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247_038predictionCryptocrypto

Bitcoin upgrade will come before quantum threat does (Saylor)

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

Prior probability
55.0%
Current probability
47.8%
evolves via intake + LBP
Conviction
4/5
Signal quality
C
Resolution
pending
Window
2027-06-01 – 2027-06-30
Edges in / out
3 / 0
Tickers exposed
20

Prediction text

Bitcoin upgrade will come before quantum threat does (Saylor) | Bitcoin has survived every existential threat ever thrown at it. This is just the latest, and the upgrade will come before the threat does.

Verbatim quote

From episode "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247"
Bitcoin has survived every existential threat ever thrown at it. This is just the latest, and the upgrade will come before the threat does.

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 55%2026-04-302026-04-302026-05-03
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 47.8%

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 ✓ · 1 pending
  1. 2026-02-11hitBIP-360 (Pay-to-Merkle-Root) merged into Bitcoin BIP repository
    How: BIP-360 (P2MR) post-quantum address scheme officially merged into Bitcoin's BIP repository
    Source: https://crypto.news/is-bitcoin-quantum-safe/ - BIP-360 merged February 11, 2026conf 97%
  2. 2026-03-20hitBTQ Technologies deploys functional post-quantum Bitcoin testnet
    How: BTQ Technologies publicly releases Bitcoin Quantum testnet v0.3.0 demonstrating BIP-360 in operation
    Source: https://crypto.news/is-bitcoin-quantum-safe/conf 95%
  3. 2026-04-01 → 2026-09-30pendingBitcoin Core release with PQ migration tooling for mainnet
    How: Bitcoin Core release ships BIP-360 / BIP-361 wallet migration tooling targeted for mainnet readiness
    Source: https://www.theblock.co/post/397556/bitcoin-researchers-propose-phased-sunset-of-legacy-signatures-to-address-quantum-risksconf 65%
  4. 2027-01-01 → 2028-12-31pendingBitcoin user-activated soft fork or signaling for PQ migration
    How: Visible miner / node signaling event begins for BIP-360 (or successor) post-quantum activation on Bitcoin mainnet
    Source: https://www.coindesk.com/tech/2026/04/16/bitcoin-s-quantum-debate-splits-as-adam-back-pushes-optional-upgrades-over-forced-freezeconf 45%
    Notes: Adam Back pushes optional, Lopp pushes forced freeze in 5y. Activation timing uncertain.
  5. 2027-01-01 → 2032-12-31pendingCryptographically-relevant quantum computer demonstrated against ECDSA-256
    How: Peer-reviewed demonstration of a quantum computer capable of breaking secp256k1 ECDSA in practice
    Source: https://www.bitget.com/news/detail/12560605272621 - researchers cite 7-year migration window vs 10+yr threat horizonconf 20%
    Notes: Saylor's claim depends on threat materializing AFTER upgrade. Most researchers place CRQC 10+ years out; window kept wide.

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: 48%)

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
LBP2026-05-03T02:00:01Z47.8%-1.1pp
Network propagation: 48.9% → 47.8%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z48.9%-2.1pp
Network propagation: 50.9% → 48.9%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z50.9%-4.0pp
Network propagation: 55.0% → 51.0%
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%0.0500.550-0.078
killerTK12
Crypto Regulatory Kill Shot (Stablecoin Ban / BTC ETF Revers
8.0%0.0500.550+0.032
killerTK10
$100T Sovereign Debt Crisis
12.0%0.0500.550+0.012

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
0.683manifoldBitcoin above 90k before 2027?29%mentionspending2026-05-30
0.675manifoldWill Bitcoin be higher than right now, exactly 7 days from now?4%mentionspending2026-05-29
0.663manifoldWill Bitcoin hit a new all-time high before July 2026?5%mentionspending2026-05-17
0.656manifoldWill Bitcoin hit $73,000 or $83,000 first?mentionspending2026-05-18
0.656manifoldWill Bitcoin go up in the next 24 hours?66%mentionspending2026-05-01
0.651polymarketWill Microstrategy announce a Bitcoin purchase May 26-June 1?1%mentionspending2026-05-25
0.650polymarketWill Microstrategy announce a Bitcoin purchase April 28-May 4?0%mentionspending2026-04-27
0.648manifoldWill Bitcoin network hashrate go up in 24h?39%mentionspending2026-05-08
0.642polymarketBitcoin Up or Down - June 2, 4:00PM-8:00PM ET80%mentionspending2026-06-01
0.641polymarketBitcoin Up or Down - May 5, 4:00PM-8:00PM ET39%mentionspending2026-05-04

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": "the upgrade will come before the threat does",
  "to_year": 2029,
  "cited_by": "Peter Diamandis",
  "verbatim": "Bitcoin has survived every existential threat ever thrown at it. This is just the latest, and the upgrade will come before the threat does.",
  "conv_cues": "will come",
  "direction": "HAPPEN",
  "from_year": 2026,
  "timeframe": "Before 2029",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "BIP-360 (Pay-to-Merkle-Root) merged into Bitcoin BIP repository",
      "source": "https://crypto.news/is-bitcoin-quantum-safe/ - BIP-360 merged February 11, 2026",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -3,
      "source_id": null,
      "confidence": 0.97,
      "source_url": "https://crypto.news/is-bitcoin-quantum-safe/",
      "expected_date": "2026-02-11",
      "observed_date": "2026-02-11",
      "research_origin": "deep_research",
      "measurement_criterion": "BIP-360 (P2MR) post-quantum address scheme officially merged into Bitcoin's BIP repository"
    },
    {
      "kind": "llm_pre_event",
      "label": "BTQ Technologies deploys functional post-quantum Bitcoin testnet",
      "source": "https://crypto.news/is-bitcoin-quantum-safe/",
      "status": "hit",
      "weight": 0.4,
      "ordinal": -2,
      "source_id": null,
      "confidence": 0.95,
      "source_url": "https://crypto.news/is-bitcoin-quantum-safe/",
      "expected_date": "2026-03-20",
      "observed_date": "2026-03-20",
      "research_origin": "deep_research",
      "measurement_criterion": "BTQ Technologies publicly releases Bitcoin Quantum testnet v0.3.0 demonstrating BIP-360 in operation"
    },
    {
      "kind": "llm_pre_event",
      "label": "Bitcoin Core release with PQ migration tooling for mainnet",
      "source": "https://www.theblock.co/post/397556/bitcoin-researchers-propose-phased-sunset-of-legacy-signatures-to-address-quantum-risks",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -1,
      "source_id": null,
      "confidence": 0.65,
      "source_url": "https://www.theblock.co/post/397556/bitcoin-researchers-propose-phased-sunset-of-legacy-signatures-to-address-quantum-risks",
      "expected_date": "2026-07-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2026-09-30",
        "from": "2026-04-01"
      },
      "measurement_criterion": "Bitcoin Core release ships BIP-360 / BIP-361 wallet migration tooling targeted for mainnet readiness"
    },
    {
      "kind": "event",
      "label": "Bitcoin upgrade will come before quantum threat does (Saylor)",
      "status": "pending",
      "weight": 1,
      "ordinal": 0,
      "source_id": "247_038",
      "expected_date": "2027-06-22",
      "observed_date": null
    },
    {
      "kind": "llm_post_event",
      "label": "Bitcoin user-activated soft fork or signaling for PQ migration",
      "notes": "Adam Back pushes optional, Lopp pushes forced freeze in 5y. Activation timing uncertain.",
      "source": "https://www.coindesk.com/tech/2026/04/16/bitcoin-s-quantum-debate-splits-as-adam-back-pushes-optional-upgrades-over-forced-freeze",
      "status": "pending",
      "weight": 0.4,
      "ordinal": 1,
      "source_id": null,
      "confidence": 0.45,
      "source_url": "https://www.coindesk.com/tech/2026/04/16/bitcoin-s-quantum-debate-splits-as-adam-back-pushes-optional-upgrades-over-forced-freeze",
      "expected_date": "2028-01-01",
      "research_origin": "deep_research",
      "expected_date_range": {
        "to": "2028-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "Visible miner / node signaling event begins for BIP-360 (or successor) post-quantum activation on Bitcoin mainnet"
    },
    {
      "kind": "llm_post_event",
      "label": "Cryptographically-relevant quantum
... (truncated)