MicroStrategy Launches Global Bitcoin Quantum-Readiness Program

Published: 2026-02-06 14:24:18 |

MicroStrategy announced a coordinated global "Bitcoin security program" to address quantum-computing risks and other emergent threats to Bitcoin. CEO Michael Saylor, speaking on MicroStrategy’s Q4 2025 earnings call, said the firm will convene cybersecurity, crypto-security and Bitcoin communities to research threats, align defense work, and avoid premature protocol changes that could introduce new vulnerabilities. Saylor estimated a meaningful quantum attack risk is likely a decade away and emphasized industry R&D into quantum-resistant cryptography and proposals such as BIP-360. MicroStrategy reported holding 713,502 BTC at end-2025 after buying 32,470 BTC in Q4 for roughly $3.1bn; CFO Andrew Kang said the company raised over $25bn in 2025 and set a $2.25bn cash reserve. Research cited on the call noted roughly 25% of Bitcoin supply may be exposed today because of early P2PK outputs and key reuse, prompting ecosystem work on mitigations. MicroStrategy said it will coordinate research and convene experts rather than push a specific technical fix, aiming to support consensus on any future “quantum upgrade.” At publication BTC traded near $65,183.

Neutral

Short-term price impact is likely neutral. The announcement is risk-aware but constructive: MicroStrategy is coordinating research and advocating caution rather than pushing immediate protocol changes that could disrupt market confidence. That reduces the chance of abrupt on-chain forks or hasty upgrades that might unsettle traders. The firm’s large BTC treasury and ongoing purchases underline long-term support for Bitcoin, which can be bullish over time, but Saylor’s timeline (a decade or more) and emphasis on consensus means no imminent technical disruption or forced selling is signaled. Market reactions could include temporary volatility on headlines (trader noise, analyst repositioning), but the substantive effect should be to encourage measured R&D and community preparedness rather than immediate price moves.