An industry analyst warns that the “quantum dilemma” could trigger deep and lasting price drops for Bitcoin. If the risk materializes, investors, custodians and infrastructure services would all feel the pain. The alert focuses on two pillars that keep BTC valuable: the strength of its cryptography and the belief that the network will stay safe.
The warning rests on the prospect that quantum computers may one day break the math that locks and unlocks Bitcoin. The phrase “quantum dilemma” captures the standoff between faster quantum machines and the crypto world’s need to swap out old algorithms for new, quantum-proof ones. If traders decide the old locks no longer work, they will want fewer coins and the price will fall, and long slides do not need recessions or tight money to start—they can begin with fear that the code itself is cracked.
Custodians and funds that hold thousands of Bitcoin keys would face the greatest shock. Doubt about key safety could push them to sell early and cut leverage, feeding a spiral of further sales that worsens market stress and undermines confidence across the ecosystem.
Implications for the Bitcoin market
A tech flaw, not a macro slump, could spark the next bear market. Exchanges and custodians sit in the direct line of fire because they hold the keys, and early, defensive selling would drain market depth. Only fast code upgrades and clear public statements will rebuild trust and stabilize expectations.
The warning points to a tech shock that could break trust and crash prices. Two clocks now race: how fast quantum computers improve and how fast Bitcoin upgrades its locks. Traders will watch every technical bulletin and every custodian upgrade for proof that the risk is under control.
