Samson Mow Sees Bitcoin Surging as Tariffs, Rates, Capital Flight All Hit at Once

Bitcoin advocate Samson Mow, who serves as chief executive officer of the bitcoin infrastructure firm JAN3, commented on social media platform X this week about the U.S. government’s decision to significantly raise tariffs on Chinese imports and its potential impact on bitcoin’s price.

The Trump administration announced on April 10 that total duties on goods from China now stand at 145%, a measure that is already in effect following a 90-day pause on tariff actions involving other nations. Mow linked the move to broader financial impacts, particularly a potential rise in interest rates and a bullish outlook for bitcoin. He wrote:

Countries with a trade surplus will invest those surpluses in U.S. Treasuries. Less surplus means less demand for USTs, which means rates rise. Bitcoin is going so much higher.

He continued: “I honestly can’t tell if the goal is lowering the 10-year rate to refinance debt on better terms, or if the goal is to increase rates so we accelerate into hyperbitcoinization.”

Mow also criticized the notion that high tariffs would bring manufacturing jobs back to the United States, noting systemic obstacles. In a post shared on April 9, he stated: “I have yet to hear exactly how high tariffs with China (being presented as a win) will revitalize jobs and production in the U.S., given input costs for raw materials and components will be up, a lack of engineering skills, and virtually no manufacturing infrastructure.”

The executive also slammed Treasury Secretary Scott Bessent’s suggestion that small businesses could lead industrial rebuilding amid rising tariffs. He questioned how Main Street could fund factory construction, hire workers, or build infrastructure under current economic conditions, calling such expectations unrealistic.

Responding to Bessent’s recent comments about potentially delisting Chinese stocks from U.S. exchanges, Mow warned of broader consequences. “This quip from Bessent has second-order effects yet to play out. While obvious to bitcoiners, normies presume that centralized systems will always work in their favor, which is just not true. If Chinese stocks could be removed from U.S. exchanges, why would Chinese investors feel comfortable investing in U.S. securities either? USTs are already losing their place as a safe haven.” Mow predicted:

Once the reasoning is worked through, I see a massive flight of Chinese capital to bitcoin. That will only be compounded by RMB devaluation.

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