TRON’s Justin Sun Turns Bearish on Bitcoin Over AI and Quantum Risks

Justin Sun, founder of TRON, said he is currently slightly more bearish on Bitcoin because advances in AI algorithms and quantum computing could threaten its cryptography, and that ETF investors have not fully priced those risks. Google Quantum AI estimated in March 2026 that fewer than 500,000 physical qubits could break Bitcoin’s cryptography, about a 20-fold reduction from earlier figures; on October 15, researchers reported 99.99% fidelity and a roughly 40-fold error cut using magic state cultivation on Google’s 105-qubit Willow chip. Glassnode’s co-founder indicated 6.04 million BTC, about 31.2% of mined supply, sits in addresses with publicly visible keys. Coinbase urged the community on October 13 to prepare before a cryptographically relevant quantum computer arrives.