One of those comfort albums I continue to go back to. I definitely need this one on vinyl.
The Marfa Tapes - Jack Ingram, Miranda Lambert and Jon Randall
ZeroTier CEO warns quantum threat to crypto lies in financial infrastructure, not wallets
Andrew Gault, CEO of networking firm ZeroTier and founding partner of investment firm 7percent Ventures, warned on May 30 that the crypto industry is misreading the quantum computing threat to Bitcoin — focusing too narrowly on wallet private keys while overlooking a more immediate danger already underway.
The Real Target: Financial Infrastructure
Gault argued that nation-state adversaries are already stockpiling encrypted communications flowing between financial institutions, exchanges, and custodians, employing a strategy known as "harvest now, decrypt later." Rather than waiting to crack static wallet keys, attackers are collecting interbank payment records, authentication messages, and digital signatures that could be decrypted once quantum computers reach sufficient power. Digital asset infrastructure — including exchange API authentication, cross-chain bridge proofs, and custodian signature systems — faces the same exposure, Gault said.
The strategy is well-documented. The NSA warned in 2021 that "adversaries may be collecting encrypted data now, waiting for the day when quantum computers can decrypt it." A White House executive order issued in June 2025 directed federal agencies to begin transitioning to post-quantum cryptography, framing the issue as a national security priority.
Google's Compressed Timeline
A whitepaper published March 30 by Google Quantum AI dramatically shortened expert timelines for when such attacks could become viable. The researchers found that breaking the elliptic curve cryptography securing Bitcoin could require fewer than 500,000 physical qubits — roughly 20 times below earlier estimates that placed the threshold in the millions. The paper modeled a scenario in which a quantum computer derives a private key in approximately nine minutes, giving an attacker a 41 percent probability of completing a theft before Bitcoin's 10-minute block confirmation closes.
An estimated 6.9 million BTC sit in addresses where the public key is already exposed on the blockchain, including early-era P2PK outputs and reused addresses. Glassnode data from May showed that exchanges hold roughly 1.66 million of those exposed coins.
No Immediate Threat, but the Clock Is Ticking
No quantum computer today can execute these attacks — Google's most advanced chip, Willow, contains just 105 qubits. But as a Forbes analysis noted this week, the gap between current hardware and a cryptographically relevant machine is narrowing faster than anticipated. Bitcoin developers have proposed a decade-long migration to post-quantum cryptographic standards, with testing already active on the Liquid sidechain.
For organizations holding long-lived sensitive data, the math is unforgiving. As researchers at the University of Waterloo have formalized: if the time needed to migrate plus the period data must remain confidential exceeds the arrival of a capable quantum computer, the data is already at risk.
The issue I have with the SpaceX IPO is the same issue I have with Tesla.
One person.
Only Musk could run these companies.
No matter how great he is, I've got to believe more in the company than the individual.
"Chaos is expensive — calm is my ROI.”
This line isn’t just my bio. It’s how I approach code, investing, leadership, and even weekends.
What area of life are you trying to make calmer right now?