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Amaury Viera | VieraTech Wealth
3K posts

Amaury Viera | VieraTech Wealth
@VieraTechWealth
Founder of VieraTechnologies Sharing my wealth journey Tech + investing + crypto portfolio growth Building wealth through tech & disciplined investing
United States เข้าร่วม Nisan 2011
381 กำลังติดตาม800 ผู้ติดตาม

@scottmelker Right now quantum risk is too uncertain, no clear timeline, and both BTC and ETH can adapt, so the market treats it as a future problem.If that changes, the signal won’t be price first, it’ll be institutions and infrastructure shifting to postquantum standards.
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A debate is starting to take shape around quantum - and it’s splitting in two directions.
On one side, some argue this is an Ethereum-driven psyop aimed at Bitcoin - pushing a narrative that highlights Bitcoin’s lack of urgency. On the other, there’s a view that Ethereum is simply further ahead in its preparation, and that the market will eventually assign it a premium for that readiness. Either way, the fact that this argument is taking shape suggests something important: quantum preparedness is starting to be viewed as a real differentiator.
If that’s true, then the next question becomes unavoidable: does the market actually price that in?
Right now, it doesn’t really look like it. Ethereum, despite having a more visible push toward post-quantum readiness, is still trading near multi-year lows relative to Bitcoin. The conversation around ETH has started to include quantum, but it still sits alongside concerns around revenue, L2 value capture, and shifting narratives - not something clearly reflected in price. And while some argue quantum risk is beginning to weigh on Bitcoin, I’m not convinced that’s actually showing up either. If anything, both sides still feel largely unpriced.
That’s where this starts to get interesting, because this isn’t just a crypto-native issue - it’s an institutional one. Tokenized assets aren’t short-term trades; they’re built on assumptions that need to hold for 10, 20, even 30 years. Treasuries, private credit, real estate - all of it depends on the underlying cryptography holding up for the full life of the asset. If there’s even a credible chance it doesn’t, that capital doesn’t show up.
I can imagine a world where, as that date approaches, this becomes the single most important topic in crypto - more important than strategic reserves, legislation, or corporate treasuries. And if Ethereum were to cross the finish line before any other major asset, it would likely command a meaningful premium, especially as activity gravitates toward the network offering the highest level of security.
It could also create a pull for less capable projects to migrate to Ethereum as a kind of security anchor, potentially discouraging new L1s from emerging in the process. It’s hard to see a scenario where Ethereum solves this before Bitcoin without it having a material impact on price - just something to think about.
Regardless of how quickly Bitcoin and Ethereum move in this race, quantum breakthroughs are coming, and crypto will have to adapt. This isn’t just a narrative - it’s an unavoidable real-world development the industry will have to face. I only see this topic becoming more prevalent over time, eventually shaping narratives that either boost or suppress price.
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@dangambardello A lot of alts made it through those events, but many never recovered their highs or lost relevance entirely. The space resets hard every cycle. Survivors don’t always translate into winners.
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Altcoins have survived:
The 2018 tariff fear capitulation
The Fed repo crisis
COVID
The China mining ban
The LUNA/UST collapse
3AC / Celsius / Voyager
The FTX collapse
The SEC suing Coinbase and Binance
The Japan carry trade crash
Tariff escalation
Iran war
I will not say sorry for being bullish on altcoins.
I also don't think it's a bad idea to be bullish on altcoins. Blackrock, Fidelity, and Greyscale are...
I enjoy tracking the macro opportunity, while always preparing for downside scenarios and volitility.
Lastly, I think characterizing someone because they invest in and cover altcoins is not what crypto needs right now.
Opportunity everywhere.

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@saylordocs Costs today are clearly higher relative to income, especially housing and education, so the pressure is real. At the same time, previous generations dealt with their own version of instability, just in different forms.
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@AshCrypto Announce a “ceasefire,” markets breathe, oil drops, risk assets bounce… then reality catches up and everything reverses. If neither side agreed or even understood the terms, it was never a real de escalation to begin with.
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@TheBTCTherapist Feels like everything is bullish… except price actually breaking out.
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@Kylechasse The supply side looks strong, no doubt, but as long as liquidity stays tight and risk sentiment is shaky, it’s hard to see a clean breakout
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🚨 BITCOIN IS NOW A MACRO TRADE
BTC is sitting around the mid $60Ks after dropping from $68.4K to $66.2K on April 2, with total crypto market cap at $2.42T as tariff shocks and Iran tensions hit risk assets.
The pattern is now clear as tariff announcements push oil higher, drive CPI expectations, shift Fed policy, and immediately reprice Bitcoin, with BTC showing a 0.94 correlation to the S&P 500.
Supply is tightening fast with only 450 BTC mined daily, exchange reserves at an 8 year low of 2.31M BTC, stablecoins at $316B ATH, and large holders adding 61K BTC in the past month.
Bitcoin needs oil below $90, a soft CPI print, or regulatory clarity to break $75K.
Until then it remains capped by the macro environment.


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@XFreeze Sounds good on paper, but “non hallucination rate” depends heavily on how it’s defined and tested. Saying “I don’t know” more often can boost the score, but it doesn’t necessarily mean the model is more useful in real scenarios.
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Grok 4.20 Non-Hallucination rate improved to even higher than previous highest
Just days ago, it hit a record-breaking 78% Non-Hallucination Rate - already #1 in the world, smoking Claude Opus 4.6 (max), Gemini 3.1, GPT-5.4 (xhigh), and every other major model
Now, it just pushed that number even higher to 83%
While every other AI confidently makes up stuff and fabricate answers it doesn't know - Grok simply says "I don't know"

X Freeze@XFreeze
Most AI models hallucinate more than you'd think and make up stuff that doesn't exist Grok 4.20 just ranked #1 in Non-Hallucination Rate with a 78% score - beating Claude Opus 4.6(max), Gemini 3.1, GPT-5.4(xhigh), and every other model on the list xAI is quietly winning the accuracy game… and it’s built to be truthful
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Gold is enforced by nature and BTC by code. imo, it’s not about which is “more real”, it's about which system you trust going forward.
Lark Davis@LarkDavis
Gold is literally a rock we agreed was valuable. Bitcoin is the same thing but with math. If you trust one, you have no argument against the other.
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@RippleXrpie Feels like we’ve heard “almost there” before, but this time it actually looks like it might get done.
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🇺🇸 U.S. Senator Cynthia Lummis says:
“We are so close to passing Clarity Act, and I know I have been saying that for a long time, but we are SO CLOSE this time.”
April is a historic month for the United States of America. The Clarity Act will transform the U.S. economy completely.
TURN NOTIFICATIONS ON! 🔔
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so many people waiting for some confirmation and they keep buying, interesting, same people later complain because they didn't get "lucky", there is no such luck, i don't have idea what the market will do, i just know 5 years from now it'llbe fine and I also know if it goes to 0, I'll also be fine
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@CryptoMichNL DCA works here because it removes the need to be right on timing. You stay exposed while everyone else hesitates.
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@scottmelker The important part is exactly what you said, this isn’t an overnight break. If it becomes a real threat, it will show up gradually, and that gives Bitcoin time to adapt like it always has.
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“We’ll deal with that later.”
That’s more or less how Bitcoiners have treated the threat of quantum computing for years. It’s always been one of those risks everyone knows exists, but something someone else will deal with. Too abstract, too far away, too easy to ignore.
This mindset was shaken up yesterday when Google dropped a paper suggesting quantum computers could break the cryptography behind Bitcoin faster than expected - possibly before the end of the decade - throwing just about everyone into a panic.
The key point isn’t that Bitcoin is about to break. It’s that the timeline to this becoming a real problem might be shorter than people thought. And more importantly, the focus isn’t on SHA-256, which secures mining and hashing. It’s on elliptic curve cryptography, the system that protects private keys and proves ownership. If that breaks, it’s not about slowing the network down - it’s about whether coins can be moved without permission.
That’s still pretty scary.
What most people are missing is that there’s a big difference between something breaking overnight and something gradually becoming vulnerable. If it’s gradual, there’s time to upgrade. Bitcoin has adapted before, and it can adapt again. Even Satoshi talked about this back in 2010 - the assumption was always that stronger cryptography could replace weaker systems if needed.
And importantly, none of this exists at scale today. No one has the hardware to actually do this. Not even close. In my opinion, what we’re seeing isn’t an immediate threat. Instead, it’s a strong reminder that the clock is ticking.
The more interesting question is what happens if this forces the entire industry to upgrade at once. That kind of pressure doesn’t just fix vulnerabilities - it forces a cleanse and pushes everything to a higher standard. Weak projects, bad infrastructure, and unfinished systems get killed off. The ones that deserve to be here move forward.
Quantum could be painful in the short term.
But long-term, it will strengthen everything that makes it through.
Which is why, despite all the noise, Bitcoin didn’t really react to the news. That’s a huge tell for me. I believe that if this were a right-now problem, price would’ve told you. It always does. The lack of a reaction feels like a subtle signal that the market still believes this gets solved.
I could be wrong. I’m never going to pretend this is guaranteed.
But I’m still buying.
Because this doesn’t feel like something that breaks Bitcoin. It feels like another challenge it eventually adapts to.
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@CryptoWendyO Doesn’t have to be perfect, it just has to move forward
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@benjamincowen The headline changes every week, but price usually moves within a structure long before people find a story for i
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@coinbureau The threat isn’t immediate, but starting the research now puts the ecosystem ahead of the curve
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@CryptosR_Us Pairing hard assets with a BTC treasury introduces a new capital strategy, similar to what Michael Saylor pioneered, but with a real estate twist.
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GRANT CARDONE’S $500M BITCOIN PLAN SIGNALS INSTITUTIONAL STRENGTH
Billionaire Grant Cardone is set to acquire 10,000 BTC this year, a $500M commitment that echoes Michael Saylor’s conviction in $BTC.
This hybrid model pair apartment portfolios with BTC, and ultimately aims to take public a real estate - Bitcoin company - using crypto as a treasury asset to fund growth and reduce reliance on traditional financing.
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Labor market still holding up, which gives the Fed room to stay patient
Ash Crypto@AshCrypto
BREAKING: 🇺🇸 US Initial Jobless Claims: Actual: 202k Expected: 212k
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@MerlijnTrader It won’t all hit at once but this is good
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BREAKING:
🇺🇸 265,000,000 Americans just got access to Bitcoin through their 401(k).
$7.4 trillion sits in U.S. 401(k) accounts.
Even 1% allocation = $74,000,000,000 flowing into Bitcoin.
Retail didn't buy Bitcoin.
Their retirement fund just did it for them.
This changes everything.
Act accordingly.


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@saylordocs A CBDC could increase control, but it also depends on how it’s designed and regulated. I have a question, who controls it?, how transparent it is?, and what alternatives people actually have.
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@MerlijnTrader The infrastructure story is real, institutions are experimenting, but usage and fees still need to justify the “financial internet” label at scale
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MASSIVE:
Raoul Pal just summed up Ethereum in one sentence.
"This is a compute platform that operates at global scale and is decentralized. Go use it."
UBS. Société Générale. Franklin Templeton. Bank of America.
All building on or investing in Ethereum.
Bitcoin became store of value after years of doubt. Ethereum is becoming the financial internet.
The narrative is shifting.
Are you positioned before it does?
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