Bitcoin Quantum Computing Threat: Is Sci-fi Risk Tanking the $100K Rally?

Is the future of Bitcoin already under siege? While Gold and Silver shatter all-time records, a controversial theory suggests that the Bitcoin quantum computing threat is the invisible hand dragging down the king of crypto just as it approached the historic $100,000 milestone.

Bitcoin Quantum Computing Threat: Market Fear vs. Reality

As of January 24, 2026, the divergence between traditional safe havens and digital assets is stark. Gold jumped 1.7% to a record $4,930 an ounce, and Silver leaped to $96. Meanwhile, Bitcoin has slipped back to just above $89,000, sitting roughly 30% below its October peak.

Castle Island Ventures partner Nic Carter sparked a firestorm by claiming Bitcoin's underperformance is "due to quantum." He argues that the market is finally listening to the existential threat posed by quantum machines capable of breaking elliptic curve cryptography. This sentiment was echoed by Jefferies strategist Christopher Wood, who recently removed Bitcoin from his model portfolio citing long-term quantum risks.

Profit-Taking at the 'Magic Number'

However, on-chain analysts aren't buying the sci-fi narrative. _Checkmatey_ from Checkonchain notes that the stall is better explained by massive supply being unlocked at the $100,000 level. Investor Vijay Boyapati agreed, stating that whales are simply taking profits at a long-awaited psychological target.

Technically, the Bitcoin community is already preparing for a post-quantum world. BIP-360 outlines a migration path to quantum-resistant security. Blockstream's Adam Back remains confident that such threats are decades away, far beyond the scope of current market cycles.