MONITOR CRYPTO

“There's a 50% chance that by 2033, quantum computers can break Bitcoin.”

“We get into the real risk to self custody, exposed public keys.”

“Whether Satoshi’s coins could become a target [is a primary concern].”

“How a migration to quantum resistant signatures might work.”

“This debate could become one of the most important and divisive fights.”

“We are looking at market cycles that suggest the next major Bitcoin low won't hit until late 2026.”

“The reason Hyperliquid is winning is because they've vertically integrated their entire stack.”

“Software companies are realizing that charging per seat is a failing strategy in an AI-driven world.”

“The intensifying conflict in Iran is the primary driver behind current oil price swings.”

“By using STRC, investors can finally fix the yield gap through more price-stable return mechanisms.”

“Market analysts are currently suggesting that Bitcoin cycle lows are projected for late 2026 based on current liquidity cycles.”

“The competitive edge for platforms like Hyperliquid's advantage is vertical integration across the entire stack.”

“With the rise of AI agents, industry experts warn that seat-based SaaS is facing a crisis of utility.”

“The intensifying Iran conflict creates extreme oil price volatility, impacting global shipping and transport costs.”

“New financial protocols like STRC fixes the yield gap with price-stable returns for institutional investors.”

“Analysts are now pointing to late 2026 as the likely window for Bitcoin to hit its next cycle low.”

“The ongoing conflict involving Iran has introduced a level of volatility to oil prices not seen in years.”

“Software companies are seeing a fundamental breakdown in the traditional seat-based SaaS revenue model.”

“Hyperliquid's move toward full vertical integration is proving to be their most significant market advantage.”

“By providing price-stable returns, STRC is finally closing the yield gap for cautious investors.”

“Based on current market trends, Bitcoin cycle lows are projected for late 2026.”

“What sets them apart is that Hyperliquid's advantage is vertical integration.”

“With the rise of AI agents, seat-based SaaS is facing a crisis.”

“The ongoing Iran conflict creates extreme oil price volatility for global markets.”

“A new proposal suggests that STRC fixes the yield gap with price-stable returns.”

“Bitcoin cycle lows are projected for late 2026.”

“Hyperliquid's advantage is vertical integration.”

“Seat-based SaaS is facing a crisis.”

“Iran conflict creates extreme oil price volatility.”

“STRC fixes the yield gap with price-stable returns.”

“Bitcoin keeps running into a wall of selling above $70K — roughly $20M/hour in profit-taking — and now that wall has geopolitical weight behind it after the Islamabad peace talks collapsed, Iran's Strait of Hormuz stays effectively closed, and Trump ordered a naval blockade of Iranian ports starting this morning. That's pushing oil toward $100/barrel and forcing tanker traffic into a full reroute away from the Gulf.”

“If those December contracts move over 100, the world is a very different place than it is right now. And that will cause revaluation of various assets. And that will cause, certainly in our administration, doing everything they can to print money. The truth is with AI and with everything going on in the economy and with oil prices going up, it actually cuts economic growth. It cuts the aggregate demand.”

“Our political system in the United States is broken. I mean, it's not just that people think Congress are a bunch of parasitic jackals, which is true, by the way... But it's actually worse than that. It's just completely dysfunctional. That is a large part of this. I mean, if we knew we were going to have a new Federal Reserve Chair in May, which you would think would be known, I think markets would be very different.”

“The dollar's long-term slide continues — now just 46% of global FX and gold reserves, a 26-year low — even as M2 keeps expanding at 4.8% YoY, and central bank gold holdings have officially eclipsed US Treasury holdings for the first time since '96. That's pushing oil toward $100/barrel and forcing tanker traffic into a full reroute away from the Gulf, which benefits US energy exports but hammers Japan, South Korea, and India hardest.”

“The WLFI vs. Justin Sun feud is turning into a full legal brawl over a $75M loan dispute, backdoor token blacklisting, and accusations flying both ways — exactly the kind of circus that undermines crypto's push for institutional credibility. This adds to the geopolitical weight already slowing markets after the Islamabad peace talks collapsed, and Iran's Strait of Hormuz stays effectively closed following the new naval blockade.”

“Bitcoin keeps running into a wall of selling above $70K — roughly $20M/hour in profit-taking — and now that wall has geopolitical weight behind it after the Islamabad peace talks collapsed, Iran's Strait of Hormuz stays effectively closed, and Trump ordered a naval blockade of Iranian ports starting this morning. That's pushing oil toward $100/barrel and forcing tanker traffic into a full reroute away from the Gulf.”

“If those December contracts move over 100, the world is a very different place than it is right now. And that will cause revaluation of various assets. And that will cause, certainly in our administration, doing everything they can to print money. The truth is with AI and with everything going on in the economy and with oil prices going up, it actually cuts economic growth. It cuts the aggregate demand.”

“Our political system in the United States is broken. I mean, it's not just that people think Congress are a bunch of parasitic jackals, which is true, by the way... But it's actually worse than that. It's just completely dysfunctional. That is a large part of this. I mean, if we knew we were going to have a new Federal Reserve Chair in May, which you would think would be known, I think markets would be very different.”

“The dollar's long-term slide continues — now just 46% of global FX and gold reserves, a 26-year low — even as M2 keeps expanding at 4.8% YoY, and central bank gold holdings have officially eclipsed US Treasury holdings for the first time since '96. That's pushing oil toward $100/barrel and forcing tanker traffic into a full reroute away from the Gulf, which benefits US energy exports but hammers Japan, South Korea, and India hardest.”

“The WLFI vs. Justin Sun feud is turning into a full legal brawl over a $75M loan dispute, backdoor token blacklisting, and accusations flying both ways — exactly the kind of circus that undermines crypto's push for institutional credibility. This adds to the geopolitical weight already slowing markets after the Islamabad peace talks collapsed, and Iran's Strait of Hormuz stays effectively closed following the new naval blockade.”

“First of all, if quantum computers do come to a point to where they can hack networks, everything's done. It's all over, you know? It's not just crypto. That's the last of our concerns.”

“Things don't develop in isolation. There's always defenses developing alongside of it. People aren't going to, I mean, the big players, the banks, the billionaires that have crypto, they're not going to sit on the sidelines and just wait to be hacked. They're working on solutions right now.”

“In that latter scenario, which I think people kind of are what they're terribly afraid of, I actually think that that's about a 40 percent haircut to Bitcoin, which we've already had. And the fact that people haven't bought, aren't buying and are concerned about it is a big deal.”

“I mean, for crying out loud, you still have the majority of banks that are providing consumers two-factor authentication over SMS text message. Are you really going to deploy that much compute power against the Bitcoin blockchain when you have so many softer targets you could exploit?”

“I think it's something that should at least be considered in the response from the Bitcoin community, is that it's so far off that we shouldn't even consider it. Or that they take it as religious criticism against the cult and religion, that there could ever be anything wrong with Bitcoin, and don't even address it because it's too emotionally difficult.”

“Bittensor TAO just shipped a model that competes the outputs of centralized labs. That crosses the line from white paper to infrastructure, and this is where the rubber meets the road, and a lot of these AI adjacent projects are going to be left behind, and the AI direct projects are going to rise to the top.”

“This is a decentralized computer vision platform that lets miners analyze football video footage—actually, soccer—in real time, tracking the players, the ball, and the game events using object detection and key point models. Validators score the accuracy of these annotations, rewarding the best miners with TAO, so that it can build fast, cheap, and scalable sports intelligence that anyone can use.”

“It's a creator marketing platform in Bittensor, TAO, where brands publish campaign briefs, and miners, known as YouTube influencers or content creators, produce videos and posts that fulfill the briefs. These validators use platform APIs to verify actual engagement, views and performance, and then reward the best performing creators with TAO token so that the network can continue to build kind of a transparent middleman marketplace.”

“Ridges AI is a marketplace on Bittensor for autonomous software engineering agents. This is where miners run AI coders in Python that solve real coding tasks, generate features, fix bugs and beat benchmarks like the SWE bench. The validators score the agents on their accuracy, their speed and their actual usefulness in the real world to reward the top performers.”

“It's a probability in my mind that these AI agents are going to want to be paid in crypto and banks cannot onboard AI agents as customers. AI agents cannot transact in a bank; they're only able to use crypto wallets. This leaves a massive opportunity for crypto, and this might be the big explosion of use case that we were all wondering how it would look like.”

“The analysis that they did was very comprehensive. I think I would encourage everyone to at least read the abstract or even skim the paper if you're in digital assets because they covered quite a breadth of potential attack factors that is not often discussed. In addition to Bitcoin, Satoshi's Bitcoin, that's always what comes up in the quantum conversation.”

“Typically, the most recent state of the art estimates are on the scale of millions. And indeed, in this recent Google paper, it's half a million physical qubits. We have as few as 10,000. And so it's actually a factor of 50, even relative to this recent result.”

“Elliptic curve cryptography is the foundation of pretty much all digital assets because it's been proven to be secure classically, and it's generally really performance. Everyone's gotten really used to elliptic curve cryptography, and it's gotten built into all of these things. I think the Google paper just by saying, hey, all of these things are broken, but it really is saying elliptic curve cryptography might be broken.”

“It's not like you have the system of a lot of atomic qubits, and then you just press a button, and all of a sudden it becomes a fault-tolerant quantum computer running Shor's algorithm. It's advanced. It's complicated. It's like designing a new type of computer. You have to think about how you do the whole thing.”

“Cryptographers' opinions are going to differ about not so much whether quantum computing is a threat, but I think the timeline in which it matters and the priority of that threat. In my dialogue with Matt on X, I was kind of like, you know, Matt, I feel like this is relevant because you know what I think. I agree.”

“This paper, what they're not doing is, they're not saying we've broken elliptic curve cryptography. They're not saying we have a machine. They're saying, if you had a machine, this is the algorithm you would run on the machine, and these are the resource requirements. They've posited that you, if you had a superconducting qubit quantum computer, you could break elliptic curve cryptography with 1,200 logical qubits.”

“Their big contribution was realizing if you had a quantum computer this size, you could actually crack elliptic curves in around 10 minutes, which is how long it takes for a transaction to be included in the blockchain. So this opens up Bitcoin to this new style of attack, what they call on spend, what I call short range tag. And so it changes the threat model for the worse.”

“Instead, you had the most of the Bitcoin core developers that I saw comment on this accused me of having a conflict of interest for drawing attention to the papers, ignoring the fact that I was not involved in these papers at all. This is Google paper and it's a Caltech and a Stanford paper. But the thing is, this is information that seems like only they are privy to, and if you look at the Bitcoin mailing list, there's no real evidence that there's any kind of posture that Bitcoin is going to upgrade.”

“Well, I think we so we made this investment in Project 11 over a year ago. And it was with the idea that we just believed that quantum computing was going to impact public blockchains. And eventually we'd have to have some sort of a migration to post quantum. Thus, we put our capital on the line beneath that thesis.”

“Then we have OpenFX, which is a stablecoin FX wholesale liquidity company. They've raised $94 million in a Series A led by Excel with Atomico, M13, and Pantera. FX market is just being completely upended by stablecoins right now. And the big wholesale banks are nowhere. So you're seeing these companies like OpenFX just get to tremendous scale.”

“First of all, if quantum computers do come to a point to where they can hack networks, everything's done. It's all over, you know? It's not just crypto. That's the last of our concerns.”

“Things don't develop in isolation. There's always defenses developing alongside of it. People aren't going to, I mean, the big players, the banks, the billionaires that have crypto, they're not going to sit on the sidelines and just wait to be hacked. They're working on solutions right now.”

“In that latter scenario, which I think people kind of are what they're terribly afraid of, I actually think that that's about a 40 percent haircut to Bitcoin, which we've already had. And the fact that people haven't bought, aren't buying and are concerned about it is a big deal.”

“I mean, for crying out loud, you still have the majority of banks that are providing consumers two-factor authentication over SMS text message. Are you really going to deploy that much compute power against the Bitcoin blockchain when you have so many softer targets you could exploit?”

“I think it's something that should at least be considered in the response from the Bitcoin community, is that it's so far off that we shouldn't even consider it. Or that they take it as religious criticism against the cult and religion, that there could ever be anything wrong with Bitcoin, and don't even address it because it's too emotionally difficult.”

“The analysis that they did was very comprehensive. I think I would encourage everyone to at least read the abstract or even skim the paper if you're in digital assets because they covered quite a breadth of potential attack factors that is not often discussed. In addition to Bitcoin, Satoshi's Bitcoin, that's always what comes up in the quantum conversation.”

“Typically, the most recent state of the art estimates are on the scale of millions. And indeed, in this recent Google paper, it's half a million physical qubits. We have as few as 10,000. And so it's actually a factor of 50, even relative to this recent result.”

“Elliptic curve cryptography is the foundation of pretty much all digital assets because it's been proven to be secure classically, and it's generally really performance. Everyone's gotten really used to elliptic curve cryptography, and it's gotten built into all of these things. I think the Google paper just by saying, hey, all of these things are broken, but it really is saying elliptic curve cryptography might be broken.”

“It's not like you have the system of a lot of atomic qubits, and then you just press a button, and all of a sudden it becomes a fault-tolerant quantum computer running Shor's algorithm. It's advanced. It's complicated. It's like designing a new type of computer. You have to think about how you do the whole thing.”

“Cryptographers' opinions are going to differ about not so much whether quantum computing is a threat, but I think the timeline in which it matters and the priority of that threat. In my dialogue with Matt on X, I was kind of like, you know, Matt, I feel like this is relevant because you know what I think. I agree.”