Chris Peikert - Buzzberg

Date	Ticker	Direction	Thesis	Source
Feb 12, 2026	ALGO	LONG	Algorand has already implemented "state proofs" using Falcon (post-quantum) signatures and offers post-quantum secure wallets today. While other chains are planning for 2029, Algorand has working tech now. As quantum anxiety grows, ALGO gains a "competence premium" and could attract developers/users needing immediate long-term security. LONG ALGO as a technology leader in the post-quantum narrative. Lack of adoption despite superior tech; other L1s catch up quickly.	Unchained (Chopping Block) Is Nic Carter Right? How Serious Is Bitcoin's...
Feb 12, 2026	ALGO	LONG	Algorand has already implemented "state proofs" using Falcon signatures (a NIST-standardized post-quantum scheme). While other chains are theorizing about upgrades, Algorand has deployed quantum-secure checkpoints and transaction signatures, offering immediate resilience against future threats. LONG. Technical leadership in the specific niche of quantum resistance. Lack of broader adoption or liquidity compared to major L1s.	Unchained (Chopping Block) Coinbase Earnings, Bitcoin vs Tech, and Crypt...