According to @simplykashif, a new thread titled Quantum Computers vs Crypto, What You Should Know was posted on Nov 17, 2025, emphasizing daily learning while providing no technical details or price guidance in the teaser (source: @simplykashif on X, Nov 17, 2025). NIST states that sufficiently powerful quantum computers could break widely used public-key cryptography, motivating a shift to quantum-resistant standards (source: NIST press release, Aug 13, 2024). Bitcoin transaction signatures use ECDSA over secp256k1 and Ethereum accounts also rely on ECDSA secp256k1, implying a need for post-quantum migration to mitigate Shor-class risks over the long term (sources: Bitcoin.org Developer Guide; Ethereum.org documentation; NIST press release, Aug 13, 2024). NIST has standardized quantum-resistant algorithms including CRYSTALS-Kyber (FIPS 203) for key establishment and CRYSTALS-Dilithium (FIPS 204) for digital signatures in 2024, providing candidates for future blockchain research and testing (source: NIST press release, Aug 13, 2024). Traders can monitor follow-up posts for concrete items such as migration proposals, key-rotation policies, or hybrid-signature experiments, as the teaser signals this security theme will be discussed (source: @simplykashif on X, Nov 17, 2025).

According to @caprioleio, Bitcoin must confront the quantum computing threat now to secure its next decade, a point he discussed on The Investors Podcast video at youtube.com/watch?v=dFknx-mRmKE, source: Charles Edwards on X (Nov 16, 2025); The Investors Podcast on YouTube. For trading context, Bitcoin’s current digital signatures (ECDSA and Schnorr over secp256k1) are theoretically vulnerable to Shor’s algorithm once sufficiently capable fault-tolerant quantum computers exist, making a migration path to post-quantum schemes a material security consideration, source: BIP340 Schnorr signatures; Bitcoin Core documentation; P. W. Shor, SIAM Journal on Computing. Standards progress is underway, with NIST finalizing initial post-quantum cryptography standards in 2024 (FIPS 203–206), providing concrete algorithm baselines that wallets and custodians can evaluate, source: NIST PQC standardization announcements (2024), FIPS 203–206. Actionable for traders, monitor three catalysts: new Bitcoin Improvement Proposals introducing post-quantum signatures, wallet software updates referencing NIST-approved PQC, and exchange or custodian security disclosures on PQ readiness, as highlighted by @caprioleio’s call for preparedness, source: Bitcoin BIPs repository; NIST PQC FIPS 203–206; major exchange security pages (e.g., Coinbase Security).

According to the source, the core quantum threat to Bitcoin is that a sufficiently large fault-tolerant quantum computer running Shor’s algorithm could derive private keys from revealed ECDSA or Schnorr public keys, enabling unauthorized spends, while this is not feasible with today’s machines. source: Shor 1997; Bitcoin.org Developer Guide; BIP340 2020. UTXOs whose public keys have not been revealed on-chain are more resilient in the near term because address protection relies on hash preimages where Grover’s algorithm provides only a quadratic speedup, preserving roughly 128-bit security for SHA-256-based constructions. source: NISTIR 8105 2016; Bitcoin.org Developer Guide. There is currently no practical quantum computer capable of breaking Bitcoin’s public-key cryptography, but NIST finalized post-quantum standards in 2024 (ML-KEM, ML-DSA, SLH-DSA) that can guide migration paths for future signature schemes. source: NIST FIPS 203–205, 2024. Traders should monitor any BIPs proposing post-quantum signature types and watch for unusual spends from legacy P2PK or long-dormant outputs, as coordinated migrations can elevate on-chain congestion and fees that impact execution and volatility. source: BIP341 2021; Bitcoin Wiki Pay to Pubkey; Bitcoin.org Transactions–Fees.

According to the source, IBM says new quantum processors and software advances will accelerate its path toward fault-tolerant quantum computing; IBM’s public roadmap outlines progress toward error-corrected systems through the late 2020s (source: IBM Research, IBM Quantum roadmap 2023: https://research.ibm.com/blog/ibm-quantum-roadmap-2023). For traders, the near-term risk is headline-driven volatility as Q-Day narratives resurface, while the structural risk centers on Bitcoin’s use of ECDSA over secp256k1, which would be vulnerable to sufficiently large error-corrected quantum computers implementing Shor’s algorithm (source: Bitcoin.org Developer Guide: https://developer.bitcoin.org/devguide/transactions.html; NIST Post-Quantum Cryptography project overview: https://csrc.nist.gov/projects/post-quantum-cryptography). Current research indicates that breaking elliptic-curve cryptography at practical speeds requires on the order of millions of physical qubits and long coherent runtimes, exceeding today’s capabilities (source: Roetteler et al., Quantum Resource Estimates for Computing Elliptic Curve Discrete Logarithms, Microsoft Research: https://www.microsoft.com/en-us/research/publication/quantum-resource-estimates-for-computing-elliptic-curve-discrete-logarithms/). Policy timelines also suggest a multi-year migration: NIST has issued the first post-quantum cryptography standards and U.S. cybersecurity guidance urges inventory and transition planning this decade, informing crypto custody risk management and exchange security roadmaps (source: NIST PQC standards update 2024: https://www.nist.gov/news-events/news/2024/08/nist-releases-first-post-quantum-cryptography-standards; CISA Quantum-Readiness Guidance: https://www.cisa.gov/quantum-readiness). Traders should monitor on-chain proposals for post-quantum signatures, custody providers’ PQC rollout plans, and IBM quantum performance milestones, as these can influence BTC risk premia and options skew (source: Bitcoin BIPs index: https://github.com/bitcoin/bips; IBM Research roadmap: https://research.ibm.com/blog/ibm-quantum-roadmap-2023).

According to @binance, advances in quantum computing are prompting stronger cryptography for the blockchain age, signaling a security hardening trend across crypto infrastructure that traders should track for risk management and asset selection, source: Binance tweet and Binance Academy article on quantum computers and cryptocurrencies. The source emphasizes a move toward more robust cryptographic standards, implying that projects and service providers may update wallet signature schemes and related security components, which can affect perceived chain risk and market sentiment when official plans are communicated, source: Binance tweet and Binance Academy article. Traders should monitor official communications from blockchains, exchanges, and custodians about post-quantum readiness and prioritize assets with transparent security roadmaps and upgrade disclosures to reduce headline risk tied to cryptography changes, source: Binance tweet and Binance Academy article.

According to @StockMKTNewz, Nvidia (NVDA) CEO Jensen Huang announced Nvidia NVQLink designed specifically for quantum computing, signaling a new interconnect initiative focused on quantum systems (source: @StockMKTNewz on X, Oct 28, 2025). The cited post provides no specifications, timelines, or pricing, so trading decisions should wait for an official Nvidia release or event materials to quantify potential impact on data center or accelerated-computing roadmaps (source: @StockMKTNewz). Quantum-computing advances are closely watched by crypto markets because sufficiently large quantum machines could break widely used public-key schemes like RSA and ECC, accelerating migration to post-quantum cryptography (source: NIST Post-Quantum Cryptography program). Bitcoin and Ethereum currently rely on ECDSA-based signatures, making quantum security a relevant long-term narrative for BTC and ETH risk assessment when quantum headlines emerge (source: Bitcoin.org Developer Guide; Ethereum technical documentation/Yellow Paper).

According to @business, the Trump administration plans to sign a deal with South Korea to boost cooperation in AI, quantum computing, and 6G, with the stated aim of staying competitive with China in the tech race. Source: Bloomberg/@business. For trading, the explicitly named focus areas—AI, quantum, and 6G—define the immediate policy-supported themes to monitor across U.S. and South Korean tech equities and related AI narratives in digital assets. Source: Bloomberg/@business.

According to @caprioleio, five firms are forecasting multi-thousand logical qubit capability within five years, described as sufficient to break Bitcoin’s current cryptography, with about a dozen more firms a couple of years behind (source: @caprioleio, X, Oct 27, 2025). The source adds that the quantum race is a national security priority and that capital is flooding the sector at a staggering pace, highlighting accelerating timelines with direct relevance to BTC security assumptions (source: @caprioleio, X, Oct 27, 2025). The source urges a Bitcoin upgrade in 2026, flagging a potential protocol-change timeline that traders can monitor as event risk for long-dated BTC exposure and custody practices (source: @caprioleio, X, Oct 27, 2025).

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 @StockMKTNewz, CNBC reports that Rigetti (RGTI) says it is in ongoing talks with the U.S. government on quantum funding, indicating active discussions rather than a finalized award, source: @StockMKTNewz; CNBC. For traders, potential federal backing can serve as a policy-driven catalyst by signaling prospective non-dilutive capital and future contract visibility in the quantum-computing space, source: CNBC via @StockMKTNewz; U.S. National Quantum Initiative program overview (U.S. government sources). For crypto markets, increased U.S. investment focus on quantum technology keeps attention on post-quantum cryptography transition timelines outlined by NIST, which remains a risk-management theme for digital assets infrastructure, source: NIST Post-Quantum Cryptography project.

According to @caprioleio, Bitcoin BTC faces higher near-term quantum risk than banks because most traditional finance institutions are already migrating to quantum resistant encryption. Source: @caprioleio on X, Oct 15, 2025. He states that two factor authentication used by most TradFi institutions is quantum resistant, further reducing their exposure relative to single key systems. Source: @caprioleio on X, Oct 15, 2025. He adds that centralized banking rails can reverse or wind back hacks, limiting irreversible loss compared with decentralized systems. Source: @caprioleio on X, Oct 15, 2025. He argues Bitcoin’s elliptic curve cryptography is weaker than widely used RSA under quantum attack assumptions, implying BTC could break years before bank grade RSA and making Bitcoin first on the chopping block. Source: @caprioleio on X, Oct 15, 2025.

According to @caprioleio, Bitcoin needs a quantum-resistant solution within the next year or gold will continue to outperform BTC, and this quantum-security overhang is already dragging on BTC performance. Source: @caprioleio on X, Oct 15, 2025. According to @caprioleio, the post defines a 12-month catalyst window in which credible Bitcoin quantum-readiness updates could shift relative performance between BTC and gold. Source: @caprioleio on X, Oct 15, 2025. According to @caprioleio, traders should treat quantum-resilience headlines as a key catalyst for BTC-gold relative value positioning, favoring gold over BTC absent concrete Bitcoin quantum solutions and reassessing if verifiable upgrades emerge. Source: @caprioleio on X, Oct 15, 2025.

According to Charles Edwards, Bitcoin faces a quantum-computing security risk that could enable spending of early Satoshi-era coins and trigger market selling, and he urges the community to act by 2026, source: Charles Edwards on X (Oct 13, 2025) and his linked YouTube video. Bitcoin transaction validation relies on ECDSA over secp256k1, which is theoretically vulnerable to sufficiently large fault-tolerant quantum computers via Shor’s algorithm, source: Bitcoin.org Developer Guide and P. W. Shor (1994). Many early outputs, including pay-to-public-key coinbase rewards used in 2009–2010, expose public keys on-chain and are therefore higher-risk if ECDSA is broken, source: Bitcoin.org Developer Guide and Bitcoin Wiki entry on Pay-to-PubKey. Independent on-chain research estimates roughly 1.1 million BTC attributed to early mining by Satoshi, underscoring potential market impact if such coins became movable, source: Sergio Demian Lerner’s Patoshi mining analysis. Governments have advanced post-quantum cryptography; NIST selected PQC algorithms and published draft standards for ML-DSA (Dilithium) and ML-KEM (Kyber) with guidance to begin migration planning, source: NIST PQC program announcements and migration guidance. Any Bitcoin move toward quantum-safe signatures would require protocol changes and broad coordination, making developer proposals and upgrade timelines important market catalysts for BTC, source: discussions on the bitcoin-dev mailing list and Bitcoin Core documentation.

According to @caprioleio, the US Dept of War has raised the alarm that a potential 'Q-Day' could arrive within three years, arguing BTC will not reach $1M per coin unless the quantum threat is addressed (source: @caprioleio on X, Oct 8, 2025). Bitcoin relies on ECDSA (secp256k1) for transaction signatures, which are theoretically breakable by sufficiently powerful quantum computers via Shor’s algorithm, making quantum security a systemic consideration for BTC (source: Bitcoin.org Developer Documentation; NIST Post-Quantum Cryptography program). U.S. standards bodies have already moved to mitigate such risks, with NIST publishing post-quantum cryptography standards in 2024 and the NSA’s CNSA 2.0 guidance setting migration timelines for national security systems, providing objective checkpoints for security transition risk (source: NIST 2024 PQC standards; NSA CNSA 2.0 guidance). For trading, monitor official NIST/NSA releases and any Bitcoin Core proposals on post-quantum signatures, as policy or development milestones can reprioritize BTC risk premia and hedging demand in derivatives markets (source: @caprioleio; NIST; NSA).

According to @caprioleio, McKinsey’s Quantum Monitor 2025 indicates quantum computing industry revenues are set to surpass $1 billion in 2025 with annual growth above 40% and $54 billion in global commitments, underscoring accelerating timelines that crypto markets must track for security risk pricing. Source: McKinsey Quantum Monitor 2025; @caprioleio. @caprioleio highlights a 4–5 year path to multi-thousand logical qubits and frames a Q-Day window of 2–10 years, asserting this scale would be sufficient to threaten Bitcoin’s ECC-based security. Source: @caprioleio. Bitcoin relies on ECDSA over secp256k1, and sufficiently large fault-tolerant quantum computers running Shor’s algorithm can compute elliptic-curve discrete logarithms, enabling private-key recovery from public keys in principle. Source: NIST Post-Quantum Cryptography (2024) overview; NIST Computer Security Resource Center. Academic resource estimates suggest low-thousands logical qubits are in the ballpark needed to attack 256-bit ECC, aligning with the risk threshold cited by the author. Source: Roetteler, Naehrig, Svore, Lauter (Microsoft Research, 2017); Gidney and Ekerå (2019, Quantum). If ECC were broken, UTXOs that reveal public keys (e.g., address reuse or legacy pay-to-pubkey outputs) are first at risk, which is directly relevant for assessing BTC key-exposure on-chain. Source: Bitcoin Wiki – Address reuse; Bitcoin protocol documentation. NIST finalized initial post-quantum cryptography standards in 2024 (including CRYSTALS-Kyber and CRYSTALS-Dilithium), providing a migration path that security-focused market participants can monitor against the author’s Q-Day window. Source: NIST PQC standards announcement 2024; NIST CSRC.

According to @caprioleio, Satoshi’s early coins will be market dumped and quantum computing could break Bitcoin within 2-8 years, prompting a call to upgrade Bitcoin now and an invitation to his Token2049 talk at 10:45am on Wed Oct 1, 2025 (source: Charles Edwards X post dated Sep 26, 2025). The post offers no technical evidence for the timeline, but the claim presents headline risk that can affect BTC via narrative-driven volatility and renewed attention to on-chain monitoring of Satoshi-era UTXOs (source: Charles Edwards X post dated Sep 26, 2025). Traders can watch for unusual activity from early addresses, shifts in BTC options implied volatility and skew, and developer signals on post-quantum upgrade discussions as potential catalysts if this narrative gains traction (source: trading analysis based on Charles Edwards X post dated Sep 26, 2025).

According to @caprioleio, the quantum computing risk to Bitcoin is becoming an imminent threat and the industry is widely misunderstood, source: @caprioleio on X, Sep 26, 2025. He stated he will explain the details and what you can do at Token2049 at 10:45 on October 1, source: @caprioleio on X, Sep 26, 2025. The warning specifically highlights Bitcoin BTC security risk as the focus, source: @caprioleio on X, Sep 26, 2025.

According to Reuters Business, Britain and the United States agreed to a technology pact to boost ties in artificial intelligence, quantum computing, and civil nuclear energy with an estimated value of $42 billion (source: Reuters Business). The announcement did not specify timelines, company-level beneficiaries, or any provisions related to cryptocurrencies or digital assets (source: Reuters Business). From a trading perspective, the headline size and sector focus highlight policy-driven themes to monitor in UK- and US-listed AI, quantum, and civil nuclear equities, while no direct crypto-market impact was indicated in the source post (source: Reuters Business).

According to Charles Edwards (@caprioleio), quantum computing is Bitcoin’s biggest existential threat and, once a replacement is selected, the ecosystem would have roughly 12 months to migrate, placing urgency on protocol choices that traders should monitor; source: Charles Edwards on X, Aug 21, 2025. Bitcoin relies on ECDSA over secp256k1 for transaction signatures, which is vulnerable to sufficiently powerful quantum attacks such as Shor’s algorithm, making signature replacement the core mitigation; source: NIST Post-Quantum Cryptography program and Bitcoin.org Developer Guide. NIST has standardized post-quantum signature schemes including CRYSTALS-Dilithium and SPHINCS+, offering candidate pathways for migration that Bitcoin developers could evaluate; source: NIST Post-Quantum Cryptography standards 2022–2024. Traders should watch for any Bitcoin Improvement Proposal introducing post-quantum signatures and activation timelines, as protocol changes require broad consensus and staged rollout; source: Bitcoin Improvement Proposals repository. Coins reveal public keys when spent, so UTXOs with exposed public keys carry higher quantum-theft risk under a breakthrough, informing on-chain risk assessment; source: Bitcoin.org Developer Guide and Bitcoin Wiki.

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).