According to @caprioleio, Bitcoin has a two-year window to agree and deploy a quantum-security solution to mitigate leading-edge attack risk, with network consensus required in 2026. Source: X post by @caprioleio on Oct 28, 2025 https://twitter.com/caprioleio/status/1982973762812424584

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 @caprioleio, many crypto treasury companies trading below market NAV (mNAV) face three choices: sell underlying assets, get acquired, or increase leverage to boost yield (source: @caprioleio on X, Oct 27, 2025). He states that selling underlying assets is negative for both the related coin and the operating business, highlighting direct downside risk to token prices when sales occur (source: @caprioleio on X, Oct 27, 2025). He also warns that incentives are aligned for leverage growth across the sector, and he expects more cases of firms levering up to stand out on yield (source: @caprioleio on X, Oct 27, 2025). For trading, this concentrates near-term catalysts around forced asset sales, M&A repricing, and leverage-driven yield strategies for tokens tied to such treasuries, as indicated by his assessment (source: @caprioleio on X, Oct 27, 2025).

According to Charles Edwards, there are currently 190 Bitcoin treasuries, compared with roughly 600 investment trusts by the end of 1929 (source: Charles Edwards on X, Oct 26, 2025). For traders, this count offers a straightforward institutional adoption gauge for BTC that can be monitored over time for potential shifts in spot demand intensity (source: Charles Edwards on X, Oct 26, 2025). The lower current count versus the 1929 reference highlights room for further penetration relative to that historical benchmark, a datapoint some market participants track for positioning and risk management (source: Charles Edwards on X, Oct 26, 2025).

According to @caprioleio, on Oct 26, 2025 he stated on X that "Everything higher and Bitcoin $150K this year seems reasonable," setting a public upside target of $150,000 for BTC in 2025. Source: https://twitter.com/caprioleio/status/1982456127830020388 He also referenced a related post by @krugermacro in the same context. Source: https://x.com/krugermacro/status/1982433539707572536

According to @caprioleio, the nof1 bots rely on 20-period momentum, RSI, and MACD on 3-minute and 4-hour charts and are on a random walk to 0, implying no persistent trading edge for these strategies (source: @caprioleio on X). According to @caprioleio, these inputs represent garbage in = garbage out, and the cited metrics have no long-term alpha, so traders should not expect sustainable outperformance from such indicator-only systems (source: @caprioleio on X). According to @caprioleio, capital allocation to short-timeframe, RSI/MACD momentum bots should be avoided by those seeking durable alpha (source: @caprioleio on X).

According to @caprioleio, he appeared on BTC_Archive to discuss a $19B BTC liquidation, massive institutional buying, the quantum threat to cryptography, the death of the traditional Bitcoin cycle, and his six-month market outlook, with a full interview linked for details, source: @caprioleio on X, Oct 20, 2025, and the linked YouTube interview. These topics were explicitly highlighted by @caprioleio as the focus of the session, providing traders with a consolidated set of near-term and structural drivers to review, source: @caprioleio on X, Oct 20, 2025, and the linked YouTube interview.

According to @caprioleio, he appeared on BTC_Archive last week to discuss a 19B liquidation event, heavy institutional buying, the quantum threat to Bitcoin, the end of the traditional Bitcoin cycle narrative, and a 6-month BTC market outlook, underscoring key drivers for traders to watch. Source: Charles Edwards @caprioleio on X, Oct 20, 2025, https://twitter.com/caprioleio/status/1980130861149532484. For trading relevance, the post centers on liquidation risk management, tracking institutional accumulation signals, and medium-term catalysts that could influence BTC volatility and price discovery over the next six months. Source: Charles Edwards @caprioleio on X, Oct 20, 2025, https://twitter.com/caprioleio/status/1980130861149532484. The author provided a link to the full discussion for detailed context and analysis. Source: Charles Edwards @caprioleio on X, Oct 20, 2025, https://lnkd.in/gn-CQS4k.

According to @caprioleio, MicroStrategy can generate BTC yield by acquiring Bitcoin treasury companies trading below modified NAV (mNAV), capturing an implied 10%+ return from the discount. Source: @caprioleio on X, Oct 20, 2025. The post frames this as a buyout arbitrage of firms whose market value sits below their BTC mNAV, enabling discount capture as yield to BTC holdings. Source: @caprioleio on X, Oct 20, 2025. Trading takeaway: monitor NAV discounts across Bitcoin treasury equities and MSTR’s potential M&A activity as a catalyst for discount closure and BTC-denominated yield. Source: @caprioleio on X, Oct 20, 2025.

According to @caprioleio, Capriole has unleashed AI on its proprietary metrics, recordings, YouTube content, newsletters, and research to produce a market assessment via a new market brief dashboard. source: @caprioleio on X, Oct 20, 2025. The dashboard is updated daily and is currently version v1, with further enhancements planned as it continues learning. source: @caprioleio on X, Oct 20, 2025. For traders, this centralizes Capriole’s internal datasets into an AI-curated daily crypto market brief for ongoing monitoring. source: @caprioleio on X, Oct 20, 2025.

According to @caprioleio, 30% of Treasury companies are trading below mNAV and rising, indicating a growing cohort priced at a discount to their referenced mNAV while market prices trend higher (source: Charles Edwards on X, Oct 20, 2025). A market price below NAV denotes a discount relative to the value of underlying holdings, a condition traders watch for relative value and potential discount narrowing in vehicles that report NAV or iNAV equivalents (source: Investopedia, Net Asset Value; source: Morningstar, Understanding Premiums and Discounts). Cross-asset traders also monitor such fixed income discounts alongside yields because bond-market dislocations can affect broader risk sentiment, and crypto has shown increasing comovement with risk assets since 2020 (source: BIS Bulletin No. 53, 2022; source: IMF Global Financial Stability Note, 2022).

According to @caprioleio, incentives are pushing digital asset treasury companies to increase debt usage to stand out, creating a growing bubble risk, source: @caprioleio on X, Oct 19, 2025; CNBC interview, Oct 17, 2025. He draws direct parallels to the highly leveraged 1920s investment trusts that preceded the 1929 crash, underscoring potential systemic fragility in similar debt-fueled structures today, source: @caprioleio on X, Oct 19, 2025; CNBC interview, Oct 17, 2025. For traders, this warning highlights elevated leverage and counterparty risk across yield-seeking corporate treasury strategies in digital assets, aligning risk management with reduced tolerance for debt-driven growth models, source: @caprioleio via CNBC interview, Oct 17, 2025. He characterizes the setup as a Treasury Company Bubble, signaling caution for market participants exposed to debt-backed returns in the crypto ecosystem, source: @caprioleio on X, Oct 19, 2025; CNBC interview, Oct 17, 2025.

According to Charles Edwards (@caprioleio), up to 20–30% of BTC held in legacy P2PK outputs could be taken by a future quantum computer within 2–8 years, and he proposes either allowing theft-related dumping or enforcing a migration window that burns unmigrated coins (source: Charles Edwards on X, Oct 15, 2025). According to Bitcoin Wiki, P2PK outputs reveal public keys on-chain, leaving any unspent P2PK UTXOs inherently exposed if Shor’s algorithm breaks secp256k1 ECDSA (source: Bitcoin Wiki, Pay-to-Pubkey). According to NIST’s Post-Quantum Cryptography program, no cryptographically relevant quantum computer exists today, though ECDSA is not quantum-safe and migration to standardized PQC schemes like CRYSTALS-Dilithium will be required once timelines warrant (source: NIST PQC status reports, 2022–2024). According to Roetteler et al. (Microsoft Research), breaking a single secp256k1 key demands very large fault-tolerant quantum resources beyond current hardware, making the specific 2–8 year horizon uncertain for traders to price (source: Roetteler et al., 2017, Quantum Resource Estimates for ECC).

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 @caprioleio, current quantum computing fear mirrors the BTC "going to zero" headlines from five years ago, indicating a recurring FUD cycle rather than new fundamentals. Source: @caprioleio on X, Oct 14, 2025. He adds that these unresearched posts suggest the market is still early, with sentiment-heavy narratives dominating attention. Source: @caprioleio on X, Oct 14, 2025. Based on @caprioleio’s view, traders can treat quantum FUD as headline-driven sentiment risk rather than a thesis-changing catalyst, avoiding reactive de-risking solely on such posts. Source: @caprioleio on X, Oct 14, 2025.

According to @caprioleio, the investment trust bubble has built over 7–8 years and many mNAVs are now below 1, indicating growing stress in Bitcoin yield products, source: @caprioleio on X, Oct 14, 2025. According to @caprioleio, this environment incentivizes managers to add debt to boost Bitcoin yield, increasing leverage risk across Treasury Companies and setting the stage for a potential big-bang unwind, source: @caprioleio on X, Oct 14, 2025.

According to @caprioleio, a new Forbes Digital Assets article brings mainstream attention to the quantum computing threat to Bitcoin and crypto security, emphasizing urgent mitigation needs. Source: x.com/caprioleio/status/1977990083316969696 and forbes.com/sites/digital-assets/2025/10/13/is-crypto-ready-for-q-day-the-quantum-countdown-has-begun/. Edwards states the industry must deliver a quantum-safe solution for Bitcoin in 2026, providing traders a concrete timeline to monitor BTC security risk and upgrade milestones. Source: x.com/caprioleio/status/1977990083316969696. For trading relevance, this public 2026 target highlights a specific window for tracking Bitcoin post-quantum proposals, wallet security guidance, and headline-driven volatility as coverage expands via Forbes. Source: forbes.com/sites/digital-assets/2025/10/13/is-crypto-ready-for-q-day-the-quantum-countdown-has-begun/ and x.com/caprioleio/status/1977990083316969696.

According to @caprioleio, gold warrants a higher fair value than Bitcoin (BTC) because it is effectively 'quantum proof' today, implying a relative-value tilt toward XAU over BTC until Bitcoin achieves quantum resistance; source: @caprioleio on X, Oct 14, 2025.