# Quantum threat looms, Google demands completion of post-quantum migration by 2029——reshuffling opportunities in the encryption industry

【Event Background】

Google recently demanded that the entire company complete the post-quantum encryption migration by 2029, as the disruptive threat of quantum computing is imminent: a 1000-qubit universal machine is expected to be commercially available by 2027, and existing RSA/ECC encryption algorithms will be easily cracked. More than 90% of public chains using ECDSA signatures will face comprehensive security risks for private keys, contracts, and cross-chain bridges, potentially leading to devastating blows for trillions of dollars in encrypted assets.

【Key Impact】

Short-term negative: The coordination cost of hard forks in public chains is extremely high, which may trigger chain splits; DeFi, NFT, and cross-chain facilities will need to reconstruct security systems, and many projects lacking technical capabilities will be eliminated; old public chains without post-quantum planning will face a valuation reconstruction.

Long-term positive: The post-quantum migration will completely resolve the underlying security risks in encryption and promote large-scale institutional entry; industry security standards will be upgraded comprehensively, and post-quantum service providers with high technical barriers will gain excess returns; the integration of quantum and encryption technologies will give rise to a new Web3 business paradigm.

【Investment Opportunities】

1. Post-quantum public chains: Projects that have implemented post-quantum signature algorithms such as Dilithium/Falcon will receive valuation premiums.

2. Post-quantum infrastructure: Wallets, signature services, and security audit service providers will become necessities, with the market expected to grow tenfold in five years.

3. ZK track: The integration of zero-knowledge proofs with post-quantum algorithms will become the core direction of the next generation of privacy computing.

【Operational Suggestions】

In the short term, avoid outdated technology and low-efficiency governance public chains, and prioritize allocation to leading projects that have announced post-quantum roadmaps; pay close attention to the technology implementation window from 2026 to 2027, where catalysts will be released intensively; post-quantum is a gap that must be crossed by the industry, and projects that complete the migration will usher in development dividends for the next decade.

The quantum threat is not about the wolf coming, but a supply-side reform in the industry that is right at hand. Each technological revolution eliminates old powers and rewards the pioneers who layout in advance.

#Quantum Computing #Post-Quantum Encryption #Encryption Industry #Investment Opportunities