Renowned financial expert David Johnson has made headlines recently by taking Bitcoin out of his long-term investment strategy. Citing advancements in quantum computing as a significant risk, Johnson believes this technology undermines Bitcoin’s perceived stability as a secure asset for retirement funds. Experts from financial institutions, like Global Asset Management’s Emily Chen, highlighted this shift as a critical “downgrade” in traditional investment models.

Market Analyst David Johnson Moves Away from Bitcoin

Johnson stated he is not anticipating an immediate market crash. However, he views the long-term implications of quantum technology as a pressing concern. “Although the market sentiment doesn’t indicate an imminent threat to Bitcoin’s value, it is clear that its reliability as a long-term asset is becoming less convincing,” he explained. “As such, I will be reallocating the 10% exposure to Bitcoin — restoring 5% to traditional gold and 5% to shares of gold-mining companies.”

This decision is positioned as a proactive risk management strategy, rather than criticism of past performance. Johnson pointed out that even with gold’s recent strong performance, Bitcoin has significantly outpaced it since its inclusion in his portfolio: while Bitcoin soared by 300% since late 2020, gold only increased by 120% during that same interval.

In a detailed analysis dated March 15, 2026, Johnson elaborated on the shift in conversation surrounding quantum computing. “I have found myself increasingly engaged in discussions about quantum risks, particularly as they pertain to the security of blockchain systems. The urgency around these issues has escalated,” he said.

His main argument is that the timeline for the arrival of quantum technologies is shortening. He noted that rising fears regarding quantum computing mean that real threats to Bitcoin’s security might be closer than previously anticipated, posing a serious risk to its foundational narrative as a “digital gold.”

Johnson’s assertion is clear: what is currently deemed inaccessible could become achievable with the development of advanced quantum computers. He emphasized how the current advantage of asymmetric encryption could shift, leading to private keys being derived from public keys within hours instead of being virtually impossible. This could have dire implications for Bitcoin’s perceived security.

The cryptocurrency sector is already grappling with potential countermeasures against this quantum threat. Johnson mentioned industry discussions about whether to eliminate vulnerable tokens or accept the risks associated with not acting. He framed this dilemma as a conflict between upholding the principles of ownership while considering what could appear to be confiscatory practices. “One tech expert I conversed with described inaction as a risky gamble,” he noted.

Johnson attributed his insights to discussions with colleagues in technology and finance, and referenced a detailed report from a leading blockchain think tank as essential background reading, though he does not consider it a trigger for immediate trading action.

Emily Chen’s Insights on Quantum Risk

Chen’s perspective shifted the focus from the existence of quantum risk to how various platforms and systems respond to it. When someone suggested that quantum technology might threaten every aspect of digital finance, she responded by saying that such a broad view was overly simplistic, emphasizing the need to differentiate between how traditional banks and cryptocurrencies evolve.

“Financial institutions can initiate upgrades top-down; Bitcoin requires community consensus, which takes time,” she stated. “Traditional banking systems often have a backup solution; Bitcoin, however, operates on finality.”

Chen also pointed to existing divides in Bitcoin governance. When asked about Johnson’s stance, she commented that while there may be varied opinions, Johnson’s assessment holds weight. She acknowledged that though she may not share his conclusions, she respects the rationale behind them.On the issue of adjustments, Chen mentioned that her own investment fund has recently pivoted to incorporate more quantum-safe technologies while keeping Bitcoin exposure through a secure ETF. She regards the quantum issue as navigable rather than detrimental to Bitcoin’s core thesis.

As of the latest update, Bitcoin was trading at a value of $95,214.