Quantum Resistance Was Crypto’s Hottest Sector During the May Selloff

The article is weak. But it highlights how most projects have shifted from screaming "Quantum is FUD" to "We are Quantum Resistant and there are no impacts".

It puts Zcash in the quantum resistant bucket, even though that's only true if you transact privately. They haven't built anything for quantum resistance in the public sector.

And Starknet which as a layer2 will require Ethereum to navigate an upgrade.

What the article defines as the "Quantum resistant basket" appears mostly based on talking points.

Ignoring the realities, the shift in acceptance was becoming obvious about a year ago. People considered it just a narrative, not wanting to accept the impacts and risks it poses on every live chain trying to prepare for the future.

Now everyone wants to either "win" the narrative, or at least make it seem there will be no impacts while upgrading.

You can spend a very long time trying to sort out what will suffer the most, and who might actually gain from the fallout.

I've been doing that for 5 years, continually evaluating my investment in Qanplatform.

One thing becomes clear- simply becoming quantum resistant doesn't generate new value. It is just a thorny, disruptive security upgrade that most would love to never deal with. Despite all the talking points on why the risk may be small in the next few years, the simple fact that the risk exists forces it to be dealt with. Just like any other small risk that can't be left open.

Perhaps the chains that run the best with proper quantum resistance will see an edge. Or maybe some will be more convincing they are best prepared with no impacts.

So rather than try to see who will win the talking points, I think more about what is the resulting opportunity---

Every time I've ever posted about the quantum threat, the response is:

"If it can crack wallets, we'll have bigger problems with other systems"

That's true, if they do nothing. And since they won't sit idle, the result is a gigantic emerging market needing to upgrade.

Systems worldwide looking at how are they going to deal with this migration challenge.

Solutions that play in that space have guaranteed demand. That's the thesis.