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灰度:量子計算短期內並非比特幣價格下跌的主因

2026-05-05 14:13:01

ChainCatcher 消息,灰度發文表示,儘管先進量子計算機構成對傳統密碼學的長期潛在威脅,並支持所有主流區塊鏈加快抗量子升級,但這並非近期比特幣價格下跌的主要驅動因素。

Grayscale 觀察到,過去幾個月,比特幣與專注於量子計算的上市公司股價呈現同步走勢。若量子計算突破對比特幣構成實質性壓力,量子計算公司股價應上漲,而實際卻相反。此外,自去年 10 月以來,比特幣與量子計算股票的回落,主要反映了市場對 AI 衝擊的擔憂引發的增長型資產整體去風險。

雖然比特幣近期與量子計算等前沿科技資產的投資者情緒相關性增強,但這並未改變其在多元投資組合中的價值儲存功能。投資者不必等待區塊鏈完全完成抗量子升級,即可獲得相關敞口。

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