Industry Insights | Quantum, AI & Your Coins This morning @notthreadguy hosted @ilblackdragon, @0xMert_, Zcash core cryptographer @zkDragon & @tulipking for an engaging discussion on Quantum computing and its impact on digital assets. Verdict: Bunker mode = Overblown The math • AI math wins: 0 speedup on crypto's curve • Break BTC today: 1T× all mining power • Even a 10× AI leap still leaves 100B× • GPUs: 1,000× slower than ASICs • Only the US or China could even try • Quantum's first target: state comms $NEAR • Keys detached from address (name.near) • NIST post-quantum keys live in 2026 • Multi-key accounts: every scheme signs • Ships upgrades every ~6 weeks • New crypto scheme ≈ 200 lines of code $ZEC • Money only = smallest attack surface • Quantum plan posted the very next day • Upgrade now, while BTC ossifies $BTC • Kill switch: freeze, ZK-recover via seed • Satoshi coins predate seed phrases • Real tell: dormant wallets waking up • Ossification = the long-run discount Market Pulse & Signals • Hot CPI: Oct hike odds 15% → 44% • CoreWeave −12.5%, bonds ~15% yield • PTJ: "still feels like 1999" • 2027 risk: AI IPO supply > buybacks • Xbox Labs embraces AI game remixing Key takeaway: "you're far more likely to lose money going into bunker mode + smart contract risk than broken cryptography" per @mert - thanks for a great discussion Gents