According to @caprioleio, CCCX is a SPAC trading around a 5 billion post merger valuation and he views it as the most obvious 2X if the quantum sector holds current levels, source: @caprioleio on X, Oct 27, 2025. He compares CCCX with IONQ at about 20 billion, QBTS at about 10 billion, and RGTI at about 12 billion, stating CCCX has similar revenues to IONQ and higher than QBTS and RGTI, source: @caprioleio on X, Oct 27, 2025. He states the company is targeting more than 1000 logical qubits within five years, source: @caprioleio on X, Oct 27, 2025. He adds the firm is partnered with all arms of US defense and was recently named quantum company of the year, source: @caprioleio on X, Oct 27, 2025. He notes backing from NVIDIA and investments from the UK, US, and Australian governments, source: @caprioleio on X, Oct 27, 2025. He cautions there are risks and advises investors to do their own research, source: @caprioleio on X, Oct 27, 2025.

According to @CNBC, IonQ, Molina Healthcare, Tesla, Hasbro, Beyond Meat, and IBM were identified as the biggest U.S. premarket movers for Oct 23, 2025 in its morning roundup, highlighting notable early-session activity for traders to monitor at the open. source: CNBC The source did not reference any cryptocurrencies or direct crypto market impact in this update. source: CNBC

According to @nic__carter, after the Trump-Intel deal he identified IBM as the next candidate given quantum computing’s national security framing and disclosed long positions in RGTI and IONQ, noting both were heavily sold last week. Source: @nic__carter on X, Oct 23, 2025. The U.S. government has formally prioritized quantum and post-quantum cryptography, with NIST standardizing algorithms such as CRYSTALS-Kyber and Dilithium and the NSA issuing the CNSA 2.0 migration roadmap, signaling sustained federal demand and potential contracting tailwinds for quantum leaders like IBM. Source: NIST; NSA CNSA 2.0; White House NSM-10 (2022). For traders, the positioning aligns IBM, RGTI, and IONQ with policy-driven catalysts while also flagging a crypto-security overhang, as BTC and ETH rely on ECDSA that is not quantum-safe under current standards guidance, making quantum headlines directly relevant to crypto risk pricing. Source: NIST; NSA CNSA 2.0.

According to @KobeissiLetter, the Trump Administration now owns a 10% equity stake in Intel (INTC), a 15% stake in MP Materials (MP), a 10% stake in Lithium Americas (LAC), a 10% stake in Trilogy Metals (TMC), and holds a potential equity stake in IonQ, D-Wave, and Rigetti Quantum Computing, with the post stating the US government is joining the AI arms race; the post does not include supporting filings or agency announcements and does not mention any cryptocurrencies, focusing instead on AI, quantum computing, and critical minerals equities (source: @KobeissiLetter X post).

According to @KobeissiLetter, shares of IonQ, ticker IONQ, and other large quantum computing stocks surged over 14% on news that the Trump Administration is in talks to take stakes in several quantum computing companies. Source: @KobeissiLetter on X, Oct 23, 2025. The report highlights a sector-wide rally tied to potential U.S. government equity participation but does not name specific companies or provide a timeline. Source: @KobeissiLetter on X, Oct 23, 2025. The post did not reference any direct impact on cryptocurrency markets. Source: @KobeissiLetter on X, Oct 23, 2025.

According to @StockMKTNewz, the Trump administration is in talks for the U.S. government, through the Commerce Department, to take equity stakes in quantum-computing firms in exchange for federal funding, with minimum awards discussed at $10 million per company, citing the Wall Street Journal. According to @StockMKTNewz, companies named in the discussions include IONQ (IONQ), Rigetti (RGTI), D-Wave Quantum (QBTS), Quantum Computing Inc. (QUBT), and Atom Computing, citing the Wall Street Journal. According to @StockMKTNewz, this policy backdrop intersects with crypto-security considerations because quantum computing is recognized as a threat to classical public-key cryptography used by blockchains such as Bitcoin and Ethereum, and NIST has published post-quantum cryptography standards to address these risks, citing NIST and Bitcoin.org.

According to @KobeissiLetter, The Wall Street Journal reports the Trump Administration is in talks to take stakes in several quantum computing companies, including IonQ (IONQ), Rigetti Computing (RGTI), and D-Wave Quantum (QBTS). According to @KobeissiLetter, the companies explicitly named in The Wall Street Journal reporting are IONQ, RGTI, and QBTS, with no deal terms or timing disclosed in the post. According to The Wall Street Journal as cited by @KobeissiLetter, this headline places the named tickers in focus while traders await the primary report’s details on any stake structure and scope.

According to @stocktalkweekly, the Wall Street Journal reported that the U.S. Commerce Department is in talks to take equity stakes in quantum-computing companies in exchange for federal funding, with minimum awards discussed at $10 million per company (source: Wall Street Journal via @stocktalkweekly). The companies in discussions include IonQ (IONQ), Rigetti Computing (RGTI), and D-Wave Quantum (QBTS), while Quantum Computing Inc. (QUBT) and Atom Computing are considering similar arrangements (source: Wall Street Journal via @stocktalkweekly). The report describes the move as an expansion of the Trump administration’s intervention in critical technology sectors and notes other technology firms are expected to compete for the funding (source: Wall Street Journal via @stocktalkweekly).

According to @StockMarketNerd, Bank of America estimates the quantum computing total addressable market in five years at about $4B, while IonQ’s ($IONQ) current market capitalization is about $20B. According to @StockMarketNerd, this implies a market-cap-to-TAM multiple near 5x today, and even under an $8B TAM scenario by 2030 the multiple would be roughly 2.5x, which the author characterizes as ridiculously priced. According to NIST, current public-key cryptosystems based on RSA and elliptic-curve cryptography are vulnerable to sufficiently large quantum computers, which is directly relevant to BTC and ETH security given their use of ECDSA, according to Bitcoin Core documentation and the Ethereum Yellow Paper.

According to @StockMKTNewz, 35 U.S.-listed stocks set new all-time highs intraday on Sep 23, 2025, including JPM, TSM, GS, AXP, GE, CAT, WFC, HOOD, WDC, STX, and WELL; source: @StockMKTNewz. The source also lists APH, APP, AU, AVAV, BK, CCJ, CLS, CMI, DGX, FLEX, HWM, IONQ, IREN, LRCXX, MCK, MS, NBIS, NEM, NU, QBTS, RGTI, TDY, and TPR among the names hitting all-time highs; source: @StockMKTNewz. For crypto-equity traders, note that HOOD, IONQ, QBTS, RGTI, and IREN are included in today’s all-time-high tape; source: @StockMKTNewz.

According to Charles Edwards, quantum-related stocks were the only segment that rallied yesterday again, showing concentrated momentum in the theme. Source: Charles Edwards on X, Sep 17, 2025. He reports the Q4 quantum basket is up 35 percent over the last 4 days. Source: Charles Edwards on X, Sep 17, 2025. He also notes IONQ gained 41 percent in the same 4-day period. Source: Charles Edwards on X, Sep 17, 2025.

According to @StockMarketNerd, IONQ, RGTI, and QBTS collectively hold roughly $25B in market capitalization and are expected to generate $122M in total 2025 revenue (source: @StockMarketNerd). Based on @StockMarketNerd’s figures, that implies an aggregate forward price-to-sales ratio of about 205x for the trio, a core valuation input for trade setup and risk calibration (source: @StockMarketNerd). Using @StockMarketNerd’s numbers, revenue density equates to roughly $4.88M per $1B of market cap, offering a simple benchmark to track any 2025 guidance changes against the current valuation (source: @StockMarketNerd). The source does not cite any direct cryptocurrency market linkage for these quantum computing names (source: @StockMarketNerd).

According to @stocktalkweekly, Rosenblatt has initiated coverage on IonQ (IONQ) with a Buy rating and a 12-month price target of $70. The firm highlights IonQ as an attractive entry point for investors seeking exposure to the rapidly growing quantum computing sector. This bullish outlook may influence both tech and crypto markets, as advancements in quantum computing could drive further blockchain innovation and impact cryptocurrency security protocols (source: @stocktalkweekly).