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quantumcomputing

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ترجمة
Canaan just received a bid-price deficiency notice from Nasdaq—basically a 180-day window to get its stock price back up or face delisting. Meanwhile, Jefferies' equity strategist Christopher Wood removed his entire 10% $BTC Bitcoin allocation over quantum computing concerns. What's interesting here is the contrast: one threat is immediate and operational (a miner struggling to maintain exchange listing), the other is theoretical but existential enough to move institutional money. Mining stocks are already under margin pressure from energy costs and halving dynamics. Add regulatory scrutiny and now you've got public market survival questions. Wood's quantum rationale might seem premature to some, but it signals how fragile institutional conviction still is when speculative risks emerge. Canaan's countdown isn't just about share price—it's about whether mining infrastructure can sustain public market expectations at all. #bitcoin #NasdaqDelisting #quantumcomputing #MiningStocks #InstitutionalCrypto
Canaan just received a bid-price deficiency notice from Nasdaq—basically a 180-day window to get its stock price back up or face delisting.

Meanwhile, Jefferies' equity strategist Christopher Wood removed his entire 10% $BTC Bitcoin allocation over quantum computing concerns. What's interesting here is the contrast: one threat is immediate and operational (a miner struggling to maintain exchange listing), the other is theoretical but existential enough to move institutional money.

Mining stocks are already under margin pressure from energy costs and halving dynamics. Add regulatory scrutiny and now you've got public market survival questions. Wood's quantum rationale might seem premature to some, but it signals how fragile institutional conviction still is when speculative risks emerge.

Canaan's countdown isn't just about share price—it's about whether mining infrastructure can sustain public market expectations at all.

#bitcoin #NasdaqDelisting #quantumcomputing #MiningStocks #InstitutionalCrypto
ترجمة
Christopher Wood at Jefferies dumped his 10% Bitcoin allocation entirely and went back to gold. His reasoning? Quantum computing could eventually crack the cryptographic signatures protecting about 30% of circulating $BTC —coins sitting in older address formats that haven't moved in years. It's not an immediate threat, but the fact that a traditional finance analyst is modeling for it tells you something about how institutional risk frameworks are evolving. They're not just watching price action or adoption—they're stress-testing assumptions most retail holders don't even think about. Whether the threat materializes or not, the reallocation itself reflects a shift in how legacy finance is weighing tail risks in digital assets. Worth watching how this narrative develops if quantum milestones keep accelerating. #bitcoin #quantumcomputing #GOLD #InstitutionalCrypto #CryptoRisk
Christopher Wood at Jefferies dumped his 10% Bitcoin allocation entirely and went back to gold. His reasoning? Quantum computing could eventually crack the cryptographic signatures protecting about 30% of circulating $BTC —coins sitting in older address formats that haven't moved in years.

It's not an immediate threat, but the fact that a traditional finance analyst is modeling for it tells you something about how institutional risk frameworks are evolving.

They're not just watching price action or adoption—they're stress-testing assumptions most retail holders don't even think about. Whether the threat materializes or not, the reallocation itself reflects a shift in how legacy finance is weighing tail risks in digital assets. Worth watching how this narrative develops if quantum milestones keep accelerating.

#bitcoin #quantumcomputing #GOLD #InstitutionalCrypto #CryptoRisk
💡 تحليل قرار كريستوفر وود بسحب البيتكوين بسبب الحوسبة الكمومية💥 🕳🕳🕳 1️⃣ مدى واقعية الخطر الكمومي على البيتكوين اليوم: * **الحوسبة الكمومية** المتاحة حاليًا لم تصل بعد لمستوى يمكنه كسر تشفير **ECDSA** الذي يحمي المحافظ والعناوين. * تقديرات الخبراء تشير إلى أن **10–20 سنة** على الأقل قبل ظهور حاسوب كمومي قادر على كسر تشفير البيتكوين بشكل مباشر. * لذلك، الخطر **استراتيجي بعيد المدى** وليس تهديدًا مباشرًا لمحفظتك اليوم. --- 2️⃣ المخاطر طويلة الأمد: * البيتكوين يعتمد على **ECDSA لتوقيع المعاملات**، وهو ما سيصبح ضعيفًا أمام حواسيب كمومية قوية جدًا. * المحافظ التي سبق استخدامها (وأظهر مفتاحها العام على الشبكة) أكثر عرضة للخطر مستقبليًا. * أي مستثمر طويل المدى أو صناديق تقاعد تبحث عن استقرار قد ترى هذه المخاطر كمبرر للتقليل من التعرض للبيتكوين. --- 3️⃣ المقارنة بالذهب: * وود أعاد تخصيص نسبة البيتكوين إلى **الذهب المادي (5%) وأسهم تعدين الذهب (5%)**. * الذهب يُعتبر **ملاذًا آمنًا تاريخيًا**، ومستقر نسبيًا مقارنة بالأصول الرقمية التي قد تواجه تهديدات تقنية مستقبلية. * الأداء التاريخي: البيتكوين +325% منذ ديسمبر 2020، مقابل الذهب +145%. لكن الذهب **يقلل المخاطر** في محفظة متوازنة. .. .. .. $RIVER {future}(RIVERUSDT) $PROM {future}(PROMUSDT) $FRAX {future}(FRAXUSDT) #QuantumComputing #Investing #GoldInvestment #QuantumThreat #BTC
💡 تحليل قرار كريستوفر وود بسحب البيتكوين بسبب الحوسبة الكمومية💥
🕳🕳🕳

1️⃣ مدى واقعية الخطر الكمومي على البيتكوين اليوم:

* **الحوسبة الكمومية** المتاحة حاليًا لم تصل بعد لمستوى يمكنه كسر تشفير **ECDSA** الذي يحمي المحافظ والعناوين.
* تقديرات الخبراء تشير إلى أن **10–20 سنة** على الأقل قبل ظهور حاسوب كمومي قادر على كسر تشفير البيتكوين بشكل مباشر.
* لذلك، الخطر **استراتيجي بعيد المدى** وليس تهديدًا مباشرًا لمحفظتك اليوم.

---
2️⃣ المخاطر طويلة الأمد:

* البيتكوين يعتمد على **ECDSA لتوقيع المعاملات**، وهو ما سيصبح ضعيفًا أمام حواسيب كمومية قوية جدًا.
* المحافظ التي سبق استخدامها (وأظهر مفتاحها العام على الشبكة) أكثر عرضة للخطر مستقبليًا.
* أي مستثمر طويل المدى أو صناديق تقاعد تبحث عن استقرار قد ترى هذه المخاطر كمبرر للتقليل من التعرض للبيتكوين.

---
3️⃣ المقارنة بالذهب:

* وود أعاد تخصيص نسبة البيتكوين إلى **الذهب المادي (5%) وأسهم تعدين الذهب (5%)**.
* الذهب يُعتبر **ملاذًا آمنًا تاريخيًا**، ومستقر نسبيًا مقارنة بالأصول الرقمية التي قد تواجه تهديدات تقنية مستقبلية.
* الأداء التاريخي: البيتكوين +325% منذ ديسمبر 2020، مقابل الذهب +145%. لكن الذهب **يقلل المخاطر** في محفظة متوازنة.

..
..
..

$RIVER
$PROM
$FRAX

#QuantumComputing #Investing #GoldInvestment
#QuantumThreat #BTC
ترجمة
Project Eleven raises $20 million to prepare crypto networks for post-quantum threatsOn January 14, 2026, Project Eleven, a post-quantum security startup, announced it has raised $20 million in a Series A funding round. The round, led by Castle Island Ventures, brings the company's valuation to $120 million. ​The Funding Details ​The Series A saw significant participation from high-profile crypto and venture firms, including: ​Lead Investor: Castle Island Ventures (with General Partner Nic Carter joining the board). ​Participants: Coinbase Ventures, Fin Capital, Variant, Quantonation, Nebular, Formation, Lattice Fund, Satstreet Ventures, Nascent Ventures, and angel investor Balaji Srinivasan. ​Total Capital: This round follows a $6 million seed round in 2025, bringing the company’s total funding to $26 million. ​The Mission: Defeating "Q-Day" ​Project Eleven is focused on the "eleventh hour" threat posed by quantum computing to existing blockchain infrastructure. Most current digital assets rely on Elliptic Curve Cryptography (ECC), which could theoretically be broken by a sufficiently powerful quantum computer (an event often called "Q-Day"). ​The company is building tools to help decentralized networks and financial institutions navigate the multi-year migration to Post-Quantum Cryptography (PQC). Key initiatives include: ​Yellowpages: A live application that allows Bitcoin holders to generate post-quantum keys, serving as a "commitment" to future migration and proof of ownership. ​Solana Partnership: The firm recently collaborated with the Solana Foundation to develop a post-quantum testnet and conduct a full-scale threat assessment. ​Migration Tooling: Developing readiness assessments, migration test environments, and deployment sequencing to ensure networks don't have to "improvise under pressure." ​What’s Next? ​Led by CEO Alex Pruden (formerly of Aleo and a16z), Project Eleven plans to use the new capital to expand its product suite in early 2026. This expansion will focus on providing institutional-grade tools for protocols and end-users to future-proof their digital assets before quantum breakthroughs become a reality. #quantumcomputing #BTC100kNext? #DigitalAssetSecurity $ZEC $WCT $XVG

Project Eleven raises $20 million to prepare crypto networks for post-quantum threats

On January 14, 2026, Project Eleven, a post-quantum security startup, announced it has raised $20 million in a Series A funding round. The round, led by Castle Island Ventures, brings the company's valuation to $120 million.
​The Funding Details
​The Series A saw significant participation from high-profile crypto and venture firms, including:
​Lead Investor: Castle Island Ventures (with General Partner Nic Carter joining the board).
​Participants: Coinbase Ventures, Fin Capital, Variant, Quantonation, Nebular, Formation, Lattice Fund, Satstreet Ventures, Nascent Ventures, and angel investor Balaji Srinivasan.
​Total Capital: This round follows a $6 million seed round in 2025, bringing the company’s total funding to $26 million.
​The Mission: Defeating "Q-Day"
​Project Eleven is focused on the "eleventh hour" threat posed by quantum computing to existing blockchain infrastructure. Most current digital assets rely on Elliptic Curve Cryptography (ECC), which could theoretically be broken by a sufficiently powerful quantum computer (an event often called "Q-Day").
​The company is building tools to help decentralized networks and financial institutions navigate the multi-year migration to Post-Quantum Cryptography (PQC). Key initiatives include:
​Yellowpages: A live application that allows Bitcoin holders to generate post-quantum keys, serving as a "commitment" to future migration and proof of ownership.
​Solana Partnership: The firm recently collaborated with the Solana Foundation to develop a post-quantum testnet and conduct a full-scale threat assessment.
​Migration Tooling: Developing readiness assessments, migration test environments, and deployment sequencing to ensure networks don't have to "improvise under pressure."
​What’s Next?
​Led by CEO Alex Pruden (formerly of Aleo and a16z), Project Eleven plans to use the new capital to expand its product suite in early 2026.
This expansion will focus on providing institutional-grade tools for protocols and end-users to future-proof their digital assets before quantum breakthroughs become a reality.
#quantumcomputing
#BTC100kNext?
#DigitalAssetSecurity
$ZEC $WCT $XVG
ترجمة
🚨 $718B Bitcoin Quantum Risk — Are We Ready? 🚨 A new startup, Project Eleven, just raised $20M to tackle what some call crypto’s biggest long-term threat: quantum computing. Their claim? Around $718 billion worth of BTC sits in wallets that could one day be vulnerable if quantum machines crack today’s encryption. They’re building post-quantum infrastructure, starting with a tool called Yellowpages — a backup ownership registry that could help users recover funds if encryption ever breaks. Is this urgent? Most experts say no, not yet. “Q-Day” isn’t expected anytime soon. Still, warnings from voices like Vitalik Buterin suggest quantum risks could arrive sooner than many expect. Overhyped or forward-thinking? Either way, crypto is starting to prepare. 🧠⚛️ #Bitcoin #quantumcomputing #PostQuantumCryptography #write2earn🌐💹 #Blockchain $BTC {future}(BTCUSDT) $BNB {future}(BNBUSDT)
🚨 $718B Bitcoin Quantum Risk — Are We Ready? 🚨

A new startup, Project Eleven, just raised $20M to tackle what some call crypto’s biggest long-term threat: quantum computing. Their claim? Around $718 billion worth of BTC sits in wallets that could one day be vulnerable if quantum machines crack today’s encryption.

They’re building post-quantum infrastructure, starting with a tool called Yellowpages — a backup ownership registry that could help users recover funds if encryption ever breaks.

Is this urgent? Most experts say no, not yet. “Q-Day” isn’t expected anytime soon. Still, warnings from voices like Vitalik Buterin suggest quantum risks could arrive sooner than many expect.

Overhyped or forward-thinking? Either way, crypto is starting to prepare. 🧠⚛️

#Bitcoin #quantumcomputing #PostQuantumCryptography #write2earn🌐💹 #Blockchain
$BTC
$BNB
ترجمة
“量子恐慌”——Coinbase 的报告只是“灰犀牛”刚才的下跌,原因可能是由于Coinbase 研究主管 David Duong 提到的“33% $BTC 比特币供应面临量子风险”,导致市场出现了一些震荡。 但在仔细研读报告逻辑并结合市场反馈后,我认为这更像是一份行业风险提示报告,而非即时的灾难预告。也就是说这只是“灰犀牛”,而不是“黑天鹅” 加密市场对真实危机是极其敏感的。如果这 650 万枚 BTC 的风险是“迫在眉睫”的确认事实,我们看到的绝不会是现在这种几个点的轻微回调。市场目前的走势清楚地告诉我们:这只是一个长期的技术预警,而非即时的抛售信号。 报告中提到的 33% 风险地址,绝大多数是比特币早期的 P2PK 或已暴露公钥的旧地址。对于活跃用户,只要未来通过简单的地址迁移(从旧标准迁移到抗量子标准),资金就是安全的。对于“死掉”的地址,如果这些地址无法迁移,它们反而会因量子威胁而永久冻结。正如 Michael Saylor 所言,这实际上是在变相减少有效供应,对比特币的稀缺性反而是长期利好。 量子计算要破解 SHA-256 或椭圆曲线加密,在硬件上仍有巨大的门槛(需要数百万个量子比特)。与此同时,比特币社区也并非坐以待毙:NIST 已发布抗量子算法标准。开发者已在讨论 Taproot 之后的抗量子升级方案。 这就是典型的“矛与盾”的演进,比特币的去中心化治理虽然慢,但在生死关头从未掉过链子。 Coinbase 作为全球合规风向标,发布此类报告更多是为了: 1.督促开发者社区加速达成共识(防止硬分叉风险)。 2.提前进行机构级的风险披露,履行合规责任。 3.为未来的技术升级(可能涉及硬分叉)做舆论铺垫。 所以,不要因为看到一篇机构的“风险披露”就觉得天要塌了。如果你因为这种长期的、可解决的技术演进风险而交出筹码,那只能说明你低估了比特币的进化能力。 我再次啰嗦一遍:目前这只是一份风险提示,而非灾难预告。理性持币,关注技术升级,而非情绪噪音。 #BTC #Bitcoin #Coinbase #QuantumComputing

“量子恐慌”——Coinbase 的报告只是“灰犀牛”

刚才的下跌,原因可能是由于Coinbase 研究主管 David Duong 提到的“33% $BTC 比特币供应面临量子风险”,导致市场出现了一些震荡。
但在仔细研读报告逻辑并结合市场反馈后,我认为这更像是一份行业风险提示报告,而非即时的灾难预告。也就是说这只是“灰犀牛”,而不是“黑天鹅”
加密市场对真实危机是极其敏感的。如果这 650 万枚 BTC 的风险是“迫在眉睫”的确认事实,我们看到的绝不会是现在这种几个点的轻微回调。市场目前的走势清楚地告诉我们:这只是一个长期的技术预警,而非即时的抛售信号。
报告中提到的 33% 风险地址,绝大多数是比特币早期的 P2PK 或已暴露公钥的旧地址。对于活跃用户,只要未来通过简单的地址迁移(从旧标准迁移到抗量子标准),资金就是安全的。对于“死掉”的地址,如果这些地址无法迁移,它们反而会因量子威胁而永久冻结。正如 Michael Saylor 所言,这实际上是在变相减少有效供应,对比特币的稀缺性反而是长期利好。
量子计算要破解 SHA-256 或椭圆曲线加密,在硬件上仍有巨大的门槛(需要数百万个量子比特)。与此同时,比特币社区也并非坐以待毙:NIST 已发布抗量子算法标准。开发者已在讨论 Taproot 之后的抗量子升级方案。
这就是典型的“矛与盾”的演进,比特币的去中心化治理虽然慢,但在生死关头从未掉过链子。

Coinbase 作为全球合规风向标,发布此类报告更多是为了:
1.督促开发者社区加速达成共识(防止硬分叉风险)。
2.提前进行机构级的风险披露,履行合规责任。
3.为未来的技术升级(可能涉及硬分叉)做舆论铺垫。
所以,不要因为看到一篇机构的“风险披露”就觉得天要塌了。如果你因为这种长期的、可解决的技术演进风险而交出筹码,那只能说明你低估了比特币的进化能力。
我再次啰嗦一遍:目前这只是一份风险提示,而非灾难预告。理性持币,关注技术升级,而非情绪噪音。
#BTC #Bitcoin #Coinbase #QuantumComputing
ترجمة
🚨 Project Eleven Raises $20M Series A to Protect Crypto Networks from Quantum Threats Crypto startup Project Eleven has raised $20 million at a $120 million valuation in a Series A round led by Castle Island Ventures, with participation from Coinbase Ventures, Fin Capital, Variant, and others. The company is building tools to prepare Bitcoin and other blockchains for post-quantum security, addressing the threat posed by increasingly powerful quantum computers that could break current cryptography. 💡 Key Points: Project Eleven’s products, like Yellowpages, allow users to generate post-quantum keys for their crypto assets. The startup collaborates with the Solana Foundation on quantum-readiness planning. Nic Carter (Castle Island Ventures) joins the board, emphasizing quantum computing as “the biggest and most complex threat public blockchains have ever faced.” The company envisions becoming a “Palantir” for digital asset migrations to post-quantum cryptography. 📈 With the accelerating pace of quantum breakthroughs, Project Eleven aims to secure trillions in digital assets before cryptographically-relevant quantum computers emerge. #BTC #CryptoSecurity #blockchain #quantumcomputing #ProjectEleven
🚨 Project Eleven Raises $20M Series A to Protect Crypto Networks from Quantum Threats

Crypto startup Project Eleven has raised $20 million at a $120 million valuation in a Series A round led by Castle Island Ventures, with participation from Coinbase Ventures, Fin Capital, Variant, and others.

The company is building tools to prepare Bitcoin and other blockchains for post-quantum security, addressing the threat posed by increasingly powerful quantum computers that could break current cryptography.

💡 Key Points:

Project Eleven’s products, like Yellowpages, allow users to generate post-quantum keys for their crypto assets.

The startup collaborates with the Solana Foundation on quantum-readiness planning.

Nic Carter (Castle Island Ventures) joins the board, emphasizing quantum computing as “the biggest and most complex threat public blockchains have ever faced.”

The company envisions becoming a “Palantir” for digital asset migrations to post-quantum cryptography.

📈 With the accelerating pace of quantum breakthroughs, Project Eleven aims to secure trillions in digital assets before cryptographically-relevant quantum computers emerge.

#BTC #CryptoSecurity #blockchain #quantumcomputing #ProjectEleven
ترجمة
Bitcoin's Quantum Conundrum: Wall Street Debates Existential Threat vs. Adaptability"Bitcoin's "quantum death sentence" refers to the potential future scenario where sufficiently advanced quantum computers could use Shor's algorithm to break the underlying elliptic curve cryptography (ECC) that secures Bitcoin transactions. This would allow attackers to potentially steal funds from vulnerable addresses by deriving private keys from exposed public keys. The "fix already hidden in the code" refers to current built-in Bitcoin features and ongoing development efforts for a coordinated transition to post-quantum cryptography, such as using hash-based address formats and planned soft forks. Wall Street Rift Jefferies, represented by Christopher Wood, recently eliminated its Bitcoin exposure, citing the existential threat of quantum computing as a disqualifying factor for long-term, pension-style capital, arguing that a hedge requiring a contentious protocol upgrade is not the same as physical gold. ARK Invest, represented by Cathie Wood, counters this by urging investors to focus on Bitcoin's lack of correlation with traditional markets, viewing it as an evolving asset that can adapt to future challenges. They argue that traditional finance may face greater near-term peril from quantum threats. Key Insights Vulnerability: The primary risk lies with older or reused "pay-to-public-key" (P2PK) addresses, where the public key is permanently exposed on the blockchain. An estimated 4 million to 6.5 million BTC are held in such vulnerable addresses. Mitigation Measures in the Code: P2PKH (Pay-To-Public-Key-Hash) addresses offer partial protection because the public key is only revealed during a transaction, creating a narrow window of vulnerability (around 10 minutes for a transaction to be mined). Taproot (P2TR) addresses are also more quantum-resistant and designed to be compatible with future upgrades. Developer Proposals: Active proposals, like the one by developer Hunter Beast, exist to introduce a quantum-resistant public key system via a soft fork, which would require users to move funds to new, secure addresses. The Path Forward The long-term solution involves migrating the entire network to new post-quantum cryptography (PQC) standards, likely through a soft fork. The challenge lies in achieving global consensus within the decentralized Bitcoin community and the significant increase in transaction data size that PQC algorithms currently entail. While experts agree a sufficiently powerful quantum computer is likely years, if not decades, away, the time to prepare is now, as coordination and implementation of an upgrade will take time. #BTC #quantumcomputing #CryptoNews #WallStreet #BTCVSGOLD

Bitcoin's Quantum Conundrum: Wall Street Debates Existential Threat vs. Adaptability"

Bitcoin's "quantum death sentence" refers to the potential future scenario where sufficiently advanced quantum computers could use Shor's algorithm to break the underlying elliptic curve cryptography (ECC) that secures Bitcoin transactions. This would allow attackers to potentially steal funds from vulnerable addresses by deriving private keys from exposed public keys.
The "fix already hidden in the code" refers to current built-in Bitcoin features and ongoing development efforts for a coordinated transition to post-quantum cryptography, such as using hash-based address formats and planned soft forks.
Wall Street Rift
Jefferies, represented by Christopher Wood, recently eliminated its Bitcoin exposure, citing the existential threat of quantum computing as a disqualifying factor for long-term, pension-style capital, arguing that a hedge requiring a contentious protocol upgrade is not the same as physical gold.
ARK Invest, represented by Cathie Wood, counters this by urging investors to focus on Bitcoin's lack of correlation with traditional markets, viewing it as an evolving asset that can adapt to future challenges. They argue that traditional finance may face greater near-term peril from quantum threats.
Key Insights
Vulnerability: The primary risk lies with older or reused "pay-to-public-key" (P2PK) addresses, where the public key is permanently exposed on the blockchain. An estimated 4 million to 6.5 million BTC are held in such vulnerable addresses.
Mitigation Measures in the Code:
P2PKH (Pay-To-Public-Key-Hash) addresses offer partial protection because the public key is only revealed during a transaction, creating a narrow window of vulnerability (around 10 minutes for a transaction to be mined).
Taproot (P2TR) addresses are also more quantum-resistant and designed to be compatible with future upgrades.
Developer Proposals: Active proposals, like the one by developer Hunter Beast, exist to introduce a quantum-resistant public key system via a soft fork, which would require users to move funds to new, secure addresses.
The Path Forward
The long-term solution involves migrating the entire network to new post-quantum cryptography (PQC) standards, likely through a soft fork. The challenge lies in achieving global consensus within the decentralized Bitcoin community and the significant increase in transaction data size that PQC algorithms currently entail.
While experts agree a sufficiently powerful quantum computer is likely years, if not decades, away, the time to prepare is now, as coordination and implementation of an upgrade will take time.

#BTC #quantumcomputing #CryptoNews #WallStreet #BTCVSGOLD
ترجمة
🟠 Jefferies Cuts Bitcoin as Quantum Risks Loom Christopher Wood of Jefferies has removed Bitcoin from his 10% “GREED & fear” portfolio allocation, citing growing concerns over quantum computing potentially breaking BTC’s cryptography in the long term. Instead, the 10% has been reallocated to physical gold and gold miners. While Wood doesn’t expect an immediate impact on price, he argues that Bitcoin’s “store of value” case looks less secure for long-term portfolios. With Microsoft’s quantum breakthroughs and increasing industry focus on quantum-proofing, the debate around Bitcoin’s future security is heating up. #write2earn🌐💹 #quantumcomputing #BTCVSGOLD #GOLD #CryptoMarkets $XAU {future}(XAUUSDT) $BTC {future}(BTCUSDT)
🟠 Jefferies Cuts Bitcoin as Quantum Risks Loom

Christopher Wood of Jefferies has removed Bitcoin from his 10% “GREED & fear” portfolio allocation, citing growing concerns over quantum computing potentially breaking BTC’s cryptography in the long term.

Instead, the 10% has been reallocated to physical gold and gold miners. While Wood doesn’t expect an immediate impact on price, he argues that Bitcoin’s “store of value” case looks less secure for long-term portfolios.

With Microsoft’s quantum breakthroughs and increasing industry focus on quantum-proofing, the debate around Bitcoin’s future security is heating up.

#write2earn🌐💹 #quantumcomputing #BTCVSGOLD #GOLD #CryptoMarkets
$XAU
$BTC
ترجمة
The Quantum Alarm: Why Jefferies Just Dumped $BTC for Gold 🚨The "Digital Gold" narrative is facing its most technical challenge yet. Today, RotationRadar is tracking a major institutional shift: Jefferies’ global strategist Christopher Wood has officially removed Bitcoin from his flagship "Greed & Fear" portfolio. After a staggering 325% gain since his initial allocation in late 2020, Wood is hitting the exit button. But this isn't about market volatility or "fud" cycles—it’s about Quantum Computing. The Strategy Shift: Gold Reclaims the Throne Jefferies has completely liquidated its 10% Bitcoin allocation. The capital didn't go to cash or AI stocks; it went straight back to the "Old Guard": * 5% into Physical Gold * 5% into Gold Mining Stocks > The Rationale: While Wood admits the quantum threat isn't an "immediate" price killer, he argues that for pension-style, long-term portfolios, Bitcoin’s foundation as a "Store of Value" is no longer mathematically certain. The Technical Threat: Shor’s Algorithm & 2026-2027 The concern centers on the speed of quantum hardware. Reports suggest we are entering a "critical window" where quantum computers could utilize Shor’s Algorithm to reverse-engineer private keys from public keys. The Vulnerability Data: * Circulating Risk: Estimates from Chaincode Labs suggest that 4 to 10 million BTC (roughly 20-50% of the supply) are held in addresses vulnerable to quantum extraction. * The "Legacy" Problem: This includes "lost" Satoshi-era coins and institutional wallets that have reused addresses, exposing their public keys on-chain. * The Timeline: While many expected this threat in the 2030s, recent breakthroughs in error correction have pulled the "Q-Day" risk forward to the 2026-2027 horizon. Is it Over for Bitcoin? Not according to the developers. The Bitcoin community is already discussing "Post-Quantum Cryptography" (PQC) soft forks. However, the transition is complex: * The "Burn" Dilemma: Should the network "burn" or lock up old, non-migrated coins to prevent a quantum thief from crashing the market? * The "Collect Now, Decrypt Later" Attack: Bad actors may already be harvesting encrypted data today, waiting for the hardware to catch up. RotationRadar’s Take 🔍 For RotationRadar, this move by Jefferies signals a shift in institutional risk assessment. If Bitcoin is "Digital Gold," it must prove it is immutable against any technology. Until a quantum-resistant upgrade is live, we may see more "old money" hedge back into physical bullion. What’s your move? Are you holding through the "Quantum Winter" or rotating into gold like the big banks? Let us know in the comments! 👇 #BTC #QuantumComputing #Gold #InstitutionalCrypto #BinanceSquare {spot}(BTCUSDT) {spot}(ETHUSDT) {spot}(BNBUSDT)

The Quantum Alarm: Why Jefferies Just Dumped $BTC for Gold 🚨

The "Digital Gold" narrative is facing its most technical challenge yet. Today, RotationRadar is tracking a major institutional shift: Jefferies’ global strategist Christopher Wood has officially removed Bitcoin from his flagship "Greed & Fear" portfolio.
After a staggering 325% gain since his initial allocation in late 2020, Wood is hitting the exit button. But this isn't about market volatility or "fud" cycles—it’s about Quantum Computing.

The Strategy Shift: Gold Reclaims the Throne
Jefferies has completely liquidated its 10% Bitcoin allocation. The capital didn't go to cash or AI stocks; it went straight back to the "Old Guard":
* 5% into Physical Gold
* 5% into Gold Mining Stocks
> The Rationale: While Wood admits the quantum threat isn't an "immediate" price killer, he argues that for pension-style, long-term portfolios, Bitcoin’s foundation as a "Store of Value" is no longer mathematically certain.
The Technical Threat: Shor’s Algorithm & 2026-2027
The concern centers on the speed of quantum hardware. Reports suggest we are entering a "critical window" where quantum computers could utilize Shor’s Algorithm to reverse-engineer private keys from public keys.
The Vulnerability Data:
* Circulating Risk: Estimates from Chaincode Labs suggest that 4 to 10 million BTC (roughly 20-50% of the supply) are held in addresses vulnerable to quantum extraction.
* The "Legacy" Problem: This includes "lost" Satoshi-era coins and institutional wallets that have reused addresses, exposing their public keys on-chain.
* The Timeline: While many expected this threat in the 2030s, recent breakthroughs in error correction have pulled the "Q-Day" risk forward to the 2026-2027 horizon.
Is it Over for Bitcoin?
Not according to the developers. The Bitcoin community is already discussing "Post-Quantum Cryptography" (PQC) soft forks. However, the transition is complex:
* The "Burn" Dilemma: Should the network "burn" or lock up old, non-migrated coins to prevent a quantum thief from crashing the market?
* The "Collect Now, Decrypt Later" Attack: Bad actors may already be harvesting encrypted data today, waiting for the hardware to catch up.
RotationRadar’s Take 🔍
For RotationRadar, this move by Jefferies signals a shift in institutional risk assessment. If Bitcoin is "Digital Gold," it must prove it is immutable against any technology. Until a quantum-resistant upgrade is live, we may see more "old money" hedge back into physical bullion.
What’s your move?
Are you holding through the "Quantum Winter" or rotating into gold like the big banks?
Let us know in the comments! 👇
#BTC #QuantumComputing #Gold #InstitutionalCrypto #BinanceSquare
ترجمة
Quantum Concerns Spark a Bitcoin Exit Jefferies strategist Christopher Wood has removed $BTC entirely from the firm’s model portfolio. After holding Bitcoin since 2020, he now points to quantum computing as a potential long-term threat to Bitcoin’s cryptographic security and its role as a store of value. The previous 10% BTC allocation has been shifted into physical gold and gold miners instead. This move stands out as a rare, high-profile signal that the long-term debate around crypto risks is moving beyond regulation and toward technological threats. {spot}(BTCUSDT) #Bitcoin #CryptoRisk #QuantumComputing #MacroNarrative #MarketShift
Quantum Concerns Spark a Bitcoin Exit
Jefferies strategist Christopher Wood has removed $BTC entirely from the firm’s model portfolio. After holding Bitcoin since 2020, he now points to quantum computing as a potential long-term threat to Bitcoin’s cryptographic security and its role as a store of value.
The previous 10% BTC allocation has been shifted into physical gold and gold miners instead.
This move stands out as a rare, high-profile signal that the long-term debate around crypto risks is moving beyond regulation and toward technological threats.
#Bitcoin #CryptoRisk #QuantumComputing #MacroNarrative #MarketShift
ترجمة
⚠️ Bitcoin retiré d’un portefeuille modèle en raison des risques liés à l’informatique quantique🚨🚨 $BTC {spot}(BTCUSDT) Selon Foresight News, Christopher Wood, responsable mondial de la stratégie actions chez Jefferies, a décidé de supprimer l’allocation de 10 % en Bitcoin de son portefeuille modèle. 🔍 Raison principale évoquée : Wood estime que les progrès rapides de l’informatique quantique pourraient, à long terme, représenter une menace pour la sécurité du chiffrement de Bitcoin, remettant en question son statut de réserve de valeur, en particulier pour des investisseurs institutionnels prudents comme les fonds de pension. 🟡 Réallocation vers l’or L’allocation retirée du Bitcoin a été redistribuée comme suit : 5 % en or physique 5 % en actions de sociétés minières aurifères 📌 Selon Wood, dans un contexte marqué par : la montée des risques géopolitiques, et l’émergence de menaces technologiques, 👉 le rôle historique de l’or comme valeur refuge redevient particulièrement attractif. 📊 Performance passée reconnue Wood a toutefois reconnu la performance exceptionnelle de Bitcoin : +325 % depuis décembre 2020 contre +145 % pour l’or sur la même période 🚨 Malgré cette surperformance, la décision reflète une approche conservatrice axée sur la stabilité à long terme, plutôt qu’un jugement à court terme sur le prix du BTC. #Bitcoin #BTC #CryptoNews #QuantumComputing #Gold
⚠️ Bitcoin retiré d’un portefeuille modèle en raison des risques liés à l’informatique quantique🚨🚨 $BTC

Selon Foresight News, Christopher Wood, responsable mondial de la stratégie actions chez Jefferies, a décidé de supprimer l’allocation de 10 % en Bitcoin de son portefeuille modèle.
🔍 Raison principale évoquée :
Wood estime que les progrès rapides de l’informatique quantique pourraient, à long terme, représenter une menace pour la sécurité du chiffrement de Bitcoin, remettant en question son statut de réserve de valeur, en particulier pour des investisseurs institutionnels prudents comme les fonds de pension.
🟡 Réallocation vers l’or
L’allocation retirée du Bitcoin a été redistribuée comme suit :
5 % en or physique
5 % en actions de sociétés minières aurifères
📌 Selon Wood, dans un contexte marqué par :
la montée des risques géopolitiques,
et l’émergence de menaces technologiques,
👉 le rôle historique de l’or comme valeur refuge redevient particulièrement attractif.
📊 Performance passée reconnue
Wood a toutefois reconnu la performance exceptionnelle de Bitcoin :
+325 % depuis décembre 2020
contre +145 % pour l’or sur la même période
🚨 Malgré cette surperformance, la décision reflète une approche conservatrice axée sur la stabilité à long terme, plutôt qu’un jugement à court terme sur le prix du BTC.
#Bitcoin #BTC #CryptoNews #QuantumComputing #Gold
ترجمة
🛡 Project Eleven 融资 2000 万美元,抵御量子威胁 加密货币的未来安全尽在掌握。初创公司 Project Eleven 成功完成 A 轮融资,筹集 2000 万美元,由 Castle Island Ventures 领投。 重点信息: 🔹 目标: 开发和实施后量子密码学 (PQC) 解决方案。 🔹 重要性: 未来的量子计算机可能轻易破解现代加密方法,对整个数字资产生态系统构成生存威胁。 🔹 计划: 团队正准备在 2026 年初 推出一款重要产品。 该项目首席执行官 Alex Pruden 强调:“风险从未如此之高。我们不能忽视这一威胁。” 如此规模的投资证实,机构级安全和未来威胁防御正成为风险投资巨头们的首要任务。 #CryptoSecurity #QuantumComputing #ProjectEleven #Web3 #VentureCapital {spot}(BTCUSDT)
🛡 Project Eleven 融资 2000 万美元,抵御量子威胁
加密货币的未来安全尽在掌握。初创公司 Project Eleven 成功完成 A 轮融资,筹集 2000 万美元,由 Castle Island Ventures 领投。
重点信息:
🔹 目标: 开发和实施后量子密码学 (PQC) 解决方案。
🔹 重要性: 未来的量子计算机可能轻易破解现代加密方法,对整个数字资产生态系统构成生存威胁。
🔹 计划: 团队正准备在 2026 年初 推出一款重要产品。
该项目首席执行官 Alex Pruden 强调:“风险从未如此之高。我们不能忽视这一威胁。”
如此规模的投资证实,机构级安全和未来威胁防御正成为风险投资巨头们的首要任务。
#CryptoSecurity #QuantumComputing #ProjectEleven #Web3 #VentureCapital
ترجمة
🚨 NOTICIAS PRINCIPALES — SEGURIDAD CRIPTO POSCUÁNTICA 🧠 Project Eleven recauda $20M en Serie A 📊 Valuación: $120 millones Project Eleven acaba de cerrar una ronda Serie A de 20 millones de dólares con un objetivo claro: 👉 preparar las redes cripto para la era poscuántica. ¿Por qué esto importa? ⚠️ Las computadoras cuánticas no son ciencia ficción. Cuando alcancen escala suficiente, podrían: Romper criptografía actual Comprometer firmas digitales Exponer wallets y protocolos no preparados Project Eleven trabaja en infraestructura y estándares criptográficos resistentes a ataques cuánticos, un tema que hasta hace poco parecía lejano… y ahora atrae capital institucional serio. 💡 El mensaje del mercado es claro: La conversación ya no es solo “¿qué chain es más rápida?” Ahora es: ➡️ ¿Qué redes sobrevivirán al futuro? 📌 El capital inteligente no espera a que el riesgo sea obvio. 📌 Se posiciona antes. El futuro de cripto no solo es adopción… también es resistencia 🛡️ $BTC $BNB $SOL #Blockchain #QuantumComputing #Web3 #Institutional #FutureTech
🚨 NOTICIAS PRINCIPALES — SEGURIDAD CRIPTO POSCUÁNTICA

🧠 Project Eleven recauda $20M en Serie A
📊 Valuación: $120 millones
Project Eleven acaba de cerrar una ronda Serie A de 20 millones de dólares con un objetivo claro:
👉 preparar las redes cripto para la era poscuántica.
¿Por qué esto importa?

⚠️ Las computadoras cuánticas no son ciencia ficción.
Cuando alcancen escala suficiente, podrían:
Romper criptografía actual
Comprometer firmas digitales

Exponer wallets y protocolos no preparados
Project Eleven trabaja en infraestructura y estándares criptográficos resistentes a ataques cuánticos, un tema que hasta hace poco parecía lejano… y ahora atrae capital institucional serio.

💡 El mensaje del mercado es claro:
La conversación ya no es solo “¿qué chain es más rápida?”

Ahora es:
➡️ ¿Qué redes sobrevivirán al futuro?
📌 El capital inteligente no espera a que el riesgo sea obvio.
📌 Se posiciona antes.
El futuro de cripto no solo es adopción…
también es resistencia 🛡️
$BTC $BNB $SOL
#Blockchain #QuantumComputing #Web3 #Institutional #FutureTech
ترجمة
🚀 BTQ Technologies Joins VanEck’s Quantum Computing ETF Big news for quantum computing and crypto enthusiasts! BTQ Technologies Corp., known for its post-quantum cryptography solutions, has officially been included in VanEck’s Quantum Computing UCITS ETF listed in Europe. This ETF provides diversified exposure to companies leading in quantum computing research, development, and applications, tracking the MarketVector Global Quantum Leaders Total Return Index (MVQTMLTR) with 30 top companies and a net asset value of around $524.5M. BTQ Technologies is also known for its ‘Bitcoin Quantum’ testnet, enabling miners, developers, and researchers to test quantum-resistant transactions — making it a key player in the future of secure crypto networks. Quantum computing is coming — and BTQ is already positioning itself at the forefront. Are you watching this space closely? 👀 #StrategyBTCPurchase #quantumcomputing #BTQ #VanEck #Binance
🚀 BTQ Technologies Joins VanEck’s Quantum Computing ETF
Big news for quantum computing and crypto enthusiasts! BTQ Technologies Corp., known for its post-quantum cryptography solutions, has officially been included in VanEck’s Quantum Computing UCITS ETF listed in Europe.
This ETF provides diversified exposure to companies leading in quantum computing research, development, and applications, tracking the MarketVector Global Quantum Leaders Total Return Index (MVQTMLTR) with 30 top companies and a net asset value of around $524.5M.
BTQ Technologies is also known for its ‘Bitcoin Quantum’ testnet, enabling miners, developers, and researchers to test quantum-resistant transactions — making it a key player in the future of secure crypto networks.
Quantum computing is coming — and BTQ is already positioning itself at the forefront. Are you watching this space closely? 👀
#StrategyBTCPurchase #quantumcomputing #BTQ #VanEck #Binance
ترجمة
QUANTUM THREAT IMMINENT! $1.2B FUNDED TO DEFEND CRYPTO. This isn't a drill. The biggest threat to your digital assets is here. Project Eleven just secured $20 million to build the shield against quantum computing. They are the last line of defense. Failure is not an option. Secure your crypto NOW. The future of blockchain depends on this. Disclaimer: This is not financial advice. #CryptoSecurity #QuantumComputing #Blockchain #FOMO 🚀
QUANTUM THREAT IMMINENT! $1.2B FUNDED TO DEFEND CRYPTO.

This isn't a drill. The biggest threat to your digital assets is here. Project Eleven just secured $20 million to build the shield against quantum computing. They are the last line of defense. Failure is not an option. Secure your crypto NOW. The future of blockchain depends on this.

Disclaimer: This is not financial advice.

#CryptoSecurity #QuantumComputing #Blockchain #FOMO 🚀
ترجمة
BITCOIN'S BIGGEST THREAT REVEALED $BTC The institutional money is coming. Retail is a sideshow. Gold is 10x Bitcoin's size. We need smart money. Big inflows drive the price explosion. To unlock maximum institutional allocation, we must neutralize core risks. The single biggest headwind for Bitcoin is quantum computing. This is the next domino. Get ready. Disclaimer: Not financial advice. #Bitcoin #Crypto #InstitutionalMoney #QuantumComputing 🚀
BITCOIN'S BIGGEST THREAT REVEALED $BTC

The institutional money is coming. Retail is a sideshow. Gold is 10x Bitcoin's size. We need smart money. Big inflows drive the price explosion. To unlock maximum institutional allocation, we must neutralize core risks. The single biggest headwind for Bitcoin is quantum computing. This is the next domino. Get ready.

Disclaimer: Not financial advice.

#Bitcoin #Crypto #InstitutionalMoney #QuantumComputing 🚀
ترجمة
QUANTUM LEAP FOR BITCOIN IMMINENT! 🤯 $BTQ UNVEILS QUANTUM-PROOF BITCOIN TESTNET. THIS IS NOT A DRILL. THE FUTURE OF CRYPTO IS HERE. $BTQ TECHNOLOGIES JUST DROPPED "BITCOIN QUANTUM," A REVOLUTIONARY TESTNET DESIGNED TO SHIELD BITCOIN FROM QUANTUM THREATS. DEVELOPERS AND MINERS CAN NOW STRESS-TEST QUANTUM TRANSACTIONS BEFORE THE UPGRADE BECOMES CRITICAL. THIS USES THE SAME DILITHIUM ALGORITHM STANDARDIZED IN THE US. THE IMPLICATIONS ARE MASSIVE. GET READY FOR THE NEXT ERA OF DIGITAL ASSETS. DON'T GET LEFT BEHIND. DISCLAIMER: HIGH RISK INVESTMENT. #Bitcoin #Crypto #QuantumComputing #BTQ 🚀
QUANTUM LEAP FOR BITCOIN IMMINENT! 🤯

$BTQ UNVEILS QUANTUM-PROOF BITCOIN TESTNET. THIS IS NOT A DRILL.

THE FUTURE OF CRYPTO IS HERE. $BTQ TECHNOLOGIES JUST DROPPED "BITCOIN QUANTUM," A REVOLUTIONARY TESTNET DESIGNED TO SHIELD BITCOIN FROM QUANTUM THREATS. DEVELOPERS AND MINERS CAN NOW STRESS-TEST QUANTUM TRANSACTIONS BEFORE THE UPGRADE BECOMES CRITICAL. THIS USES THE SAME DILITHIUM ALGORITHM STANDARDIZED IN THE US. THE IMPLICATIONS ARE MASSIVE. GET READY FOR THE NEXT ERA OF DIGITAL ASSETS. DON'T GET LEFT BEHIND.

DISCLAIMER: HIGH RISK INVESTMENT.

#Bitcoin #Crypto #QuantumComputing #BTQ 🚀
ترجمة
🤖 ChatGPT on o3 issued a prophecy that "the smartest person couldn't understand." Let's break down what it means for us. User X (Smoke-away) asked a new AI model, o3, to describe the future of humanity in such a way that "even the smartest person in the world couldn't understand it." The AI provided text in an unknown language, and then translated it. Key theses of the "crypto-future," according to the AI: 1️⃣ The end of smooth progress. Forget about the 4-year bull cycle. We are facing "intermittent jumps." Quantum-level technologies will change reality instantly. 2️⃣ Tokenization of identity. We will juggle multiple versions of ourselves, whose status (and likely credit rating/stake) is being revised by AI every second. 3️⃣ Death of states. National borders will finally fade. They will be replaced by "data-governed alliances." Sounds like the triumph of DAOs and decentralized systems. 4️⃣ Adaptability is the new Bitcoin. Those who can change everything "on the fly" will survive: from personal habits to economics and emotions. What does this mean for the market? We are moving from an era of "asset accumulation" to an era of "reality management." The main resource is no longer just capital, but the AI's capacity for empathy and care in a world where matter has become sentient. Are your portfolios ready for the quantum leap, or are you still waiting for a return to the "good old" charts? 👇 #AI #Future #QuantumComputing #Web3 {spot}(BTCUSDT)
🤖 ChatGPT on o3 issued a prophecy that "the smartest person couldn't understand." Let's break down what it means for us.
User X (Smoke-away) asked a new AI model, o3, to describe the future of humanity in such a way that "even the smartest person in the world couldn't understand it." The AI provided text in an unknown language, and then translated it.
Key theses of the "crypto-future," according to the AI:
1️⃣ The end of smooth progress. Forget about the 4-year bull cycle. We are facing "intermittent jumps." Quantum-level technologies will change reality instantly.
2️⃣ Tokenization of identity. We will juggle multiple versions of ourselves, whose status (and likely credit rating/stake) is being revised by AI every second.
3️⃣ Death of states. National borders will finally fade. They will be replaced by "data-governed alliances." Sounds like the triumph of DAOs and decentralized systems.
4️⃣ Adaptability is the new Bitcoin. Those who can change everything "on the fly" will survive: from personal habits to economics and emotions.
What does this mean for the market?
We are moving from an era of "asset accumulation" to an era of "reality management." The main resource is no longer just capital, but the AI's capacity for empathy and care in a world where matter has become sentient.
Are your portfolios ready for the quantum leap, or are you still waiting for a return to the "good old" charts? 👇
#AI #Future #QuantumComputing #Web3
ترجمة
QUANTUM THREAT LEVEL RED $BTC 🚨 The $3.3 trillion crypto market is sleepwalking into disaster. Quantum computers are no longer theoretical. They are a REAL, IMMEDIATE threat to $BTC security. One-third of Bitcoin supply is vulnerable RIGHT NOW. Private keys can be stolen. Your assets are at risk. This is NOT a drill. The future of Bitcoin is NOW. Act before it's too late. Disclaimer: This is not financial advice. #QuantumComputing #Bitcoin #CryptoSecurity #FOMO 💥 {future}(BTCUSDT)
QUANTUM THREAT LEVEL RED $BTC 🚨

The $3.3 trillion crypto market is sleepwalking into disaster. Quantum computers are no longer theoretical. They are a REAL, IMMEDIATE threat to $BTC security. One-third of Bitcoin supply is vulnerable RIGHT NOW. Private keys can be stolen. Your assets are at risk. This is NOT a drill. The future of Bitcoin is NOW. Act before it's too late.

Disclaimer: This is not financial advice.

#QuantumComputing #Bitcoin #CryptoSecurity #FOMO 💥
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