Raoul & Jack Mallers:“This Changes Everything for Bitcoin and Crypto” (New 2026 Bitcoin Prediction)

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No matter how you slice the next few years, Bitcoin is going higher. That is not a prediction based on chart patterns or market sentiment. It is a structural diagnosis from Jack Mallers, CEO of Strike and one of the most direct voices on Bitcoin’s monetary properties, about where this entire financial system is heading.

His argument starts with something no policy maker can fix. The Strait of Hormuz remains under stress. Global supply chains are seizing. Nations are being forced to sell dollar-based assets just to fund themselves through a crisis that was supposed to last days and has now stretched into months. You cannot print oil.

You cannot headline your way to full tankers. And the longer this disruption continues, the more persistent the selling pressure on treasuries and equities becomes. When capital is forced to move, it does not disappear. It rotates. And increasingly, that rotation is finding its way into the one asset sitting outside all of these constraints.

Raoul Pal, former hedge fund manager and founder of Real Vision, adds the other half of the setup. He pushes back directly on the idea that policy makers are running out of tools. The tools are not disappearing, he says. They are evolving. Governments are preparing to route the next wave of liquidity through the banking system itself via credit expansion and lending growth rather than central bank balance sheet expansion.

The driver is artificial intelligence. The scale of infrastructure required to compete in the global AI arms race cannot be funded publicly. It has to come from private sector credit. And when that lending accelerates, liquidity does not trickle into markets. It floods them.

In this video, we break down why Jack Mallers says all roads lead to Bitcoin regardless of how the geopolitical situation resolves. Why Raoul Pal believes the banking system is about to become the primary engine of global liquidity and what Japan’s policy shift signals about where this is headed. Why artificial intelligence adoption is still far earlier than most people realize and what that gap means for the scale of what comes next. And why these three forces, supply chain pressure, credit expansion, and AI-driven capital demand, are converging on the same moment.

The infrastructure is being built. The capital is forming. The only question is whether you understand what it is building toward before it becomes obvious.

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Email: jamin@cryptonutshell.com
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Disclaimer: This video is for informational and entertainment purposes only and should not be considered financial advice.

Always do your own research before making any investment decisions.

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