The Prediction: Musk’s Imminent Pivot
Jan3 CEO Samson Mow has forecasted that Elon Musk will aggressively re-enter the Bitcoin market in 2026. In a series of predictions posted to X, the nation-state adoption advocate stated plainly: “@elonmusk goes hard into BTC.”
The call stands out against a backdrop of institutional caution. While Bitcoin consolidates near $90,600 (-0.2%), Mow envisions a violent upside repricing driven by corporate and sovereign FOMO. His thesis suggests Musk’s potential move, likely via Tesla or X Payments, could act as the primary catalyst to shatter the current accumulation range.
@elonmusk goes hard into BTC.
The Institutional Context
Musk’s relationship with the asset class remains dormant but loaded. Tesla currently holds approximately 11,509 BTC (valued at roughly $1.04 billion), a “HODL” stack maintained since the company sold 75% of its initial position in July 2022. Unlike MicroStrategy, which has aggressively levered its balance sheet to acquire over 1% of the total supply, Tesla has neither added to nor reduced its holdings in nearly four years.
A shift to “go hard” implies more than passive holding. Market speculation points to two potential vectors:
- Treasury Allocation: A resumed accumulation strategy similar to 2021.
- X Payments Integration: The long-rumored crypto payment layer for the X “Everything App,” where Dogecoin ($0.14) and Bitcoin could serve as settlement rails.
Mow’s 2026 Roadmap
The Musk prediction was one of five “Omega Candle” triggers Mow outlined for the year. His broader outlook targets a Bitcoin price of $1.33 million and a surge in MicroStrategy (MSTR) shares to $5,000. While the numbers appear hyperbolic relative to current spot prices, they align with Jan3’s thesis of “hyperbitcoinization,” where fiat currency failure forces rapid global adoption.
For now, the market waits. Bitcoin volume remains thin as traders eye the $92,000 resistance level, looking for the liquidity spark Mow believes Musk is destined to provide.
