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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.
By Bitcoin SuisseIs 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.