@jackmallers
芝加哥交易世家的第三代，Bitcoin 痴迷者的第一代。Mallers 打造了 Strike，帮助把 Bitcoin 交到萨尔瓦多手中，随后在十五个月里创办又离开了一家 40 亿美元的 Bitcoin 财库公司。他不是什么：看图喊单的人——他的公开记录是信念与宏观框架，极少出现带日期的具体价位。
简而言之。 Jack Mallers 是 Bitcoin 阵营中嗓门最大的信念型声音之一，也是最有分量的建设者之一：Strike 的创始人兼首席执行官、2021 年 萨尔瓦多 法定货币化进程中的核心人物，以及 Twenty One Capital（NYSE: XXI） 的联合创始人——2026 年 7 月 Tether 的三方合并崩盘时，他从该公司抽身离开。作为一个市场声音，他是方向性的，而非技术性的：他用法币流动性、被迫抛售与主权债务来框定 Bitcoin，而他对几乎任何行情的答案都一样——积累并持有。这让他很容易标注日期，却很难评分。在本窗口内，他唯一一次真正的短线判断——六月的抛售是流动性紧缩而非 Bitcoin 的失败——做对了。他最著名的那些数字并不落在这个窗口里，而其中最大的一个目前偏得很远。
Mallers 1994 年生于芝加哥，家族已有两代人在交易大厅做交易；2013 年由父亲带他接触 Bitcoin，当时价格约 50 美元。2017 年他打造了 Zap，最早的非托管闪电网络钱包之一；2020 年又做出 Strike——一款通过 Bitcoin 闪电网络传输美元的支付应用。2021 年，Strike 成为 萨尔瓦多 将 Bitcoin 定为法定货币这一举措的技术支柱，正是这一件事让 Mallers 获得国际知名度。Strike 的全球总部自 2023 年起设在萨尔瓦多。
2025 年他联合创办了 Twenty One Capital，这是一家由 Tether 支持的 Bitcoin 财库公司，以 43,514 BTC 登陆纽约证券交易所，是全球第二大企业持仓。但没能长久。2026 年 6 月，他在 BTC Prague 的一场圆桌上公开就 Strategy 的 mNAV 与摊薄算法向 Michael Saylor 发难，警告发行永续优先股的公司等于是“签下了永远欠钱的合约”。2026 年 7 月 21 日，在 Tether 合并 Twenty One、Strike 与 Elektron Energy 的计划破裂之际，他辞去 Twenty One 首席执行官职务，并表示：“我毕生的事业依然是 Bitcoin。我的 Bitcoin 公司是 Strike。工作还在继续。” 接任者是 Raphael Zagury。
The record needs two honest caveats. First, his headline price calls sit outside this chart window and the biggest is badly offside: in January 2026 he put Bitcoin at $150,000–$200,000 by the end of 2026, and BTC is at $83,423 with three months to run. Earlier he had framed $250,000 to $1 million “this cycle”. Second, his two sharpest in-window-adjacent posts — “turn on your DCAs” and “Hang in there. BTFD.” — are dated 10 February 2026, before this price window opens, so they cannot be charted here. They were well timed. We do not get to score them.
Sources: x.com/jackmallers · The Jack Mallers Show · The Block, Cointelegraph, Decrypt, CoinDesk & SEC filings
由信念驱动，只押 Bitcoin，以宏观为框架。 Mallers 自上而下地通过法币流动性解读市场——主权债务、央行干预、消费者信心与股市高点之间的背离——并把 Bitcoin 看作一个被调控的体系底下那个诚实的信号。他反复使用的手法，是把下跌重新解释为信息而非损害：被迫的卖家在筹措现金，而不是 Bitcoin 出了问题。随之而来的动作几乎永远相同——积累、持有、绝不卖出。他不公布价位、带日期的目标、失效点或仓位大小，并且直言“没人知道价格会走向哪里”。这种一贯性既是长处也是局限：你可以精确标注他立场的日期，但上面很少挂着一个可证伪的数字；而当他真的说出一个时，那往往是像 100 万美元这样又整又远的数。
大约是这个数据库里结构性最看多的一档——只买 Bitcoin、绝不卖出，而且创办的公司整个生意就是这个论点。请把这个数字读作信念，而不是短期市场判断：无论 5.8 万美元还是 8.2 万美元，他的立场都一样。
Dated statements from Mallers's own X account and from third-party press, charted against real price. Fair warning about what this record is: he is a conviction and macro voice, not a level-setter, so four of these five are long-horizon theses that price cannot settle in a seven-month window — they are logged open rather than flattered. A rolling 2026 sample. His famous numbers — $150k–$200k by end-2026 (said January 2026) and $250k–$1M “this cycle” — fall outside this window and are disclosed in the background instead; the first is currently a long way offside.
“Bitcoin always crashes loudly and recovers quietly. Zoom out and watch for lost levels slowly reclaimed through terrible sentiment. We don't need clarity bills or rate cuts. Fiat is broken. The long-term trend is in tact.”
Posted at $81,169: crashes are loud, recoveries are quiet, lost levels get “slowly reclaimed” and the long-term trend is intact — no policy help required. The next day BTC printed the window high of $86,597 (+6.7%), it has not closed below his mark since, and it sits at $83,423 (+2.8%). A week old and a trend claim rather than a level, so it is open — but so far the tape has done what he described.
𝕏 Post“Bitcoin always crashes loudly and recovers quietly” — @jackmallers on X↗ x.com“Bitcoin's performance comes in violent repricings. You blink and it rips another 30%.”
Posted at $78,974, arguing the next leg arrives as a sudden 30% repricing and that the only correct response is to hold it. A move came, but not that one: BTC first slipped to $75,590 (−4.3%), then climbed to the window high of $86,597 (+9.7%), and sits at $83,423 (+5.6%). Right direction, about a third of the promised rip. Five weeks old and, by design, unfalsifiable on its own timeframe — open.
𝕏 Post“Bitcoin's performance comes in violent repricings” — @jackmallers on X↗ x.com“Crypto” is going to zero. Bitcoin is going to 1M+.
Fired back at Barstool's Dave Portnoy, who had called Bitcoin headed to zero as it broke under $60k. The direction was right, and the timing near the lows was good: from $62,662 BTC dipped only −6.5% to $58,566, then ran +38.2% to $86,597 and holds $83,423 (+33.1%). But the number in the call is $1,000,000 — roughly 12× from here, with no date attached to it. The dip-buy instinct scored; the target cannot be settled — open.
𝕏 PostReply to @stoolpresidente — “Bitcoin is going to 1M+” (@jackmallers on X)↗ x.com“You sell what you can, not what you want.”
Speaking at BTC Prague with Bitcoin at $61,480, he argued the drawdown was forced selling into a global liquidity squeeze — cash-raising, not a verdict on Bitcoin — and that “Bitcoin isn't breaking down. It's breaking news.” Price agreed almost immediately: the low after was only −4.7% ($58,566), then a +40.9% run to $86,597, and it still holds $83,423 (+35.7%). His one genuinely near-term read in this window, and it worked.
Source“You sell what you can, not what you want” — Mallers says bitcoin is pricing a global liquidity crisis (The Block)↗ theblock.co“Where wealth exists today, those things will be demonetized like real estate will be demonetized, fine art will be demonetized, government debt will be demonetized, and Bitcoin will be monetized.”
A multi-year monetisation thesis rather than a level — but the timing belongs on the record. He said it at $80,197, within 2.3% of the spring high ($82,018). Bitcoin then fell 27.0% to $58,566 before recovering to $86,597 (+8.0%) in September, and sits 4.0% above his mark at $83,423. Nothing here is proven or disproven on a cycle timeframe, so it stays open — but anyone who bought the thesis the day he said it sat through a 27% drawdown to be back in profit four months on.
SourceJack Mallers shuts down the idea that Wall Street is a threat to Bitcoin (Cointelegraph)↗ cointelegraph.comOutcomes are our read of his stated bias against real price, not his own scoring. Every quote was pulled back from its live source before charting — X posts via the syndication endpoint, articles by refetching the page. Two well-timed February posts are excluded because they predate the chart window, and one widely-shared conference quote is excluded because the date it was said could not be established. Near-term marks can flip.
Mallers 是创业者，不是媒体人——他的钱来自那些价值随 Bitcoin 普及而上涨的公司的股权。这让他的利益动机异常容易辨读，也异常贴合他的表述。值得了解，正是因为在这里，表述与产品是同一件事。
他的核心资产。Strike 从支付、比特币抵押借贷以及 Tether 提供的 21 亿美元授信中获利，而它所销售的，正是他所提倡的行为——定期 DCA 买入，以及以 BTC 抵押借款而不是卖出。当他说“把你的 DCA 打开”时，他同时也是在描述自己的产品。
在 2026 年 7 月 21 日辞职之前，他是这家持有 43,514 BTC、于纽约证券交易所上市的财库公司的联合创始人兼首席执行官。他仍保留未披露的股份。他 6 月对 Strategy 的 mNAV 提出批评时，正在经营一家直接竞争对手——请据此权衡。
他公开表示自己不持有任何美元，并且从 2013 年起就一直在买入。他自己的持仓、他的公司与他的公开立场全都指向同一个方向，因此请把他的评论当作利益立场极强的意见，而非中立分析。
未经公开证实。流传甚广的 5,000 万至 1 亿美元估算，只是基于 Strike 非公开股权的猜测——请忽略任何具体数字。
“You sell what you can, not what you want.”
11 Jun 2026 · 谈六月的流动性抛售“Crypto” is going to zero. Bitcoin is going to 1M+.
24 Jun 2026 · 回应“比特币归零”论者“My life's work remains Bitcoin. My Bitcoin company is Strike. The work continues.”
21 Jul 2026 · 辞去 Twenty One Capital 职务时引述均来自他公开视频；为其陈述观点，非投资建议。
Mallers 几乎每天都在 The Jack Mallers Show 更新——既有长篇宏观直播，也有短片段。请注意，上方图表中的预测来自他的 X 帖子和带日期的媒体报道，而非这些视频。近期具代表性的上传：
一位出生于芝加哥的 Bitcoin 创业者，支付公司 Strike 的创始人兼首席执行官，也是 2021 年萨尔瓦多将 Bitcoin 定为法定货币过程中的核心人物。他联合创办了在纽约证券交易所上市的财库公司 Twenty One Capital，并于 2026 年 7 月 21 日辞去其首席执行官职务。
In January 2026 he said Bitcoin would reach $150,000–$200,000 by the end of 2026; with BTC near $83,423 in late September that call is a long way offside. He has separately said Bitcoin is “going to 1M+” with no date attached. Both sit outside our seven-month chart window, which is why they are disclosed in the background rather than scored.
他是创始人和倡导者，不是分析师，也不是持牌顾问，而且他的公司卖的正是他所推荐的那种行为。他很少给出价位、带日期的目标或失效点——他对 2026 年 6 月流动性抛售的解读不错，2026 年 1 月给出的年底目标则不然。请把他的观点当作有记录但利益立场极强的意见，绝不要当作交易信号。
只买 Bitcoin，绝不卖出。他通过法币流动性、主权债务与被迫抛售来框定市场，把下跌读作信息而非损害，并主张定期积累、以 Bitcoin 抵押借款而不是卖出——这恰恰也是 Strike 所销售的产品。
Mallers 只挑一种资产，而且从不动摇——没有价位，没有轮动，没有离场。你的直觉有多接近？用 Trader Passport 真正量一量。
