The "mysterious" performance of Bitcoin in 2026 has a clear reason according to analysts: the fear of quantum computing. Research has been read by financial advisors as a structural threat to BTC, leading advisors to reduce or eliminate client exposure, even with the risk still being considered remote.

The alert gained strength after Christopher Wood of Jefferies completely removed Bitcoin from his allocation model and migrated 10% of the portfolio to physical gold and mining stocks. A study by Chaincode Labs indicates that between 20% and 50% of the bitcoins in circulation could be vulnerable to quantum attacks in the future.

Despite the immediate impact on price being limited, the market is already reacting. For some institutional investors, as long as the network does not advance in solutions against this risk, the issue will remain a burden for Bitcoin.