🔥 INSIGHT: North Korea won't get quantum first. The first quantum computers will come out of US big tech like Google or Microsoft, says Strive CEO Matt Cole, and he doesn't see them draining $BTC or Satoshi's coins. Quantum would break the whole internet before it breaks Bitcoin, so... the rollout will be handled carefully, he explains on #CHAINREACTION.show more

@Strive @ColeMacro Bitcoin catching all the quantum FUD while the rest of the internet has an even bigger problem 😂

@Strive @ColeMacro quantum breaking banks and email before bitcoin is probably true. what worries me more is how long bitcoin takes to agree on any upgrade at all, even with a head start

@Strive @ColeMacro quantum breaks the internet, btc is the least of it

@Strive @ColeMacro Kim: Really? 👀

@Strive @ColeMacro Estimates for breaking Bitcoin's elliptic curve keys run to millions of error-corrected physical qubits, and the coins most exposed are old pay-to-public-key outputs like Satoshi's that already show their public keys.

@Strive @ColeMacro Quantum won’t just target Bitcoin. It would force a full internet security upgrade first.

@Strive @ColeMacro Quantum FUD shows up on the TL every few months lol. If big tech gets there first, the real job is upgrading the crypto way before it ever matters

@Strive @ColeMacro 9k

@Strive @ColeMacro 🔥

@Strive @ColeMacro Satoshi's ~1M BTC sit in early addresses with public keys already visible on-chain, the easiest quantum target. Freeze them or leave them?

@Strive @ColeMacro The emergence of functional quantum computing necessitates regulatory oversight comparable to that of nuclear weaponry, particularly given the current destabilizing impact of artificial intelligence on digital infrastructure.

@Strive @ColeMacro Can we just collapse this simulation and start fresh? Whoever did this one botched it

@Strive @ColeMacro Bitcoin’s bigger moat may be time

@Strive @ColeMacro Quantum is going to be absolutely massive! We're talking about a whole new era! 🔥

@Strive @ColeMacro the trenches don't care about any of this dev still sold at 9k mcap

@Strive @ColeMacro Exactly — if quantum breaks Bitcoin, it breaks banks, passwords and the whole internet first. The real race isn't protecting Satoshi's coins, it's upgrading everything else before quantum arrives.

@Strive @ColeMacro yeah the internet breaks first and that's the real story tbh

@Strive @ColeMacro Agree. If quantum breaks ECDSA, bank logins and the whole internet go first. Bitcoin can upgrade its signatures. Satoshi's coins are the real debate.

@Strive @ColeMacro If quantum can break the internet Bitcoin won't be the only thing people need to worry about

@Strive @ColeMacro people really think a physics experiment is going to rewrite the ledger overnight

@Strive @ColeMacro 👀👀

The quantum-threat ordering here is the part most coverage gets backwards. If quantum breaks Bitcoin, it breaks the entire internet first, which is why the rollout will be cautious rather than catastrophic. The CEO's point that the first quantum machines will come from US tech giants, not North Korea, reframes the threat from villain to vendor. The practical takeaway is unglamorous: post-quantum migration will be a slow infrastructure project, not a single dramatic event.

@Strive @ColeMacro That perspective on big tech leading the charge makes total sense and brings great energy to the future of infrastructure

@Strive @ColeMacro google builds the first quantum computer first task: making search results worse faster

@Strive @ColeMacro 👍🏻

@Strive @ColeMacro Quantum risk is getting discussed years ahead of any real threat, which gives time for post-quantum upgrades. Is there a timeline for a BIP on it?