知名策略师“抛弃”比特币，理由是“担心量子计算很快实现”

Core Viewpoint - Christopher Wood, the global equity strategist at Jefferies, has completely removed Bitcoin from his investment portfolio due to concerns that advancements in quantum computing may undermine the cryptocurrency's viability as a reliable store of value, particularly for long-term investors like pension funds [1]. Group 1: Investment Strategy Changes - Wood has liquidated his 10% Bitcoin position in his portfolio model and reallocated the funds to 5% in physical gold and 5% in gold mining stocks [1]. - The decision is based on the belief that the emergence of quantum computing could destabilize Bitcoin's foundational principles, potentially occurring in the next few years rather than over a decade [1]. Group 2: Quantum Computing Concerns - Wood highlights that quantum computers could theoretically break Bitcoin's encryption algorithms, allowing for the reverse engineering of private keys used for transaction authorization [1]. - This potential capability could undermine Bitcoin's status as a store of value and its role as a digital alternative to gold [1]. Group 3: Industry Perspectives - The debate within the cryptocurrency community regarding the risks posed by quantum computing is indicative of broader uncertainties, with some developers downplaying the threat while others believe the community has not adequately addressed it [2]. - Wood asserts that the long-term implications of quantum computing are likely to be beneficial for gold, which he describes as a historically tested hedge in an increasingly uncertain geopolitical environment [2].