Bitcoin News Today: Institutions and Strategic Reserves Drive Bitcoin's 2026 Bull Run

Bitcoin's next significant bull run, according to Samson Mow, CEO of Bitcoin infrastructure firm Jan3, is expected to materialize around 2026, driven by institutional adoption, supply constraints, and macroeconomic trends. Mow, a prominent Bitcoin advocate, emphasized that while Bitcoin has shown resilience in the $60,000–$65,000 range, the current market conditions represent a prelude to a larger rally rather than the peak itself Samson Mow Predicts Bitcoin Bull Run by 2026 as Market Optimism Grows^[1]. He highlighted that Bitcoin is already outperforming inflation and has attracted increased participation from major institutions like BlackRock and Fidelity, which are expanding their Bitcoin ETF portfolios and injecting billions in inflows Samson Mow Predicts Bitcoin Bull Run by 2026 as Market Optimism Grows^[1].

Mow's prediction aligns with broader structural shifts in the financial landscape. He noted that President Donald Trump's executive order to establish a U.S. Strategic Bitcoin Reserve underscores growing institutional recognition of Bitcoin as a strategic asset. However, he clarified that official accumulation by governments has yet to begin, suggesting this could catalyze further inflows in the future Samson Mow Predicts Bitcoin Bull Run by 2026 as Market Optimism Grows^[1]. Analysts at Glassnode corroborated this sentiment, observing that over 70% of Bitcoin is now held by long-term investors, indicating strong market conviction Samson Mow Predicts Bitcoin Bull Run by 2026 as Market Optimism Grows^[1].

The CEO also reiterated his belief in Bitcoin's design, stating that its simplicity and resistance to change are its core strengths. Unlike altcoins, which often introduce new features to remain competitive, Bitcoin's value lies in its decentralized, censorship-resistant nature. This perspective resonates with Bitcoin maximalists who view its current structure as optimal for maintaining its role as a global financial asset Samson Mow Predicts Bitcoin Bull Run by 2026 as Market Optimism Grows^[1].

Macro factors further support the case for a 2026 bull market. Bitcoin's supply is tightening due to halving cycles and long-term holding trends, while global policy shifts are increasingly treating Bitcoin as a strategic reserve asset. These dynamics, combined with institutional demand, create a foundation for a more sustained and substantial rally than previous cycles Samson Mow Predicts Bitcoin Bull Run by 2026 as Market Optimism Grows^[1].

In a separate analysis, Mow projected that Bitcoin's recent price action-reaching $123,000-was only the beginning of a larger move. He argued that Bitcoin had already outpaced inflation by 19%, outperforming traditional benchmarks and reinforcing its appeal as a hedge against financial uncertainty. This view was echoed by Michael Saylor's firm, Strategy, which added 4,225 BTC to its holdings in July 2025, pushing its total stash to 601,550 BTC valued at over $70.2 billion Samson Mow Says Bitcoin Bull Market Is Just Starting as BTC Hits $123K^[3].

The market's resilience amid volatility and the growing dominance of institutional players suggest that Bitcoin's next leg up is not merely speculative but rooted in structural changes. Pierre Rochard, CEO of The Bitcoin Bond Company, noted that recent price corrections were healthy, as they reduced leverage, reset funding rates, and laid a stronger foundation for the next bull phase Samson Mow Says Bitcoin Bull Market Is Just Starting as BTC Hits $123K^[3].

While the immediate future remains uncertain, the confluence of institutional adoption, supply-side dynamics, and macroeconomic tailwinds positions Bitcoin for a significant rally by 2026. As Mow and other industry leaders continue to emphasize, the current market environment represents the calm before a storm, with Bitcoin's role in the global financial system poised to expand substantially Samson Mow Predicts Bitcoin Bull Run by 2026 as Market Optimism Grows^[1].