BTC235: Jack Mallers on XXI (21) and Strike Borrowing and Lending (Bitcoin Podcast)

Explore the launch of Twenty One Capital, its strategic ties with Tether, SoftBank, and Cantor Fitzgerald, and how it compares to MicroStrategy or ETFs. Plus, Strike’s bold leap into secure Bitcoin lending.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro
15:29 - How Twenty One Capital was formed and why now is the right time for a Bitcoin-native public company
17:16 - What SoftBank contributes beyond funding, including possible global Bitcoin adoption strategies
19:05 - How Twenty One differentiates itself from MicroStrategy and ETFs as a Bitcoin investment vehicle
19:55 - Why “Bitcoin Per Share” is used to track performance instead of traditional fiat metrics
27:31 - The ownership structure and governance dynamics between Tether, SoftBank, and other stakeholders
28:45 - Whether and how Strike and Twenty One will collaborate, and how CEO responsibilities are managed
31:26 - How the company navigates U.S. regulatory challenges, especially with Tether’s involvement
33:07 - The roadmap for Twenty One’s operational revenue beyond holding BTC
35:02 - The thinking behind Strike’s conservative Bitcoin-backed loans and their structure
35:40 - Lessons from the collapse of other crypto lenders and how Strike avoids similar risks
42:06 - The future of interest rates, accessibility, and transparency in Strike’s lending products
49:28 - Strike’s evolving role as a Bitcoin-native financial services platform – or neobank
51:54 - How both companies aim to promote financial sovereignty while balancing ease of use
57:05 - The biggest challenges on the horizon, from regulation to competition, and how they’ll be tackled

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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