TLDR
- Michael Saylor says quantum risk to Bitcoin is more than ten years away.
- Strategy holds 717722 BTC worth about $54.56 billion.
- Institutions are limiting Bitcoin exposure over quantum concerns.
- Bitcoin developers merged BIP 360 for quantum resistant upgrades.
Bitcoin’s exposure to quantum computing is being debated across financial markets, yet Strategy executive chairman Michael Saylor says the threat is distant. He stated that there is no credible quantum risk to Bitcoin at present and that concerns are premature.
Speaking on Natalie Brunell’s Coin Stories podcast, Saylor said the broader cybersecurity community does not see an immediate danger. He added that any meaningful quantum breakthrough remains more than a decade away.
Saylor Rejects Near Term Quantum Risk
Michael Saylor said there is no consensus that quantum computing poses a current threat to Bitcoin. He described the narrative as a “fear fad” and said it is not a “this decade thing.” He noted that global systems would adapt if a credible risk appeared. He explained that banking networks, internet infrastructure, and crypto protocols would coordinate upgrades.
According to him, software and hardware updates would be rolled out across industries. He said Bitcoin would not face the challenge alone. “The consensus of the cyber security community broadly held is that quantum risk, if it exists, is more than ten years out,” Saylor said.
He added that upgrades to post quantum cryptography would occur across all digital systems if required. Saylor also pointed to Bitcoin’s history of software updates. He said Bitcoin Core has seen multiple versions over 17 years. He stated that nodes, wallets, and exchanges can upgrade over time if needed.
Institutions Show Caution on Bitcoin Exposure
While Saylor remains confident, some institutional investors are cautious. Kevin O’Leary said institutions are capping Bitcoin exposure due to quantum concerns. Christopher Wood of Jefferies removed Bitcoin from his model portfolio over similar fears. Market analysts such as Charles Edwards linked Bitcoin’s recent underperformance to uncertainty around quantum computing.
Bitcoin was trading at $63,323 at press time. The asset remains nearly 50% below its $123,000 peak. Ethereum plans to include post quantum readiness in its 2026 protocol update. Coinbase and Optimism are also preparing security enhancements.
On the Bitcoin side, developers merged BIP 360 into the official repository. Saylor said that if quantum threats increase, demand for secure Bitcoin could rise. He described such a scenario as a “supply hardening event.” He argued that institutional accumulation is shifting Bitcoin toward structural scarcity.
Strategy Holdings and Long Term Outlook
As of February 23, 2026, Strategy held 717,722 BTC valued at about $54.56 billion. The company uses perpetual preferred stock offerings to finance purchases. This approach aims to reduce dilution while increasing Bitcoin exposure. Saylor compared Bitcoin’s recent decline to pullbacks seen in major technology stocks. He said innovation rarely moves in a straight line. He noted that 137 days have passed since the last Bitcoin peak.
He stated that banks may need four to six years to fully integrate Bitcoin services. These services include custody and lending. He said limited access to low cost credit restrains Bitcoin monetization. “I think what holds down the price of the asset is the lack of a fully formed non rehypothecating credit system,” Saylor said during the interview. Saylor projected average annual returns of about 29% over 21 years.
He said volatility is part of Bitcoin’s structure because it trades around the clock. He maintained that long term investors should focus on multi year horizons rather than short term price swings. Throughout the discussion, Saylor maintained that Bitcoin’s security model can evolve. He said that if quantum computing advances, global digital infrastructure will upgrade together.
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