“I believe we’re at the end of the ‘gradually’ phase and entering the ‘suddenly’ phase,” Mow said, predicting that governments will soon engage in “panic buying” of Bitcoin as they race to build strategic reserves.
He emphasized that the current delay in Bitcoin’s rally is not a sign of weakness but rather the foundation for the next major surge. The fundamentals remain intact: a fixed supply, rising institutional demand, and increasing adoption at the state level.
Mow reminded listeners that U.S. President Donald Trump signed an executive order to create a national Bitcoin reserve, though purchases have not yet begun. Still, the U.S. is “moving forward” with the plan, which he fears may allow Washington to outpace other countries — mentioning Pakistan as an example.
The JAN3 CEO also noted that Bitcoin’s performance in 2025 has diverged from expectations.
“By now, we should have seen a strong bull run,” he said, suggesting that the current cycle may simply be delayed and could extend into next year.
Mow concluded that the market is entering a new financial era in which Bitcoin will no longer be viewed merely as an alternative asset, but as a strategic instrument for governments, corporations, and millions of people worldwide.