Samson Mow Predicts Nation-State Bitcoin Adoption Will Move to “Suddenly” Phase Soon
Nation-state Bitcoin adoption is on the verge of a dramatic acceleration, with numerous countries preparing to move beyond skepticism and actively embrace the digital currency, according to Jan3 founder Samson Mow. Speaking on the “What Bitcoin Did” podcast, Mow stated that the world is now “on the tail end of gradually, and at the beginning phases of suddenly” suggesting a coming wave of nation-state FOMO for Bitcoin reserves.
From Gradual Accumulation to Sudden Global FOMO
Mow explained that, historically, the process of Bitcoin adoption by governments has unfolded slowly, but tipping points arrive quickly: “These things happen very fast literally gradually then suddenly,” he said. Mow anticipates that a surge of countries will soon rush to add Bitcoin as a strategic reserve asset, sparking a contagion effect where governments race not to be left behind.
Central to this urgency is the formation of strategic Bitcoin reserves, an idea gaining momentum as more governments discuss on-record plans. President Donald Trump’s executive order to create a US Strategic Bitcoin Reserve has increased global focus, even though the US has not begun accumulating. “The US is pushing forward with budget-neutral Bitcoin acquisition and the Bitcoin Act,” observed Mow, but warned that the nation risks being front-run by other ambitious states such as Pakistan.
Global Trend: Latin America Leads, US Still Cautious
Mow is especially bullish on Latin America, viewing the region as the most likely catalyst for a new wave of sovereign Bitcoin adoption. Several Latin American countries have openly explored using Bitcoin to combat inflation or gain financial sovereignty, raising the odds of a “sudden” surge within the region that could trigger FOMO worldwide.
Financial research giants like Fidelity Digital Assets project that more central banks, sovereign wealth funds, and government treasuries will move to buy Bitcoin as a reserve asset. With mounting global interest, the possibility of one country moving “suddenly” could initiate a domino effect for Bitcoin on a global scale.
US Bitcoin Reserve: Still Waiting for the Trigger
Despite the executive order, the US government has yet to start buying Bitcoin but is under increasing pressure as public and institutional debate mounts. Galaxy Digital’s Alex Thorn recently stated there’s a high likelihood the US will launch a Strategic Bitcoin Reserve in 2025, though Mow cautions that missing the chance to be first could risk being leapfrogged by other nations such as Pakistan. The US currently holds 198,012 BTC, making it the government with the largest official bitcoin reserves.
Delayed Bull Run and the New Market Cycle
While many crypto watchers expected a major Bitcoin bull run in 2025, Mow acknowledged that prices have not surged as anticipated. “We should have had a bull run already,” noted Mow, echoing other analysts who think institutional and ETF participation may be delaying the classic four-year cycle in favor of longer, more gradual growth. Some, like Bitwise CIO Matt Hougan, predict the real upside will materialize in 2026.
Key Takeaways
- Nation-state Bitcoin adoption is approaching the “suddenly” phase, after years of slow and cautious moves.
- US is advancing with a Bitcoin reserve strategy but hasn’t started buying risking being outpaced by Pakistan or Latin American nations.
- Latin America is likely to lead the next adoption wave, potentially sparking worldwide FOMO among governments.
- Bitcoin’s expected bull run may be delayed as ETFs, institutional flows, and policy developments reshape long-standing cycles.
With the global pace quickening, Mow predicts the move from slow adoption to “suddenly” may soon rewrite the rules of Bitcoin’s global market, setting the stage for dramatic price shifts and geopolitical realignments.
