Samson Mow predicts rapid adoption of Bitcoin by nation-states.
Samson Mow, the founder of Jan3, has expressed his belief in the imminent nation-state adoption of Bitcoin, signaling a transition from a slow and gradual process to a sudden and rapid phase. In a recent appearance on the ‘What Bitcoin Did’ podcast, Mow highlighted this shift by stating, “I think we’re on the tail end of gradually, and we’re at the beginning phases of suddenly.” This shift indicates that after years of cautious approaches, more countries are gearing up to swiftly build up their Bitcoin reserves. Mow anticipates a significant surge in adoption, predicting a scenario where nations experience a fear of missing out (FOMO) and potentially panic-buy Bitcoin reserves.
One notable instance of this trend is the United States, where President Donald Trump has signed an executive order for the establishment of a Strategic Bitcoin Reserve. Despite this move, the US has yet to initiate large-scale purchases. However, Mow noted that the country is making advancements in this direction through initiatives like budget-neutral acquisition strategies and the Bitcoin Act. The anticipated formation of the US reserve is set to take place by the end of the year, with current data indicating that the US government already holds a substantial amount of Bitcoin.
Mow also expressed optimism about the potential for significant Bitcoin adoption in Latin America, highlighting the growing interest in the region. Fidelity Digital Assets has projected that central banks and sovereign wealth funds will increasingly seek strategic Bitcoin positions, further supporting the momentum for nation-state adoption globally.
While the interest in Bitcoin adoption among nations is on the rise, Mow pointed out that the expected price surge for Bitcoin in 2025 has not yet materialized as predicted. He remarked, “We should have had a bull run already… like a massive run-up.” Mow and others like Bitwise’s Matt Hougan foresee a delay in this cycle, projecting a more substantial growth period in 2026. Amidst these shifts in the market, the debate around Bitcoin’s four-year cycle remains prominent, especially as ETFs and institutional demand continue to reshape the industry landscape.
In conclusion, the world is at a pivotal moment where nation-states are gearing up for rapid and substantial Bitcoin adoption. The transition from gradual to sudden adoption signifies a significant shift in the cryptocurrency landscape, with countries like the US and regions like Latin America poised to play critical roles in the future of Bitcoin as a strategic reserve asset. The delayed price action and ongoing discussions around market cycles add layers of complexity to the evolving narrative of Bitcoin adoption on a global scale.
