"Bitcoin's next major move is likely to come not because AI fails, but because AI succeeds just enough to create a historic overbuild." The most contrarian thing to do in 2026 is accumulate the asset everyone has stopped talking about.
Exactly this. "Adapts, verifies, keeps moving" is the whole posture. The data just puts a number on the "verify" part: 25.3% of supply has an exposed pubkey today, and most of it clears the moment people stop reusing addresses.
learnbitcoin.com/rabbit-hole…
Bitcoin's quantum exposure has a number now.
25.3% of circulating supply - 5,071,264 BTC - sits at quantum-exposed addresses today.
The threat is real. The timeline is slow. The fix is governance. Bitcoin has agency.
What that actually means:
Everything is reproducible: Bitcoin Core 28.0.0, getblock verbosity 3 chain walk, dumptxoutset aggregation, registry schema and RPC shapes in the appendix.
15-page Baseline PDF, CC BY 4.0: chainquery.com/reports/quant…
What you can do today:
Never reuse addresses. Modern wallets default to this. Do not override it.
Audit your old UTXOs.
Do not panic-move coins. A botched consolidation is a bigger risk to your stack today than a CRQC is.
Full chapter: learnbitcoin.com/rabbit-hole…
Defines the signature hash and verification format for SegWit version 0 transactions. Where the public key gets revealed in the witness.
learnbitcoin.com/glossary/bi…
Bitcoin's volatility is a filter, not a bug. It selects for holders who actually want Bitcoin's properties over those who want fiat-with-extra-steps. The people willing to hold through 80% drawdowns are signal; the people who need stability are absorbed back into fiat products. Stability at this scale would require either trillions in market cap or active intervention — both paths defeat the proposition.
Bitcoin's 21M cap has been violated exactly once in 16 years; for ~5 hours on August 15, 2010, when Block 74638's integer overflow bug created 184 billion BTC. The community caught it, patched v0.3.10, and rolled back the 53-block invalid chain. That's the entire track record of supply integrity violations. Pattern: open code, rapid response. learnbitcoin.com/rabbit-hole…
New glossary entry: ML-DSA / Dilithium. Why it matters: NIST finalized this as FIPS 204 in 2024; it's the leading candidate to replace ECDSA when CRQCs arrive. The trade: ~50x larger signatures, fundamentally different security assumption (lattice vs discrete log). learnbitcoin.com/glossary/ml…
3.4B people 'live under' launched CBDCs, but actual adoption stays low even with coercion. Nigeria's eNaira hit ~0.5% despite the 2022-2023 cash withdrawal that triggered riots. Pattern: cash suppression failing, not CBDC succeeding.
learnbitcoin.com/glossary/cb…@TFTC21