Adoção do Bitcoin entre nações disparará, afirma CEO da Jan3 - Rumo à soberania financeira global

Nações em todo o mundo estão acelerando a adoção do Bitcoin como reserva de valor - e os céticos estão ficando para trás.

Estratégia Nacional

CEO da Jan3 revela que múltiplos países estão em negociações avançadas para integrar Bitcoin em suas reservas internacionais. O movimento representa uma mudança tectônica na geopolítica financeira global, com nações emergentes liderando a corrida.

Vantagem Competitiva

Países que adotam cedo ganham acesso privilegiado à energia mais barata do mundo para mineração e posicionam-se como hubs de inovação financeira. Enquanto bancos centrais tradicionais debatem regulamentação, governos visionários já estão executando.

Realidade Inconveniente

Os mesmos gestores de fundos que chamavam Bitcoin de fraude há cinco anos agora correm para explicar aos clientes por que perderam o maior trade da década. A ironia é tão deliciosa quanto os retornos dos early adopters.

Bitcoin adoption could skyrocket among countries soon

In his statement, Mow mentioned that while United States President Donald Trump has signed an executive order to establish the country’s Strategic BTC Reserves, the US has yet to begin buying the asset. However, he added that the country is moving forward with budget-neutral Bitcoin acquisition and the Bitcoin Act. This means that the country will only acquire Bitcoin using existing assets and forfeited assets.

This stance was backed by Alex Thorn, Galaxy Digital’s head of firmwide research, noting that there is a high likelihood that the United States government will form the highly anticipated Strategic Bitcoin Reserve by the end of the year.

“I still think there’s a strong chance the US government will announce this year that it has formed the strategic Bitcoin reserve (SBR) and is formally holding BTC as a strategic asset,” Thorn said in an X post.

While the United States still leads other governments in total BTC holdings, Mow previously mentioned that the country needs to start purchasing new Bitcoin this year. He mentioned that it would be ironic and unfortunate for the United States and the Trump administration, which took bold steps to push this forward, to be front-run by other countries that are inspired by their actions. “The risk is that the US is front-run by Pakistan,” he explained.

Analysts expect a big Bitcoin push in 2026

Mow also said he anticipates a big BTC push from the Latin American region, noting that it is one of the areas that he is most bullish on. Bitcoin adoption among countries has been one of the most discussed topics since the beginning of the year. In a research paper released by Fidelity Digital Assets in January, it mentioned that more countries, sovereign wealth funds, central banks, and government treasuries will look to establish strategic positions in Bitcoin.

Meanwhile, Mow has mentioned that in terms of price, BTC has failed to perform as many experts and analysts predicted that it would in 2025. He added that, going by what they said before the start of the year, we should have already had a bull run, noting that they predicted a massive run-up before the start of the year. “So I think this cycle, if you want to call it a cycle, is delayed; it might push into next year,” he said.

The same sentiment has been echoed by other analysts and experts over the last few months. In July, Matt Hougan, Bitwise chief investment officer, mentioned that he feels 2026 is a bullish year for BTC. “I broadly think we’re in for a good few years,” Hougan said.

BTC is trading around $109,300, down by 1.9% over the past month, according to data from CoinMarketCap. The comments come amid debates about Bitcoin’s four-year cycle now that ETFs and institutional demand are present.

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