It amazes me how good the human mind is at seeing what it wants to see. My position on quantum has been the same from day 1: - it's an existential threat. - we must act to upgrade Bitcoin. - we should act sooner rather than later to maximize trust and maximize the potential for Bitcoin to continue to deliver large outsized growth. - I am optimistic we will solve this threat. It is technically achievable. - When we get any traction in solving it, Bitcoin will reprice a lot higher. - Until we solve it, you have to discount the the fair value of Bitcoin. Today that is about 20% (20-30% odds Bitcoin cryptography breaks in next 2-3 years), and the discount factor is growing daily. I have relayed this message on countless podcasts, tweets, keynotes and articles. I tweeted at $60K that the Quantum threat was more than priced in, as fair value for BTC is higher (for now). I am an investor and I buy value. My message has never changed. I said all along in podcasts we have a Bitcoin position, I founded a Bitcoin heavy fund. Those who follow me know I have dedicated the last 9 years to Bitcoin research, modeling and investing. Those who know me know I want Bitcoin to thrive which is exactly why I am speaking up on this topic so strongly which demands attention and action. If you don't know me, know that I share as best as possible unbiased information for navigating the market. If there's bullish confluence in the data, I'll share it. If it's bearish, I'll share it. I am not perfect, I am human, I make mistakes. It is important for investing, and survival of the Bitcoin protocol, to be adaptive and responsive to the world in which we live. Unfortunately that world is not always up only.(Charles Edwards)