Bitcoin Updates: Quantum Threats and Institutional Withdrawals Cast Shadows Over Bitcoin's 2025 Prospects

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Bitcoin Updates: Quantum Threats and Institutional Withdrawals Cast Shadows Over Bitcoin's 2025 Prospects

Bitget-RWA2025/11/26 10:34

By:Bitget-RWA

- Bitcoin’s 2025 price forecasts stay below $100,000 due to halving cycles, quantum computing risks, and institutional divestment. - Quantum threats to elliptic curve cryptography, highlighted by experts like VanEck’s Seyffert and Buterin, raise long-term security concerns. - Institutional shifts, including $5.4B MicroStrategy liquidations and ETF outflows, underscore crypto’s fragility amid regulatory and technical headwinds. - Privacy-focused projects like Bitcoin Munari aim to address institutional dema

Forecasts for Bitcoin's price continue to stay under the $100,000 mark through 2025, influenced by a mix of negative factors such as the realities of the halving cycle,

quantum computing

risks to cryptographic security, and evolving strategies among institutional investors. Although Bitcoin recently bounced back to $86,204 after hitting a 2025 low of $84,643, the cryptocurrency still faces significant challenges as the market adjusts its outlook during

a widespread liquidity adjustment

. The pessimistic sentiment is further fueled by institutions reducing their indirect crypto holdings, ongoing regulatory ambiguity, and the rise of privacy-centric coins like

Zcash

(ZEC), which has

climbed 930% so far this year

James Seyffert, CEO of VanEck, has raised alarms about Bitcoin's susceptibility to quantum computing, cautioning that the elliptic curve cryptography underpinning Bitcoin's security could become outdated within ten years. His concerns echo those of

Ethereum

co-founder Vitalik Buterin, who recently remarked that "elliptic curves are going to die," as well as

quantum computing authority Scott Aaronson

, who points to the "real possibility" of a quantum leap by 2028. These threats have led some

Bitcoin

advocates to doubt the long-term sustainability of public blockchains that depend on conventional cryptography.

Large investors are also shifting their allocations, with $5.4 billion in MicroStrategy (MSTR) holdings sold off in just the third quarter of 2025. MicroStrategy's evolution into a corporate Bitcoin stand-in—accumulating 649,870 BTC—has come under scrutiny as more institutions opt for direct crypto investments via regulated ETFs and custody services. The firm's shares, which traded at a 14.8% discount to their underlying Bitcoin value, now face additional strain from

MSCI's possible index removal

for companies with over half their assets in crypto. This trend signals a broader shift in institutional crypto approaches, with a focus on efficiency rather than indirect exposure through equities.

Bitcoin Updates: Quantum Threats and Institutional Withdrawals Cast Shadows Over Bitcoin's 2025 Prospects image 0

At the same time, Bitcoin's technical setup remains unstable.

ETF withdrawals and high daily liquidations

—which have reached $500 million—have weakened momentum, with key support repeatedly challenged near $80,900 to $83,000. Derivatives data shows some cautious optimism, such as a $1.76 billion call condor strategy betting on a rebound to $100,000–$112,000 by year-end, but such positions are not widespread. The asset's

connection to the Nasdaq 100

(at 0.72) highlights its status as a high-volatility risk asset rather than a broad economic hedge.

Experts believe that a possible recovery depends on continued spot demand above $84,000 and steadier ETF activity. However, with persistent macroeconomic challenges—including a hawkish Federal Reserve and high Treasury yields—Bitcoin's journey to $100,000 will likely require a major change in risk sentiment and regulatory transparency. Until then, the negative outlook—driven by quantum threats, institutional repositioning, and technical weakness—remains the dominant narrative in the short term.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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