Good morning, my degenerate crypto gambling friends. I’ve been thinking a lot about this quantum computing narrative, all the AI acceleration talk, and the growing fear that crypto could become worthless overnight. So I decided to actually look into it instead of just absorbing the FUD. Because if quantum computing breaks crypto, and AI wipes out jobs, and everything falls apart… what are we supposed to hold? Silver? Gold? A gun? Grow food in the backyard? If things really hit the fan, what actually survives? Let’s break this down calmly.

What Is Quantum Computing?

Quantum computing is a new type of computing that uses the strange rules of quantum physics — specifically how tiny particles like atoms and electrons behave. Normal computers use bits. A bit is either 0 or 1. Quantum computers use qubits. A qubit can be 0 and 1 at the same time thanks to something called superposition. Qubits can also be entangled, meaning changing one instantly affects the other. Because of this, quantum computers can evaluate many possibilities simultaneously instead of one by one. In simple terms: instead of checking answers sequentially, they check them all at once. That’s powerful. And yes — that could break cryptographic systems.

Would Quantum Computers Destroy Crypto?

If quantum computing becomes fully operational and powerful enough, it wouldn’t just break crypto. It would break everything:
  • Banking systems
  • Passwords
  • Online accounts
  • Military encryption
  • Government systems
  • All cryptography-based infrastructure
Crypto relies on elliptic curve cryptography for digital signatures and private keys. A powerful quantum algorithm called Shor’s algorithm could theoretically solve discrete logarithm problems exponentially faster than classical computers. In practice, that means a quantum computer could derive a private key from a public address and steal funds by forging transactions. That sounds catastrophic. But here’s the key point: we are not there yet. Current quantum machines have hundreds or low thousands of qubits. Breaking modern cryptography likely requires millions of stable, error-corrected logical qubits. Today’s machines are noisy and unstable. Estimates suggest this becomes a real threat somewhere between 2030 and 2040 — and even that’s uncertain. Yes, AI could accelerate development. But this isn’t an immediate danger.

Can Crypto Adapt?

This is the important part. Crypto is not static. Blockchains can upgrade. Post-quantum cryptography is already being developed — algorithms specifically designed to resist quantum attacks. Bitcoin and other major chains could upgrade signature schemes if necessary. That requires community consensus and time, but it’s possible. Some new projects are already building quantum resistance into their design from the start. So no — crypto is not automatically doomed. Is it complicated? Absolutely. Even as someone moderately technical, I understand parts of it, but not deeply. I understand financial systems somewhat. I understand technical architecture somewhat. I’m in the middle ground. But from what I can see, this is not something to panic about today.

Back to the Market: Extreme Fear

The market dipped a bit. I bought more. I picked up more SOL, some AVAX, some LINK, and more Polygon. I’m extremely bullish on Polygon right now. It was around 90 not long ago and dropped to 60. Meanwhile, it keeps showing up in top TVL rankings, adoption metrics, and tokenization discussions. It looked undervalued. Every dip, I add small amounts. I’m not putting in huge money. I don’t have huge crypto money. I add €100 here, €200 there. That’s it. Because €100 today could become €1,000 or €2,000 next year in altcoins at these levels. Of course, it can also become €20. That’s crypto. But asymmetry is there. The fear and greed index has hit levels lower than COVID and lower than the FTX collapse. Think about that. The market is more afraid now than during a global pandemic. Meanwhile:
  • Regulatory clarity is improving.
  • Institutional adoption is accelerating.
  • Technology is stronger than ever.
Fundamentals and sentiment are completely disconnected. That’s opportunity.

Altcoins Are Crushed

Many altcoins are down 70–90% from highs:
  • Gaming down over 80%
  • Perps down nearly 80%
  • Meme coins down heavily
  • Layer 1s crushed
  • AI tokens down around 70%
  • Real World Assets down 60%
Only privacy coins have shown relative strength — but privacy narratives come and go. We’ve seen Oasis. We’ve seen Secret. Narratives rotate. Meanwhile:
  • Ethereum around $1,800
  • Bitcoin around $63,000
  • Solana down from $300 to around $80
  • Chainlink around $8
Chainlink in particular is one of the most important infrastructure projects in crypto. It connects real-world data to blockchains. At $8, it looks historically cheap.

Macro Setup: Rate Cuts and Liquidity

In about 2.5 months, we get a new Fed chair. If rate cuts begin and liquidity returns, crypto should respond. If crypto doesn’t move when money gets cheaper and liquidity expands, that would be strange. At some point, this market flies. Now feels like accumulation.

Memecoin Insanity

There’s a memecoin that ran nearly 2,800%. From cents to absurd market cap levels. No deep narrative. No groundbreaking tech. Just randomness. This is the casino side of crypto. You have to be lucky to catch those. It’s unpredictable. It’s chaos. I don’t build a strategy around that.

My Strategy: Controlled DCA

A few years ago, I sold a website and deployed too much capital too quickly over six weeks. The market reversed and I regretted it. Now I scale in slowly. I don’t go all-in. I add small amounts consistently. I want exposure without repeating past mistakes. This setup feels stronger than that previous moment. Prices are crushed. Fear is extreme. Fundamentals are improving. Could we go lower? Sure. Maybe Bitcoin sees $40k–$50k. Maybe lower. Nobody knows. If anyone truly knew, they’d be a billionaire. But structurally, this feels like generational positioning. Enjoy your day. Enjoy your family. Be grateful. We’re early in something transformative.