Bitcoin Avalanche Looms as Nations Hurry to Buy

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In the manner of a late-night clerk’s confession to a desk that groans with cranky ledgers, Samson Mow speaks of a coming phase of Bitcoin adoption by nation-states, where governments-long skeptical-unfurl their parchments and whisper about grand plans, as if preparing for a municipal theater that never quite closes.

He told podcast host Danny Knowles that shifts arrive “gradually, then suddenly,” a maxim that makes the reader smirk with a mixture of pity and alarm. He warns that a wave of government buying could trigger a panic-buying spree among countries who fear being left behind, like bakers eyeing the last loaf before the postman arrives with bad news.

Nation-State Run On Bitcoin Could Accelerate

The US President Donald Trump has recently signed an executive order creating a framework for a Strategic Bitcoin Reserve. But, based on Mow’s remarks, the US has not yet begun buying under that plan – the theatre has the scaffolding, but no actors yet on stage.

The US still holds 198,012 Bitcoin, according to Bitbo data, but Mow argues the Treasury must start acquiring coins for the reserve. He warns there is a risk of being front-run by faster, keener competitors from abroad, as if the world itself were a relay race and someone forgot to hand off the baton.

Mow Also Sees Latin America As A Key Region

Mow singles out Latin America as a place where major moves could come first. Political and currency pressures in parts of the region make alternative stores of value attractive, he says with a wry grin, as if pointing at a treasure map tucked behind a ledger.

Fidelity Digital Assets published a paper in January that suggested more nation-states, central banks, sovereign wealth funds and treasuries might build strategic positions in Bitcoin – a view that supports Mow’s outlook. The longer the list of hopefuls, the louder the chorus in the comedy of markets.

Timing, Not If, Remains The Question

Mow acknowledged that the expected 2025 bull run has not appeared as many predicted, and he suggested the cycle may be pushed into next year, like a clock that refuses to strike on cue. He has been vocal before about bullish targets, at one point saying a $1 million Bitcoin is “a given,” possibly this year or the next – a prophecy that makes gamblers tap their foreheads and chuckle at fate.

Those strong views are now tempered by analysts who point to ETFs and institutional flows as factors that could alter how price cycles behave going forward, like auditors who suddenly discover a hole in the ledger and pretend it’s a feature, not a bug.

Institutional Voices Join The Debate

Meanwhile, Alex Thorn of Galaxy Digital has said a Strategic Bitcoin Reserve in the US is likely before year-end, while Bitwise chief investment officer Matt Hougan recently told investors he expects 2026 to be an “up year.”

Market data shows Bitcoin trading at $109,425 at the time of reporting, down 5% over the past seven days, which some analysts use to argue the current market move has been slower than many anticipated. 🤔💸

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2025-09-28 17:07