According to @caprioleio, Jefferies strategist Chris Wood removed Bitcoin BTC from his long-term asset allocation model last week due to quantum computing risks, as relayed by @matthew_sigel on X. Source: @caprioleio on X; @matthew_sigel on X. @caprioleio states that BTC upside is capped until the quantum threat is addressed and calls to make 2026 the year to fix Bitcoin’s quantum security. Source: @caprioleio on X. For traders, the move by a widely followed Wall Street strategist highlights the quantum risk narrative as a near-term headwind to institutional allocation and price upside, aligning with the author’s view. Source: description of Chris Wood as widely followed from @matthew_sigel on X; upside cap view from @caprioleio on X. Key catalysts to monitor include the paper referenced in the thread’s replies and any subsequent responses from the cited parties regarding quantum-resilient measures. Source: “The paper that spooked him is in replies” from @matthew_sigel on X; call to fix BTC in 2026 from @caprioleio on X.