# Encryption的所有文章

在 HTX 新闻中心浏览与「Encryption」相关的最新资讯与深度分析。潘盖市场趋势、项目动态、技术进展及监管政策,提供权威的加密行业洞察。

On the Eve of the Quantum Computing Wave: Why Nvidia Might Emerge as the Biggest Winner?

Amidst the prevailing market perception that quantum computing remains a distant, sci-fi concept, Barclays' latest research challenges this view, arguing that the technology is on the verge of transitioning from a "lab toy" to a commercial tool. The report highlights several key misconceptions: First, quantum computing is not "too early"; the industry is approaching a watershed moment around 2026–2027 when "quantum advantage" is expected to be demonstrated, requiring stable operation of 100 logical qubits. Second, quantum computers will not replace classical systems like GPUs but instead complement them. Each logical qubit may require a GPU for error correction and control, potentially driving significant demand for chips from companies like NVIDIA and AMD, with projected incremental value exceeding $100 billion by 2040. Third, hardware approaches are not equal. Trapped ions currently lead in precision, silicon spin offers scalability potential, and neutral atoms excel in qubit count. Fourth, quantum computers are not yet powerful enough to break modern encryption, requiring thousands of logical qubits—far beyond current capabilities. Finally, the investment landscape is broader than often assumed, with opportunities across quantum processors, supply chains, semiconductor manufacturing, and enabling infrastructure, spanning both public and private companies.

比推前天 15:01

On the Eve of the Quantum Computing Wave: Why Nvidia Might Emerge as the Biggest Winner?

比推前天 15:01

The Wolf Is Really Coming? Quantum Computing Threat to Bitcoin Is 'No Longer Theoretical', Analyst: 20-50% of Bitcoin Has 'Security Risks'

The threat of quantum computing to Bitcoin is accelerating from theoretical to practical, with analysts warning that 20-50% of Bitcoin’s supply—amounting to 4 to 10 million BTC—is vulnerable to quantum attacks. Coinbase’s research head David Duong highlighted that 32.7% of Bitcoin (6.51 million BTC) is at risk due to weak cryptographic practices, such as address reuse. Institutional investors are reacting: Jefferies’ Christopher Wood removed Bitcoin entirely from his portfolio, reallocating to gold, citing quantum computing as an existential risk to Bitcoin’s value proposition. Quantum computers could break Bitcoin’s elliptic curve digital signature algorithm (ECDSA), potentially exposing private keys. While current quantum systems are far from the estimated 13 million qubits needed to crack Bitcoin’s encryption, experts disagree on the timeline—some say 5 years, others 20-40 years. The Bitcoin community faces a governance dilemma: whether to preemptively destroy vulnerable coins or risk large-scale theft. Developers are proposing quantum-resistant upgrades, but implementation could take 5-10 years. Despite the concerns, some institutions like Harvard and Morgan Stanley continue to increase Bitcoin exposure, reflecting divergent risk assessments. The market is already pricing in these fears, with Bitcoin underperforming gold significantly.

华尔街日报01/23 01:11

The Wolf Is Really Coming? Quantum Computing Threat to Bitcoin Is 'No Longer Theoretical', Analyst: 20-50% of Bitcoin Has 'Security Risks'

华尔街日报01/23 01:11

活动图片