Bitcoin Fuels Liquidity-Led Rally; Strike Holds 40K BTC
Strike founder Jack Mallers predicts Bitcoin will spearhead the next market recovery as the most liquidity-sensitive asset. He warned that widening interest-rate spreads and banking pressures will drive liquidity shocks. Mallers argues Bitcoin is not merely a hedge but a full-scale replacement for the traditional financial system. In a recent post on X, he described Bitcoin’s upside as unlimited, noting that fiat currencies lack a floor. After taking over as CEO of Twenty One, a U.S.-based Bitcoin firm backed by Tether, SoftBank and Cantor Fitzgerald, Mallers has focused on accumulation. The company now holds more than 40,000 BTC. At the time of his latest post, Bitcoin traded near $107,200. Mallers’ outlook underscores growing institutional demand and highlights Bitcoin’s role in reshaping global finance.
Bullish
Jack Mallers’ bullish stance and the liquidity-driven recovery thesis may boost short-term Bitcoin trading volumes and prices as traders seek exposure ahead of anticipated rebounds. Warnings about interest-rate spreads and banking pressures reinforce Bitcoin’s appeal as an alternative asset, likely attracting further capital inflows. Twenty One’s accumulation of over 40,000 BTC underscores growing institutional demand and tightens available supply, supporting long-term price appreciation. Overall, these developments strengthen the narrative of Bitcoin as a transformative financial system replacement and signal sustained bullish momentum.