Technology & Security Risks - Solana 创始人 Anatoly Yakovenko 警告称，到 2030 年，量子计算有 50% 的可能性会破解比特币的密码学 [1] Cryptocurrency & Blockchain - 比特币面临来自量子计算的潜在安全威胁 [1]

Technology & Security - Solana founder Anatoly Yakovenko warns of a 50% chance that quantum computing could break Bitcoin cryptography by 2030 [1]

Core Viewpoint - The article discusses the potential and strategy of investing in speculative stocks, emphasizing the importance of wise speculation and diversification in investment portfolios. Group 1: Speculative Stocks - Speculative stocks are defined as companies that may not be profitable or have high valuations relative to their earnings, making them risky investments [1][6]. - The article suggests that younger investors should consider including speculative stocks in their portfolios, with a recommendation of one or two speculative stocks among a minimum of five individual stocks for diversification [4][11]. Group 2: Types of Speculative Investments - Richly valued stocks with real earnings, such as Palantir, are highlighted as speculative due to their high price-to-earnings ratio of 277 times projected earnings [6]. - Thesis stocks, like Bloom Energy and Rocket Lab, are mentioned as speculative investments in emerging energy technologies and aerospace [7]. - Quantum computing companies, such as D-Wave, are noted for their potential despite being significant money losers, with the market reacting positively to any favorable news in this sector [8][9]. Group 3: Market Dynamics - The current market is described as being supercharged by speculation, which can present both opportunities and risks for investors [10]. - Despite skepticism from traditional investors, the article argues that owning a few speculative stocks can be beneficial if approached wisely, as successful investments can offset potential losses [11].

D-Wave Quantum shares remain in focus after surging 19% to a fresh record high yesterday following the company’s inaugural Qubits Japan 2025 quantum computing user conference. Monitor these critical chart levels. https://t.co/2Iq7BDAFls ...

Core Insights - The current market behavior suggests that artificial intelligence (AI) may represent a significant reset in the technology sector, akin to the internet boom of the late 1990s and early 2000s [1] Company Performance - Software stocks, particularly those involved in AI, have seen substantial gains, with Oracle (ORCL) stock climbing 96.2% in the past six months following a pivotal announcement by CEO Larry Ellison [3] - IBM has transitioned from a slow-growing consulting firm to a leader in cloud and quantum computing, indicating a broader trend of software companies revitalizing their business models through AI [3] AI Integration in Software - Analysts believe that AI is not replacing software but rather enhancing it, with Goldman Sachs highlighting that AI will act as a force multiplier for software [4] - Salesforce (CRM), the largest customer relationship management company, is reinventing itself around AI, launching the Agentforce platform to automate tasks across sales, service, and marketing [6][7] - Salesforce's existing customer base, which includes 90% of the Fortune 500, provides a significant advantage for deploying AI solutions, with its AI and Data Cloud products already generating over $1 billion in annual revenue [8]

Today in Bloomberg: M&A predictions from Barclays' Andrew Woeber, Mediobanca rejects Monte Paschi and Nvidia bets on quantum computing https://t.co/irRlFfY7ck ...

Cryptocurrency & Technology - Kaspa (KAS) is exploring a wallet upgrade to potentially become quantum-resistant [1] - The proposed upgrade aims to future-proof the Kaspa ecosystem against quantum computing threats [1]

Cryptocurrency & Technology - Kaspa (KAS) is exploring a wallet upgrade to potentially become quantum-resistant [1] - The proposed upgrade aims to future-proof the Kaspa ecosystem against quantum computing threats [1]

RT BSCN (@BSCNews)🔐 KASPA TO BECOME QUANTUM-RESISTANT?! This @kaspaunchained developer has proposed a wallet-upgrade that could future-proof the $KAS ecosystem against the dangers of quantum computing... You won't want to miss this ⬇️https://t.co/L5k87dxAuS ...

Collaboration - IBM and Advanced Micro Devices are collaborating to develop "quantum-centric supercomputing" [1] Technology - The collaboration focuses on quantum computing and supercomputing technologies [1]