Quantum Threat: Grayscale Delays, Naoris Accelerates on Post-Quantum Solutions

The quantum threat is no longer a science fiction scenario. In the crypto sphere, it has become a table topic: traders, researchers, funds, everyone is making predictions. The financial giants see a sword of Damocles. Developers, a technical urgency. Some delay. Others accelerate. But all have understood that disruption could come from a quantum circuit.

Bitcoin on hold? Grayscale assures not, at least for now

The quantum threat is approaching in small steps. But in its latest report, “Digital Asset Outlook 2026“, Grayscale is not panicking. The company believes that quantum threats have not yet impacted Bitcoin. According to it, the real market dynamics lie elsewhere: monetary policies, institutional adoption, and regulation.

Here is what Grayscale states:

We believe that research and preparation efforts will continue on post-quantum cryptography, but this topic should not affect valuations over the coming year. 

This position, shared by some analysts, relies on an observation: the technology is not ready yet. To break Bitcoin’s cryptography, a machine with several million logical qubits would be needed. We are far from that.

But while Grayscale reassures, it does not ignore the challenge. It mentions a possible cryptographic transition by the end of the decade. In short, no immediate threat, but a subject to monitor closely.

Crypto and cryptography: the countdown of an invisible shift

The real problem is not to know when the threat will come, but what will happen if it arrives without warning. Because today, most blockchains — Bitcoin, Ethereum, Solana, Polygon — use encryption schemes vulnerable to quantum attacks. And this is not a far-fetched hypothesis: data intercepted today can be decrypted tomorrow.

Grayscale also acknowledges this indirectly in another section of the report:

Digital monetary systems like Bitcoin and Ethereum, which offer transparency, programmability, and ultimately limited supply, will increasingly be demanded, in our opinion, due to the rising risks associated with fiat currencies.

But scarcity does not protect against technical flaws. And in developer forums, the tone is already more serious. The Ethereum Foundation is exploring resistant algorithms like STARKs. Other projects mention the PQEC (Post-Quantum Encryption Consortium).

The challenge is migration: changing algorithms without breaking the existing system, without losing funds, without opening a breach. This complexity slows down updates. Result: even large cryptos are advancing cautiously.

Regulators, meanwhile, remain silent. This normative gap could become a global vulnerability. Because while we hesitate, hackers collect data.

Naoris: post-quantum protocol for secure crypto and Web3

Naoris does not want to wait for the storm to come. This post-quantum cybersecurity protocol, designed by David Carvalho, aims to reinvent digital security for Web3. Its idea? Transform every connected device into a decentralized verification node.

The Naoris protocol is based on distributed security consensus. Each node analyzes its environment in real time to detect abnormal behavior. This bio-inspired approach relies on collective intelligence rather than centralization.

The project targets a broad range: blockchains, companies, governments. And it does so with a simple motto: proactive prevention. For Naoris, it is clear that Web3 will not survive with Web2-type cybersecurity.

Its roadmap includes the integration of post-quantum standards, continuous audits, and decentralized governance. Though young, the initiative is already attracting the interest of institutions eager to anticipate upcoming shocks.

4 truths about the upcoming quantum shock

• Bitcoin will need to migrate to post-quantum algorithms before 2030 to remain secure;
• Grayscale does not anticipate any price effect related to quantum in the next two years;
• Ethereum is already experimenting with alternatives like STARKs to prepare;
• Naoris aims to lay the foundation for crypto-native cybersecurity, resistant to quantum attacks.

Vitalik Buterin, creator of Ethereum, sent a strong signal: crypto has until 2028 to become post-quantum. After this date, the collapse of current protections could be costly, very costly. Those who do not anticipate will have much to lose, and little time to react.