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The U.S. government is investing $2 billion into quantum infrastructure, partnering with IBM and GlobalFoundries. This news today hardly caused any waves in the market.
The reason is simple: U.S. stock markets are closed on Monday, and before the long weekend holiday, institutions have already started to exit and lock in positions. Trading volume is shrinking, and the market's reaction to any new news is sluggish.
But this instead highlights one issue: the market's attention is always on the short term, while the real rule-changing events often happen quietly during periods of the worst liquidity.
Quantum computing's threat to the encryption industry is not today, but in 3-5 years. Current elliptic curve encryption is vulnerable in front of sufficiently powerful quantum computers.
$BTC, $ETH , and other mainstream chains will eventually need to upgrade to resist quantum attacks. The ones who react quickly will be the winners; those who drag their feet will be the next Nokia.
Right now, everyone is watching whether $77K can be broken, and whether ETF inflows are net inflows or outflows today. That’s fine, but the quantum line is worth keeping in mind.
I'm not telling you to buy quantum-resistant concept coins now; the fake breakout before the long weekend, even $BTC , I would be skeptical of, let alone the concept.
What I want to say is, when the next major breakthrough in quantum computing power occurs, don’t say no one warned you.
DYOR, not investment advice.