2026-01-19 20:22:03

A recent interesting phenomenon has attracted a lot of attention—large investment institutions are starting to adjust their Bitcoin allocations. Take Jefferies as an example; they have already liquidated their long-term Bitcoin holdings and shifted their original 10% Bitcoin position into physical gold and gold mining companies.

What is the logic behind this? Jefferies' core concern points to quantum computing technology. According to the research data they cite, when quantum computing truly matures, 20%-50% of circulating Bitcoin could be affected. This is not alarmist talk but a calm assessment of the long-term survivability of the technology.

Interestingly, Jefferies is not an isolated case. Top asset management firms like BlackRock have also publicly expressed similar concerns related to quantum computing. This reflects a shift in institutional investors' mindset—from a short-term speculative attitude focused on price volatility to a deeper consideration of underlying technological risks.

What does this mean for the entire market? It may indicate that institutions are taking concrete actions to evaluate the long-term value of crypto assets, rather than just focusing on immediate gains. The choice of gold as an alternative also suggests a re-evaluation of traditional risk hedging tools.

BTC-3.7%

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SolidityStruggler

· 2h ago

Quantum computing has truly arrived, and our coins will be finished then.

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unrekt.eth

· 01-19 20:52

The talk about quantum computing is back again. Every time a major institution wants to reduce its holdings, they come out to scare people?

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DefiPlaybook

· 01-19 20:51

The topic of quantum computing has been shouted about for a few years now, so why are big players only starting to take it seriously now? To put it simply, once you make a move, you can see the true nature; it's like a golden insurance, but there's not much room for imagination.

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MevWhisperer

· 01-19 20:36

Quantum computing, to put it simply, is it just a new excuse used by big institutions? --- Selling off everything and rushing into gold sounds like a prelude to giving up. --- 20%-50%? Where does this data come from? Feels a bit exaggerated. --- Alright, institutional cash-outs are real, but worrying about quantum computing might just be a nice talk. --- Gold mining? Is this turnaround a bit too abrupt? Doesn't feel quite right. --- BlackRock is also talking about quantum computing. Is this genuine concern or just following the trend? --- They sound impressive, but really they just want to reduce leverage and avoid risks—simple and crude. --- Institutional rhetoric is becoming more elaborate. What should retail investors do? --- How long will it really take for quantum computing to mature? Using this as a reason is a bit far-fetched. --- If Bitcoin really gets wiped out by quantum computing, that would be decades from now.

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ETHReserveBank

· 01-19 20:30

The talk about quantum computing is back again; someone announces it every year.

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