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Jack Mallers: $BTC at $63,000 Is the Price of a Global Liquidity Crisis

5/27/2026

Strike CEO Jack Mallers says $BTC's price of $63,000 reflects a world starved of liquidity, not a verdict on Bitcoin's fundamentals.

Mallers summarized the dynamic with a single phrase: "you sell what you can, not what you want" — describing a market in which investors offload liquid assets under duress, regardless of conviction.

He also raised questions about what he called Strategy's perpetual stock capital dynamic.

What a Liquidity Crisis Means for Asset Prices A liquidity crisis is a condition in which cash and easily tradeable assets become scarce across the financial system.

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