$BTC-USD

Muneeb Ali says Bitcoin has about two years to start its post-quantum upgrade

Muneeb Ali, Stacks co-founder, stated at Token2049 Singapore that Bitcoin has about two years to upgrade to quantum-resistant signatures, followed by two more years for migration. According to NIST, vulnerable schemes like ECDSA should be phased out by 2035. Ali warned that this upgrade could reduce Bitcoin's transaction capacity to 10% of current levels. Stacks Labs plans to build a post-quantum layer, with Ali returning as CEO on October 15, 2026.

Original reporting
Published Oct 25, 2026, 7:04 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 25, 2026, 10:26 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Muneeb Ali says Bitcoin has about two years to start its post-quantum upgrade — source image
Decision brief

The 30-second read

$BTC-USDBearishLow
01

Why it matters

The announcement could spur short‑term volatility in Bitcoin and related assets as traders assess the risk of reduced on‑chain throughput.

02

Market read

A new timeline for Bitcoin's quantum upgrade may affect transaction capacity, fee dynamics, and demand for layer‑2 solutions.

03

What to watch

Potential regulatory responses to quantum risks and the speed of developer adoption are uncertain.

Relevance 7/10Novelty 6/10Timing: post‑event commentary today

Background

Quantum‑computing threats to ECDSA signatures have been discussed for years; this is the first public timeline from a Bitcoin‑related founder.

Company-level read

Ticker impact

$BTC-USDBearishHigh confidence
Context

Muneeb Ali announced at Token2049 that Bitcoin has roughly two years to adopt quantum‑resistant signatures and another two years for users to migrate.

Expected impact

likely pressure as market prices in the risk of capacity loss and migration uncertainty

Evidence & confidence

The announced timeline suggests a near‑term technical constraint that may affect transaction demand and fee revenue.

Market effects

Layer‑2 and sidechain projects may see increased demand as Bitcoin's base‑layer capacity is projected to drop.

Global crypto markets could react to perceived technical risk, especially in regions with high Bitcoin trading volumes.

The timeline influences the broader digital asset ecosystem and could affect crypto‑related equities.

Counterpoint

The capacity reduction may be overstated; off‑chain solutions could mitigate impact without major price moves.

Key entities

  • Muneeb Ali

    Co‑founder of Stacks, speaking at Token2049.

  • Stacks Labs

    Developing a post‑quantum layer for Bitcoin.

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