Bullish on BTQ Technologies' post-quantum infrastructure prospects as MoonPay Korea has selected it as a security partner for won-backed stablecoin infrastructure, adding another major name to its Korean stablecoin opportunity. Testing BTQ's QSSN with Korean banks is next. x.com  x.com 

Quantum computing stocks should run after the WSJ reported that the Trump administration will invest $2 billion in quantum computing companies in exchange for equity stakes. x.com 

Niche post-quantum cryptography companies like SEALSQ and BTQ face a market where the biggest buyers are building PQC in-house instead of contracting small players. Major banks, cybersecurity companies, megacaps, Cloudflare and gate-based quantum firms are all developing their own, including JPMorgan and Microsoft. For SEALSQ to become a frontrunner, institutions implementing PQC at scale would need to sign with it, and that is not happening. The bigger prize in quantum is gate-based computing. … Show more

Quantum computing stocks D-Wave Quantum, Rigetti and Infleqtion now trade on fiscal support rather than technology: in May 2026 the US government put about $2 billion into the sector and took equity stakes as a condition, sending the three up roughly 30-33% in a day. Positions should be sized like lottery tickets. x.com 

Quantum computing stocks such as IonQ, Rigetti, Quantum Computing Inc, Arqit, SEALSQ, BTQ and HQ could catch a bid around Quantinuum's IPO. Quantinuum is raising about $1.46 billion at a roughly $14 billion valuation, the first traditional IPO of a full-stack quantum company, anchored by long-only demand. Big IPOs reprice whole sectors as allocators who missed the deal seek liquid exposure, as with Cerebras and SpaceX. The driver is positioning, not fundamentals, so these are very risky trades. … Show more

BTQ Technologies' acquisition of QPerfect extends it from quantum-safe security into the software layer every quantum platform needs for testing, modeling, validation and operation. The market focuses on quantum hardware, but QPerfect's MIMIQ, Digital Twin capabilities and QLU move BTQ into the infrastructure supporting future quantum systems. The thesis is not simply quantum adoption but owning more of the technology stack that enables it. x.com 

IonQ, Rigetti and Infleqtion are the next stocks Trump is effectively calling, now that he says the US aims to have a quantum computer for scientific discovery by 2028. His earlier signals preceded big gains in Intel, Dell and Micron. x.com 

Quantum computing is a race whose winners get pricing power over the hardest problems; Google's CEO says quantum is where AI was five years ago. IonQ leads with Q2 revenue of $80.1 million, up 287%. D-Wave alone is in commercial production; Rigetti grew revenue 173%. IBM targets fault tolerance in 2029, Alphabet's Willow began the cycle, Xanadu is photonic, Infleqtion has federal backing, Quantum Computing Inc. is speculative, Arqit sells post-quantum security; an ETF holds the field. x.com  … Show more

Quantum computing is getting billions of dollars from the White House while the market is already building positions, and the technology, though still early, will accelerate drug discovery, cybersecurity, logistics, materials science and financial modeling. Early positioning should pay off over the next five years across pure plays such as IonQ, Rigetti, D-Wave and Quantum Computing Inc., big tech builders IBM, Alphabet, Microsoft, Amazon and Nvidia, and quantum ETFs. x.com 

Trump's executive order for a US quantum computer at a national lab by 2028, with the post-quantum encryption deadline pulled to 2031, makes quantum a strategic industry funded like chips and nuclear. Rigetti, D-Wave and Infleqtion each got $100M with the government as shareholder. IonQ leads on revenue via direct defense contracts, with Q1 revenue up 755% to $64.7M. Quantum Computing Inc is a lottery ticket at ~635x sales; the Defiance ETF is a basket. Backing de-risks science, not valuations. … Show more