Samson Mow, CEO of JAN3, has publicly urged Elon Musk to adopt a more aggressive Bitcoin strategy across his companies, Tesla and SpaceX. In a series of posts on X (formerly Twitter), Mow called on Musk to "go all in on Bitcoin," specifically advocating for Tesla to re-enable BTC payments, implement a Bitcoin treasury strategy, and for SpaceX to offer discounts for BTC payments.
The advocacy draws on Bitcoin's potential as a hedge against economic instability and fiat asset freezes. However, there has been no confirmation from Elon Musk or Tesla regarding any plans to expand their Bitcoin holdings or change their strategy in 2026. Tesla's history with Bitcoin includes a period of accepting payments in 2021 before halting due to environmental concerns, and the subsequent sale of 75% of its BTC holdings in July 2022.
Mow's comments extend beyond advocacy to include bold market predictions. He outlined a high-conviction outlook where Bitcoin could reach $1.33 million in 2026, a sharp rise from current levels. His thesis is linked to shifting global adoption patterns and nation-state involvement. Furthermore, Mow predicted that MicroStrategy's stock (MSTR) could reach $5,000 due to its leveraged Bitcoin exposure, and that at least one country could launch a Bitcoin bond.
The remarks have sparked speculation in crypto markets, highlighting the influence of prominent voices in shaping narratives. However, industry caution remains, with figures like Bitwise CIO Matt Hougan advocating for expectations of steady growth with reduced volatility, contrasting with more aggressive forecasts from other leaders like Arthur Hayes and Tom Lee in the past.
