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247_037predictionCryptocrypto

Quantum computing will not break Bitcoin (Mike Saylor position)

Predictor: Michael Saylor · ep#247 "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247" · source

Prior probability
62.0%
Current probability
53.8%
evolves via intake + LBP
Conviction
5/5
Signal quality
C
Resolution
pending
Window
— – —
Edges in / out
3 / 0
Tickers exposed
20

Prediction text

Quantum computing will not break Bitcoin (Mike Saylor position) | Mike Saylor...saying I don't worry about it. Quantum computing won't break Bitcoin. It will harden it. The quantum risks are overblown.

Verbatim quote

From episode "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247"
Mike Saylor...saying I don't worry about it. Quantum computing won't break Bitcoin. It will harden it. The quantum risks are overblown.

Resolution evidence

Status: pending

Quantum won't break Bitcoin — current quantum can't factor RSA-2048 let alone secp256k1; BIP-360 (quantum-resistant) under proposal. Saylor's call plausible.

Predictor: Michael Saylor

κ + Brier as of 2026-05-22
κ (discount)
0.583
Brier
0.0025
excellent
Hits / Misses
0 / 0
of 1 resolved
Hit rate
0.0%
Calibration plot (stated vs observed)

Evidence about this node from Michael Saylor is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).

Reference class

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

3 prob_history rows
0%25%50%75%100%prior 62%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 53.8%

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 2 fired ✓ · 2 pending
  1. 2026-02-11hitBIP-360 (P2MR) merged into Bitcoin official BIP repository
    How: BIP-360 Pay-to-Merkle-Root proposal formally merged into bitcoin/bips GitHub repository
    Source: https://thequantumspace.org/2026/02/24/bitcoins-first-quantum-step/conf 99%
    Notes: HIT — BIP-360 merged 2026-02-11. Bitcoin IS hardening, supporting Saylor's 'will harden it' framing.
  2. 2026-03-20hitBTQ Bitcoin Quantum testnet launched, 100K+ blocks processed
    How: BTQ Technologies launches Bitcoin Quantum testnet v0.3.0 with full P2MR consensus, ≥50 miners and 100K+ blocks processed
    Source: https://thequantumspace.org/2026/02/24/bitcoins-first-quantum-step/conf 99%
  3. 2026-05-01 → 2027-12-31pendingQ-Day quantum-attack-on-ECC remains >100x infeasible vs Bitcoin's ECDSA
    How: Largest demonstrated quantum-ECC key break remains <50 bits vs Bitcoin's 256-bit secp256k1 — gap of >200 bits = >2^200x intractability
    Source: https://thequantuminsider.com/2026/04/24/project-eleven-q-day-prize-quantum-ecc-attack/conf 95%
    Notes: April 2026: Project Eleven prize won at 15-bit ECC. Still 241 bits short of breaking Bitcoin. Supports 'quantum won't break BTC' near-term.
  4. 2026-05-01 → 2027-12-31pendingBitcoin price stable / appreciating despite quantum-narrative pressure
    How: BTC price does NOT show >30% drawdown directly attributable to quantum-threat news (no quantum FUD-driven crash)
    Source: BTC price feed (Coinbase, Kraken), event-study news analysisconf 80%
    Notes: Empirical test of 'quantum risks are overblown' — markets price quantum risk into BTC.

No downstream cascades — this prediction is a leaf in the dependency graph.

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 54%)

Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"

Evidence chain

Every probability update with full Bayesian provenance — chronological, latest first
LBP2026-05-03T02:00:01Z53.8%-1.3pp
Network propagation: 55.1% → 53.8%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z55.1%-2.4pp
Network propagation: 57.5% → 55.1%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z57.5%-4.5pp
Network propagation: 62.0% → 57.5%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v1 · run 592311ef

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

Top incoming (parents)

Edges that influence THIS node's belief

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.620-0.089
killerTK12
Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Revers
8.0%0.0500.620+0.036
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.620+0.013

Top outgoing (children)

Predictions THIS node influences

No outgoing edges.

Ticker exposure

20 ticker(s) linked

Beneficiaries (17)

IONQTSEMMARAQUBTRGTIRIOTCRCLMASHOPAMZNCOINGOOGLHONHOODIBMKEYSXYZ

Adverse (2)

VMA

Prerequisites (3)

Predictions that must hit first
TypePredTitleDomainLag
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK10$100T Sovereign Debt Crisis
killerTK12Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Reversal)

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.660manifoldWill a quantum computing CEO go to jail before 2030?45%mentionspending2026-05-18
0.649edgar_8kQuantum Computing Inc. (QUBT) (CIK 0001758009)mentionspending2026-05-11
0.649edgar_8kQuantum Computing Inc. (QUBT) (CIK 0001758009)mentionspending2026-05-18
0.648manifoldWill Bitcoin hit $68,000 or $78,000 first?mentionspending2026-05-31
0.638manifoldWill Bitcoin close above $90,000 on any day between May 8 and July 31, 2026?40%mentionspending2026-05-08
0.635polymarketWill Satoshi move any Bitcoin in 2026?8%mentionspending2026-01-09
0.634manifoldWill Bitcoin close above $100,000 on any day between April 29 and July 31, 2026?19%mentionspending2026-04-29
0.620polymarketWill Satoshi's identity be revealed by June 30?2%mentionspending2026-04-09
0.595arxivKerr-de Sitter Black Holes: Quantum Aspects and Cosmic Censorship Conjecturementionspending2026-05-04
0.595arxivQuantum enhanced rare event discovery and samplingmentionspending2026-06-04

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
  "mode": "CITED_PREDICTION",
  "role": "Cited-CEO",
  "context": "Quantum computing won't break Bitcoin. It will harden it. The quantum risks are overblown",
  "cited_by": "Peter Diamandis",
  "verbatim": "Mike Saylor...saying I don't worry about it. Quantum computing won't break Bitcoin. It will harden it. The quantum risks are overblown.",
  "conv_cues": "won't break",
  "direction": "NOT_HAPPEN",
  "timeframe": "Future",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "BIP-360 (P2MR) merged into Bitcoin official BIP repository",
      "notes": "HIT — BIP-360 merged 2026-02-11. Bitcoin IS hardening, supporting Saylor's 'will harden it' framing.",
      "source": "https://thequantumspace.org/2026/02/24/bitcoins-first-quantum-step/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://thequantumspace.org/2026/02/24/bitcoins-first-quantum-step/",
      "expected_date": "2026-02-11",
      "observed_date": "2026-02-11",
      "research_origin": "deep_research",
      "measurement_criterion": "BIP-360 Pay-to-Merkle-Root proposal formally merged into bitcoin/bips GitHub repository"
    },
    {
      "kind": "llm_pre_event",
      "label": "BTQ Bitcoin Quantum testnet launched, 100K+ blocks processed",
      "source": "https://thequantumspace.org/2026/02/24/bitcoins-first-quantum-step/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.99,
      "source_url": "https://thequantumspace.org/2026/02/24/bitcoins-first-quantum-step/",
      "expected_date": "2026-03-20",
      "observed_date": "2026-03-20",
      "research_origin": "deep_research",
      "measurement_criterion": "BTQ Technologies launches Bitcoin Quantum testnet v0.3.0 with full P2MR consensus, ≥50 miners and 100K+ blocks processed"
    },
    {
      "kind": "llm_pre_event",
      "label": "Q-Day quantum-attack-on-ECC remains >100x infeasible vs Bitcoin's ECDSA",
      "notes": "April 2026: Project Eleven prize won at 15-bit ECC. Still 241 bits short of breaking Bitcoin. Supports 'quantum won't break BTC' near-term.",
      "source": "https://thequantuminsider.com/2026/04/24/project-eleven-q-day-prize-quantum-ecc-attack/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://thequantuminsider.com/2026/04/24/project-eleven-q-day-prize-quantum-ecc-attack/",
      "expected_date": "2027-03-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-05-01"
      },
      "measurement_criterion": "Largest demonstrated quantum-ECC key break remains <50 bits vs Bitcoin's 256-bit secp256k1 — gap of >200 bits = >2^200x intractability"
    },
    {
      "kind": "llm_post_event",
      "label": "Bitcoin price stable / appreciating despite quantum-narrative pressure",
      "notes": "Empirical test of 'quantum risks are overblown' — markets price quantum risk into BTC.",
      "source": "BTC price feed (Coinbase, Kraken), event-study news analysis",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.8,
      "expected_date": "2027-03-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2027-12-31",
        "from": "2026-05-01"
      },
      "measurement_criterion": "BTC price does NOT show >30% drawdown directly attributable to quantum-threat news (no quantum FUD-driven crash)"
    }
  ],
  "repeat_eps": 1,
  "untimeable": true,
  "affiliation": "MicroStrategy",
  "attribution": "THIRD_PARTY_CITATION",
  "episode_num": 247,
  "granularity": "VAGUE",
  "episode_date": "2026-04-14",
  "parse_method": "UNMAPPABLE",
  "domain_bucket": "Markets",
  "epi
... (truncated)