TLDR
- Samson Mow predicts rapid nation-state Bitcoin adoption as governments act soon.
- The U.S. has yet to begin acquiring Bitcoin despite strategic plans in place.
- Mow is bullish on Latin America’s significant Bitcoin adoption in the coming years.
- Bitcoin’s price hasn’t surged as expected, with a potential run-up delayed until 2026.
Samson Mow, the founder of Jan3, has predicted that more nations are preparing to ramp up Bitcoin adoption. He suggests that the transition from gradual to rapid adoption is imminent. During an interview on the What Bitcoin Did podcast, Mow emphasized that Bitcoin adoption by countries would soon enter a phase of “suddenly,” accelerating much faster than expected.
Strategic Bitcoin Reserves Becoming Reality
Mow highlighted that some nations, including the United States, have already started moving toward establishing a Strategic Bitcoin Reserve. While the U.S. has signed an executive order to establish a Bitcoin reserve, it has yet to start acquiring Bitcoin. However, Mow noted that the U.S. is “pushing forward” with the Bitcoin Act and budget-neutral Bitcoin acquisition plans.
At present, the U.S. government holds 198,012 Bitcoin, according to data from Bitbo. Despite this, Mow cautioned that the U.S. risks being “front-run” by other countries, such as Pakistan, if it delays its Bitcoin acquisition further. Mow also expressed confidence in significant movements in Latin America, where he is particularly bullish on Bitcoin adoption.
Growing Interest in Bitcoin by Nation-States
Mow’s comments align with recent research from Fidelity Digital Assets. In a January report, Fidelity projected that more governments, central banks, and sovereign wealth funds will seek to build positions in Bitcoin. This growing interest reflects a shift toward Bitcoin as a potential reserve asset, with nations looking to diversify their holdings beyond traditional assets.
This trend comes amid increased institutional interest in Bitcoin, particularly with the rise of Bitcoin ETFs and regulatory developments. Galaxy Digital’s Alex Thorn also noted that the U.S. government might establish the Strategic Bitcoin Reserve by the end of 2025. This highlights the serious momentum behind nation-state adoption.
Bitcoin’s Price and Market Sentiment
Meanwhile, Mow pointed out that Bitcoin’s price has not yet experienced the expected “massive run-up” that many market participants anticipated for 2025. Despite the increasing interest from institutional players and nation-states, Bitcoin has yet to enter the bullish phase many experts predicted. Mow and other analysts, such as Matt Hougan from Bitwise, have suggested that the next Bitcoin bull run might be delayed until 2026.
Bitcoin’s price is currently trading around $109,400, down 1.97% over the past 30 days. While Bitcoin’s price has not surged as expected, Mow remains optimistic about its future, maintaining that Bitcoin’s inevitable price increase is just a matter of time.
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