Overview

• In a What Bitcoin Did interview, Samson Mow said the transition from gradual to sudden nation‑state adoption is imminent and could trigger “nation‑state FOMO.”
• He noted the U.S. has a Strategic Bitcoin Reserve framework but has not started market buying, with government holdings around 198,012 BTC from seizures, according to Bitbo.
• Mow pointed to Latin America as the likeliest early mover and cautioned that countries such as Pakistan could act before the U.S.
• Bitcoin hovered near $109,000 over the weekend after a slower‑than‑expected 2025, with analysts including Bitwise’s Matt Hougan now highlighting 2026 as a potential up year.
• Institutional research from Fidelity suggests sovereign allocations are increasingly likely, while commercial projects position for demand, including Bitcoin Hyper, which reports an $18.6 million token presale for a proposed Layer‑2.