以太坊基金会确立后量子安全路线，智能体通信标 准加速商业闭环 产业研究中心 产业观察 [table_Header]2026.02.02 摘要：AI、量子计算跟区块链底层协议结合加深，加密合规化进展仍在加速 [Table_Summary] 量子防御提上日程，智能体经济确立交互标准 以太坊基金会确立后量子安全为首要战略，底层加密原语面临迭代 Optimism 发布 Superchain 后量子路线图，模块化层级同步跟进安全升级 Celestia 推出私有区块空间解决方案，利用零知识证明平衡数据可用性 ERC-8004 标准部署主网，定义 AI 智能体无需信任通信接口 StoryProtocol 联合 OpenLedger 推出 IP 授权标准，实现可编程版权管理 KiteAI 发布主网路线图，重构适应机器代理的高频支付技术栈 ZetaChain2.0 启动 AI 应用测试，全链抽象能力赋能跨链隐私记忆 Tezos 完成 Tallinn 协议升级，优化共识算法大幅降低区块延迟 Zcash 基金会发布 2026 战略，推进 FROST 门限签名技术普及 美股企业试水资产上链，ETF 策略向收益增强演进 VanEck ...

Core Insights - Inturai Ventures Corp. has successfully delivered quantum-safe encryption for connected devices in defense, aged care, and home security sectors, in partnership with PQStation, holding exclusive deployment rights in these areas [1][7] - The encryption technology was tested using both post-quantum cryptography (PQC) alone and in combination with traditional security, demonstrating strong performance with low delay and minimal power impact [2] - The global ESP32 module market, crucial for billions of devices, was valued at approximately $2.1 billion in 2023 and is projected to reach $4.6 billion by 2032, indicating significant growth potential for Inturai's technology [3] Industry Context - Governments in the U.S., Canada, Australia, and the EU are mandating post-quantum security upgrades to begin by 2026, with critical sectors like defense and healthcare required to be fully transitioned by 2028 [4][7] - This global momentum towards post-quantum security highlights the urgency and relevance of Inturai's early deployment advantage in securing vital systems against emerging quantum threats [4][7] - Inturai's advancements position the company at the forefront of spatial intelligence technology, enabling secure, AI-powered sensing without heavy hardware or complexity [5]

Core Insights - WISeKey, SEALSQ, and WISeSat successfully launched a new satellite aboard a SpaceX mission, marking a significant milestone in their strategy to deploy a secure IoT and cybersecurity services constellation worldwide [3][4][5] Company Overview - WISeKey International Holding Ltd is a global leader in cybersecurity, blockchain, and IoT solutions, operating through several subsidiaries, including SEALSQ and WISeSat, which focus on semiconductors and space technology respectively [10][11] - The company aims to secure digital identity ecosystems using advanced technologies, with over 1.6 billion microchips deployed across various IoT sectors [11] Satellite Launch Details - The satellite was launched aboard a SpaceX Falcon 9 Transporter 16, enhancing WISeSat's collaboration with SpaceX as a trusted launch partner [4] - This launch expands WISeSat's constellation, improving coverage and data availability for industrial IoT applications, environmental monitoring, and secure communications [4][5] Technological Innovations - The newly launched satellite features advanced technological innovations designed to enhance performance, resilience, and application potential [5] - Key features include software-defined radio technology for flexible in-orbit reconfiguration and higher data-rate communications for demanding applications [7] Future Developments - WISeSat plans to support quantum-safe key distribution for critical infrastructure sectors starting with its next launch in early 2026 [6] - The platform will enable secure onboarding of billions of IoT devices, extending trusted connectivity to remote areas [6] Ground Infrastructure Expansion - WISeSat has expanded its ground infrastructure with a dedicated satellite antenna in La Línea, Spain, and additional installations planned in Switzerland to enhance real-time monitoring and mission control [9]

🚨 NEW: Major blockchains are accelerating post-quantum security plans as L1 teams prepare for a future where quantum computers could break current signature schemes. https://t.co/3KOZTJxJbN ...

Core Insights - BTQ Technologies Corp has made a strategic investment of approximately 2 million Euros for a minority stake in Qperfect SA and has exercised its option to acquire all outstanding securities of QPerfect, marking a significant step towards building an integrated quantum technology platform [1][2][3] - The acquisition positions BTQ as a fully integrated quantum technology company, expanding its capabilities from post-quantum security to encompass quantum cryptography and computing [2][3][7] - The combined entity aims to leverage QPerfect's advanced quantum emulator, MIMIQ, and Quantum Logical Unit (QLU) to address critical bottlenecks in quantum technology, enhancing the design and deployment of quantum-secure applications [3][4][5] Investment and Acquisition Details - The acquisition is expected to close by the end of 2025, pending foreign direct investment approval by French authorities and stock exchange approval [1] - QPerfect is recognized as a leading neutral atom quantum computing company based in Strasbourg, France, and the acquisition will consolidate BTQ's position in the European quantum ecosystem [2][3][18] Technological Advancements - QPerfect's MIMIQ emulator allows for high-speed design and testing of quantum programs, while the Quantum Logical Unit provides stability and scalability for quantum systems [3][4] - The integration of these technologies into BTQ's cryptographic platform will accelerate the rollout of post-quantum security solutions across various sectors, including finance and communications [3][4][6] Research and Development Focus - BTQ will establish its European research and development hub in Strasbourg, collaborating with leading universities and national programs to advance quantum technology [8][9] - Early milestones include demonstrating the Quantum Logical Unit on local neutral atom hardware and piloting quantum-safe digital signatures [8][11] Competitive Positioning - The acquisition positions BTQ as Europe's leading software-driven developer of neutral atom architectures, focusing on the software and control layers that enhance the practicality and interoperability of quantum systems [7][8] - BTQ's strategy emphasizes the integration of advanced error correction and simulation with its leadership in post-quantum cryptography, creating a comprehensive pathway from secure communications to scalable quantum computing [7][8] Intellectual Property and Commercial Model - The combination of BTQ and QPerfect creates a consolidated portfolio of European patents and registered software, enabling scalable and fault-tolerant quantum systems [3][17] - QPerfect's licensing model and active research agreements with institutional and industrial partners reinforce commercial traction and support recurring software licensing [5][6]

Core Insights - BTQ Technologies Corp. has been included in Samsung Asset Management's KoAct Global Quantum Computing Active ETF, enhancing its visibility among Asia-based institutional and thematic investors [1][5][3] - The KoAct ETF aims to outperform the FactSet Global Quantum Computing PR Index and focuses on companies in the quantum computing value chain, primarily in the U.S., Japan, and Korea [1][3] - This inclusion aligns with BTQ's strategy to promote post-quantum security solutions across various sectors, including finance, telecommunications, and defense [5][3] Company Overview - BTQ Technologies Corp. is a global quantum technology company that focuses on securing mission-critical networks and has a comprehensive patent portfolio [6][5] - The company provides a full-stack quantum computing platform, including hardware, middleware, and post-quantum security solutions [6][5] ETF Details - The KoAct Global Quantum Computing Active ETF, launched on March 11, 2025, is Korea's first active quantum-computing ETF with a total expense ratio of 0.50% [3][2] - The ETF employs active management to capture emerging quantum companies and adjust allocations dynamically [7][3] Strategic Importance - Inclusion in the ETF strengthens BTQ's presence in the Asia-Pacific region and enhances its institutional visibility [5][7] - The ETF targets a diverse range of companies involved in quantum computing, aligning with BTQ's focus on post-quantum cryptography and quantum-secure systems [7][5]

Core Insights - Scope Technologies Corp. has achieved Level 1 certification under the CyberSecure Canada program, demonstrating its commitment to verified cybersecurity controls recognized nationally and trusted globally [1][2][6] Certification Highlights - The certification validates Scope's implementation of essential cybersecurity controls, including risk management, data protection, access control, employee training, and incident response readiness [6][7] - As one of the first firms focused on quantum security to receive this certification, Scope Technologies assures clients, partners, and regulators that its data management practices meet recognized cybersecurity standards [6][7] Strategic Implications - The Level 1 certification strengthens Scope's position to engage with partners and clients requiring verified cybersecurity compliance, particularly in regulated sectors such as finance, healthcare, legal, and critical infrastructure [7] - This milestone lays the groundwork for pursuing additional certifications, such as CyberSecure Canada Level 2, which are prerequisites for government and defense-related engagements [7] - Scope Technologies aims to integrate quantum-resistant encryption and verified operational controls, reinforcing its mission to set new standards in cybersecurity [7][9] Future Path - The company plans to continue progressing toward Level 2 certification while leveraging its current accreditation to enhance partnerships and expand integration opportunities within regulated sectors [7] - Scope Technologies is focused on delivering quantum-resilient security infrastructure to organizations worldwide, positioning itself as a leader in post-quantum security [4][7]

Core Viewpoint - SEALSQ Corp is hosting the French Quantum and Space Day on May 12-13, 2025, focusing on the urgent need for post-quantum security in space infrastructure to protect against quantum-enabled threats [1][2][11]. Group 1: Event Details - The event will take place at Hotel Le Fregate, Saint-Cyr-sur-Mer, France, and will gather global experts in quantum computing, cybersecurity, and space infrastructure [1]. - The agenda includes a Strategic Partner Summit on May 12, followed by a Public Quantum and Space Conference on May 13, featuring keynote speakers and expert discussions [3][9]. Group 2: Keynote Speakers and Participants - Dr. Dava Newman from MIT Media Lab will deliver the opening keynote, focusing on human-centered engineering and space exploration [4][6]. - Carlos Creus Moreira, CEO of SEALSQ, will participate in a fireside chat, emphasizing the importance of building a trusted foundation for future cybersecurity [4][5]. Group 3: Industry Context - The event highlights the critical need for post-quantum security as satellite systems become essential for various operations, including defense and communications [2][11]. - SEALSQ is positioned as a leader in developing semiconductor and cybersecurity solutions that address the vulnerabilities introduced by quantum computing [12][15]. Group 4: Technology Focus - SEALSQ is pioneering post-quantum semiconductors designed to protect sensitive data across multiple sectors, including healthcare, defense, and industrial automation [16]. - The company aims to integrate post-quantum cryptography into its semiconductor solutions to enhance security against quantum threats [16].

Financial Data and Key Metrics Changes - The company reported a revenue of $11 million for FY 2024, a significant decrease from $30 million in 2023, reflecting a transition from traditional semiconductors to next-generation quantum-resistant chips [4][16] - The company ended FY 2024 with cash reserves exceeding $90 million, up from approximately $85 million at the end of 2023, indicating a strong financial position [15] - A net loss of $21 million was recorded for the year, primarily due to the shift from traditional semiconductor products to post-quantum technologies [18] Business Line Data and Key Metrics Changes - The transition to next-generation quantum-resistant chips has resulted in lower order volumes as customers utilize existing stock before committing to new purchases [5][16] - Research and development expenditure increased by $1 million year-on-year, a 26% rise against 2023, highlighting the strategic importance of developing quantum-resistant technology [17] Market Data and Key Metrics Changes - The post-quantum cybersecurity market is projected to grow significantly, with an estimated market size of $302.5 million in 2024, expected to reach $1.8 billion by 2025 at a CAGR of 44.2% [9] - The company has confirmed bookings of $6.8 million for 2025, reflecting strong year-to-year growth, with a projected contract pipeline of over $93 million for the next three years [30][31] Company Strategy and Development Direction - The company is focused on scaling post-quantum security technology, executing strategic acquisitions, and expanding into high-growth markets [7][8] - Key priorities for 2025 include the commercial launch of post-quantum chips, expanding chip fabrication partnerships, and continuing R&D investments [33][34] Management's Comments on Operating Environment and Future Outlook - Management anticipates a significant revenue increase in 2025 compared to 2024, driven by new sources of chip revenue and the expansion of chip personalization services [9][11] - The company is well-positioned to capitalize on emerging opportunities in post-quantum security, with a strong cash position and no bank debt [8][15] Other Important Information - The company plans to invest $20 million in startups engaged in quantum computing and AI initiatives to accelerate deployment [22] - The company is in the final stages of acquiring IC'ALPS, a leading ASIC design company, which will enhance its capabilities in chip design [25][35] Q&A Session Summary Question: Will 2025 revenue growth come from new sources of chip revenue and chip personalization services? - Management indicated that while some customers will return, many are currently utilizing existing inventory, and new customers will emerge through personalization centers [41][42] Question: What is the breakdown of the increase in R&D spending for 2025? - The increase in R&D spending is largely attributed to certification costs and the integration of technology from acquired startups [51][52] Question: What is the historical win rate for the $93 million pipeline? - Management noted that the pipeline includes clients at various stages, with a tendency for clients to become long-term due to the nature of post-quantum chip adoption [63][67]