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【Breaking】Yesterday, just while deep sleeping in Asia, Trump signed two quantum computing executive orders. For Bitcoin, this matter is much more significant than it appears on the surface.
First, let's clarify the two orders 👇🏻
The first one is called "Launching the Next Frontier of Quantum Innovation," aiming to produce the first scientific research-capable quantum computer by 2028, to be handed over to the national laboratories of the Department of Energy.
The second is a national security order, setting a deadline to migrate government systems to quantum-resistant encryption, from the 2035 set by Biden, moved up to 2031, with high-value data to be completed by 2030. Behind it, there’s also a $2 billion fund, with IBM receiving $1 billion, and D-Wave, Rigetti, Infleqtion, and others sharing the money, with the government taking equity stakes.
At the signing scene, Google’s president and IBM’s CEO were present. This isn’t just a formality.
Why is this a big signal for BTC? There are three layers, each more critical ⚠️
The first layer, the timeline has been officially confirmed. In the past, when discussing quantum threats, the crypto community often said, "It’s early, it’s a matter of 2040." Now, the U.S. government has clearly calculated the timeline: all government encryption must be replaced before 2031. The government’s timetable often indicates the threat timeline. It’s essentially an official stamp—quantum isn’t science fiction; it’s an engineering problem with a deadline.
The second layer, the contrast. The government has set 2031 as the deadline for migration, but what about Bitcoin? Up to now, BTC’s quantum resistance solutions are still in the discussion phase of BIP-360 and BIP-361, with no formal proposal that has gone through the community process. On one side, the state machinery will complete the upgrade within five years; on the other, the largest crypto asset is still debating whether and how to move. This gap is now made especially clear by this executive order.
The third layer, the most sensitive point. CZ said that if BTC really needs to defend against quantum, it might require a fork, freezing early dormant addresses whose public keys have been exposed—among which, the approximately 1.1 million coins from Satoshi Nakamoto can’t be avoided. The stronger the government’s urgency, the earlier the community is forced to face this issue: to freeze certain coins to defend against quantum, would that violate the core principle of Bitcoin—"private keys equal ownership"?
So what’s truly happening today isn’t just another quantum news story. It’s the U.S. government using an executive order to elevate the "quantum countdown" from a niche debate in the crypto circle to a national strategic level. If BTC is to be included in strategic reserves, referencing the administrative order already issued by France, then BTC must be upgraded accordingly. This remains a fundamental conflict, and some in the crypto community spreading the reserve idea are either naive or malicious.
Today, the quantum card has been officially laid on the table by the White House. It’s Bitcoin’s turn to play its hand. $BTC
Finally, looking at yesterday’s US stocks, $Google plummeted, then rebounded, indicating the big move isn’t over yet $IONQ , and the market is volatile 👍🏻.