Quantum Secure Encrypted Money
Joined March 2025
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Watch the full session with @ArvindKrishna from @IBM and @nikesharora from @PaloAltoNtwks on @theallinpod
xitter.cf/theallinpod/status/211…
All-In Interview : IBM CEO, Arvind Krishna & Palo Alto Networks CEO, Nikesh Arora
-- Quantum Computing’s Threat to Encryption
-- Open Weight vs. Frontier AI Models
-- AI and Cyber Warfare
-- Vertical Integration and the Return of the Conglomerate
-- The Future of SaaS
++ much more!
(0:00) @ArvindKrishna & @nikesharora talk Quantum Computing’s Threat to Encryption
(9:07) Open Weight vs. Frontier AI Models
(18:07) AI and Cyber Warfare
(21:14) AI Regulation and the Global AI Arms Race
(30:32) Vertical Integration and Software Consolidation
"You can't wait for 2029 or 2030… if it's 2029, 30, we're already late."
Enterprises are sitting on $5 trillion of IT infrastructure that isn't quantum safe.
Bitcoin is sitting on 6 million+ coins with exposed public keys.
Quantus has no pre-quantum keys. Built quantum secure from genesis.
Gold can be minted
There is only one store of value for the future
Quantum Secure Encrypted Money
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.
Quantus retweeted
Quantum thread attention is actually picking up on its own right now.
Not because of some big catalyst or coordinated shill, but more ppl are just starting to dig into the actual projects building post-quantum stuff.
You’re seeing more real conversations around which chains are native vs which ones still need to migrate, and the pure-play ones are starting to get more eyes.
With this kind of slow burn momentum, I think the narrative still has room to run before it gets fully crowded.
So if you’re looking for projects actually building in the post-quantum space, I’ve got you covered here by tier:
✨ Tier S (already shipped)
@QRLedger | base:0x37696cd8f723ce541ac376f79fc109080e505ba3: Native XMSS since 2018. Every transaction is PQC from day one. Longest track record, no migration needed.
@NEARProtocol | $NEAR: ML-DSA signing live on mainnet since Jul 2026. Accounts can add a PQC key without changing address.
@QuantusNetwork | $QTC: ML-DSA from genesis, mainnet ~Sep 2026. Uses ZK aggregation to reduce signature bloat.
✨ Tier A (gaining traction)
@Starknet | $STRK: Already demoed Falcon/ML-DSA. Account abstraction makes switching signature schemes easier.
@PQabelian | abelian:native: Lattice-based native + privacy. Live mainnet for a while, supports multi-algorithm (Blanc Fork), has QDay L2 EVM-compatible.
@mochimocrypto | $MCM: Native hash-based (WOTS+) since 2018, same generation as QRL.
@Algorand | algorand:native: Falcon-1024 accounts live on mainnet (Aug 2026) + Falcon State Proofs since 2022
✨ Tier B (Building momentum, tooling/infra value)
@QANplatform | $QANX: Hybrid Dilithium + hash, EVM-compatible, dual-key.
@cellframenet | $CELL: Uses CRYSTALS-Dilithium, already live.
@SuiNetwork | $SUI: ML-DSA-65 already running on Devnet. Clear roadmap (testnet end of 2026 → mainnet auth Q1/2027).
@projecteleven: Yellowpages (link BTC → PQC key) + Strongpoint custody. Practical tooling, working with multiple large chains.
@qlabsofficial | $Qone: qVAULT + migration toolkit, uses Falcon. Focused on infra to protect existing assets.
✨ Tier C (Still roadmap, slow ship)
Bitcoin (BIP-360): BIP-360 is in the repo but not live yet. Migration is very hard due to the UTXO model.
Ethereum: Targeting ~2029. Nothing meaningful live yet.
Aptos, Nervos, Solana, XRP Ledger (roadmaps / opt-in): Have proposals, opt-in paths, or roadmaps, but haven’t officially shipped yet.
#DYOR. If I missed anyone actually shipping real PQC, drop them below 👇🏻
The threat of a quantum computer breaking Bitcoins encryption is lingering
This is not the time to be slow
The post-quantum debate has become “my lattice is better than your hash.”
“We don’t have proofs of security for any of this stuff.”
@YuviLightman with @ilblackdragon on how AI could help harden cryptography, and why that work needs to happen in public.
Quantus retweeted
IBM JUST TOLD WALL STREET IT’S READY TO SCALE QUANTUM.
HERE’S EVERYTHING THEY SAID
$IBM reported earnings today, and Arvind Krishna spent part of the call on quantum. The biggest line was workloads that cost about $100 to run on IBM “could cost up to $10 million on slower competitive modalities.”
IBM signed 16 enterprise quantum engagements this year, including AT&T and General Motors, across automotive, aerospace, telecom, finance and manufacturing.
Its newest processor, Nighthawk R2, runs 7,500 gates, executes 100,000 circuits per second, and is up to 19x faster than the last generation.
IBM connected its first modular cryogenic systems, the step toward linking machines into one big computer, and is building a 300,000-square-foot quantum manufacturing facility in Poughkeepsie.
It’s in the final stage of DARPA’s quantum benchmarking program, and it closed a $1 billion Commerce Department award to manufacture quantum chips.
The full update comes at IBM’s Quantum Day on December 10.
Three months ago Krishna said quantum would hit IBM’s income statement by 2028. Tonight he named customers.
$IBM $INFQ $IONQ $QNT
IBM’S CEO SAYS QUANTUM WILL BE WORTH A TRILLION DOLLARS BY THE END OF THE 2030S
Arvind Krishna isn’t hedging anymore.
On CNBC this summer he said quantum will have “a measurable impact on our top line and bottom line” by 2028 or 2029. Then he went further, “By the end of the 2030s, we are now pretty convinced this is a trillion dollars of value.”
This isn't some startup CEO pitching investors. That’s a 115 year old company that sells to banks and governments.
And IBM is spending like it means it, more than $10 billion on quantum over five years. A target of a large scale, error-corrected quantum computer by 2029. A new quantum chip foundry called Anderon, backed by $1 billion from the Commerce Department and $1 billion from IBM. Meanwhile it just bought HRL Laboratories from Boeing and GM, the lab that put a quantum computer’s control electronics inside the freezer.
The trillion dollar figure is value across the whole industry, not IBM’s revenue. But the date is what matters. Two years ago, “commercial quantum” was always 10 years away. Now the CEO of IBM is putting it on his own income statement within three years.
IBM reports earnings tonight. Watch what he says about quantum.
$IBM $INFQ $IONQ
