#  @caprioleio Charles Edwards Charles Edwards posts on X about bitcoin, gold, crypto, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::965907870867861504/interactions)  - [--] Week [---------] +261% - [--] Month [---------] +222% - [--] Months [----------] +426% - [--] Year [----------] +11% ### Mentions: [--] [#](/creator/twitter::965907870867861504/posts_active)  - [--] Week [--] -8.10% - [--] Month [---] +69% - [--] Months [---] +226% - [--] Year [---] +64% ### Followers: [-------] [#](/creator/twitter::965907870867861504/followers)  - [--] Week [-------] +0.18% - [--] Month [-------] +0.53% - [--] Months [-------] +8.30% - [--] Year [-------] +12% ### CreatorRank: [-------] [#](/creator/twitter::965907870867861504/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #896 [finance](/list/finance) 36% [stocks](/list/stocks) 5% [technology brands](/list/technology-brands) 4% [countries](/list/countries) 1% [events](/list/events) 1% [travel destinations](/list/travel-destinations) 1% [currencies](/list/currencies) 1% **Social topic influence** [bitcoin](/topic/bitcoin) #437, [gold](/topic/gold) #4319, [crypto](/topic/crypto) #2822, [in the](/topic/in-the) 6%, [ai](/topic/ai) 5%, [bullish](/topic/bullish) #1514, [we are](/topic/we-are) 4%, [the world](/topic/the-world) 4%, [business](/topic/business) #1394, [market](/topic/market) #4643 **Top accounts mentioned or mentioned by** [@cointelegraph](/creator/undefined) [@checkmatey](/creator/undefined) [@r8raq](/creator/undefined) [@dsharv719](/creator/undefined) [@tamagofluffy](/creator/undefined) [@johnso13475](/creator/undefined) [@_checkmatey_](/creator/undefined) [@chillerid76](/creator/undefined) [@masterbtcltc](/creator/undefined) [@capriolefund](/creator/undefined) [@0xfamus](/creator/undefined) [@bodhicitta777](/creator/undefined) [@tectonic_leek](/creator/undefined) [@coindesk](/creator/undefined) [@alext3640938762](/creator/undefined) [@morpheus7447x](/creator/undefined) [@samensign43](/creator/undefined) [@xbt1337](/creator/undefined) [@niccarter](/creator/undefined) [@realtopsykrett](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Impinj, Inc. Common Stock (PI)](/topic/$pi) [Morgan Stanley (MS)](/topic/$ms) [TARIFF MAN (BILLIONS)](/topic/$billions) [trillions (TRILLIONS)](/topic/$trillions) ### Top Social Posts Top posts by engagements in the last [--] hours "THE QUANTUM THREAT My keynote on the main stage at The Global Blockchain Show [----] Abu Dhabi. - Why Bitcoin underperformed in [----] - Why Quantum Computing is Bitcoin's biggest threat - The probability that Quantum breaks Bitcoin - The impact on Bitcoin's value today. It's big - How we can solve it - Why we must act in [----] - How Capriole Investments is navigating this risk @0xGBS https://www.youtube.com/watchv=XbPoetEmQJE https://www.youtube.com/watchv=XbPoetEmQJE" [X Link](https://x.com/caprioleio/status/2009492289610240171) 2026-01-09T05:07Z 134.3K followers, 67.9K engagements "This is not good. As the Bitcoin miner exodus continues Production Cost has collapsed to $69K. Electrical Cost is $55K. This has expanded the potential range for near term downside" [X Link](https://x.com/caprioleio/status/2017053942874853556) 2026-01-30T01:55Z 134.3K followers, 215.8K engagements "Incredibly rare and bullish Bitcoin signal is firing. Mayer Multiple perhaps the oldest Bitcoin model. It rarely hits 0.6x. Can price go lower yes but this is historically one of the best buy signals in Bitcoin history" [X Link](https://x.com/caprioleio/status/2019704971441418718) 2026-02-06T09:29Z 134.3K followers, 75.7K engagements "Why is Saylor buying the high Bitcoin price every week burning shareholder value when he could just buy & liquidate [--] DATs trading at a discount and yield 30%+ instantly" [X Link](https://x.com/caprioleio/status/2021078255084896301) 2026-02-10T04:26Z 134.3K followers, 39.6K engagements "QUANTUM COMPUTING The next big tech frontier awaiting it's "AI moment". This is the industry I am most bullish on today. Imagine buying Bitcoin at $500. [--] days to go until the EXPECTED $PI mainnet launch #Pinetwork #OpenMainNet [--] days to go until the EXPECTED $PI mainnet launch #Pinetwork #OpenMainNet" [X Link](https://x.com/caprioleio/status/1866805159894061067) 2024-12-11T11:20Z 134.1K followers, 2.2M engagements "Here is the truth bomb everyone is ignoring. 20-30% of Bitcoin will be taken by a Quantum Machine within 2-8 years and there is absolutely nothing we can do to stop this. These are P2PK addresses like Satoshis $125B and many other old/lost coins. Bitcoiners have a painful decision to make that we must start discussing now. Do we: A) Let the Quantum hackers take it and market dump half a $Trillion + B) Do we agree a migration period for these coins and if they don't migrate to Quantum Proof addresses in time we BURN all their assets These are the only two options we have. I currently lean" [X Link](https://x.com/caprioleio/status/1978597103644647463) 2025-10-15T23:01Z 134.3K followers, 713.9K engagements "Institutions have now flipped net sellers of Bitcoin. Wow" [X Link](https://x.com/caprioleio/status/1986391296580460590) 2025-11-06T11:12Z 134.3K followers, 36.9K engagements "Central Banks are max bidding Gold. ETF flows haven't even moved in [--] years. So we are a long way from demand saturation. What do you think will happen when Gold breaks $5000 Expect retail FOMO" [X Link](https://x.com/caprioleio/status/2014517940037804250) 2026-01-23T01:57Z 134.3K followers, 16.2K engagements "BREAKING: Central banks are buying gold and don't care what the price is. Poland just approved to buy another [---] tonnes of Gold (more than Brazil and Mexico have) and board member Sobon said today and I quote: "The price is not a primary consideration for us." https://twitter.com/i/web/status/2016026876800852153 https://twitter.com/i/web/status/2016026876800852153" [X Link](https://x.com/caprioleio/status/2016026876800852153) 2026-01-27T05:53Z 134.1K followers, 16.9K engagements "People thought it was crazy when we added gold and equities to our crypto strategy [--] years ago. Macro funds were not cool. We were asked "How does it fit in my portfolio" For me it was obvious. For the same reasons I was deeply excited by Bitcoin in [----] I am also deeply excited by gold and quantum computing. They were/are the elephants in the room for me. We've faced push back but in hindsight adapted and positioned correctly. @capriole_fund equities and commodities strategies have vastly outperformed their underlying and our crypto strategies by multiples in [----] and [----]. They also improve" [X Link](https://x.com/caprioleio/status/2016685711760773507) 2026-01-29T01:31Z 134.2K followers, 13.4K engagements "Remember when just [--] year ago Jensen said how Quantum was [--] years away Ha hah. my how things change. If only the Bitcoin community could move as fast on Quantum as Nvidia. I continue to hope. Until then a sea of money is about to flow into Quantum stocks for national security. BREAKING: Nvidia calls for Congress to act quickly and reauthorize the National Quantum Initiative: Sustained U.S. leadership in quantum information science is critical to ensuring that breakthroughs in computing sensing networking and materials translate into secure https://t.co/6JTwRLSriV BREAKING: Nvidia calls for" [X Link](https://x.com/caprioleio/status/2016703947252420932) 2026-01-29T02:44Z 134.3K followers, 22K engagements "The biggest most well capitalized company in the world is calling on the US Congress to pump funding into Quantum Computing for national security. Yes NVIDIA. Wow" [X Link](https://x.com/caprioleio/status/2016705775683719202) 2026-01-29T02:51Z 134.2K followers, 12.7K engagements "Highest gold vol since [----] probably not the place to buy" [X Link](https://x.com/caprioleio/status/2016711638771257822) 2026-01-29T03:14Z 134.1K followers, 25.6K engagements "@dsharv719 @QANplatform Imagine thinking any encryption will last [----] years" [X Link](https://x.com/caprioleio/status/2016831159049867486) 2026-01-29T11:09Z 134.1K followers, [---] engagements "Midas strategy @ Capriole Charts since mid [----] has outperformed Gold by 50% delivering 99.6% return" [X Link](https://x.com/caprioleio/status/2017061181249466421) 2026-01-30T02:23Z 134.1K followers, 10.4K engagements "@0xFamus If you think $600M matters in this market today that's the midcurve" [X Link](https://x.com/caprioleio/status/2017691483818930434) 2026-01-31T20:08Z 134.2K followers, [----] engagements "Zeus strategy now live @ Capriole Charts" [X Link](https://x.com/caprioleio/status/2018154071673479628) 2026-02-02T02:46Z 134.3K followers, 10.1K engagements "Bitcoin is back to [----] prices when priced in Gold" [X Link](https://x.com/caprioleio/status/2018604031065952445) 2026-02-03T08:34Z 134.2K followers, 33K engagements "Who's in HK next week I am speaking at: 1) Tokenized Capital Summit (9th) keynote @ 11:45 and panel @ 11:10. Theme: "navigating macro investing" 2) Cointelegraph Longitude (11th) @ 5:30pm. Theme: "quantum computing" 3) HSC Conference (12th) @ 10:30am. Theme: "capital is selective" 4) Consensus2026 (12th) @ 2pm. Theme: "Bitcoin on-chain investing" Come say hi @Cointelegraph @CoinDesk https://twitter.com/i/web/status/2018647381303033864 https://twitter.com/i/web/status/2018647381303033864" [X Link](https://x.com/caprioleio/status/2018647381303033864) 2026-02-03T11:26Z 134.3K followers, [----] engagements "@AlexT3640938762 You will get more slippage in BTC. We've done these trades before" [X Link](https://x.com/caprioleio/status/2018798685107462605) 2026-02-03T21:28Z 134.1K followers, [---] engagements "The Big Short man himself is also calling out that the Bitcoin Treasury Company model is failing. There is no world where 200+ DATs makes sense. The incentive structure leads to destruction. BITCOIN SLIDE COULD WIPE OUT COMPANIES Michael Burry warned that Bitcoins ongoing decline could destroy significant value especially for companies holding large BTC reserves. He said Bitcoin has failed as a safe haven like gold and could push aggressive corporate holders into BITCOIN SLIDE COULD WIPE OUT COMPANIES Michael Burry warned that Bitcoins ongoing decline could destroy significant value" [X Link](https://x.com/caprioleio/status/2018811732869972196) 2026-02-03T22:19Z 134.2K followers, 27.8K engagements "@_Checkmatey_ We have [---] DATs with collapsing mNAV and zero business model and the most quantum vulnerable asset in the world. What are we close to" [X Link](https://x.com/caprioleio/status/2018812866749763877) 2026-02-03T22:24Z 134.3K followers, 19.3K engagements "@morpheus7447x @_Checkmatey_ no I actually spoke about both of these major threats publicly at Token2049 when price was $125K" [X Link](https://x.com/caprioleio/status/2018819996772946233) 2026-02-03T22:52Z 134.3K followers, [---] engagements "@samensign43 This comment is pretty typical of what I just said about the current state of the market. I never said anything of such about quantum. Quantum risk timeline: https://x.com/caprioleio/status/2001127571594076368 You have to discount the value of Bitcoin by 34% today. There's a 34% chance Quantum breaks Bitcoin in the next [--] years. Given a 2-3 yr timeline to deploy fix this is the current discount rate. And it is growing. Every. Single. Day. https://t.co/KBxqdcoyGn https://x.com/caprioleio/status/2001127571594076368 You have to discount the value of Bitcoin by 34% today. There's a" [X Link](https://x.com/caprioleio/status/2018832025466355936) 2026-02-03T23:40Z 134.1K followers, [----] engagements "Hear hear. We're fighting an uphill battle against a blinkered mindset. But if you actually care about Bitcoin going a lot higher you will inform yourself and support the quantum proofing movement. We have a lot of work to do. bitcoiners need to realize I'm not a critic that can be dismissed through the traditional means - I have been around forever I know exactly how everything works - no one has leverage over me so no one can shut me up and I have the distribution to get my ideas out there - I bitcoiners need to realize I'm not a critic that can be dismissed through the traditional means -" [X Link](https://x.com/caprioleio/status/2019201507749687713) 2026-02-05T00:08Z 134.3K followers, 13.4K engagements "When you use sign up to any paid Capriole Charts plan on top of all the metrics and strategies you also get free Google Gemini PRO [--] AI chat included the worlds best frontier LLM today. http://Capriole.com/charts http://Capriole.com/charts http://Capriole.com/charts http://Capriole.com/charts" [X Link](https://x.com/caprioleio/status/2019286389221912779) 2026-02-05T05:46Z 134.2K followers, [----] engagements "Now might be an appropriate time to freshen up on the Bitcoin Quantum Threat and why Bitcoin has dropped -45% in the last [--] months. The threat is real it must be solved in [----]. THE QUANTUM THREAT My keynote on the main stage at The Global Blockchain Show [----] Abu Dhabi. - Why Bitcoin underperformed in [----] - Why Quantum Computing is Bitcoin's biggest threat - The probability that Quantum breaks Bitcoin - The impact on Bitcoin's value today. It's big - THE QUANTUM THREAT My keynote on the main stage at The Global Blockchain Show [----] Abu Dhabi. - Why Bitcoin underperformed in [----] - Why" [X Link](https://x.com/caprioleio/status/2019287991072801118) 2026-02-05T05:52Z 134.3K followers, 18.9K engagements "I think this take is simply ignoring the data. We have the historical growth rates for qubits we have the historical error improvement rates. This is all data driven. Its got nothing to do with this person said. There are at this point hundreds of case studies for quantum being used. The data and trend is as clear as day" [X Link](https://x.com/caprioleio/status/2019326606242943380) 2026-02-05T08:25Z 134.2K followers, [----] engagements "Strong technical support at $70-71K for BTC now would be as good a time as any for a bounce" [X Link](https://x.com/caprioleio/status/2019328534569971829) 2026-02-05T08:33Z 134.2K followers, 15.1K engagements "@XBT1337 $5K lower" [X Link](https://x.com/caprioleio/status/2019330674982023281) 2026-02-05T08:42Z 134.2K followers, [---] engagements "This picture needs to do a full [---] in [----]. If we don't get towards quantum consensus on Bitcoin this year expect FTX on steroids. people like matt corallo and adam back keep telling me that bitcoin developers are prioritizing quantum. so I went and found out what every developer has said about quantum risk their own words reveal a very different story. the most influential devs don't care. https://t.co/gnp3elN5f4 people like matt corallo and adam back keep telling me that bitcoin developers are prioritizing quantum. so I went and found out what every developer has said about quantum risk" [X Link](https://x.com/caprioleio/status/2019355806257528878) 2026-02-05T10:21Z 134.3K followers, 19.8K engagements "@_Checkmatey_ This the same as asking in [----] has an LLM ever written useful code" [X Link](https://x.com/caprioleio/status/2019362375103840687) 2026-02-05T10:48Z 134.3K followers, [----] engagements "@_Checkmatey_ No because you need a lot more to run shors at which point BTC is cooked. No one is suggesting that capability is here today" [X Link](https://x.com/caprioleio/status/2019365055004045606) 2026-02-05T10:58Z 134.2K followers, [---] engagements "@bodhicitta777 @_Checkmatey_ We've had double digital logical qubits for years. https://azure.microsoft.com/en-us/blog/quantum/2024/09/10/microsoft-and-quantinuum-create-12-logical-qubits-and-demonstrate-a-hybrid-end-to-end-chemistry-simulation/ https://azure.microsoft.com/en-us/blog/quantum/2024/09/10/microsoft-and-quantinuum-create-12-logical-qubits-and-demonstrate-a-hybrid-end-to-end-chemistry-simulation/" [X Link](https://x.com/caprioleio/status/2019406156515696787) 2026-02-05T13:42Z 134.2K followers, [---] engagements "Update: It matters when Bitcoins price floor falls. We are now trading below Production Cost ($65K) but Elec cost has fallen to $52K. It's starting to get juicy. This is not good. As the Bitcoin miner exodus continues Production Cost has collapsed to $69K. Electrical Cost is $55K. This has expanded the potential range for near term downside. https://t.co/Z0wcTT6CV8 This is not good. As the Bitcoin miner exodus continues Production Cost has collapsed to $69K. Electrical Cost is $55K. This has expanded the potential range for near term downside. https://t.co/Z0wcTT6CV8" [X Link](https://x.com/caprioleio/status/2019522509650162033) 2026-02-05T21:24Z 134.3K followers, 65.4K engagements "@nic_carter Saying Quantum is 10+ years away shows how little he has actually adressed this issue because he has no idea where the industry is at" [X Link](https://x.com/caprioleio/status/2019557500408983989) 2026-02-05T23:43Z 134.3K followers, [----] engagements "$50K not that far away now. I was serious when I said last year that price would need to go lower to incentivize proper attention to Bitcoin quantum security. This is the first promising progress we have seen to date. I genuinely hope Saylor is serious about establishing a well funded Bitcoin Security team. He would have significant sway across the network in affecting change. I am concerned that his statement today is a false flag to simply diminish mounting quantum fear without substantive action but I would love for this to be wrong. We have a lot of work to do and it needs to be done in" [X Link](https://x.com/caprioleio/status/2019608623354368387) 2026-02-06T03:06Z 134.3K followers, 29.5K engagements "@AndreaCapellin4 what are you showing here" [X Link](https://x.com/caprioleio/status/2019703494660489703) 2026-02-06T09:23Z 134.3K followers, [---] engagements "I would have missed this if our AI didn't spot it for me It just flipped bullish again. Live Mayer Multiple Chart: Capriole AI: AI Dashboard https://capriole.com/charts/chart=ai-dashboard https://capriole.com/charts/chart=capriole-ai https://capriole.com/charts/chart=mayer-multiple-btc https://capriole.com/charts/chart=ai-dashboard https://capriole.com/charts/chart=capriole-ai https://capriole.com/charts/chart=mayer-multiple-btc" [X Link](https://x.com/caprioleio/status/2019706179791069191) 2026-02-06T09:34Z 134.3K followers, [----] engagements "@EBCAPITAL1 It has worked every time look at the chart" [X Link](https://x.com/caprioleio/status/2019707104567947739) 2026-02-06T09:37Z 134.3K followers, [----] engagements "@RealTopsyKrett All my charts are at sadly most good data feeds outside of price died on TV onchain data etc. You can track Mayer Multiple live here and set alerts: https://capriole.com/charts/chart=mayer-multiple-btc http://Capriole.com/charts https://capriole.com/charts/chart=mayer-multiple-btc http://Capriole.com/charts" [X Link](https://x.com/caprioleio/status/2019707379278106719) 2026-02-06T09:38Z 134.3K followers, [----] engagements "Live chart + description: https://capriole.com/charts/chart=hodler-growth-rate-btc https://capriole.com/charts/chart=hodler-growth-rate-btc" [X Link](https://x.com/caprioleio/status/2019711320199999698) 2026-02-06T09:54Z 134.3K followers, [----] engagements "@The_Flip_Sides see below tweets" [X Link](https://x.com/caprioleio/status/2019721433681944722) 2026-02-06T10:34Z 134.3K followers, [----] engagements "@The_Flip_Sides no evidence of it as far as I am aware. Their reserves on chain are still high and growing today" [X Link](https://x.com/caprioleio/status/2019725739583758379) 2026-02-06T10:51Z 134.3K followers, [---] engagements "@_Checkmatey_ Hire a few lawyers acquire and liquidate. Provided the discount is enough (eg. 30%+) the costs of this can be outsourced to teams that do this daily and will still make this highly valuable. He would not have to do much at all. The profit far outweighs the cost" [X Link](https://x.com/caprioleio/status/2021128227033673744) 2026-02-10T07:44Z 134.3K followers, [----] engagements "Long-term holder puking ending Historically LTH dumping takes about [--] years from peak holdings to price bottom we just past that today" [X Link](https://x.com/caprioleio/status/2019711249483956454) 2026-02-06T09:54Z 134.3K followers, 24.5K engagements "@CoinDesk @Cointelegraph @mpost_io" [X Link](https://x.com/caprioleio/status/2021753326866665487) 2026-02-12T01:08Z 134.3K followers, [----] engagements "Absolutely wild to see Silver at #2 asset in the world" [X Link](https://x.com/caprioleio/status/2011920100291723533) 2026-01-15T21:55Z 134.3K followers, 76.2K engagements "Ledger is IPOing at $4B now but none of their wallets are quantum proof and will all need to be binned. Interesting timing" [X Link](https://x.com/caprioleio/status/2015039020917760385) 2026-01-24T12:28Z 134.3K followers, 20.9K engagements "Huge news. There's currently $200K running on this Bitcoin AI model today. Expect it to scale up into the $Ms as enhancements are deployed and capability proven in live trading. Capriole AI Bitcoin time series model just went live. Capriole AI uses world leading frontier LLMs (currently Google Gemini PRO 3) to process all of Capriole's metrics data indicators strategies research papers and publications to make informed holistic market decisions every https://t.co/va63twrk7U Capriole AI Bitcoin time series model just went live. Capriole AI uses world leading frontier LLMs (currently Google" [X Link](https://x.com/caprioleio/status/2019221945422868486) 2026-02-05T01:30Z 134.3K followers, 32.4K engagements "Bitcoin has closed below production cost for the first time since 2024" [X Link](https://x.com/caprioleio/status/2019597932677435787) 2026-02-06T02:24Z 134.3K followers, 12.4K engagements "RT @caprioleio: Bitcoin Yardstick has NEVER been lower. Deep deep value" [X Link](https://x.com/caprioleio/status/2019889869544427926) 2026-02-06T21:44Z 134.3K followers, [--] engagements "RT @caprioleio: The last time Bitcoin future and options markets were 100% bearish and price was down FTX was collapsing. It was an incred" [X Link](https://x.com/caprioleio/status/2019990408890355865) 2026-02-07T04:23Z 134.3K followers, [--] engagements "RT @capriole_fund: If you tracked Node strategy the last [--] months you would have saved yourself over 30% in drawdown. On $10000 that's $30" [X Link](https://x.com/anyuser/status/2021141265480572949) 2026-02-10T08:36Z 134.3K followers, [--] engagements "@CashflowingOptn @saylor a fair arguable outlier here though even if Bitcoin goes to zero Saylor will still be mega rich with his vast real estate portfolio" [X Link](https://x.com/caprioleio/status/2021481430807871663) 2026-02-11T07:08Z 134.3K followers, [---] engagements "RT @mpost_io: HSC Asset Management is committed to bridging the worlds of crypto and institutional assets. This edition features two dedica" [X Link](https://x.com/anyuser/status/2021813822936535082) 2026-02-12T05:09Z 134.3K followers, [--] engagements "Bitcoin's at $72K and the OG whales continue to dump like we're still at $125K" [X Link](https://x.com/caprioleio/status/2019203544092668080) 2026-02-05T00:16Z 134.3K followers, 48.3K engagements "RT @caprioleio: Incredibly rare and bullish Bitcoin signal is firing. Mayer Multiple perhaps the oldest Bitcoin model. It rarely hits 0.6x" [X Link](https://x.com/caprioleio/status/2019889907402182838) 2026-02-06T21:44Z 134.3K followers, [---] engagements "RT @caprioleio: Long-term holder puking ending Historically LTH dumping takes about [--] years from peak holdings to price bottom we just pa" [X Link](https://x.com/caprioleio/status/2019990443828867425) 2026-02-07T04:23Z 134.3K followers, [--] engagements "@Henry_20XX Maybe a couple percentage points. But he consistantly buys BItcoin at the worst price ($78K last week now down $10K) and the cost to liquidated these companies would be drastically less than what he is burning every week while unlocking a ton of shareholder value" [X Link](https://x.com/caprioleio/status/2021080811546767417) 2026-02-10T04:36Z 134.3K followers, [----] engagements "RT @Cointelegraph: โก As quantum capabilities advance Bitcoin faces a new set of security questions. Join @caprioleio of @capriole_fund" [X Link](https://x.com/caprioleio/status/2021426133695348981) 2026-02-11T03:28Z 134.3K followers, [--] engagements "The reason price is collapsing is because 1) Bitcoin is the most quantum vulnerable asset in the world which is why it decoupled from stocks and gold in [----]. 2) the Treasury Company model is failing and we don't need [---] treasury companies "Bitcoin ETFs" incentivized to use leverage and blow up. This has driven massive LT Holder selling in [----] and now miner exodus resulting in falling value across EV and Production Cost. Worse is many DATs are below cost basis now. When we solve or make significantly headway on [--] and [--] there will be huge repricing of BTC up. But until we can have the hard" [X Link](https://x.com/caprioleio/status/2017688576692216270) 2026-01-31T19:56Z 134.3K followers, 85.8K engagements "The Quantum threat is big and must be addressed with urgency this year. That said it does not justify prices of $60K _today_ it's more than fully priced in" [X Link](https://x.com/caprioleio/status/2019699877475987921) 2026-02-06T09:09Z 134.3K followers, 21.6K engagements "RT @TheBitcoinConf: WE'RE THRILLED TO ANNOUNCE CHARLES EDWARDS FOUNDER & CIO OF CAPRIOLE INVESTMENTS AS A BITCOIN [----] SPEAKER ๐งก HIS PRO" [X Link](https://x.com/caprioleio/status/2019907610020126940) 2026-02-06T22:54Z 134.3K followers, [--] engagements "It amazes me how good the human mind is at seeing what it wants to see. My position on quantum has been the same from day 1: - it's an existential threat. - we must act to upgrade Bitcoin. - we should act sooner rather than later to maximize trust and maximize the potential for Bitcoin to continue to deliver large outsized growth. - I am optimistic we will solve this threat. It is technically achievable. - When we get any traction in solving it Bitcoin will reprice a lot higher. - Until we solve it you have to discount the the fair value of Bitcoin. Today that is about 20% (20-30% odds" [X Link](https://x.com/caprioleio/status/2020645572584288643) 2026-02-08T23:47Z 134.3K followers, 13.6K engagements "On stage @ GammaPrime HK in [--] mins Panel followed by my keynote on "investing for 2030"" [X Link](https://x.com/caprioleio/status/2020707043217412559) 2026-02-09T03:51Z 134.3K followers, [----] engagements "Whatever probability you assign to Q-Day occuring in the next [--] years is the same discount factor you now need to apply to the value of Bitcoin today. It will take at least [--] year to get consensus on a Bitcoin upgrade and [--] year to fully deploy that solution. Collectively 2-3 years to upgrade Bitcoin. So if there's a 10% risk of Q-Day in [--] years you need to discount the terminal value of Bitcoin by 10% today. Until we get consensus on a Bitcoin upgrade the terminal value of Bitcoin declines every day as the Quantum threat rises" [X Link](https://x.com/caprioleio/status/1990572360643338745) 2025-11-18T00:06Z 134.3K followers, 14.5K engagements "How many times do I need to say this. We must upgrade Bitcoin in [----] Indeed given the current staggering rate of hardware progress I now think its a live possibility that well have a fault-tolerant quantum computer running Shors algorithm before the next US presidential election. Scott Aaronson (11/13/25) Indeed given the current staggering rate of hardware progress I now think its a live possibility that well have a fault-tolerant quantum computer running Shors algorithm before the next US presidential election. Scott Aaronson (11/13/25)" [X Link](https://x.com/caprioleio/status/1990935968413876536) 2025-11-19T00:11Z 134.3K followers, 39.7K engagements "VanEck CEO talking about the Bitcoin quantum risk and their readiness to dump it if the risk grows. We must quantum proof Bitcoin in 2026" [X Link](https://x.com/caprioleio/status/1992142035051225232) 2025-11-22T08:04Z 134.3K followers, 184.1K engagements "Are you starting to see Quantum is the only thing that matters right now Novo implies on the earnings call just now Galaxy had a client that sold $9b worth of bitcoin at least partially due to quantum Novo implies on the earnings call just now Galaxy had a client that sold $9b worth of bitcoin at least partially due to quantum" [X Link](https://x.com/caprioleio/status/2018796724018610617) 2026-02-03T21:20Z 134.3K followers, 21.4K engagements "This is the aggression stage of the cycle. People get mad when their scamcoins are not going up. Price is down 30-40% and logic flies out the window. It's the least enjoyable time to be in crypto. Tourists start to jump ship. Anger spreads on X. In the past the best time to be in crypto for me was the depths of the bear market. Why [--]. Value is highest = most exciting investment ops [--]. Scams frauds PnDers have all been wiped out [--]. Maxi mentality and blinkered views collapse [--]. Rubbish models and forecasts gone [--]. Get rich quick mentality gone What are you left with - True believers - Real" [X Link](https://x.com/caprioleio/status/2018824124811063704) 2026-02-03T23:09Z 134.3K followers, 24.7K engagements "Which [--] digit number do you need to see to realize the magnitude of the Bitcoin quantum threat" [X Link](https://x.com/caprioleio/status/2019202132147384466) 2026-02-05T00:11Z 134.3K followers, 41.8K engagements "What if human created AI expanding to AGI and beyond ultimately becomes God consumes the universe and all its energy and initiates the big bang" [X Link](https://x.com/caprioleio/status/2020498658656219234) 2026-02-08T14:03Z 134.3K followers, 12K engagements "Starting to get very excited about Bitcoin value opportunity" [X Link](https://x.com/caprioleio/status/2021747226054390152) 2026-02-12T00:44Z 134.3K followers, 16.5K engagements "25% of all Bitcoin is vulnerable to Quantum attack (Deloitte). At some point soon the Bitcoin community is going to need to make a very tough decision to effectively burn coins that do not migrate to Quantum proof addresses. Else we will see $Billions (possibly $Trillions) market dumped this decade" [X Link](https://x.com/anyuser/status/1975715778164052402) 2025-10-08T00:12Z 134.3K followers, 125K engagements "No one is talking about Bitcoin's hash rate collapsing -40% from ATH. The biggest miner capitulation since [----]. Yikes. Energy value falling in turn. Very certainly means some big miners are pivoting out of crypto" [X Link](https://x.com/caprioleio/status/2016702849481396354) 2026-01-29T02:40Z 134.3K followers, 330.8K engagements "The DAT model is a leverage explosion waiting to happen. Today there's [---] Bitcoin treasuries. By the end of [----] there were around [---] investment trusts. The trusts caused the [----] crash. The trusts are the same as DATs the only difference is instead of buying stocks DATs buy Bitcoin. There is no sustainable business model for generating yield on a fixed supply asset which incentivizes leverage when mNAVs collapse. How big can the DAT bubble grow That's the million dollar question. The Trust bubble went for nearly a decade. Today Bitcoin treasuries hold 12% of all Bitcoin the unwind will" [X Link](https://x.com/caprioleio/status/2018817163864444950) 2026-02-03T22:41Z 134.3K followers, 33.8K engagements "Bitcoin Yardstick has NEVER been lower. Deep deep value" [X Link](https://x.com/caprioleio/status/2019708707911999691) 2026-02-06T09:44Z 134.3K followers, 21.7K engagements "The last time Bitcoin future and options markets were 100% bearish and price was down FTX was collapsing. It was an incredible long-term opportunity. It's only happened [--] times before including today" [X Link](https://x.com/caprioleio/status/2019712846037405887) 2026-02-06T10:00Z 134.3K followers, 19.3K engagements "Bitcoin heater is firing. Every time it's been this low we've either seen at least a few days of recovery or a major bottom" [X Link](https://x.com/caprioleio/status/2020000575430279210) 2026-02-07T05:04Z 134.3K followers, 20.1K engagements "At the Consensus HK conference haven't seen one Bitcoin logo but there's about half dozen gold booths and banners. Interesting" [X Link](https://x.com/caprioleio/status/2021439489500119322) 2026-02-11T04:21Z 134.3K followers, [----] engagements "Pre [----] many if not most CT KOLs had all or most of their net worth in Bitcoin and crypto. Fast forward to today I can't name anyone all in" [X Link](https://x.com/caprioleio/status/2021480362711580833) 2026-02-11T07:04Z 134.3K followers, 12.9K engagements "Stablecoin mcaps only fall in bear markets. Historically stables have an up only trend with small pull backs seen only twice before from mid-2022 and October [----]. It means capital is leaving the crypto market today. Not a bottom signal but if like the past may suggest the process is somewhat advanced. In both prior cases stablecoin mcaps plateaued or trended back up as the Bitcoin price floor was put in. https://twitter.com/i/web/status/2021502668972360143 https://twitter.com/i/web/status/2021502668972360143" [X Link](https://x.com/caprioleio/status/2021502668972360143) 2026-02-11T08:32Z 134.3K followers, 17.2K engagements "If Bitcoin went to $8K no one is going to refinance MSTR it would go to [--] instantly. Look through history in massive leverage unwinds no one jumps in to save your burning ship. The entire MSTR business model hinges on Bitcoin going up double digits year after year else leverage becomes a problem. I also doubt we go to $8K so I doubt there is an issue this time (provided $8K is the real threshold) but Bitcoin won't grow at its historic 20%+ growth rate forever MSTR will need to pivot into a bitcoin bank eventually with "real yield" or fail. It's a ticking clock. I don't know how Saylor sleeps" [X Link](https://x.com/caprioleio/status/2021733329410929086) 2026-02-11T23:49Z 134.3K followers, 61.4K engagements "Hello Hong Kong Big day today speaking at [--] conferences. Come say hi ๐ HSC Asset Management ๐ฃ Topic: "Capital is Selective Again" 10:30am today ๐ Consensus HK ๐ฃ Topic: "How On-chain analysis has evolved" 2pm today (Convergence Stage) ๐ Longitude ๐ฃ Topic: "The Quantum threat & Bitcoin" 5:30pm today https://twitter.com/i/web/status/2021753236559163460 https://twitter.com/i/web/status/2021753236559163460" [X Link](https://x.com/caprioleio/status/2021753236559163460) 2026-02-12T01:08Z 134.3K followers, [----] engagements "@TamagoFluffy @andurobtc @intangiblecoins @nic_carter No we are a long way from quantum proofing BTC. This is a small very positive stepping stone. But 95% of the work still lies ahead" [X Link](https://x.com/caprioleio/status/2021814576585826744) 2026-02-12T05:12Z 134.3K followers, [---] engagements "Quantum in war Clearing the fog of war. Delivering warfighter clarity. Through the @DeptofWar's Quantum and Battlefield Information Dominance (QBID) Critical Technology Area were equipping warfighters with the precision and unmatched situational awareness needed to dominate every domain of https://t.co/Wa9BqVObEU Clearing the fog of war. Delivering warfighter clarity. Through the @DeptofWar's Quantum and Battlefield Information Dominance (QBID) Critical Technology Area were equipping warfighters with the precision and unmatched situational awareness needed to dominate every domain of" [X Link](https://x.com/caprioleio/status/2021971334205718830) 2026-02-12T15:35Z 134.3K followers, [----] engagements "@optforvol Context https://x.com/caprioleio/status/2016702849481396354 No one is talking about Bitcoin's hash rate collapsing -40% from ATH. The biggest miner capitulation since [----]. Yikes. Energy value falling in turn. Very certainly means some big miners are pivoting out of crypto. https://t.co/JKFQmQeHYl https://x.com/caprioleio/status/2016702849481396354 No one is talking about Bitcoin's hash rate collapsing -40% from ATH. The biggest miner capitulation since [----]. Yikes. Energy value falling in turn. Very certainly means some big miners are pivoting out of crypto. https://t.co/JKFQmQeHYl" [X Link](https://x.com/caprioleio/status/2017046778961678727) 2026-01-30T01:26Z 134K followers, [---] engagements "@0x_Kun One-sided rigidity like this won't take you far in investing especially in an asset class that repeatedly goes down 80-90% every few years" [X Link](https://x.com/caprioleio/status/2017068099397402677) 2026-01-30T02:51Z 134K followers, [---] engagements "@0x_Kun You clearly don't know me or understand my business at all I wish you well" [X Link](https://x.com/caprioleio/status/2017071746122448901) 2026-01-30T03:05Z 134K followers, [---] engagements "My goal is to be fully allocated to crypto by end of this year. Any cash positions I held for the last 12-24 mths for rare opportunities will be deployed. Could a better chance come in [----] Absolutely. But my data suggests it's best to be allocated 4-6mths out from the Halving" [X Link](https://x.com/anyuser/status/1711773608836808723) 2023-10-10T16:00Z 134.3K followers, 87.4K engagements "The Euro is at [--] year lows. The Yen is at [--] year lows. The Pound is at [--] year lows. We are seeing the collapse of ponzi currencies into hard currencies. First all fiats collapse into USD then the USD into Bitcoin" [X Link](https://x.com/caprioleio/status/1573434640911966208) 2022-09-23T22:10Z 134.3K followers, 10.7K engagements "My plan B is not Bitcoin. It's Quantum. For many years plan A was Bitcoin but without change we need a Plan B" [X Link](https://x.com/caprioleio/status/1975347326140227845) 2025-10-06T23:47Z 134.1K followers, 35.6K engagements "@1760_hit I've provided that data many times" [X Link](https://x.com/caprioleio/status/2001144888843493691) 2025-12-17T04:18Z 134.2K followers, [----] engagements "Monero new all time high. Coincidence or signal" [X Link](https://x.com/caprioleio/status/2010634396492288013) 2026-01-12T08:46Z 134.3K followers, 44.1K engagements "Gold is money once again. And why a gold price over $12000 makes sense. https://caprioleio.substack.com/p/gold-is-money-once-again https://caprioleio.substack.com/p/gold-is-money-once-again" [X Link](https://x.com/caprioleio/status/2014565608424407274) 2026-01-23T05:07Z 134K followers, 69.7K engagements "Let the FOMO post $5K supply squeeze begin https://open.substack.com/pub/caprioleio/p/gold-is-money-once-againutm_source=direct&r=nc12r&utm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/caprioleio/p/gold-is-money-once-againutm_source=direct&r=nc12r&utm_campaign=post-expanded-share&utm_medium=web" [X Link](https://x.com/caprioleio/status/2015623791884501037) 2026-01-26T03:12Z 134K followers, 16.3K engagements "@IncomeSharks Why should they" [X Link](https://x.com/caprioleio/status/2017785900051402791) 2026-02-01T02:23Z 134K followers, [----] engagements "If @rollbitcom was an equity with an average PE ratio of [--] it would be trading 3.5X higher. At $0.24 today that means it would be $0.84. It is very rare that I see equity-like tokenomics tokens that pay out fixed shares of revenue to holders (via burn) like Rollbit" [X Link](https://x.com/caprioleio/status/1722962453993316356) 2023-11-10T13:00Z 134.3K followers, 28.7K engagements ".@lopp what can we do to help progress your Quantum BIP We need more coverage on this for Bitcoin" [X Link](https://x.com/anyuser/status/1975361667992293868) 2025-10-07T00:44Z 134.3K followers, 10.6K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@caprioleio Charles EdwardsCharles Edwards posts on X about bitcoin, gold, crypto, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence cryptocurrencies #896 finance 36% stocks 5% technology brands 4% countries 1% events 1% travel destinations 1% currencies 1%
Social topic influence bitcoin #437, gold #4319, crypto #2822, in the 6%, ai 5%, bullish #1514, we are 4%, the world 4%, business #1394, market #4643
Top accounts mentioned or mentioned by @cointelegraph @checkmatey @r8raq @dsharv719 @tamagofluffy @johnso13475 @checkmatey @chillerid76 @masterbtcltc @capriolefund @0xfamus @bodhicitta777 @tectonic_leek @coindesk @alext3640938762 @morpheus7447x @samensign43 @xbt1337 @niccarter @realtopsykrett
Top assets mentioned Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Impinj, Inc. Common Stock (PI) Morgan Stanley (MS) TARIFF MAN (BILLIONS) trillions (TRILLIONS)
Top posts by engagements in the last [--] hours
"THE QUANTUM THREAT My keynote on the main stage at The Global Blockchain Show [----] Abu Dhabi. - Why Bitcoin underperformed in [----] - Why Quantum Computing is Bitcoin's biggest threat - The probability that Quantum breaks Bitcoin - The impact on Bitcoin's value today. It's big - How we can solve it - Why we must act in [----] - How Capriole Investments is navigating this risk @0xGBS https://www.youtube.com/watchv=XbPoetEmQJE https://www.youtube.com/watchv=XbPoetEmQJE"
X Link 2026-01-09T05:07Z 134.3K followers, 67.9K engagements
"This is not good. As the Bitcoin miner exodus continues Production Cost has collapsed to $69K. Electrical Cost is $55K. This has expanded the potential range for near term downside"
X Link 2026-01-30T01:55Z 134.3K followers, 215.8K engagements
"Incredibly rare and bullish Bitcoin signal is firing. Mayer Multiple perhaps the oldest Bitcoin model. It rarely hits 0.6x. Can price go lower yes but this is historically one of the best buy signals in Bitcoin history"
X Link 2026-02-06T09:29Z 134.3K followers, 75.7K engagements
"Why is Saylor buying the high Bitcoin price every week burning shareholder value when he could just buy & liquidate [--] DATs trading at a discount and yield 30%+ instantly"
X Link 2026-02-10T04:26Z 134.3K followers, 39.6K engagements
"QUANTUM COMPUTING The next big tech frontier awaiting it's "AI moment". This is the industry I am most bullish on today. Imagine buying Bitcoin at $500. [--] days to go until the EXPECTED $PI mainnet launch #Pinetwork #OpenMainNet [--] days to go until the EXPECTED $PI mainnet launch #Pinetwork #OpenMainNet"
X Link 2024-12-11T11:20Z 134.1K followers, 2.2M engagements
"Here is the truth bomb everyone is ignoring. 20-30% of Bitcoin will be taken by a Quantum Machine within 2-8 years and there is absolutely nothing we can do to stop this. These are P2PK addresses like Satoshis $125B and many other old/lost coins. Bitcoiners have a painful decision to make that we must start discussing now. Do we: A) Let the Quantum hackers take it and market dump half a $Trillion + B) Do we agree a migration period for these coins and if they don't migrate to Quantum Proof addresses in time we BURN all their assets These are the only two options we have. I currently lean"
X Link 2025-10-15T23:01Z 134.3K followers, 713.9K engagements
"Institutions have now flipped net sellers of Bitcoin. Wow"
X Link 2025-11-06T11:12Z 134.3K followers, 36.9K engagements
"Central Banks are max bidding Gold. ETF flows haven't even moved in [--] years. So we are a long way from demand saturation. What do you think will happen when Gold breaks $5000 Expect retail FOMO"
X Link 2026-01-23T01:57Z 134.3K followers, 16.2K engagements
"BREAKING: Central banks are buying gold and don't care what the price is. Poland just approved to buy another [---] tonnes of Gold (more than Brazil and Mexico have) and board member Sobon said today and I quote: "The price is not a primary consideration for us." https://twitter.com/i/web/status/2016026876800852153 https://twitter.com/i/web/status/2016026876800852153"
X Link 2026-01-27T05:53Z 134.1K followers, 16.9K engagements
"People thought it was crazy when we added gold and equities to our crypto strategy [--] years ago. Macro funds were not cool. We were asked "How does it fit in my portfolio" For me it was obvious. For the same reasons I was deeply excited by Bitcoin in [----] I am also deeply excited by gold and quantum computing. They were/are the elephants in the room for me. We've faced push back but in hindsight adapted and positioned correctly. @capriole_fund equities and commodities strategies have vastly outperformed their underlying and our crypto strategies by multiples in [----] and [----]. They also improve"
X Link 2026-01-29T01:31Z 134.2K followers, 13.4K engagements
"Remember when just [--] year ago Jensen said how Quantum was [--] years away Ha hah. my how things change. If only the Bitcoin community could move as fast on Quantum as Nvidia. I continue to hope. Until then a sea of money is about to flow into Quantum stocks for national security. BREAKING: Nvidia calls for Congress to act quickly and reauthorize the National Quantum Initiative: Sustained U.S. leadership in quantum information science is critical to ensuring that breakthroughs in computing sensing networking and materials translate into secure https://t.co/6JTwRLSriV BREAKING: Nvidia calls for"
X Link 2026-01-29T02:44Z 134.3K followers, 22K engagements
"The biggest most well capitalized company in the world is calling on the US Congress to pump funding into Quantum Computing for national security. Yes NVIDIA. Wow"
X Link 2026-01-29T02:51Z 134.2K followers, 12.7K engagements
"Highest gold vol since [----] probably not the place to buy"
X Link 2026-01-29T03:14Z 134.1K followers, 25.6K engagements
"@dsharv719 @QANplatform Imagine thinking any encryption will last [----] years"
X Link 2026-01-29T11:09Z 134.1K followers, [---] engagements
"Midas strategy @ Capriole Charts since mid [----] has outperformed Gold by 50% delivering 99.6% return"
X Link 2026-01-30T02:23Z 134.1K followers, 10.4K engagements
"@0xFamus If you think $600M matters in this market today that's the midcurve"
X Link 2026-01-31T20:08Z 134.2K followers, [----] engagements
"Zeus strategy now live @ Capriole Charts"
X Link 2026-02-02T02:46Z 134.3K followers, 10.1K engagements
"Bitcoin is back to [----] prices when priced in Gold"
X Link 2026-02-03T08:34Z 134.2K followers, 33K engagements
"Who's in HK next week I am speaking at: 1) Tokenized Capital Summit (9th) keynote @ 11:45 and panel @ 11:10. Theme: "navigating macro investing" 2) Cointelegraph Longitude (11th) @ 5:30pm. Theme: "quantum computing" 3) HSC Conference (12th) @ 10:30am. Theme: "capital is selective" 4) Consensus2026 (12th) @ 2pm. Theme: "Bitcoin on-chain investing" Come say hi @Cointelegraph @CoinDesk https://twitter.com/i/web/status/2018647381303033864 https://twitter.com/i/web/status/2018647381303033864"
X Link 2026-02-03T11:26Z 134.3K followers, [----] engagements
"@AlexT3640938762 You will get more slippage in BTC. We've done these trades before"
X Link 2026-02-03T21:28Z 134.1K followers, [---] engagements
"The Big Short man himself is also calling out that the Bitcoin Treasury Company model is failing. There is no world where 200+ DATs makes sense. The incentive structure leads to destruction. BITCOIN SLIDE COULD WIPE OUT COMPANIES Michael Burry warned that Bitcoins ongoing decline could destroy significant value especially for companies holding large BTC reserves. He said Bitcoin has failed as a safe haven like gold and could push aggressive corporate holders into BITCOIN SLIDE COULD WIPE OUT COMPANIES Michael Burry warned that Bitcoins ongoing decline could destroy significant value"
X Link 2026-02-03T22:19Z 134.2K followers, 27.8K engagements
"@Checkmatey We have [---] DATs with collapsing mNAV and zero business model and the most quantum vulnerable asset in the world. What are we close to"
X Link 2026-02-03T22:24Z 134.3K followers, 19.3K engagements
"@morpheus7447x @Checkmatey no I actually spoke about both of these major threats publicly at Token2049 when price was $125K"
X Link 2026-02-03T22:52Z 134.3K followers, [---] engagements
"@samensign43 This comment is pretty typical of what I just said about the current state of the market. I never said anything of such about quantum. Quantum risk timeline: https://x.com/caprioleio/status/2001127571594076368 You have to discount the value of Bitcoin by 34% today. There's a 34% chance Quantum breaks Bitcoin in the next [--] years. Given a 2-3 yr timeline to deploy fix this is the current discount rate. And it is growing. Every. Single. Day. https://t.co/KBxqdcoyGn https://x.com/caprioleio/status/2001127571594076368 You have to discount the value of Bitcoin by 34% today. There's a"
X Link 2026-02-03T23:40Z 134.1K followers, [----] engagements
"Hear hear. We're fighting an uphill battle against a blinkered mindset. But if you actually care about Bitcoin going a lot higher you will inform yourself and support the quantum proofing movement. We have a lot of work to do. bitcoiners need to realize I'm not a critic that can be dismissed through the traditional means - I have been around forever I know exactly how everything works - no one has leverage over me so no one can shut me up and I have the distribution to get my ideas out there - I bitcoiners need to realize I'm not a critic that can be dismissed through the traditional means -"
X Link 2026-02-05T00:08Z 134.3K followers, 13.4K engagements
"When you use sign up to any paid Capriole Charts plan on top of all the metrics and strategies you also get free Google Gemini PRO [--] AI chat included the worlds best frontier LLM today. http://Capriole.com/charts http://Capriole.com/charts http://Capriole.com/charts http://Capriole.com/charts"
X Link 2026-02-05T05:46Z 134.2K followers, [----] engagements
"Now might be an appropriate time to freshen up on the Bitcoin Quantum Threat and why Bitcoin has dropped -45% in the last [--] months. The threat is real it must be solved in [----]. THE QUANTUM THREAT My keynote on the main stage at The Global Blockchain Show [----] Abu Dhabi. - Why Bitcoin underperformed in [----] - Why Quantum Computing is Bitcoin's biggest threat - The probability that Quantum breaks Bitcoin - The impact on Bitcoin's value today. It's big - THE QUANTUM THREAT My keynote on the main stage at The Global Blockchain Show [----] Abu Dhabi. - Why Bitcoin underperformed in [----] - Why"
X Link 2026-02-05T05:52Z 134.3K followers, 18.9K engagements
"I think this take is simply ignoring the data. We have the historical growth rates for qubits we have the historical error improvement rates. This is all data driven. Its got nothing to do with this person said. There are at this point hundreds of case studies for quantum being used. The data and trend is as clear as day"
X Link 2026-02-05T08:25Z 134.2K followers, [----] engagements
"Strong technical support at $70-71K for BTC now would be as good a time as any for a bounce"
X Link 2026-02-05T08:33Z 134.2K followers, 15.1K engagements
"@XBT1337 $5K lower"
X Link 2026-02-05T08:42Z 134.2K followers, [---] engagements
"This picture needs to do a full [---] in [----]. If we don't get towards quantum consensus on Bitcoin this year expect FTX on steroids. people like matt corallo and adam back keep telling me that bitcoin developers are prioritizing quantum. so I went and found out what every developer has said about quantum risk their own words reveal a very different story. the most influential devs don't care. https://t.co/gnp3elN5f4 people like matt corallo and adam back keep telling me that bitcoin developers are prioritizing quantum. so I went and found out what every developer has said about quantum risk"
X Link 2026-02-05T10:21Z 134.3K followers, 19.8K engagements
"@Checkmatey This the same as asking in [----] has an LLM ever written useful code"
X Link 2026-02-05T10:48Z 134.3K followers, [----] engagements
"@Checkmatey No because you need a lot more to run shors at which point BTC is cooked. No one is suggesting that capability is here today"
X Link 2026-02-05T10:58Z 134.2K followers, [---] engagements
"@bodhicitta777 @Checkmatey We've had double digital logical qubits for years. https://azure.microsoft.com/en-us/blog/quantum/2024/09/10/microsoft-and-quantinuum-create-12-logical-qubits-and-demonstrate-a-hybrid-end-to-end-chemistry-simulation/ https://azure.microsoft.com/en-us/blog/quantum/2024/09/10/microsoft-and-quantinuum-create-12-logical-qubits-and-demonstrate-a-hybrid-end-to-end-chemistry-simulation/"
X Link 2026-02-05T13:42Z 134.2K followers, [---] engagements
"Update: It matters when Bitcoins price floor falls. We are now trading below Production Cost ($65K) but Elec cost has fallen to $52K. It's starting to get juicy. This is not good. As the Bitcoin miner exodus continues Production Cost has collapsed to $69K. Electrical Cost is $55K. This has expanded the potential range for near term downside. https://t.co/Z0wcTT6CV8 This is not good. As the Bitcoin miner exodus continues Production Cost has collapsed to $69K. Electrical Cost is $55K. This has expanded the potential range for near term downside. https://t.co/Z0wcTT6CV8"
X Link 2026-02-05T21:24Z 134.3K followers, 65.4K engagements
"@nic_carter Saying Quantum is 10+ years away shows how little he has actually adressed this issue because he has no idea where the industry is at"
X Link 2026-02-05T23:43Z 134.3K followers, [----] engagements
"$50K not that far away now. I was serious when I said last year that price would need to go lower to incentivize proper attention to Bitcoin quantum security. This is the first promising progress we have seen to date. I genuinely hope Saylor is serious about establishing a well funded Bitcoin Security team. He would have significant sway across the network in affecting change. I am concerned that his statement today is a false flag to simply diminish mounting quantum fear without substantive action but I would love for this to be wrong. We have a lot of work to do and it needs to be done in"
X Link 2026-02-06T03:06Z 134.3K followers, 29.5K engagements
"@AndreaCapellin4 what are you showing here"
X Link 2026-02-06T09:23Z 134.3K followers, [---] engagements
"I would have missed this if our AI didn't spot it for me It just flipped bullish again. Live Mayer Multiple Chart: Capriole AI: AI Dashboard https://capriole.com/charts/chart=ai-dashboard https://capriole.com/charts/chart=capriole-ai https://capriole.com/charts/chart=mayer-multiple-btc https://capriole.com/charts/chart=ai-dashboard https://capriole.com/charts/chart=capriole-ai https://capriole.com/charts/chart=mayer-multiple-btc"
X Link 2026-02-06T09:34Z 134.3K followers, [----] engagements
"@EBCAPITAL1 It has worked every time look at the chart"
X Link 2026-02-06T09:37Z 134.3K followers, [----] engagements
"@RealTopsyKrett All my charts are at sadly most good data feeds outside of price died on TV onchain data etc. You can track Mayer Multiple live here and set alerts: https://capriole.com/charts/chart=mayer-multiple-btc http://Capriole.com/charts https://capriole.com/charts/chart=mayer-multiple-btc http://Capriole.com/charts"
X Link 2026-02-06T09:38Z 134.3K followers, [----] engagements
"Live chart + description: https://capriole.com/charts/chart=hodler-growth-rate-btc https://capriole.com/charts/chart=hodler-growth-rate-btc"
X Link 2026-02-06T09:54Z 134.3K followers, [----] engagements
"@The_Flip_Sides see below tweets"
X Link 2026-02-06T10:34Z 134.3K followers, [----] engagements
"@The_Flip_Sides no evidence of it as far as I am aware. Their reserves on chain are still high and growing today"
X Link 2026-02-06T10:51Z 134.3K followers, [---] engagements
"@Checkmatey Hire a few lawyers acquire and liquidate. Provided the discount is enough (eg. 30%+) the costs of this can be outsourced to teams that do this daily and will still make this highly valuable. He would not have to do much at all. The profit far outweighs the cost"
X Link 2026-02-10T07:44Z 134.3K followers, [----] engagements
"Long-term holder puking ending Historically LTH dumping takes about [--] years from peak holdings to price bottom we just past that today"
X Link 2026-02-06T09:54Z 134.3K followers, 24.5K engagements
"@CoinDesk @Cointelegraph @mpost_io"
X Link 2026-02-12T01:08Z 134.3K followers, [----] engagements
"Absolutely wild to see Silver at #2 asset in the world"
X Link 2026-01-15T21:55Z 134.3K followers, 76.2K engagements
"Ledger is IPOing at $4B now but none of their wallets are quantum proof and will all need to be binned. Interesting timing"
X Link 2026-01-24T12:28Z 134.3K followers, 20.9K engagements
"Huge news. There's currently $200K running on this Bitcoin AI model today. Expect it to scale up into the $Ms as enhancements are deployed and capability proven in live trading. Capriole AI Bitcoin time series model just went live. Capriole AI uses world leading frontier LLMs (currently Google Gemini PRO 3) to process all of Capriole's metrics data indicators strategies research papers and publications to make informed holistic market decisions every https://t.co/va63twrk7U Capriole AI Bitcoin time series model just went live. Capriole AI uses world leading frontier LLMs (currently Google"
X Link 2026-02-05T01:30Z 134.3K followers, 32.4K engagements
"Bitcoin has closed below production cost for the first time since 2024"
X Link 2026-02-06T02:24Z 134.3K followers, 12.4K engagements
"RT @caprioleio: Bitcoin Yardstick has NEVER been lower. Deep deep value"
X Link 2026-02-06T21:44Z 134.3K followers, [--] engagements
"RT @caprioleio: The last time Bitcoin future and options markets were 100% bearish and price was down FTX was collapsing. It was an incred"
X Link 2026-02-07T04:23Z 134.3K followers, [--] engagements
"RT @capriole_fund: If you tracked Node strategy the last [--] months you would have saved yourself over 30% in drawdown. On $10000 that's $30"
X Link 2026-02-10T08:36Z 134.3K followers, [--] engagements
"@CashflowingOptn @saylor a fair arguable outlier here though even if Bitcoin goes to zero Saylor will still be mega rich with his vast real estate portfolio"
X Link 2026-02-11T07:08Z 134.3K followers, [---] engagements
"RT @mpost_io: HSC Asset Management is committed to bridging the worlds of crypto and institutional assets. This edition features two dedica"
X Link 2026-02-12T05:09Z 134.3K followers, [--] engagements
"Bitcoin's at $72K and the OG whales continue to dump like we're still at $125K"
X Link 2026-02-05T00:16Z 134.3K followers, 48.3K engagements
"RT @caprioleio: Incredibly rare and bullish Bitcoin signal is firing. Mayer Multiple perhaps the oldest Bitcoin model. It rarely hits 0.6x"
X Link 2026-02-06T21:44Z 134.3K followers, [---] engagements
"RT @caprioleio: Long-term holder puking ending Historically LTH dumping takes about [--] years from peak holdings to price bottom we just pa"
X Link 2026-02-07T04:23Z 134.3K followers, [--] engagements
"@Henry_20XX Maybe a couple percentage points. But he consistantly buys BItcoin at the worst price ($78K last week now down $10K) and the cost to liquidated these companies would be drastically less than what he is burning every week while unlocking a ton of shareholder value"
X Link 2026-02-10T04:36Z 134.3K followers, [----] engagements
"RT @Cointelegraph: โก As quantum capabilities advance Bitcoin faces a new set of security questions. Join @caprioleio of @capriole_fund"
X Link 2026-02-11T03:28Z 134.3K followers, [--] engagements
"The reason price is collapsing is because 1) Bitcoin is the most quantum vulnerable asset in the world which is why it decoupled from stocks and gold in [----]. 2) the Treasury Company model is failing and we don't need [---] treasury companies "Bitcoin ETFs" incentivized to use leverage and blow up. This has driven massive LT Holder selling in [----] and now miner exodus resulting in falling value across EV and Production Cost. Worse is many DATs are below cost basis now. When we solve or make significantly headway on [--] and [--] there will be huge repricing of BTC up. But until we can have the hard"
X Link 2026-01-31T19:56Z 134.3K followers, 85.8K engagements
"The Quantum threat is big and must be addressed with urgency this year. That said it does not justify prices of $60K today it's more than fully priced in"
X Link 2026-02-06T09:09Z 134.3K followers, 21.6K engagements
"RT @TheBitcoinConf: WE'RE THRILLED TO ANNOUNCE CHARLES EDWARDS FOUNDER & CIO OF CAPRIOLE INVESTMENTS AS A BITCOIN [----] SPEAKER ๐งก HIS PRO"
X Link 2026-02-06T22:54Z 134.3K followers, [--] engagements
"It amazes me how good the human mind is at seeing what it wants to see. My position on quantum has been the same from day 1: - it's an existential threat. - we must act to upgrade Bitcoin. - we should act sooner rather than later to maximize trust and maximize the potential for Bitcoin to continue to deliver large outsized growth. - I am optimistic we will solve this threat. It is technically achievable. - When we get any traction in solving it Bitcoin will reprice a lot higher. - Until we solve it you have to discount the the fair value of Bitcoin. Today that is about 20% (20-30% odds"
X Link 2026-02-08T23:47Z 134.3K followers, 13.6K engagements
"On stage @ GammaPrime HK in [--] mins Panel followed by my keynote on "investing for 2030""
X Link 2026-02-09T03:51Z 134.3K followers, [----] engagements
"Whatever probability you assign to Q-Day occuring in the next [--] years is the same discount factor you now need to apply to the value of Bitcoin today. It will take at least [--] year to get consensus on a Bitcoin upgrade and [--] year to fully deploy that solution. Collectively 2-3 years to upgrade Bitcoin. So if there's a 10% risk of Q-Day in [--] years you need to discount the terminal value of Bitcoin by 10% today. Until we get consensus on a Bitcoin upgrade the terminal value of Bitcoin declines every day as the Quantum threat rises"
X Link 2025-11-18T00:06Z 134.3K followers, 14.5K engagements
"How many times do I need to say this. We must upgrade Bitcoin in [----] Indeed given the current staggering rate of hardware progress I now think its a live possibility that well have a fault-tolerant quantum computer running Shors algorithm before the next US presidential election. Scott Aaronson (11/13/25) Indeed given the current staggering rate of hardware progress I now think its a live possibility that well have a fault-tolerant quantum computer running Shors algorithm before the next US presidential election. Scott Aaronson (11/13/25)"
X Link 2025-11-19T00:11Z 134.3K followers, 39.7K engagements
"VanEck CEO talking about the Bitcoin quantum risk and their readiness to dump it if the risk grows. We must quantum proof Bitcoin in 2026"
X Link 2025-11-22T08:04Z 134.3K followers, 184.1K engagements
"Are you starting to see Quantum is the only thing that matters right now Novo implies on the earnings call just now Galaxy had a client that sold $9b worth of bitcoin at least partially due to quantum Novo implies on the earnings call just now Galaxy had a client that sold $9b worth of bitcoin at least partially due to quantum"
X Link 2026-02-03T21:20Z 134.3K followers, 21.4K engagements
"This is the aggression stage of the cycle. People get mad when their scamcoins are not going up. Price is down 30-40% and logic flies out the window. It's the least enjoyable time to be in crypto. Tourists start to jump ship. Anger spreads on X. In the past the best time to be in crypto for me was the depths of the bear market. Why [--]. Value is highest = most exciting investment ops [--]. Scams frauds PnDers have all been wiped out [--]. Maxi mentality and blinkered views collapse [--]. Rubbish models and forecasts gone [--]. Get rich quick mentality gone What are you left with - True believers - Real"
X Link 2026-02-03T23:09Z 134.3K followers, 24.7K engagements
"Which [--] digit number do you need to see to realize the magnitude of the Bitcoin quantum threat"
X Link 2026-02-05T00:11Z 134.3K followers, 41.8K engagements
"What if human created AI expanding to AGI and beyond ultimately becomes God consumes the universe and all its energy and initiates the big bang"
X Link 2026-02-08T14:03Z 134.3K followers, 12K engagements
"Starting to get very excited about Bitcoin value opportunity"
X Link 2026-02-12T00:44Z 134.3K followers, 16.5K engagements
"25% of all Bitcoin is vulnerable to Quantum attack (Deloitte). At some point soon the Bitcoin community is going to need to make a very tough decision to effectively burn coins that do not migrate to Quantum proof addresses. Else we will see $Billions (possibly $Trillions) market dumped this decade"
X Link 2025-10-08T00:12Z 134.3K followers, 125K engagements
"No one is talking about Bitcoin's hash rate collapsing -40% from ATH. The biggest miner capitulation since [----]. Yikes. Energy value falling in turn. Very certainly means some big miners are pivoting out of crypto"
X Link 2026-01-29T02:40Z 134.3K followers, 330.8K engagements
"The DAT model is a leverage explosion waiting to happen. Today there's [---] Bitcoin treasuries. By the end of [----] there were around [---] investment trusts. The trusts caused the [----] crash. The trusts are the same as DATs the only difference is instead of buying stocks DATs buy Bitcoin. There is no sustainable business model for generating yield on a fixed supply asset which incentivizes leverage when mNAVs collapse. How big can the DAT bubble grow That's the million dollar question. The Trust bubble went for nearly a decade. Today Bitcoin treasuries hold 12% of all Bitcoin the unwind will"
X Link 2026-02-03T22:41Z 134.3K followers, 33.8K engagements
"Bitcoin Yardstick has NEVER been lower. Deep deep value"
X Link 2026-02-06T09:44Z 134.3K followers, 21.7K engagements
"The last time Bitcoin future and options markets were 100% bearish and price was down FTX was collapsing. It was an incredible long-term opportunity. It's only happened [--] times before including today"
X Link 2026-02-06T10:00Z 134.3K followers, 19.3K engagements
"Bitcoin heater is firing. Every time it's been this low we've either seen at least a few days of recovery or a major bottom"
X Link 2026-02-07T05:04Z 134.3K followers, 20.1K engagements
"At the Consensus HK conference haven't seen one Bitcoin logo but there's about half dozen gold booths and banners. Interesting"
X Link 2026-02-11T04:21Z 134.3K followers, [----] engagements
"Pre [----] many if not most CT KOLs had all or most of their net worth in Bitcoin and crypto. Fast forward to today I can't name anyone all in"
X Link 2026-02-11T07:04Z 134.3K followers, 12.9K engagements
"Stablecoin mcaps only fall in bear markets. Historically stables have an up only trend with small pull backs seen only twice before from mid-2022 and October [----]. It means capital is leaving the crypto market today. Not a bottom signal but if like the past may suggest the process is somewhat advanced. In both prior cases stablecoin mcaps plateaued or trended back up as the Bitcoin price floor was put in. https://twitter.com/i/web/status/2021502668972360143 https://twitter.com/i/web/status/2021502668972360143"
X Link 2026-02-11T08:32Z 134.3K followers, 17.2K engagements
"If Bitcoin went to $8K no one is going to refinance MSTR it would go to [--] instantly. Look through history in massive leverage unwinds no one jumps in to save your burning ship. The entire MSTR business model hinges on Bitcoin going up double digits year after year else leverage becomes a problem. I also doubt we go to $8K so I doubt there is an issue this time (provided $8K is the real threshold) but Bitcoin won't grow at its historic 20%+ growth rate forever MSTR will need to pivot into a bitcoin bank eventually with "real yield" or fail. It's a ticking clock. I don't know how Saylor sleeps"
X Link 2026-02-11T23:49Z 134.3K followers, 61.4K engagements
"Hello Hong Kong Big day today speaking at [--] conferences. Come say hi ๐ HSC Asset Management ๐ฃ Topic: "Capital is Selective Again" 10:30am today ๐ Consensus HK ๐ฃ Topic: "How On-chain analysis has evolved" 2pm today (Convergence Stage) ๐ Longitude ๐ฃ Topic: "The Quantum threat & Bitcoin" 5:30pm today https://twitter.com/i/web/status/2021753236559163460 https://twitter.com/i/web/status/2021753236559163460"
X Link 2026-02-12T01:08Z 134.3K followers, [----] engagements
"@TamagoFluffy @andurobtc @intangiblecoins @nic_carter No we are a long way from quantum proofing BTC. This is a small very positive stepping stone. But 95% of the work still lies ahead"
X Link 2026-02-12T05:12Z 134.3K followers, [---] engagements
"Quantum in war Clearing the fog of war. Delivering warfighter clarity. Through the @DeptofWar's Quantum and Battlefield Information Dominance (QBID) Critical Technology Area were equipping warfighters with the precision and unmatched situational awareness needed to dominate every domain of https://t.co/Wa9BqVObEU Clearing the fog of war. Delivering warfighter clarity. Through the @DeptofWar's Quantum and Battlefield Information Dominance (QBID) Critical Technology Area were equipping warfighters with the precision and unmatched situational awareness needed to dominate every domain of"
X Link 2026-02-12T15:35Z 134.3K followers, [----] engagements
"@optforvol Context https://x.com/caprioleio/status/2016702849481396354 No one is talking about Bitcoin's hash rate collapsing -40% from ATH. The biggest miner capitulation since [----]. Yikes. Energy value falling in turn. Very certainly means some big miners are pivoting out of crypto. https://t.co/JKFQmQeHYl https://x.com/caprioleio/status/2016702849481396354 No one is talking about Bitcoin's hash rate collapsing -40% from ATH. The biggest miner capitulation since [----]. Yikes. Energy value falling in turn. Very certainly means some big miners are pivoting out of crypto. https://t.co/JKFQmQeHYl"
X Link 2026-01-30T01:26Z 134K followers, [---] engagements
"@0x_Kun One-sided rigidity like this won't take you far in investing especially in an asset class that repeatedly goes down 80-90% every few years"
X Link 2026-01-30T02:51Z 134K followers, [---] engagements
"@0x_Kun You clearly don't know me or understand my business at all I wish you well"
X Link 2026-01-30T03:05Z 134K followers, [---] engagements
"My goal is to be fully allocated to crypto by end of this year. Any cash positions I held for the last 12-24 mths for rare opportunities will be deployed. Could a better chance come in [----] Absolutely. But my data suggests it's best to be allocated 4-6mths out from the Halving"
X Link 2023-10-10T16:00Z 134.3K followers, 87.4K engagements
"The Euro is at [--] year lows. The Yen is at [--] year lows. The Pound is at [--] year lows. We are seeing the collapse of ponzi currencies into hard currencies. First all fiats collapse into USD then the USD into Bitcoin"
X Link 2022-09-23T22:10Z 134.3K followers, 10.7K engagements
"My plan B is not Bitcoin. It's Quantum. For many years plan A was Bitcoin but without change we need a Plan B"
X Link 2025-10-06T23:47Z 134.1K followers, 35.6K engagements
"@1760_hit I've provided that data many times"
X Link 2025-12-17T04:18Z 134.2K followers, [----] engagements
"Monero new all time high. Coincidence or signal"
X Link 2026-01-12T08:46Z 134.3K followers, 44.1K engagements
"Gold is money once again. And why a gold price over $12000 makes sense. https://caprioleio.substack.com/p/gold-is-money-once-again https://caprioleio.substack.com/p/gold-is-money-once-again"
X Link 2026-01-23T05:07Z 134K followers, 69.7K engagements
"Let the FOMO post $5K supply squeeze begin https://open.substack.com/pub/caprioleio/p/gold-is-money-once-againutm_source=direct&r=nc12r&utm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/caprioleio/p/gold-is-money-once-againutm_source=direct&r=nc12r&utm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-01-26T03:12Z 134K followers, 16.3K engagements
"@IncomeSharks Why should they"
X Link 2026-02-01T02:23Z 134K followers, [----] engagements
"If @rollbitcom was an equity with an average PE ratio of [--] it would be trading 3.5X higher. At $0.24 today that means it would be $0.84. It is very rare that I see equity-like tokenomics tokens that pay out fixed shares of revenue to holders (via burn) like Rollbit"
X Link 2023-11-10T13:00Z 134.3K followers, 28.7K engagements
".@lopp what can we do to help progress your Quantum BIP We need more coverage on this for Bitcoin"
X Link 2025-10-07T00:44Z 134.3K followers, 10.6K engagements
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/creator/x::caprioleio