Market Performance - The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite achieved gains of 13%, 16%, and 20% respectively in 2025, marking a significant performance milestone [1][7] - This performance represents the third occurrence in nearly a century where the S&P 500 has gained at least 15% for three consecutive years [1] Investor Sentiment - Optimism on Wall Street is driven by anticipated interest rate cuts, advancements in artificial intelligence, the emergence of quantum computing, and a resilient U.S. economy [2] - However, the article suggests that excessive optimism may warrant caution among investors [2] Valuation Concerns - The current stock market is noted to be the second priciest in history when evaluated using the Shiller Price-to-Earnings (P/E) Ratio, which has been back-tested for 155 years [6][7] - Pricey equity valuations are highlighted as a significant hurdle for the market, with subjective interpretations of value complicating investment decisions [4][5] Historical Context - An ultra-rare event, observed only three times in 155 years, is mentioned as a potential warning sign for future market performance [3] - The Shiller P/E Ratio serves as a historically accurate valuation tool, providing consistent comparisons for the S&P 500 [6]

Charles Hoskinson said post-quantum cryptography was standardized in 2024 by the National Institute of Standards and Technology, but warned that without hardware acceleration it could reduce blockchain performance by roughly an order of magnitude. He added that the key issue is timing rather than implementation, and that real quantum-computing risk should be assessed by the Defense Advanced Research Projects Agency’s quantum benchmarking program, which targets a 2033 evaluation of practical quantum computin ...

Is quantum computing going to destroy bitcoin? Yes, but not in 2 years. If we don't act it will happen but it's all about HOW MUCH TIME DO WE HAVE!? Quantum Slides - https://docs.google.com/presentation/d/19qE8objWg63wnJyHWbvtf9TIKAAArnl160D9iuN7wjc/edit?usp=sharing The links below may include affiliate links, which means I may receive a commission at no cost to you if you make a purchase through a link. You DO NOT have to use the links but you will not receive any bonus if offered. Not investment advice. C ...

just saw saylor say: "it's not that complicated" in an interview on how to defend against quantum lolquantum is probably exaggerated today, but the dismissive responses towards it are concerningi) gigantic decentralized systems are uniquely vulnerable with no backstops unlike banksii) it is in the best interest of a quantum attacker to hide the fact they have quantum vectors for as long as possible. if your funds simply get drained, you won't even know why, people will just say "oh you probably interacted w ...

JUST IN: Solana Foundation takes a major step to prepare for the quantum computing era: post-quantum signatures on a Solana testnet ⚛️Solana Foundation (@SolanaFndn):Quantum computers aren't here yet, but Solana Foundation is preparing for the possibility.To that end, we've consulted with Project Eleven to assess our quantum readiness.We're pleased to announce a first step, the deployment of post-quantum signatures on a Solana testnet. ...

Charles Hoskinson says the quantum threat to crypto is overstated and not an urgent issue today.He says blockchains can go quantum-resistant but current solutions are far too slow and costly, and real pressure to upgrade likely won’t come until the 2030s.Source: BeInCrypto ...

U.S. President Donald Trump’s new national security strategy makes no mention of cryptocurrency or blockchain, despite his previous calls to make the U.S. a crypto hub. The plan focuses on AI and quantum computing as core national interests, stating that the U.S. will ensure its technology and standards in AI, biotech, and quantum computing lead globally. https://t.co/pydtbvSMGI ...

RT Helius (@heliuslabs)Will quantum computing break Solana?How would the protocol need to change in a post-quantum world?Find out in our latest guest blog post from @PospisilAdam https://t.co/Hu3iXCc8VO ...

Core Viewpoint - Both Taiwan Semiconductor Manufacturing (TSMC) and ASML are positioned to benefit from the booming demand for chips driven by artificial intelligence (AI) data center buildout, but TSMC is expected to outperform in 2026 due to its pricing power and market position [2][14]. TSMC Overview - TSMC is the world's leading semiconductor contract manufacturer and one of only three companies capable of producing advanced chips at small node sizes, which enhances power efficiency [3][5]. - TSMC's market capitalization is $1,519 billion, with a current stock price of $296.51 and a gross margin of 57.75% [4][5]. - The company is expected to increase prices by 3% to 10% next year due to strong pricing power stemming from competitors' yield issues [6]. - TSMC projects a 40% compound annual growth rate (CAGR) for AI chip demand, particularly for graphics processing units (GPUs) [6]. ASML Overview - ASML holds a monopoly in the production of extreme ultraviolet (EUV) lithography machines, essential for manufacturing advanced chips, with no competitive alternatives available [8]. - ASML's market capitalization is $430 billion, with a current stock price of $1,107.46 and a gross margin of 52.70% [10][11]. - The company has developed next-generation High-NA EUV technology, which will further reduce node sizes, with new machines costing around $400 million each [11]. - A potential concern for ASML is the pull forward in demand for its older deep ultraviolet (DUV) machines from China, which may lead to fewer sales in 2026 [12]. Comparative Analysis - TSMC is trading at a forward price-to-earnings (P/E) ratio of under 23.5 times, while ASML's ratio exceeds 36.5 times, indicating TSMC is relatively cheaper [7]. - Both companies are expected to benefit from the proliferation of advanced chips, with AI being a current driver and future potential in areas like robotaxis and quantum computing [13]. - TSMC's stock is considered better positioned for 2026 due to its strong AI tailwind and competitive pricing, while ASML may face challenges due to earlier demand pull-forward [14].

IBM has been steadily building its presence in AI, making progress through its watsonx platform, new generative AI tools, and partnerships designed to help businesses automate work, improve decision-making, and use data more effectively. Currently, the company stands as a major player in hybrid cloud, AI, and business services, supporting organizations in over 175 countries.Although IBM was founded in 1922, this New York–based tech giant is far from slowing down. Long recognized for its legacy in mainframes ...