比特币价格“腰斩”，量子计算机成为新风险

Core Viewpoint - The potential threat of quantum computers undermining the security of Bitcoin has emerged as a significant concern, contributing to a decline in Bitcoin's price to about half of its peak in October 2025 [2][4]. Group 1: Bitcoin Price Decline - Bitcoin's price has dropped significantly, currently at approximately half of its peak value reached in October 2025, attributed to investor risk aversion and delays in the easing of restrictions in the U.S. [2] - The introduction of quantum computing as a new risk factor has intensified market concerns, despite some companies and exchanges denying the associated risks [2][5]. Group 2: Research and Analysis - A report published by researchers from the Federal Reserve and the Chicago Federal Reserve in September 2025 highlighted that while altering blockchain data is currently difficult, future quantum computing capabilities could enable data breaches if transaction data is stored beforehand [4]. - The report emphasized the need to address privacy risks associated with data security in the context of quantum computing advancements [4]. Group 3: Market Reactions - S3 Partners reported a 40% increase in short positions on Strategy stocks since September 2025, indicating growing investor bets against Bitcoin's price, with concerns about quantum computing's impact on Bitcoin's vulnerability being a contributing factor [5]. - Despite the concerns, some industry leaders, such as Michael Saylor of Strategy, argue that quantum computing is still in its early development stages and may not pose a threat for at least another decade [5]. Group 4: Recent Market Movements - Following Saylor's rebuttal, Strategy's stock price rose nearly 30% on February 6 but subsequently fell again, reflecting ongoing investor anxiety, with Bitcoin's price fluctuating around $66,000 after a brief recovery to $70,000 [6].