Jan3 CEO Samson Mow shared on social media platform X on March 2 that he believes the window for bitcoin bearishness in 2026 is closing, pointing to macroeconomic catalysts alongside accelerating corporate treasury activity.

He wrote:

“The simple fact is there isn’t much time left in the rest of 2026 to be bearish. There’s too much happening with STRC rates increasing, BTSR on the horizon with their $1.5B smash buy, and Metaplanet preferred shares on the way.”

Mow’s references highlight accelerating corporate bitcoin treasury strategies, beginning with Strategy (Nasdaq: MSTR). The company recently raised the dividend on its STRC preferred shares to 11.5%, marking its seventh increase. Despite MSTR stock declining 14.77% year-to-date, the higher payout signals continued investor demand for yield-bearing instruments tied to Strategy’s bitcoin holdings and reinforces its ability to raise capital to acquire more BTC.

He also pointed to BTSR, the Bitcoin Standard Treasury Company, which plans to go public through a SPAC merger backed by more than 30,000 BTC and a $1.5 billion PIPE. If finalized, BTSR could become one of the largest public bitcoin treasury firms, creating another institutional vehicle for large-scale BTC accumulation.

Meanwhile, Metaplanet’s planned preferred share issuance supports its goal of reaching 100,000 BTC by year-end. By using hybrid capital instruments, the company aims to expand its bitcoin reserves while managing shareholder dilution, reflecting a broader trend of publicly listed firms embedding bitcoin accumulation into corporate finance strategies.

In a follow-up post, Mow added:

“Then you have looming rate cuts, rotation from metals, and The Big Print hanging over everything like the Sword of Damocles.”

Looming rate cuts signal expectations that the Federal Reserve may pivot to easier policy, boosting liquidity, lowering the opportunity cost of holding non-yielding assets like bitcoin, and supporting risk-on behavior. Rotation from metals suggests capital shifting from gold and silver into bitcoin as real yields fall. “The Big Print,” a term popularized by Lawrence Lepard, refers to a potential large-scale return to money creation to manage debt and deficits. Through the Sword of Damocles metaphor, Mow portrayed this prospective monetary expansion as a persistent overhang that could channel funds into fixed-supply assets like bitcoin if trust in fiat currencies deteriorates.

• Why does Samson Mow believe bitcoin’s bearish phase is ending?
  He points to accelerating corporate treasury accumulation and supportive macro conditions tightening the window for downside sentiment.
• How do corporate treasury moves impact bitcoin’s outlook?
  Large public allocations and preferred share issuances signal sustained institutional demand and reduced available supply.
• What role could Federal Reserve rate cuts play for bitcoin?
  Easier monetary policy may boost liquidity and increase demand for scarce assets like bitcoin.
• Why is rotation from metals to bitcoin significant for investors?
  Shifting capital from gold and silver into bitcoin could amplify upside momentum during risk-on cycles.

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