Bitcoin's Biggest Threat Is Almost Here... - Nic Carter
Спикеры
Nick Carter
— Генеральный партнер, Castle Island Ventures
Nic Carter discusses his bullish stance on AI data center stocks, quantum computing threats to crypto, and the potential for post-quantum coins like Zcash. He remains long Bitcoin and highlights governance challenges in Bitcoin development.
- Nic Carter is a long-term AI bull and holds TeraWulf, Cipher Mining, and Iron Mountain.
- He warns quantum computers could break Bitcoin within 10-15 years.
- Solana faces unique vulnerability due to its highly optimized cryptography.
- He expects post-quantum coins like Zcash and Ethereum to outperform Bitcoin.
- Bitcoin development is slow and governance is opaque, hindering proactive quantum upgrades.
- He remains long Bitcoin and still active in crypto venture capital.
- The conversation also covers data center buildouts and AI job displacement.
- He promotes his Substack for direct communication.
Идеи
Long AI data center stocks
He is a long-term AI bull and owns data center stocks that benefit from AI demand, specifically TeraWulf, Cipher Mining, and Iron Mountain. He has held these positions for years and believes the AI capex cycle supports them.
Still long Bitcoin
Despite the quantum computing threat to Bitcoin, he remains a crypto bull and has not sold any Bitcoin. He believes crypto still has significant value in stablecoins, fintech, and as his core investment focus.
Solana at quantum risk
Solana is highly optimized around elliptic curve cryptography, which will need a complete rebuild under quantum-safe cryptography. This may reduce throughput and performance, making Solana particularly vulnerable to the quantum transition.
Long Zcash vs Bitcoin
Bitcoin is slow to upgrade its cryptography, so post-quantum-resistant coins like Zcash are likely to outperform Bitcoin as the quantum threat materializes. He suggests watching the ZEC/BTC ratio.
Далее
This Thread Guy video, published May 28, 2026, features Nick Carter discussing CIFR, WULF, IRM, BTC, SOL, ZEC. 4 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Nick Carter · Tickers: CIFR, WULF, IRM, BTC, SOL, ZEC