Samson Mow, founder of Jan3, believes that the world is approaching a pivotal moment in the adoption of Bitcoin by nation-states, signaling a shift from a gradual acceptance to a more rapid influx. During an appearance on the ‘What Bitcoin Did’ podcast, Mow asserted that we are “on the tail end of gradually,” suggesting a transition into a period marked by swift, decisive action.
He articulated his viewpoint by stating that numerous countries are beginning to prepare for the rapid acquisition of Bitcoin reserves. Mow emphasized this change, predicting that it is only a matter of time until a significant surge occurs, driven by a wave of nation-state FOMO (Fear of Missing Out). He remarked, “It is simply a matter of time before we see a massive run-up, and we see a massive nation-state FOMO, you know, panic.”
Focusing on the United States, Mow referenced a recent executive order signed by former President Donald Trump concerning a Strategic Bitcoin Reserve. Although actual purchases have not yet commenced, he noted that the U.S. is “pushing forward” with initiatives such as budget-neutral acquisition plans and the proposed Bitcoin Act. Additionally, Alex Thorn from Galaxy Digital has expressed confidence that the U.S. may establish its expected Bitcoin reserve by the end of this year. Currently, the U.S. government is reported to hold 198,012 BTC, according to data from Bitbo.
Mow’s optimism extends to Latin America, where he believes various countries might soon undertake significant Bitcoin initiatives. He highlighted a growing interest in nation-state adoption, with firms like Fidelity Digital Assets forecasting that central banks and sovereign wealth funds are likely to seek strategic positions in Bitcoin.
Despite these developments, Mow mentioned that the anticipated surge in Bitcoin’s price has not yet occurred. He expressed disappointment, stating, “We should have had a bull run already… like a massive run up.” Mow suggested that this upswing might be delayed until the following year, aligning with perspectives from others in the industry, such as Matt Hougan of Bitwise, who also expects a robust performance for Bitcoin in 2026.
The ongoing conversation regarding the credibility of Bitcoin’s historical four-year cycle is becoming increasingly dynamic, especially as the landscape evolves with the influence of exchange-traded funds (ETFs) and growing institutional interest. As the momentum for Bitcoin adoption builds, stakeholders in the cryptocurrency market are keenly observing the shifts in both policy and interest from various nations.
