Jack breaks down the AI bubble from every angle. Why frontier labs are waving red flags, why their financial metrics are made up, why China is eating their lunch at 1% of the cost, and why none of it matters — because they have to print the money either way.Join the Revolution: https://strike.me/Timestamps:0:00 Intro1:36 Strait of Hormuz still shut down3:50 Sovereign debt crisis: every Western nation's yields screaming higher9:08 Bessent triples bond buybacks — market spits on it13:03 Worst US bond returns in 250 years18:42 Trump offers $5,000 per voter21:39 Fed rate hike: why everything is inflationary now25:44 The AI slowdown — red flags everywhere38:22 DeepSeek at 1% the cost: where's the moat?42:10 The AI fork: money printing either way50:47 What's coming this week53:40 Happy birthday Dollar Bill

The Liquid Network just got hacked for over $300 million. 4,000 Bitcoin drained through a caching bug that let someone print liquid bitcoins out of thin air. Bitcoin itself wasn't hacked. Jack breaks down exactly what went wrong so you understand what happened.

Join the Revolution: https://strike.me/

Jack breaks down Warsh at Jackson Hole, why Bessant put him on his plane to the G20, and why the bond market doesn't care what either of them says.

The math: fixed obligations already exceed revenue before defense spending.

Bitcoin101 Inflation: what it is, why it's rigged, and why Bitcoin fixes it.

Join the revolution: https://strike.me/

Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.

Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.

Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.

Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.

Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.

I wrote something called The Last Honest Market. I wrote it from the middle of a pretty painful stretch, not from the other side of it with every lesson figured out and tied into a bow.It started as an essay about Bitcoin bear markets. Somewhere along the way, it became an attempt to understand why Bitcoin can be so painful and so hopeful at the same time, why it keeps kicking my ass, and why I keep coming back from these seasons a better man.I’m reading it here for anyone who prefers audio or video.

Streaming live Mondays at 6pm ET on The Jack Mallers Show YouTube channel.