Bitcoin Supply Vulnerable to Quantum Computing Attack: A Threat Analysis

ARK Invest estimates 6.9 million Bitcoin, or 35% of the total supply, could be vulnerable to future quantum attacks due to exposed public keys. The threat is classified as a long-term engineering problem, not an imminent crisis, with most experts placing "Q-Day" in the mid-2030s. BIP-360 is the proposed fix, but implementing it requires network-wide consensus and could take years. Capital rotation into AI is seen as the more immediate driver behind Bitcoin's 2026 price weakness.