Institutions Reprice Bitcoin Over Quantum Computing Risk

Beincrypto reports institutional investors are factoring quantum computing risk into Bitcoin allocations, treating the threat as immediate enough to reshape portfolios. The shift is reflected in moves such as Jefferies strategist Christopher Wood removing a 10% Bitcoin position from his flagship "Greed & Fear" model portfolio and reallocating to physical gold and mining equities.

Research cited includes a 2025 Chaincode Labs study estimating 20–50% of circulating Bitcoin addresses are vulnerable to future quantum attacks because of reused public keys, potentially exposing roughly 6.26 million BTC (valued between $650 billion and $750 billion). A Projection Calculator cited in the reporting shows exponential growth in quantum hardware capability, and observers noted Google’s 2025 milestones as increasing the plausibility of cryptographically relevant quantum computers.

Institutions have diverged in response: Harvard reportedly increased its Bitcoin allocation by almost 240%, raising bitcoin holdings in Q3 from $117m to $443m and boosting its gold ETF from $102m to $235m, while Morgan Stanley and Bank of America have advised client allocations to digital assets in the 1–4% range.

Key Topics

Crypto, Bitcoin, Quantum Computing, Chaincode Labs, Ecdsa, Harvard