Quantum not a risk to Bitcoin; Saylor is 100% right
Predictor: Dave Blundin · ep#247 "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247" · source
Prediction text
Quantum not a risk to Bitcoin; Saylor is 100% right | Quantum is not a threat at all. It's so easy to increase the encryption standard...so it's it's not a risk at all as far I think Mike is 100% right.
Verbatim quote
Quantum is not a threat at all. It's so easy to increase the encryption standard...so it's it's not a risk at all as far I think Mike is 100% right.
Resolution evidence
Same cluster.
Predictor: Dave Blundin
Calibration plot (stated vs observed)
Evidence about this node from Dave Blundin 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
This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.
Probability over time
Milestone chain
- 2024-08-13hitNIST PQC standards (ML-KEM, ML-DSA, SLH-DSA) finalized for migration useHow: NIST publishes FIPS 203/204/205 finalizing ML-KEM, ML-DSA, SLH-DSA post-quantum standardsSource: https://www.nist.gov/pqcconf 99%Notes: HIT — drop-in PQC standards available. Validates Blundin's 'easy to increase encryption standard'.
- 2026-04-01 → 2026-09-30pendingBitcoin BIP-360 mainnet migration tools launched Q2 2026How: BTQ Technologies releases BIP-360 mainnet-ready migration tooling (P2MR upgrade implementation) for BitcoinSource: https://www.gopher.security/news/bitcoin-network-prepares-for-2026-quantum-threat-landscape-amid-rising-post-quantum-cryptography-migration-standardsconf 65%
- 2026-05-01 → 2030-01-01pendingCryptographically-relevant quantum computer (CRQC) probability remains <50% pre-2030How: Annual quantum-expert survey (Mosca, Global Risk Institute) shows <50% likelihood of CRQC capable of breaking Bitcoin's ECDSA before 2030Source: Global Risk Institute Quantum Threat Timeline annual report, Mosca surveyconf 75%Notes: Current expert surveys: ~33% put 50%+ probability at 2030-2035 window. Pre-2030 majority view says no.
- 2028-01-01 → 2032-12-31pendingBitcoin/major-crypto network successfully completes PQC migration (long-horizon)How: Bitcoin or Ethereum mainnet activates PQC signature scheme for new addresses with ≥10% network hashrate / stake supportSource: Bitcoin Core release notes, Ethereum core devs roadmapconf 55%Notes: Coinbase advisor consensus: 5-10yr migration. Both Saylor and Blundin's 'no risk' thesis is sustainable IF PQC ships before CRQC arrives.
No downstream cascades — this prediction is a leaf in the dependency graph.
What if this resolves?
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
Network propagation neighbors
Top incoming (parents)
Edges that influence THIS node's belief
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| killer | TK09 Energy Grid Cap (Data Center Power Wall) | 35.0% | 0.050 | 0.650 | -0.096 |
| prereq | SEM_015 Nvidia agreed to remit 15% of China chip-sale revenue direct — Jensen Huang | 66.3% | 0.650 | 0.050 | -0.084 |
| prereq | SEM_027 Nvidia Data Center revenue +66% YoY, contributing ~90% of $5 — Joseph Moore | 68.3% | 0.650 | 0.050 | -0.083 |
| killer | TK05 Rate Regime Persistence (10y > 5% through 2028) | 30.0% | 0.050 | 0.650 | -0.066 |
| killer | TK03 AI Regulatory Moratorium (EU/US Capability Freeze) | 10.0% | 0.050 | 0.650 | +0.054 |
Top outgoing (children)
Predictions THIS node influences
| Kind | Node | Their prob | P(c|s=T) | P(c|s=F) | Δ implied |
|---|---|---|---|---|---|
| prereq | 240_036 TEPCO's restarted reactor will support 20% of Japan's electr — Peter Diamandis | 34.3% | 0.650 | 0.050 | +0.025 |
| prereq | 230_020 Peter's 14-year-old son Milan will never get a driver's lice — Peter Diamandis | 34.7% | 0.650 | 0.050 | +0.020 |
| prereq | 246_016 Dragonfly nuclear-powered octicopter arrives at Titan in 203 — Peter Diamandis | 35.6% | 0.650 | 0.050 | +0.011 |
| prereq | 232_057 First person to arrive on moon/Mars will find bed made by Op — Dave Blundin | 34.8% | 0.600 | 0.050 | -0.007 |
| prereq | 242_023 World will have 10x more wealth around 2034-2036 — Dave Blundin | 34.2% | 0.600 | 0.050 | -0.001 |
Ticker exposure
Beneficiaries (24)
Adverse (6)
Prerequisites (10)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | SEM_011 | Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips. | Capital Markets | — |
| prereq | SEM_027 | Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon. | Capital Markets | — |
| prereq | SEM_014 | Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025). | Manufacturing | — |
| prereq | SEM_012 | Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering. | AI/Manufacturing | — |
| prereq | SEM_015 | Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans. | Policy/Semis | — |
| killer | TK09 | Energy Grid Cap (Data Center Power Wall) | — | — |
| killer | TK05 | Rate Regime Persistence (10y > 5% through 2028) | — | — |
| killer | TK01 | AGI Capability Plateau (2026-27 Training Stall) | — | — |
| killer | TK02 | AI Compute Supply Shock (TSMC/Taiwan Disruption) | — | — |
| killer | TK03 | AI Regulatory Moratorium (EU/US Capability Freeze) | — | — |
Dependents (5)
| Type | Pred | Title | Domain | Lag |
|---|---|---|---|---|
| prereq | 230_020 | Peter's 14-year-old son Milan will never get a driver's license. | Auto/Transport | — |
| prereq | 246_016 | Dragonfly nuclear-powered octicopter arrives at Titan in 2034. | Space | — |
| prereq | 240_036 | TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040 | Energy | — |
| prereq | 232_057 | First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration. | Robotics | — |
| prereq | 242_023 | World will have 10x more wealth around 2034-2036 | Macro/Economy | — |
Linked documents (10)
| Sim | Source | Title | Market prob | Polarity | Reviewed | Published |
|---|---|---|---|---|---|---|
| 0.610 | edgar_8k | Quantum Computing Inc. (QUBT) (CIK 0001758009) | — | mentions | pending | 2026-05-18 |
| 0.610 | edgar_8k | Quantum Computing Inc. (QUBT) (CIK 0001758009) | — | mentions | pending | 2026-05-11 |
| 0.605 | edgar_8k | QuantumScape Corp (QS) (CIK 0001811414) | — | mentions | pending | 2026-06-05 |
| 0.602 | edgar_8k | QUANTUM CORP /DE/ (QMCO) (CIK 0000709283) | — | mentions | pending | 2026-06-05 |
| 0.602 | edgar_8k | QUANTUM CORP /DE/ (QMCO) (CIK 0000709283) | — | mentions | pending | 2026-06-02 |
| 0.591 | edgar_8k | D-Wave Quantum Inc. (QBTS) (CIK 0001907982) | — | mentions | pending | 2026-06-01 |
| 0.591 | edgar_8k | D-Wave Quantum Inc. (QBTS) (CIK 0001907982) | — | mentions | pending | 2026-05-13 |
| 0.591 | edgar_8k | D-Wave Quantum Inc. (QBTS) (CIK 0001907982) | — | mentions | pending | 2026-05-05 |
| 0.591 | edgar_8k | D-Wave Quantum Inc. (QBTS) (CIK 0001907982) | — | mentions | pending | 2026-05-04 |
| 0.591 | edgar_8k | D-Wave Quantum Inc. (QBTS) (CIK 0001907982) | — | mentions | pending | 2026-05-12 |
Raw metadata
{
"nia": false,
"url": "https://www.youtube.com/watch?v=5ak26W2YNRY",
"mode": "PREDICTION",
"role": "Host",
"context": "Quantum is not a threat at all...it's not a risk at all",
"verbatim": "Quantum is not a threat at all. It's so easy to increase the encryption standard...so it's it's not a risk at all as far I think Mike is 100% right.",
"conv_cues": "not a risk at all; 100% right",
"direction": "NOT_HAPPEN",
"timeframe": "Future",
"conv_level": "HIGH",
"milestones": [
{
"kind": "llm_pre_event",
"label": "NIST PQC standards (ML-KEM, ML-DSA, SLH-DSA) finalized for migration use",
"notes": "HIT — drop-in PQC standards available. Validates Blundin's 'easy to increase encryption standard'.",
"source": "https://www.nist.gov/pqc",
"status": "hit",
"weight": 0.4,
"ordinal": -4,
"source_id": null,
"confidence": 0.99,
"source_url": "https://www.nist.gov/pqc",
"expected_date": "2024-08-13",
"observed_date": "2024-08-13",
"research_origin": "deep_research",
"measurement_criterion": "NIST publishes FIPS 203/204/205 finalizing ML-KEM, ML-DSA, SLH-DSA post-quantum standards"
},
{
"kind": "llm_pre_event",
"label": "Bitcoin BIP-360 mainnet migration tools launched Q2 2026",
"source": "https://www.gopher.security/news/bitcoin-network-prepares-for-2026-quantum-threat-landscape-amid-rising-post-quantum-cryptography-migration-standards",
"status": "pending",
"weight": 0.4,
"ordinal": -3,
"source_id": null,
"confidence": 0.65,
"source_url": "https://www.gopher.security/news/bitcoin-network-prepares-for-2026-quantum-threat-landscape-amid-rising-post-quantum-cryptography-migration-standards",
"expected_date": "2026-07-01",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2026-09-30",
"from": "2026-04-01"
},
"measurement_criterion": "BTQ Technologies releases BIP-360 mainnet-ready migration tooling (P2MR upgrade implementation) for Bitcoin"
},
{
"kind": "llm_pre_event",
"label": "Cryptographically-relevant quantum computer (CRQC) probability remains <50% pre-2030",
"notes": "Current expert surveys: ~33% put 50%+ probability at 2030-2035 window. Pre-2030 majority view says no.",
"source": "Global Risk Institute Quantum Threat Timeline annual report, Mosca survey",
"status": "pending",
"weight": 0.4,
"ordinal": -2,
"source_id": null,
"confidence": 0.75,
"expected_date": "2028-03-01",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2030-01-01",
"from": "2026-05-01"
},
"measurement_criterion": "Annual quantum-expert survey (Mosca, Global Risk Institute) shows <50% likelihood of CRQC capable of breaking Bitcoin's ECDSA before 2030"
},
{
"kind": "llm_post_event",
"label": "Bitcoin/major-crypto network successfully completes PQC migration (long-horizon)",
"notes": "Coinbase advisor consensus: 5-10yr migration. Both Saylor and Blundin's 'no risk' thesis is sustainable IF PQC ships before CRQC arrives.",
"source": "Bitcoin Core release notes, Ethereum core devs roadmap",
"status": "pending",
"weight": 0.4,
"ordinal": -1,
"source_id": null,
"confidence": 0.55,
"expected_date": "2030-07-02",
"research_origin": "deep_research",
"expected_date_range": {
"to": "2032-12-31",
"from": "2028-01-01"
},
"measurement_criterion": "Bitcoin or Ethereum mainnet activates PQC signature scheme for new addresses with ≥10% network hashrate / stake support"
}
],
"repeat_eps": 1,
"untimeable": true,
"affiliation": "Moonshots",
"attribution": "FIRST_PERSON",
"episode_num": 247,
"granularity": "VAGUE",
"episode_date": "2026-04-14",
"parse_method": "UNMAPPABLE",
"domain_bucket": "Markets",
"e
... (truncated)