Bitcoin News Alerts | Daily BTC News

Episode 2158: Samson Mow: Bitcoin Bull Run Hasn't Even Started – $1M 'Sudden Upheaval' Incoming
Date: November 6, 2025
Host: JV (Bitcoin News Alerts)
Main Interviewee/Source: Samson Mow (Founder, Jan3)

Overview

In this episode, JV covers a volatile day in the crypto markets, spotlighting the unexpected resurgence of privacy coins, massive outflows from U.S. spot Bitcoin ETFs, and a legal saga involving lost Bitcoin. The centerpiece: Samson Mow’s ultra-bullish forecast, predicting a violent, sudden run to $1 million per BTC—arguing the real bull run hasn’t started yet despite current market turmoil.

Market Recap & Volatility

[00:00–04:50]

• Bitcoin Correction: BTC saw a flash crash to the $98-99k range, a brief recovery to $104k, and is now hovering near $101k and falling again. The outlook is “back in the red”—expect continued volatility.
• Privacy Coins Pumping: Zcash and Dash stand out, countering the crimson tide. Zcash is up 63% for the week, Dash +173%, and Monero +8%. “Privacy coins for the win.” (03:44)
• Market Fear Index: Crypto Greed & Fear Index gave a reading of 27 (from "extreme fear" at 23 yesterday), down sharply from 70 a month ago—sentiment has turned fast.

“If you don’t know, now you know.” – JV (03:45)

Privacy Coins Spotlight: Why Zcash & Dash Surge

[06:41–12:06]

• Market Cap Boom: Early November, privacy coins' combined cap surged 80% to nearly $24–25 billion.
• Zcash: Hit its highest point in 7 years, overtaking Monero as #1 privacy coin.
• Dash: Notched a 3-year high; notable volume and price action.
• Key Reasons for Boom:
  1. Flight to Privacy: Traders tired of compliance and surveillance rotate into privacy assets.
  2. Technical Breakouts: Multi-year resistance shattered, fueling trend followers.
  3. Short Squeezes: Derivatives-fueled rally as shorts force-buy to close.
  4. Influencer Chatter: “Bold calls from high profile traders and headlines… boosting sentiment.”

“John McAfee was always bullish on privacy coins… He did not trust the government, AKA the lizard folk. Rest in peace John. We miss you.” – JV (11:12)

• Zcash Details: Dual modes (transparent and shielded addresses), with Halo 2 system improving privacy.
• Dash: Focus on fast payments—CoinJoin (wallet-based mixing) increases transaction privacy, though must be manually enabled.

U.S. Spot Bitcoin ETF Outflows

[12:21–14:14]

• Second Worst Outflow Streak Ever:
  U.S. spot Bitcoin ETFs lost over $2 billion in outflows since October 29, with six straight days of redemptions, compared to the biggest week ever in February.

“Unacceptable institutions. How dare you.” – JV (12:21)

• Implication: Outflows typically mean price dumps, while inflows are linked to pumps.
• Ether ETFs: Also facing major redemptions; “ETH has been getting 4 wrecked, to say the least.” (13:32)
• Comment on Solana: Host dismisses altcoins ("Who gives a fuck? We're not even going to entertain that bullshit." 14:14)

U.S. Supreme Court Tariff Hearings – Macro Risks

[14:22–15:03]

• Background: Supreme Court reviews legitimacy of Trump’s presidential trade tariffs under emergency powers; judges sounding skeptical.
• Impact: Ruling could ease some GDP drag, but “potentially deepening fiscal concern.” Uncertainty reverberates into crypto markets.

FBI & Lost Bitcoin: $345M Hard Drive Dispute

[15:03–19:30]

• Case Recap:
  An identity theft convict (Michael Prime) alleges the FBI wiped his hard drive holding over 3,400 BTC ($345 million) after seizure. The courts ruled against him due to lack of credible proof and a delay in his claim.

“Imagine owning 345 million worth of Bitcoin and then the FBI somehow seizes your devices… and then they wipe it clean and there’s no liability on behalf of the FBI.” – JV (15:03)

• Lost BTC: Glassnode estimates 1.46M BTC (7% of total) are lost forever; Chainalysis in 2018 estimated as high as 3.7M (almost 18%).

“The most illicit use case for money is dollars. Correct me if I’m wrong, but criminals love their fiat.” – JV (12:06)

Macro: Will Bitcoin’s Headwinds Flip to Tailwinds?

[19:30–21:14]

• CNBC Highlights:
  • Tom Lee (Fundstrat): Bitcoin is ultra-sensitive to liquidity and macro sentiment; all recent market “headwinds” could soon become “tailwinds.”
  • The sell-off is still an echo of October’s massive deleveraging event. “It’s going to take some time for confidence to come back.” (21:04)
  • After 6 months of rising stocks, history supports a bullish “Novemble” for crypto.

“History suggests a flatter, positive Novemble, which could support a constructive environment for crypto. And we all know historically, November is the most bullish time of the year.” – JV (21:28)

• Predictions: 64% odds BTC hits $115k before dropping to $85k; ETH 63% odds to $4,500 before $2,500.

FEATURE: Samson Mow’s Bull Thesis—The Real Bull Run Hasn't Started

[22:02–26:14]

• Core Forecast:
  • Samson Mow (Jan3 founder): “My Bitcoin end of the year target is still a sudden, violent upheaval: $1M.” (22:25)
  • He expects no gradual climb; instead, a 'God candle'—“short and violent upheaval” moving BTC to $1M in “weeks to months.” (22:09)

“If you’re questioning can bitcoin hit a million? According to Samson Mow, the OG himself, it can happen within a matter of weeks.” – JV (22:25)

• Tweets Cited:
  • “Bitcoin has been basically flat for 2025. If you believe in the cycles, then it hasn’t topped. That means a larger cycle (top in 2026) or a generational bull run for a decade… or it means no more cycles again—Omega cycle.” (22:45, 25:09)
  • “People are fearful because they created their own theory that the OGs are selling above $100,000 and they may sell more. It’s incredible how people are capable of self-owning themselves with fear. Focus on the big picture. Bitcoin’s going to add a zero. It’s just a question of when.” (23:13)
• Summarized Take:
  • BTC price action in 2025 is consolidation, not a top.
  • Topping cycles (2026?) may be obsolete; possible shift to “Omega” or forever-bull-run mode.
  • Market fears about OGs selling are unfounded (“I don’t know any OGs that are selling… and he’s an OG that knows other OGs”).
  • Current fear is a buying opportunity: “Buy the freaking dip and let her rip, Tater Chip.” (26:14)
  • Michael Saylor echoes this with multi-decade bull consistency: 30% annualized gains over 20 years.

Closing Segments: True Grit & Bitcoin Spirit

[26:42–29:50]

• Musical Interlude: “True Grit”–the ballad of maximalist endurance:

“True grit describes an unconquerable spirit, courage, and strength of character… the mental fortitude that keeps faith and fire alive over time.” (27:45)

• Mantra:
  • “Every dip just fuels my BTC dragon flame. Can’t shake the faith, can’t kill this chain…” (28:20)
  • “It’s not luck, it’s not charm, it’s the callous hands and the cold alarms… Bitcoin, ’cause God gave me it. Mission complete. Stack secured. Maxi confirmed.” (29:37)

Notable Quotes & Timestamps

| Time | Speaker | Quote | | ----------- | ----------- | --------- | | 03:45 | JV | “If you don’t know, now you know.” | | 11:12 | JV | “John McAfee was always bullish on privacy coins… He did not trust the government, AKA the lizard folk. Rest in peace John. We miss you.” | | 12:21 | JV | “Unacceptable institutions. How dare you.” | | 15:03 | JV | “Imagine owning 345 million worth of Bitcoin and then the FBI somehow seizes your devices… and then they wipe it clean and there’s no liability on behalf of the FBI.” | | 19:05 | JV | “7% lost (BTC), gone forever, making it that much more scarce.” | | 21:28 | JV | “History suggests a flatter, positive Novemble, which could support a constructive environment for crypto. And we all know historically, November is the most bullish time of the year.” | | 22:25 | Samson Mow via JV | “My Bitcoin end of the year target is still a sudden, violent upheaval: $1M.” | | 23:13 | Samson Mow via JV | “People are fearful because they created their own theory that the OGs are selling above $100,000… Focus on the big picture. Bitcoin’s going to add a zero. It’s just a question of when.” | | 26:14 | JV | “Buy the freaking dip and let her rip, Tater Chip.” |

Episode Structure & Timestamps

• [00:00–04:50] Market Recap & Correction; Privacy Coins pump
• [06:41–12:06] Privacy Coins Deep Dive: Zcash, Dash, Monero
• [12:21–14:14] ETF Outflows & Macro Context
• [15:03–19:30] FBI Hard Drive Case, Lost BTC Supply
• [19:30–21:14] Macro TA: Headwinds & Tailwinds, Tom Lee’s Outlook
• [22:02–26:14] Main Feature: Samson Mow’s Bull Thesis, Twitter Insights
• [26:42–29:50] “True Grit” – Bitcoin Maximalism Music/Poetry

Tone and Takeaways

The episode is high energy, irreverent, and unapologetically Bitcoin maximalist (“No altcoins. Just BTC.”). It delivers honest, often humorous commentary (“let her rip Tater Chip”), mixing technical market analysis with crypto culture, broader economic factors, and rousing optimism—especially around Samson Mow’s radical price thesis. Ads, intros, and outros are omitted for clarity.

For more and daily streams: Visit bitcoinnewsalerts.net or follow the host for live Q&A and full video content.

Stack hard. Stay sovereign. 🟧