Can Bitcoin Escape the Quantum Black Hole?

About this episode

The episode discusses the impact of quantum computing on Bitcoin and its valuation with insights from Charles Edwards.

Is quantum computing Bitcoin's biggest hidden risk - and is anyone actually solving it? In this episode, Dominic Weibel and Luca Gnos sit down with Charles Edwards, founder of Capriole Investments, to break down how geopolitics, macro conditions, and quantum risk are shaping Bitcoin's next move. Edwards shares his onchain valuation tools pointing to a ~43% discount from fair value, explains why institutions now dominate Bitcoin's demand structure, and makes the case that quantum risk is already suppressing price - with a potential major repricing on the horizon within 12–24 months.

People in this episode

Hosts: Dominic Weibel, Luca Gnos

Guest: Charles Edwards

Topics covered

• quantum computing
• Bitcoin
• geopolitics
• macro conditions
• investment risk

Keywords

• quantum risk
• Bitcoin valuation
• investment
• geopolitics
• macro conditions

Mentioned in this episode

Organizations: Capriole Investments, Bitcoin