdejsdxmu8k can you please link the statue piece made by Val. Couldn’t find it. Would love to get one for Christmas for my brother.

Very much worth a listen to get a better idea of the current Bitcoin price action and market sentiment 👌🏼 nostr:nevent1qqsgzpfm5e8v46kh8qw6tya7tvxq5yu527qqqt2s75l8slzhgdhgzscpyfmhxue69uhkummnw3ez6an9wf5kv6t9vsh8wetvd3hhyer9wghxuet5qgsvf646uxlreajhhsv9tms9u6w7nuzeedaqty38z69cpwyhv89ufcqrqsqqqqqp2dca9e

How much of this sell off is being driven by the yen carry trade?

Little!! The yen carry trade has been declining for 10 years!! This is a cascading effect!! Leveraged positions 80-90k thought they were safe and stayed in to avoid capital gains… As a result of the first round of liquidations it kept falling like dominos. Lesson here is simple… HODL or get (((FUCKED))) ❤️⭕️

Rodknostr:nprofile1qqsf07zg4hxyccnkdp07fppxmetpfzru3fg6mgzx3nk8r7af8qnjjygpzemhxue69uhky6t5vdhkjmn9wgh8xmmrd9skcqgdwaehxw309ahx7uewd3hkc3yfhc5

Rodk@rizful.com

rodk@rizful. Com