Kevin O’Leary Warns Bitcoin’s Quantum Problem May Be Bigger Than Expected

Kevin O’Leary said concerns about quantum computing are keeping institutions from increasing their Bitcoin allocations. He described quantum computing as a “new concern floating around now” and said the possibility of a powerful quantum system eventually compromising blockchain cryptography is enough to make large investors cautious.

He warned that, until the industry provides a clear, credible solution, institutional exposure is unlikely to move meaningfully beyond a roughly 3% allocation: “Until that gets resolved, don’t expect them to go beyond a 3% allocation. They’ll stay cautious, they’ll stay disciplined, and they’ll wait for clarity.

That’s the reality.” Some investors are already acting on those worries. Christopher Wood, global head of equity strategy at Jefferies, removed a 10% Bitcoin allocation from his model portfolio, saying progress in quantum computing would weaken Bitcoin’s case as a reliable store of value for pension-style, long-duration investors.

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