LONGITUDE recap: Bitcoin’s quantum risk, US CLARITY Act and infrastructure readiness
At Cointelegraph’s LONGITUDE conference in Hong Kong, industry leaders stressed addressing Bitcoin’s technological risks, clearer US regulation and crypto infrastructure scaling. Justin Sun urged preparation for artificial general intelligence (AGI) and promoted easy blockchain standards for AGI integration. Panels debated quantum computing’s threat to Bitcoin — Charles Edwards urged pricing a quantum risk discount into Bitcoin valuations, while Matthew Roszak and Akshat Vaidya described upgrades and coordinated responses that will mitigate the risk. Discussion also covered the US CLARITY Act: panelists including Craig Salm (Grayscale) and David Sacks argued the US regulatory stance is becoming more crypto-friendly, with improved coordination between the SEC and CFTC. On infrastructure, speakers such as A.J. Warner (Offchain Labs) and Joanita Titan (Monad) said systems are not yet ready to handle trillion-dollar institutional flows, citing scale, resiliency and user experience as bottlenecks. LONGITUDE events will continue in 2026 across major cities. Key names: Justin Sun, Charles Edwards, Matthew Roszak, Akshat Vaidya, Craig Salm, David Sacks, A.J. Warner, Joanita Titan. Primary topics: Bitcoin quantum risk, AGI and blockchain integration, US CLARITY Act, institutional infrastructure readiness.
Neutral
The report is unlikely to trigger a strong immediate price move. It signals two offsetting themes: heightened concern about quantum risk (bearish pressure as some traders may discount Bitcoin value) and improving regulatory clarity in the US plus bullish long-term infrastructure planning. Quantum risk commentary from figures like Charles Edwards can increase short-term uncertainty and selling pressure among risk-averse traders, while comments about coordinated responses and upgrades (Roszak, Vaidya) reduce existential fear by implying technical remedies. Meanwhile, progress toward the US CLARITY Act and better regulator coordination (SEC/CFTC) is constructive for institutional adoption, which is bullish over the medium-to-long term but not an immediate catalyst. Infrastructure warnings about unreadiness for trillion-dollar flows suggest capacity constraints remain, tempering optimism. Historically, regulatory clarity tends to support sustained inflows and price appreciation over months, while technical/security concerns can cause short-term volatility. Overall, expect short-term mixed reactions and elevated volatility around related announcements, but no clear directional conviction — neutral stance.