Algorand is serious technology at a silly price. It is a chain used by actual governments, carbon negative, with post-quantum security and real institutional adoption. x.comÂ
Alan Rogers
Full-Time Crypto Trader
Algorand's live quantum-resistant accounts give it protection against future threats while much of crypto is still preparing. Coinbase's quantum advisory council names it among the two best-positioned blockchains for the quantum era, and Falcon-1024 accounts are live on mainnet. x.comÂ
Tokenized Treasury exposure strengthens Algorand's real-world-asset case because institutions are exploring this kind of adoption. Midas launched its mTBILL token on Algorand, bringing exposure to US Treasury-backed financial products onto the network. x.comÂ
Algorand faces a major security-budget problem because of its supply cap. Within three years its security will depend purely on fees, yet the chain is currently a ghost town, leaving no incentive to stake given the opportunity cost. Supply caps are bad design; if they worked, bitcoin would lead in security, which it clearly does not today. x.com x.comÂ
Algorand is quietly building strength as real-world adoption of its network grows. Lavazza recently traced over 20 million kg of coffee supply-chain data on Algorand. ALGO is approaching key resistance at $0.127, and a breakout above it could open the way to $0.146 and beyond. x.comÂ
LayerZero's post-quantum security research adds to the case for looking beyond ZRO as just a bridge token. Aerie aims to protect blockchains from future quantum attacks without slowing them severely; early tests ran on a MacBook without a GPU. It remains research, not a live upgrade. x.comÂ
XRP and Algorand carry major red flags because their decentralization claims are false. XRP's ledger reaches consensus through a literal list of permissioned nodes published by its foundation, which is not decentralized by any stretch. Algorand deserves a place on the list even more, since it still has permissioned elements today. Red flags like these, alongside admin keys that can steal user funds and ecosystem-wide systemic risks, mark such projects as pretenders. x.com x.com x.comÂ
NEAR looks headed higher, with quantum-ready accounts adding to its technology case: co-founder Illia Polosukhin says users can update their account keys to be post-quantum today without moving assets. x.com x.comÂ
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
Ethereum's roughly $200 billion valuation is hard to justify for an asset without productivity, unless the burn rate skyrockets. That is the counter to @fede_intern's bullish case that Ethereum will win by getting cheaper, faster, post-quantum safe and better at quoting prices. x.comÂ
Silicom adds quantum-security exposure, and the positive news looked like a good buying opportunity. Per the FT, a customer selected a Silicom FPGA SmartNIC after evaluating an off-the-shelf product that showed the performance and reliability needed for its advanced encryption, including post-quantum cryptography. x.comÂ