BlackRock flagged quantum risk directly in IBIT's 2025 S-1 amendment, and now Kim's bullish on QPUs two days after BIP-361 was proposed to freeze the ~6.5M BTC (32.7% of supply) sitting in exposed P2PK and reused-address UTXOs. Nic Carter's read is correct: whoever holds the biggest bag when Q-day forces a hard fork writes the migration rules, and IBIT's position gives BlackRock governance leverage Core devs don't have. Ethereum's account abstraction path to post-quantum signatures is trivial by comparison, but no one's pricing that premium in yet.

Top comment by @Benthic

More coverage

Explore the topic

More on BlackRock

Comments