A few thoughts on quantum:
The debate around "if" vs "when" a CRQC comes to market is a fruitless one. You won't convince either side to switch, because there is little observable progress, and the risk is there may not be until its too late.
The risk a CRQC comes to market is existential if Bitcoin doesn't have a credible plan of action. Risk is probability x consequence, and even if the probability is low, the consequence is 100%. Thus any sane actor should see developing a plan as worth the effort.
Arguments that Bitcoin devs are doing nothing appear to be false. Arguments that 'we're all good, do nothing' are also mistaken. Reality is in between, it's a solveable issue, folks are working on it, AND we do NOT have a credible plan yet.
Rushing PQ-cryptography is a massive risk, and is the wrong approach.
Not developing a credible set of BIPs, is also a mistake.
Coinbase and Nic absolutely have an incentive...to protect their bags and business models, which are massively long Bitcoin. They may also have incentives which are misaligned with Bitcoin, and yet that still doesn't disqualify their opinions. Coinbase has millions of BTC folks, they are the 'longest' entity in the world. Question them yes, but assuming pure malice without considering that they are capitalists looking after their interests, is frankly retarded.
I'm a Bitcoiner who is massively long the asset (holdings and business), and I try my best to adopt a reasonable middle ground opinion of things.
The two extremes of 'emergency' and 'no problem' are both wrong, because they do not understand the simple equation of risk = probability x consequence.
I fully support the development of PQ BIPs for Bitcoin. I very much look forward to learning about the proposals, discussing the trade-offs, and doing what little I can to form consensus, and parse the complexities.
Having a plan, and not needing it, is far better than needing a plan, and not having one.
The truth is in the middle, and there is little benefit to debating in the quagmire of 'will-it, won't it' ever show up.
A CRQC may never show up. In that case, the plan stays in the BIP repo as copy and unmerged, but fully reviewed code.
What is a totally fucked result, is if we assume a CRQC won't show up, and then it does.
Don't fuck this up, the middle ground is the correct path to walk.
Probability x Consequence.
Small number x 100% loss == take it seriously.
$ETH follows a power law trend. Just like Bitcoin.
If the model holds:
โ๏ธ Fair value today: $3,300
๐ฐ +1 standard deviation: $8,000
๐ +2 standard deviations: $20,000
This is the same framework that's tracked $BTC within its corridor for 14 years.
Where do you think $ETH lands by the end of 2027?
$HOOD is quietly turning into a bank!
Robinhood Banking just crossed $1.5B in deposits
Thatโs ~50% growth in just 3 weeks!
Nearly 100,000 usersโฆ with $15K average deposits
And this is on top of:
โข Revenue up 52% YoY to $4.47B
โข Gold subscribers up 58%
โข Net deposits at $68 billion for 2025
$HOOD Started as a trading app, now building a full financial ecosystem.
Does this put pressure on $COIN?
When Ethereum breaks out of it's almost 10 year old downward trend line vs #Bitcoin, it's going to get INSANE!!! ๐คช ๐ค
I personally think @fundstrat's @BMNR $BMNR is the best way to play this move.
They have some solid diversification strategy and I love the guaranteed revenues from $ETH staking
It's currently around $177 million in revenues at the current price. But once they hit their goal for ETH purchases, later this year?. Staked coins would probably be between $266,000,000 to $1,000,000,000+ if we get to the $7,000-$10,000 range for Ethereum, I think we could hit this year, or next.
$ETH is going to $10k.
Minimum.
It has been trading in a HTF range for close to 5 years now.
Building a very strong base from which it will eventually expand from.
And when it does expand, it will not look back.
"The bigger the base the higher in space".
$ETH, right now, has one of the largest bases of any asset globally.
In addition, its 1M RSI has reached low levels that have marked evert major HTF reversal, at the same time as its at the bottom of its channel.
As far as positioning goes, it doesn't get much better R/R.
And its next attempt to break this range will likely be the one that does it.
The potential upside for $ETH here outweighs the downside by several orders of magnitude.
Big milestone โ Robinhood Banking just crossed $1.5B in deposits from nearly 100K funded customers, and deposits are up ~50% in the past three weeks. The team is cooking ๐ฅ
Robinhood is a financial technology company, not a bank. Banking services are provided by Coastal Community Bank, Member FDIC.
Some retard with a cat picture as his pfp tried to make me look stupid for being concerned about quantum even just as a narrative that would scare away investors.. Saying its all BS. And now Google.. yes GOOGLE.. saying its legit and its within sight.
@A5T3R0lD@jvisserlabs@amitisinvesting Doubt they take any meaningful amount of market share from MSFT over the next 5 years. Googles products suck overall in comparison
People are fucking retarded. @jvisserlabs and @amitisinvesting dunking on $MSFT has to be the most NPC shit I have ever seen.
Go but Palantir if youโre so sure about $MSFT falling behind. Get rekt if you listen to these guys.