Supply Shock Bitcoin Has Entered The Quantum Event Horizon | Charles Edwards
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Jan 22, 2026 In this discussion, Charles Edwards, the founder of Capriole and a Bitcoin market analyst, tackles the emerging risks quantum computing poses to cryptocurrencies. He explains how Bitcoin's traditional cycles may be disrupted by institutional dynamics and liquidity shifts. Charles highlights the concept of the 'quantum event horizon' expected in 2025 and outlines which Bitcoin addresses are most vulnerable. His insights on valuation impact amid quantum uncertainties provoke thought on Bitcoin's future security and value.
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Quantum Risk May Cap Bitcoin's Upside
- Bitcoin underperformance in 2025 (relative to gold and equities) is plausibly linked to quantum risk discounting.
- Despite favorable liquidity, market participants appear to cap upside because of overlapping quantum timelines.
Quantum Event Horizon Compresses Timelines
- 2025 marks the start of a 'quantum event horizon' where upgrade time overlaps hack risk.
- That overlap forces investors to discount Bitcoin's value until risk is resolved.
Watch Institutional Filings For Quantum Signals
- Institutions are already recognizing quantum as an ETF risk factor and adjusting allocations.
- Monitor institutional filings and de-risking signals as evidence quantum risk is being priced into markets.