Bitcoin: Why Now Is the Bottom and a Prime Buying Opportunity / Can Real Quantum Computing Hacking Happen? | Uproute Company Deputy CEO Kang Seung-gu

Summary

Kang Seung-gu, co-founder and deputy CEO of Uproute Company, explains why Bitcoin has underperformed gold and silver, why he thinks it is now near a bottom, and why quantum-computing hacking fears are overblown. He highlights on-chain valuation, institutional demand, corporate treasury buying, and regulatory/liquidity catalysts as reasons to accumulate Bitcoin. Host Kim Seong-suk also asks about the Jefferies strategist's rotation into gold, but the guest treats that as a personal portfolio move rather than a broad call.

• Bitcoin lagged gold and silver in the prior year due to exhausted corporate buyers, a long U.S. government shutdown, delayed liquidity, failed four-year-cycle expectations, and old whale selling.
• The guest says MVRV on-chain data shows Bitcoin's overheating has cooled and current levels resemble a bottom.
• Quantum computers are not an imminent threat to Bitcoin; estimates point to around 2037 and Bitcoin can upgrade to quantum-resistant cryptography.
• Strategy continues buying Bitcoin and provides support, while other corporate crypto buyers are underwater.
• Regulatory clarity, Fed easing, institutional inflows, and a possible Korean Bitcoin ETF are potential catalysts.
• The host notes gold's strong rally, but the guest still favors accumulating Bitcoin over shifting into gold.
• The guest recommends long-term dollar-cost averaging, citing historical four-year holding returns.