Strike Founder Jack Mallers: Bitcoin Is Reflecting the Global Liquidity Crisis

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Odaily Planet Daily News reports that Strike founder and Twenty One Capital CEO Jack Mallers stated that Bitcoin falling below $63,000 is not merely an emotional issue, but reflects the reality of insufficient liquidity in the global financial system.

Mallers believes that currently, American consumer confidence is at a historic low, but the S&P 500 is at a historic high, indicating that traditional stock market signals have been distorted by policy interventions. In contrast, Bitcoin, as a 24/7 traded asset, more accurately reflects the true state of global liquidity and market pressure.

He emphasized that during periods of liquidity tightness, investors tend to "sell what they can sell, rather than what they want to sell," so Bitcoin's decline may not signify a collapse of long-term faith, but rather a passive sale under capital pressure.

Additionally, Mallers questioned Strategy's perpetual preferred stock financing structure, believing it could trap the company in a capital structure dilemma where it must choose between different stakeholders when future liquidity is needed.

BTC3.33%
US5000.17%
US500200.17%
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