Nation-states shifting toward adoption
Jan3 founder Samson Mow believes global Bitcoin adoption is nearing a tipping point, where cautious exploration may give way to sudden acceleration.
Speaking on the What Bitcoin Did podcast, Mow argued that countries have moved beyond skepticism and are now preparing concrete strategies for adoption.
He described the moment as “on the tail end of gradually, and we’re at the beginning phases of suddenly,” suggesting a wave of national adoption could create massive FOMO among governments.
Strategic reserves and U.S. policy
Mow highlighted progress toward Bitcoin reserves worldwide. He noted President Trump’s executive order establishing a Strategic Bitcoin Reserve but pointed out the U.S. has not started buying yet.
However, he emphasized that budget-neutral acquisition methods and supportive legislation, such as the Bitcoin Act, are already in motion.
Latin America leads adoption momentum
Mow expressed strong optimism for Latin America, calling it one of the most promising regions for Bitcoin integration. Several countries in the region have explored cryptocurrency initiatives, potentially setting off a broader adoption wave.
Market cycles show delays
Mow admitted that Bitcoin’s 2025 performance has surprised him. Despite expectations of a strong bull run, the rally has not matched historical cycles.
He suggested this cycle may be delayed into 2026, a view shared by analysts who note unusual market conditions.
Technical analyst Ted Pillows pointed to liquidity clusters at $108,000 and $114,000, with possible downside sweeps before upward momentum. Funding rates remain positive, signaling potential near-term selling pressure.
