Willy Woo says quantum threat undermines Bitcoin's long-term valuation premium over gold

Onchain analyst and early Bitcoin adopter Willy Woo recently argued that markets are beginning to factor in quantum computing risk, challenging Bitcoin's multi-year valuation outperformance versus gold. He warned that around 4 million "lost" BTC and roughly eight years of enterprise accumulation could potentially re-enter circulation in a future "Q-Day" scenario, affecting Bitcoin's scarcity narrative and long-term pricing.