Emma $BTC $IONQ

Temporarily out of $BTC due to quantum risk. Financial independence thanks to BTC/MSTR. Irresponsibly long $IONQ. Bullish on $RKLB $ASTS $TSLA $NBIS $MRVL.

[Emma $BTC $IONQ @4PFinance]

🚨 $IONQ ceo De Masi to the Washington Business Journal: “We will start to break encryption 10 quarters from now, not 10 years from now.”

🚨Bitcoin’s security may be at risk by 2028! Don’t ignore - research!

@CathieDWood @wintonARK @saylor @fundstrat @jvisserlabs @nic_carter

[IonQ @IonQ_Inc]

IonQ CEO Niccolo de Masi shares how IonQ is leading the global race in quantum computing in the Washington Business Journal. “Intel won the CPU wars. Nvidia won the GPU wars. IonQ will win the QPU wars.”
An informative read: https://t.co/l18Ex8orNO

[Emma $BTC $IONQ @4PFinance]

@EricBalchunas Buyers better have their fingers crossed! https://t.co/s68QeYS0ZI

[Emma $BTC $IONQ @4PFinance]

$SPCX ipo being hyped so much - seems like the stock could collapse under its own weight in the short term😮

[Emma $BTC $IONQ @4PFinance]

$SPCX ipo being hyped so much - seems like the stock could collapse under its own weight in the short term😮

[Eric Balchunas @EricBalchunas]

I knew this was going to happen. 2x SpaceX ETFs launching same day as SpaceX IPO. Time has collapsed.

[Emma $BTC $IONQ @4PFinance]

@DesFrontierTech 💯very important point.
It's not just the C suite at $IONQ - even the scientists are focused on it. Chris Ballance mentions unit economics all the time.

[Emma $BTC $IONQ @4PFinance]

@dampedspring The extreme bear case is likely to happen as BTC will continue to go down because the quantum threat is real & imminent. Unfortunately, BTC will not be upgraded timely to avoid a massive drawdown.

[Emma $BTC $IONQ @4PFinance]

@StockMKTNewz $ENPH not at ATH - far from it.

[Emma $BTC $IONQ @4PFinance]

$IONQ doesn’t appear to be on the list of award recipients (which it doesn’t need) but it’s still odd given IONQ is the most important quantum company. I fear this may mean they may be the one the gov takes a stake in & they don’t have the choice to say no! 😟

[Polymarket Money @PolymarketMoney]

The U.S. is reportedly awarding $2B to quantum companies through CHIPS Act grants plus minority equity stakes.

Reported awards:
• $IBM ~$1B
• $GFS ~$375M
• $QBTS ~$100M
• $RGTI ~$100M
• $INFQ ~$100M
• Atom Computing: $100M
• PsiQuantum: $100M
• Quantinuum: $100M

[Emma $BTC $IONQ @4PFinance]

@jakebrowatzke If it wasn't for AI disrupting software, you may have been right based purely on valuations but it's risky to think your original thesis still holds. If there is a regime change, then software may never recover to the same valuations as in the past.
https://t.co/V2bpcQyD0q

[Jordi Visser @jvisserlabs]

AI is compressing valuations.

This isn’t fear.
It’s uncertainty.

When you can’t forecast cash flows 3 years out, you don’t get premium multiples.

AI isn’t creating a bubble.
It’s destroying visibility.

Software isn’t just “cheap.”
It’s being repriced for a world where:
• Competition is instant
• Intelligence is abundant
• Moats erode faster than models update

This is not a cyclical rotation.

It’s a structural regime shift from:
Concentration → Dispersion
Asset-light → Asset-heavy
Duration certainty → Scarcity repricing

And most investors are still fighting the last decade.
Watch here:https://t.co/PcpsxZ9Hbp

[Emma $BTC $IONQ @4PFinance]

$IONQ encouraging to see IONQ is down less than a lot of popular & larger stocks.

[Emma $BTC $IONQ @4PFinance]

@joe31162606 Oh please no! I distinctly recall Niccolo saying in one interview that he’s not interested in being acquired.

The only entity who could force an acquisition is the US gov - hopefully not!🤞

[Emma $BTC $IONQ @4PFinance]

@HannaSuds Hanna, you are brilliant and hardworking! I can barely keep up with taking in your excellent write up’s, I don’t know how you have the time and energy to put it together! Thank you. Appreciate you so much! 🙏

[Emma $BTC $IONQ @4PFinance]

@HannaSuds So cool! Very heartwarming.

[Emma $BTC $IONQ @4PFinance]

@aleabitoreddit If Claude is right and $IQEPF is a supplier to $SIVEF then it should also be a beneficiary from the deal with Jabil.

[Emma $BTC $IONQ @4PFinance]

$SIVEF $IQEPF $SLOIF was researching these stocks yesterday - Claude conclusion: IQEPF and SIVEF are undervalued.
@aleabitoreddit may be right.

[Emma $BTC $IONQ @4PFinance]

@MDBitcoin @xueqinjiang

[Emma $BTC $IONQ @4PFinance]

@MDBitcoin $BTC "where are the servers located?" Prof Jiang

Decentralized protocol = everywhere, duh! 😭

[Emma $BTC $IONQ @4PFinance]

$NASA new space ETF provides exposure to SPACEX*. The three space ETF's top holdings vary so worth holding all 3 imo.

$ARKX $UFO $NASA

[Emma $BTC $IONQ @4PFinance]

$IONQ after languishing for the longest time, it's so good to finally see green. And we are just getting started. Congrats to all shareholders especially @iewney 😎

[Emma $BTC $IONQ @4PFinance]

$SIVEF $IQEPF $SLOIF was researching these stocks yesterday - Claude conclusion: IQEPF and SIVEF are undervalued.
@aleabitoreddit may be right.

[Serenity @aleabitoreddit]

$SIVE is the next $LITE at $560m MC.

Institutions just got full confirmation today:

Sivers is now the light source in hyperscaler supply chains and the direct supplier of $JBL optical transceivers.

It’s only a matter of time.

[Emma $BTC $IONQ @4PFinance]

$IONQ ceo de Masi re: today's news:
1) Increased partnership Air Force Research Lab – meaningful contract win.
2) Increased partnership Univ of Maryland – meaningful contract win.
3) Darpa contract around quantum memory.
4) Benchmark re: cost to solution & time to solution.

[Squawk on the Street @SquawkStreet]

CNBC EXCLUSIVE: IonQ CEO ⁦@NiccoloDeMasi⁩ on DARPA contract and recent acquisitions $IONQ https://t.co/MJTvBTYWGy

[Emma $BTC $IONQ @4PFinance]

$BTC "Our inability to rationally discuss decisions is the biggest risk to bitcoin. The governance layer is the problem. We are living on borrowed time in Bitcoin. It takes too long to implement changes for us to safely do anything...
Time’s up. We have to make a decision."

[The Bitcoin Dialectic 🎙️ @Digvijay_BTC]

Quantum computing is not the biggest risk to Bitcoin today.

@IanSmith_HSA (co-author of BIP361) fears that Bitcoin's governance layer is broken, and that is the biggest risk to Bitcoin.

[Emma $BTC $IONQ @4PFinance]

@TimDraper Not happening until bitcoin is upgraded to post quantum cryptography!