An increasing number of people are looking for a safe place to diversify at least some of their $BTC holdings into quantum-safe assets.
One such alternative asset is gold itself. But gold is clunky. What about something that stays in the digital realm?
What I'm going to say here will be met with skepticism, so get ready. I don't care if you don't like this. I present the idea regardless.
I theorize that Bitcoin Cash ( $BCH ) is going to thrive in the coming few years due to BTC's unresolved quantum issue and the fear surrounding quantum computing breaking Bitcoin's security.
Now, before all you BCH-haters roar in unison: "But look at the chart! It's down-only. Ha ha ha." You're absolutely right-- BCH has not performed well against BTC for many years. That is why, despite agreeing with its superior technology, I have NOT looked at it as a good investment.
Btw, I am not a BCH maximalist-- less than 1% of my portfolio is in BCH, and for many years I did not hold any at all. I view it as an investment-- not as a cult religion.
Let's look at the chart as it stands today.
From a TA perspective, it looks to me like the trend has changed. You'll note the utterly massive rounded bottom on this chart and the reduction in volatility. It is my belief that the BCH/BTC bottom was put in as of February 2025. $BCH has been outpacing BTC since February 2025 (ironically just 1 month after the BTC spot ETFs launched). Note that I'm not making any comment on BCH/USD. I don't care about that chart as I value my portfolio in BTC.
Here are four supporting factors:
1️⃣ The quantum-proofing steps on BCH have already been undertaken. The BCH May 2025 upgrade added quantum-resistant security to the protocol. And "Quantum Vaults" technology will likely be added in 2026.
"Quantum Vaults" (specifically, Quantumroot vaults) are not yet live on the Bitcoin Cash (BCH) mainnet, but they are already live on the network's "Chipnet" (a 6-month-ahead preview network) and are planned for full implementation in the May 2026 upgrade.
REFERENCES:
• https://news.bitcoin.com/quantumroot-debuts-on-bitcoin-cash-first-post-quantum-vault-on-bitcoin-script/
• https://blog.bitjson.com/post-quantum-bch/
• https://x.com/bitjson/status/1989697026204778867
2️⃣ The outflow of money from Bitcoin, relative to gold, increased since the Quantum Bitcoin Summit. The outflow of money from BTC/GOLD increased since the Quantum Bitcoin Summit. Read more here: https://x.com/willywoo/status/2023258901379183029
3️⃣ The BCH/BTC chart (see graphic above) appears to be preparing for an upward move, on a Technical Analysis basis. I am a believer that an asset's chart prices in all knowledge (insider knowledge, news, etc). PRICE embodies ALL data. Read more here: https://x.com/ColinTCrypto/status/2011106839677514116
4️⃣ Outflows from wealthy Bitcoin holders has already begun due to the risk of quantum. On February 2, 2026, Michael Novogratz, CEO of Galaxy Digital, implied on the earnings call that Galaxy had a client that sold $9b worth of Bitcoin, at least partially due to the quantum threat. Source: https://x.com/kellangrenier/status/2018698288430563496
It's important to note that in order for BTC and BCH funds to be safe from quantum computing, those funds must be moved to a new address. This includes lost funds and satoshi's wallets. Obviously, those cannot not be moved, and that causes a problem. @WillyWoo made a very good point regarding this:
"Likely, BTC will be patched with quantum-resistant signatures. This doesn't fix the issue of 4M lost coins coming back into circulation. I'd say it's 75% chance that lost coins will not be frozen by a protocol hard fork. So the risk-adjusted sale [of] 4M coins need to be priced in."
"4M LOST BTC = 8 years of enterprise accumulation"
quote link: https://x.com/willywoo/status/2023258903853834730
Four million BTC is a LOT of sell pressure. I suspect the market is already pricing in this risk as we speak.
This is a side note, but I do want to add that the recent Epstein Files dump confirms corruption among Bitcoin Core devs. (see here: https://x.com/ColinTCrypto/status/2018842145868697791 )
That may not seem related at first, but The Epstein Files add a supporting reason why BTC could be allowed to be too late to the quantum game (after all, if devs are compromised, as it shows they were, then allowing BTC to fail to upgrade quickly enough would be the perfect non-action taken to threaten BTC's workability, just as the same non-action was taken to allow stagnation of block sizes at 1MB. They did it once already with the prevention of a block size upgrade, so what's to say they won't do it again, or stall and do it very slowly? Given the compromised nature of the devs, we can't trust that their motives or intentions are good. Again, this is a secondary reason, and could be omitted entirely and the BCH outperformance thesis would still be valid, but it is a real factor that should not be ignored. The primary driver is the quantum threat.
My suspicion is people will, and are already, speaking with their wallets, expressing their uncertainty of the unresolved quantum situation. People aren't comfortable losing funds, obviously. Having an unresolved future security issue is not confidence-instilling. BCH has instilled confidence by having a solution ready.
I want to end this by saying to those who will interpret this post with a negative knee-jerk reaction: I don't think BTC is going away or "going to zero". Far from it. I think it will solve the quantum problem in its own time. But people's fear is a powerful driver and people will seek out quantum-secure chains while BTC is not ready. My thesis is that BCH will be a big recipient of that flow of money.
I don't think BCH will attain price parity with BTC-- not even close, in fact-- but I do think some lost ground will be regained and the BCH/BTC chart will reflect that in the coming few years.
As an investment thesis, I think BCH/BTC will go to at least 0.025. It could go higher-- potentially very much higher. But even 0.025 is a 3x from current prices (when priced in BTC).
Regarding the previously mentioned vulnerability of lost/dormant tokens and the fact that coins (both BTC and BCH) must be moved in order to secure them against quantum threats, even Bitcoin Cash's "Quantum Vaults" do not retroactively protect against lost/dormant tokens. This issue faces both BTC and BCH equally. However, here is why BCH is in a better position to resolve this issue:
Source: https://grok.com/share/bGVnYWN5LWNvcHk_61d00370-1a74-4ed5-ab9d-540e90839c26
Disclosure: Because of my observations listed in this article, I have recently entered a small position (less than 1% of my portfolio) into BCH. I intend to do more if prices dip in the future. This is a fairly slow-moving, macro trade for me.
I first spotted this opportunity on Jan 25, 2026: https://x.com/ColinTCrypto/status/2015540619494776977. Since then my conviction has grown stronger.
Let's look back on this post in one year, and again in two years, and see how it has aged. If I am correct, BCH will have made a good price gain on BTC (as measured by a BCH/BTC chart that is trending upward from the time of my January 25, 2026 post, above). I do not think BTC will have solved the quantum issue in 1 year's time, and that is where the opportunity lies. BTC is slow to adjust, slow to adapt, slow to innovate. BCH isn't.
BTC's protocol ossification is applauded by many and does have the benefits of stability and predictability, but not in a time of perceived impending emergency where something actually does need to be changed.
Lastly, one doesn't have to love a coin to invest in it. You should never marry a coin. I am not suggesting you invest. I am just pointing out something I find interesting. I do think it would be silly to ignore this.
This same post in X article format: https://x.com/ColinTCrypto/status/2023539577386831967