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Jefferies’ Drops Bitcoin Over Quantum Computing Risk

January 16, 2026
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In his newest Greed & Concern notice on Friday, Jefferies’ Christopher Wooden raised contemporary issues, saying the emergence of quantum computing might sooner or later put Bitcoin’s total system in danger, prompting Wooden to exit his BTC allocation, shifting funds to gold and silver.

Wooden doesn’t imagine the quantum concern will considerably have an effect on BTC costs within the close to time period.

Nevertheless, he believes that the “retailer of worth” idea is clearly on a much less strong basis from the view of a long-term portfolio.

Bloomberg reviews that Christopher Wooden, international head of fairness technique at Jefferies, has eliminated a ten% Bitcoin allocation from his mannequin portfolio, citing issues that advances in quantum computing might undermine Bitcoin’s long-term safety and its position as a retailer of worth…

— Wu Blockchain (@WuBlockchain) January 16, 2026

Bitcoin’s safety relies on cryptographic algorithms, that are safe in opposition to typical computing energy. Nevertheless, quantum computer systems might simply reverse engineer personal keys from public ones, threatening the system’s integrity.

The potential for quantum computer systems to compromise Bitcoin’s safety has intensified in latest months. Consultants imagine a working quantum laptop might arrive in only a few years.

Jefferies Drops Bitcoin Allocation For Protected-Haven Belongings

Wooden, Jefferies’ international fairness strategist, has eliminated a ten% Bitcoin allocation from his mannequin portfolio, Bloomberg reported. Wooden cited the danger that quantum computing might undermine BTC’s cryptographic safety as the explanation to shift focus to conventional safe-haven belongings.

Wooden is reallocating the Bitcoin portion equally to gold and gold-mining shares. This represents a whole reversal of his earlier bullish stance on Bitcoin.

Purchase gold, promote Bitcoin: Jefferies’ Chris Wooden explains his massive wager of 2026 pic.twitter.com/0VjJUE4dpH

— Alok Jain ⚡ (@WeekendInvestng) January 16, 2026

The reallocation relies on long-term safety issues fairly than short-term efficiency metrics.

Wooden’s transfer has been interpreted as a sign to different institutional buyers. Bitcoin has been a serious part of long-term funding methods for some years.

This shift suggests rising skepticism about its viability as a retailer of worth.

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