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$3.8B ETF Exodus: Quantum Fears Test Bitcoin’s Scarcity Story
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$3.8B ETF Exodus: Quantum Fears Test Bitcoin’s Scarcity Story

Crypto investment products have racked up four consecutive weeks of outflows totaling roughly $3.8 billion, dragging sector assets under management down to about $133 billion—its weakest level since April 2025—just as high‑profile analysts warn that future quantum computers could unlock some 4 million “lost” BTC and dilute Bitcoin’s scarcity premium over gold. The result is a tense new narrative where ETF redemptions, regional flow splits and a looming “Q‑Day” risk are forcing investors to reassess how much of Bitcoin’s value rests on cryptography that might not be unbreakable forever.

Jeffrey Mathew-