ARK’s Valente: Advisers Ask About Bitcoin Quantum Risk, Not Token Revenue

The gap Valente describes is itself the signal: advisers fielding client questions are pricing a long-horizon technological threat, not the near-term cash-flow metrics that usually drive allocation debates. That framing matters because quantum risk is unfalsifiable in the short run, so it can shape mandates without ever being resolved. His stated rise in confidence about migrating signatures points to a coordination problem across the Bitcoin ecosystem rather than a research one. Whether that migration timeline firms up is the open question.