Countries are Accelerating Bitcoin Adoption, Says CEO

Samson Mow, the CEO of Jan3, suggests that nations are moving faster toward adopting Bitcoin after a long period of hesitation.

Key Points:

• Mow highlights a shift from slow to rapid Bitcoin adoption among countries, warning that a sense of panic might soon emerge.

• The U.S. government has initiated an executive order for a strategic Bitcoin Reserve but hasn’t begun buying any yet.

• He posits that the current Bitcoin Bull cycle is possibly delayed and could extend into 2026.

In a recent discussion on a podcast, Mow noted that the government’s approach is transitioning from cautious steps to more decisive actions. “I think we might be nearing a point where things begin to happen swiftly,” he shared with host Danny Knowles.

Mow conveyed that the process can be quite sudden: “It all unfolds gradually, then suddenly.” He pointed out that the world may soon experience a rush toward Bitcoin, driven by a fear of being left behind.

The U.S. is a pertinent example of this change. While President Trump has signed an order to create a strategic Bitcoin reserve, actual BTC accumulation hasn’t kicked off yet. Still, Mow emphasized that the U.S. is preparing for this acquisition and progressing with the Bitcoin Act.

Galaxy Digital’s Alex Thorn recently mentioned that the U.S. might officially establish its Bitcoin Reserve by year’s end. Currently, the U.S. government holds 198,012 BTC, as per available data.

The momentum for Bitcoin adoption among nation-states has been growing throughout the year. In January, Fidelity Digital Assets suggested that more governments and sovereign wealth funds are likely to invest in Bitcoin.

However, the price of Bitcoin in 2025 hasn’t aligned with expectations. “We should have seen a major surge by now,” Mow remarked, expressing concern about the delay, which he believes might stretch until 2026.

Bitcoin is presently trading at around $109,400, having decreased nearly 2% in the past month. Analysts are still debating whether the traditional four-year cycle for Bitcoin remains relevant, influenced by factors like ETFs and increasing institutional interest.

Just three months ago, Mow had suggested that a Bitcoin price of $1 million could be on the horizon. “It could be this year or next,” he had said then. While the timeline may have changed, he still believes in the overarching trend.

Conversely, Galaxy Digital CEO Mike Novogratz recently voiced skepticism about predictions of Bitcoin hitting $1 million soon, suggesting that such milestones might indicate economic instability rather than progress in the crypto space.

He noted, “Those who believe in a million-dollar Bitcoin next year might be envisioning a significantly troubled scenario here.” Novogratz expressed a preference for a more stable Bitcoin price over extremes that could signal instability in the U.S. economy.

He also explained that currency devaluations often trigger a demand for alternatives like Bitcoin, which is often viewed as a safe asset against turmoil. However, he warned that such conditions could have serious implications for society.

Meanwhile, concerns have been raised about the sustainability of companies’ Bitcoin strategies. Last month, GlassNode’s lead analyst pointed out that the market is maturing, making it harder for newcomers to reap quick profits.

These worries are echoed by Matthew Sigel, Vaneck’s Head of Digital Asset Research, who has stated reservations regarding the Bitcoin strategies employed by several publicly traded firms.