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247_039predictionCryptoAI-scaling

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

Prior probability
65.0%
Current probability
53.6%
evolves via intake + LBP
Conviction
5/5
Signal quality
B
Resolution
pending
Window
— – —
Edges in / out
10 / 5
Tickers exposed
37

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

From episode "Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI's $852B Valuation EP #247"
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

Status: pending

Same cluster.

Predictor: Dave Blundin

κ + Brier as of 2026-05-22
κ (discount)
0.821
Brier
0.0491
excellent
Hits / Misses
3 / 2
of 9 resolved
Hit rate
33.3%
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

Not linked

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

Probability over time

4 prob_history rows
0%25%50%75%100%prior 65%2026-04-302026-05-032026-05-10
intake v2milestone miss sweeplbp propagationreference class assignedlegacy v1prior_prob (analyst seed)current = 53.6%

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: 1 fired ✓ · 3 pending
  1. 2024-08-13hitNIST PQC standards (ML-KEM, ML-DSA, SLH-DSA) finalized for migration use
    How: NIST publishes FIPS 203/204/205 finalizing ML-KEM, ML-DSA, SLH-DSA post-quantum standards
    Source: https://www.nist.gov/pqcconf 99%
    Notes: HIT — drop-in PQC standards available. Validates Blundin's 'easy to increase encryption standard'.
  2. 2026-04-01 → 2026-09-30pendingBitcoin BIP-360 mainnet migration tools launched Q2 2026
    How: BTQ Technologies releases BIP-360 mainnet-ready migration tooling (P2MR upgrade implementation) for Bitcoin
    Source: https://www.gopher.security/news/bitcoin-network-prepares-for-2026-quantum-threat-landscape-amid-rising-post-quantum-cryptography-migration-standardsconf 65%
  3. 2026-05-01 → 2030-01-01pendingCryptographically-relevant quantum computer (CRQC) probability remains <50% pre-2030
    How: Annual quantum-expert survey (Mosca, Global Risk Institute) shows <50% likelihood of CRQC capable of breaking Bitcoin's ECDSA before 2030
    Source: 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.
  4. 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 support
    Source: 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?

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
LBP2026-05-10T02:00:02Z53.6%-1.3pp
Network propagation: 55.0% → 53.6%
6-iter LBP, residual 0.00584 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run e5c18d29
LBP2026-05-03T02:00:01Z55.0%-2.4pp
Network propagation: 57.4% → 55.0%
6-iter LBP, residual 0.00677 · damping 0.5, w_intrinsic 0.5 · method lbp_v3 · run 1a683ac9
LBP2026-04-30T16:39:51Z57.4%-3.1pp
Network propagation: 60.5% → 57.4%
5-iter LBP, residual 0.00825 · damping 0.5, w_intrinsic 0.5 · method lbp_v2 · run 0c8a4ea3
LBP2026-04-30T02:18:57Z60.5%-4.5pp
Network propagation: 65.0% → 60.5%
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
killerTK09
Energy Grid Cap (Data Center Power Wall)
35.0%0.0500.650-0.096
prereqSEM_015
Nvidia agreed to remit 15% of China chip-sale revenue directJensen Huang
66.3%0.6500.050-0.084
prereqSEM_027
Nvidia Data Center revenue +66% YoY, contributing ~90% of $5Joseph Moore
68.3%0.6500.050-0.083
killerTK05
Rate Regime Persistence (10y > 5% through 2028)
30.0%0.0500.650-0.066
killerTK03
AI Regulatory Moratorium (EU/US Capability Freeze)
10.0%0.0500.650+0.054

Top outgoing (children)

Predictions THIS node influences

KindNodeTheir probP(c|s=T)P(c|s=F)Δ implied
prereq240_036
TEPCO's restarted reactor will support 20% of Japan's electrPeter Diamandis
34.3%0.6500.050+0.025
prereq230_020
Peter's 14-year-old son Milan will never get a driver's licePeter Diamandis
34.7%0.6500.050+0.020
prereq246_016
Dragonfly nuclear-powered octicopter arrives at Titan in 203Peter Diamandis
35.6%0.6500.050+0.011
prereq232_057
First person to arrive on moon/Mars will find bed made by OpDave Blundin
34.8%0.6000.050-0.007
prereq242_023
World will have 10x more wealth around 2034-2036Dave Blundin
34.2%0.6000.050-0.001

Ticker exposure

37 ticker(s) linked

Beneficiaries (24)

MUWULFIRENEQIXALABAPLDASMIYASMLPLABNVDANBISCRWVAAPLAMTAMZNDELLGOOGLIRMLNVGYMETAMSFTORCLSFTBYSTX

Adverse (6)

ACNGENCHGGIBMWNSLRN

Prerequisites (10)

Predictions that must hit first
TypePredTitleDomainLag
prereqSEM_011Nvidia became the world's first $5 trillion company (late 2025), operating a near-monopoly on advanced AI chips.Capital Markets
prereqSEM_027Nvidia Data Center revenue +66% YoY, contributing ~90% of $57B fiscal Q3 revenue; >$4.5T market cap entirely underpinned by AI silicon.Capital Markets
prereqSEM_014Nvidia's Arizona-based TSMC factory successfully fabricated cutting-edge semiconductors on US soil for first time in decades (October 2025).Manufacturing
prereqSEM_012Nvidia quadrupled chip production output while only doubling human headcount — achieved by deploying AI coding tools (Cursor, Claude Code) across engineering.AI/Manufacturing
prereqSEM_015Nvidia agreed to remit 15% of China chip-sale revenue directly to US government in exchange for reversing specific AI chip export bans.Policy/Semis
killerTK09Energy Grid Cap (Data Center Power Wall)
killerTK05Rate Regime Persistence (10y > 5% through 2028)
killerTK01AGI Capability Plateau (2026-27 Training Stall)
killerTK02AI Compute Supply Shock (TSMC/Taiwan Disruption)
killerTK03AI Regulatory Moratorium (EU/US Capability Freeze)

Dependents (5)

Predictions enabled by this
TypePredTitleDomainLag
prereq230_020Peter's 14-year-old son Milan will never get a driver's license.Auto/Transport
prereq246_016Dragonfly nuclear-powered octicopter arrives at Titan in 2034.Space
prereq240_036TEPCO's restarted reactor will support 20% of Japan's electric needs by 2040Energy
prereq232_057First person to arrive on moon/Mars will find bed made by Optimus robots; robots not astronauts lead exploration.Robotics
prereq242_023World will have 10x more wealth around 2034-2036Macro/Economy

Linked documents (10)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.610edgar_8kQuantum Computing Inc. (QUBT) (CIK 0001758009)mentionspending2026-05-18
0.610edgar_8kQuantum Computing Inc. (QUBT) (CIK 0001758009)mentionspending2026-05-11
0.605edgar_8kQuantumScape Corp (QS) (CIK 0001811414)mentionspending2026-06-05
0.602edgar_8kQUANTUM CORP /DE/ (QMCO) (CIK 0000709283)mentionspending2026-06-05
0.602edgar_8kQUANTUM CORP /DE/ (QMCO) (CIK 0000709283)mentionspending2026-06-02
0.591edgar_8kD-Wave Quantum Inc. (QBTS) (CIK 0001907982)mentionspending2026-06-01
0.591edgar_8kD-Wave Quantum Inc. (QBTS) (CIK 0001907982)mentionspending2026-05-13
0.591edgar_8kD-Wave Quantum Inc. (QBTS) (CIK 0001907982)mentionspending2026-05-05
0.591edgar_8kD-Wave Quantum Inc. (QBTS) (CIK 0001907982)mentionspending2026-05-04
0.591edgar_8kD-Wave Quantum Inc. (QBTS) (CIK 0001907982)mentionspending2026-05-12

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "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)