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🚨 QUANTUM FEAR HITS WALL STREET: BITCOIN DUMPED FOR GOLD!
Christopher Wood of Jefferies is slashing $BTC exposure, rotating into physical gold immediately. This is a major signal about long-term security concerns.
⚠️ The driver? Theoretical long-term threat from quantum computing power. This isn't tomorrow's problem, but it's spooking the big players now.
• Shows $BTC is still fighting for permanent store-of-value status.
• Highlights the need for continuous security evolution in crypto.
• For most investors today, the risk remains minimal.
This move prioritizes established safe havens over perceived future tech risk. Watch the smart money flow.
#CryptoRisk #QuantumThreat #GoldStandard #Jefferies #BTC
🛡️
Christopher Wood of Jefferies is slashing $BTC exposure, rotating into physical gold immediately. This is a major signal about long-term security concerns.
⚠️ The driver? Theoretical long-term threat from quantum computing power. This isn't tomorrow's problem, but it's spooking the big players now.
• Shows $BTC is still fighting for permanent store-of-value status.
• Highlights the need for continuous security evolution in crypto.
• For most investors today, the risk remains minimal.
This move prioritizes established safe havens over perceived future tech risk. Watch the smart money flow.
#CryptoRisk #QuantumThreat #GoldStandard #Jefferies #BTC
🛡️
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☢️ Is this the end of "Digital Gold"?
#Jefferies liquidates its position at #bitcoin citing the quantum threat as an existential risk
In a move that has left strategists of #WallStreet stunned, Christopher Wood, the influential strategist from Jefferies, has completely removed #BTC from his famous "GREED & fear" model portfolio.
After years of defending cryptocurrency as the safe haven asset of the 21st century, Wood has capitulated, transferring that 10% allocation directly into physical gold and mining stocks, citing that the security of Bitcoin is no longer compatible with long-term pension investments.
Threat to the value storage thesis: Although Wood does not expect an immediate collapse, he argues that quantum computing undermines the technical foundation justifying the ownership of Bitcoin decades into the future. For a pension fund, if security is not eternal, the asset is not a store of value.
Supply vulnerability: Based on a critical study by Chaincode Labs (May 2025), the report warns that between 4 and 10 million BTC (up to 50% of the circulating supply) could be vulnerable to key theft via quantum technology.
Institutional weak point: The analysis highlights an ironic risk: wallets of exchanges and institutions are the most exposed due to address reuse, making it easier for quantum computers to "extract" private keys.
Return to roots: Wood, who was among the first to institutionally validate BTC during the pandemic, has decided that physical gold is, for the time being, the only refuge immune to the advances of advanced computing.
Critical deadline vs. Current price: The strategist separates short-term price action (which could remain bullish) from the structural viability of the protocol towards the year 2140, the date when Bitcoin's fixed supply should be completed.
#CryptoNews
$BTC
#Jefferies liquidates its position at #bitcoin citing the quantum threat as an existential risk
In a move that has left strategists of #WallStreet stunned, Christopher Wood, the influential strategist from Jefferies, has completely removed #BTC from his famous "GREED & fear" model portfolio.
After years of defending cryptocurrency as the safe haven asset of the 21st century, Wood has capitulated, transferring that 10% allocation directly into physical gold and mining stocks, citing that the security of Bitcoin is no longer compatible with long-term pension investments.
Threat to the value storage thesis: Although Wood does not expect an immediate collapse, he argues that quantum computing undermines the technical foundation justifying the ownership of Bitcoin decades into the future. For a pension fund, if security is not eternal, the asset is not a store of value.
Supply vulnerability: Based on a critical study by Chaincode Labs (May 2025), the report warns that between 4 and 10 million BTC (up to 50% of the circulating supply) could be vulnerable to key theft via quantum technology.
Institutional weak point: The analysis highlights an ironic risk: wallets of exchanges and institutions are the most exposed due to address reuse, making it easier for quantum computers to "extract" private keys.
Return to roots: Wood, who was among the first to institutionally validate BTC during the pandemic, has decided that physical gold is, for the time being, the only refuge immune to the advances of advanced computing.
Critical deadline vs. Current price: The strategist separates short-term price action (which could remain bullish) from the structural viability of the protocol towards the year 2140, the date when Bitcoin's fixed supply should be completed.
#CryptoNews
$BTC
CHRIS WOOD HAS SUGGESTED THAT GOLD PRICES COULD CLIMB AS HIGH AS $6,600 PER OUNCE IN THE LONG TERM
Gold Could Reach $6,600, Says Jefferies Analyst Chris Wood
Chris Wood, a top strategist at Jefferies, believes that gold prices could rise as high as $6,600 per ounce in the long run.
His prediction is based on past trends and the growth of US disposable income per person.
Gold hit a record high of $3,700 per ounce this week before easing a bit after the Federal Reserve's latest rate decision.
Analysts said the rate cut was already expected, and the Fed's cautious tone held gold back.
Wood has been setting long-term gold targets for more than two decades. In 2002, he set a goal of $3,400, which was finally reached this year. He later updated the target in stages — $4,200 in 2016, $5,500 in 2020, and now $6,600 in 2025.
His method comes from adjusting gold's 1980 peak of $850/oz using growth in US income. If gold again matches 9.9% of disposable income per person, as it did in 1980, the price would need to climb to about $6,600.
In his GREED & fear report, Wood also said that gold should remain a big part of long-term portfolios. He keeps a 40% allocation in gold bullion, although he cut it from 50% in 2020 when he first added Bitcoin into the mix.
#GoldPrices #Jefferies #FederalReserve #Investing #Commodities
Chris Wood, a top strategist at Jefferies, believes that gold prices could rise as high as $6,600 per ounce in the long run.
His prediction is based on past trends and the growth of US disposable income per person.
Gold hit a record high of $3,700 per ounce this week before easing a bit after the Federal Reserve's latest rate decision.
Analysts said the rate cut was already expected, and the Fed's cautious tone held gold back.
Wood has been setting long-term gold targets for more than two decades. In 2002, he set a goal of $3,400, which was finally reached this year. He later updated the target in stages — $4,200 in 2016, $5,500 in 2020, and now $6,600 in 2025.
His method comes from adjusting gold's 1980 peak of $850/oz using growth in US income. If gold again matches 9.9% of disposable income per person, as it did in 1980, the price would need to climb to about $6,600.
In his GREED & fear report, Wood also said that gold should remain a big part of long-term portfolios. He keeps a 40% allocation in gold bullion, although he cut it from 50% in 2020 when he first added Bitcoin into the mix.
#GoldPrices #Jefferies #FederalReserve #Investing #Commodities
Jefferies Upbeat on Gold Miners Heading Into 2026
Jefferies says gold miners could outperform in 2026 as supportive gold market conditions persist, with expanding margins, limited cost inflation and rising free cash flow strengthening the sector’s outlook.
Jefferies expects favourable gold market drivers — central bank buying, macro uncertainty, ETF demand — to persist into 2026.
Forecast gold price of $4,200/oz in 2026 based on continued demand and supportive fundamentals.
Higher gold prices vs slower cost growth lift margins and free cash flow for miners.
Stronger margins and solid free cash flow could make gold miners compelling plays next year, even if gold prices remain volatile.
#GoldMiners #Jefferies #MiningStocks #Investing #MarketOutlook $PAXG
Jefferies says gold miners could outperform in 2026 as supportive gold market conditions persist, with expanding margins, limited cost inflation and rising free cash flow strengthening the sector’s outlook.
Jefferies expects favourable gold market drivers — central bank buying, macro uncertainty, ETF demand — to persist into 2026.
Forecast gold price of $4,200/oz in 2026 based on continued demand and supportive fundamentals.
Higher gold prices vs slower cost growth lift margins and free cash flow for miners.
Stronger margins and solid free cash flow could make gold miners compelling plays next year, even if gold prices remain volatile.
#GoldMiners #Jefferies #MiningStocks #Investing #MarketOutlook $PAXG
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U.S. tariffs will have a limited impact on Indian lenders, according to Jefferies
#الاقتصاد
#السياسة_النقدية
#اقتصاد_الهند
#Jefferies
Reports from investment bank Jefferies indicate that the impact of U.S. tariffs on Indian lenders will be limited, noting that their direct and indirect exposure to these tariffs does not exceed 4% to 6% of total loans. It added that Indian banks have shown concern, but are not in a state of fear, as the impact is confined to specific sectors, and the government or the Reserve Bank of India can provide support if necessary.
#السياسة_النقدية
#اقتصاد_الهند
#Jefferies
Reports from investment bank Jefferies indicate that the impact of U.S. tariffs on Indian lenders will be limited, noting that their direct and indirect exposure to these tariffs does not exceed 4% to 6% of total loans. It added that Indian banks have shown concern, but are not in a state of fear, as the impact is confined to specific sectors, and the government or the Reserve Bank of India can provide support if necessary.
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