"Bitcoin must price in quantum risk"…Calls grow for clearer U.S. regulation

As the industry debates the future direction of Bitcoin and DeFi, leading figures underscored the risks posed by quantum computing and the urgency of overhauling U.S. regulation.

According to Cointelegraph on the 19th (local time), Charles Edwards, founder of Capriole Investments, said regarding Bitcoin (BTC) valuation that “until quantum resistance is assured, that risk should be priced in and discounted.” He pointed to the rise of quantum computing as a “non-negligible threat” as one reason Bitcoin’s price fell short of expectations in 2025.

Matthew Roszak, chairman of Bloq and co-founder of Hemi, offered a more optimistic outlook. He said, “The process is two steps: upgrade and stabilize,” indicating that a technical response is feasible. Akshat Vaidya, co-founder of Maelstrom, likewise acknowledged that quantum technology could be an “existential threat,” but added that “a coordinated response commensurate with it will follow.”

TRON founder Justin Sun urged preparation for shifts in the technological paradigm. He said, “AGI must create standards that allow blockchain to be used easily,” stressing the need to ready infrastructure for the era of artificial general intelligence.

Comments also continued on the U.S. regulatory environment. Craig Salm, chief legal officer (CLO) at Grayscale, referenced past jurisdictional disputes between the U.S. Securities and Exchange Commission and the Commodity Futures Trading Commission, saying, “It’s not productive for anyone when regulators fight over jurisdiction.” He assessed that the two agencies have recently shown moves to cooperate to improve clarity in crypto-asset regulation.

Caution was raised over the level of infrastructure readiness. A.J. Warner, chief strategy officer at Offchain Labs, said “not yet” regarding the prospect of large-scale institutional inflows. Joaniea Titan, head of institutional growth at the Monad Foundation, also said, “Billions of dollars are possible, but trillions of dollars are still too early.”

Cointelegraph reported that the industry is simultaneously calling for technical risk management and greater regulatory clarity, and that the direction of future policy and technology upgrades could serve as key variables shaping market trends.