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The Biggest Reasons the World Must Prepare for a Post-Quantum World

Quantum computing is no longer science fiction.

For decades, it lived mostly in academic papers and futuristic predictions. Today, however, it’s rapidly becoming one of the most disruptive technologies of the modern era — one that could reshape finance, cybersecurity, medicine, artificial intelligence, and even national defense.

According to McKinsey, quantum computing could take computing power and the ability to solve complex problems to a “whole new level.” The firm estimates the technology could unlock as much as $1.3 trillion in economic value by 2035.

That’s an extraordinary opportunity.

But it also comes with an extraordinary risk.


Why Quantum Computing Is So Powerful

Traditional computers process information in binary — ones and zeros. Even the most powerful supercomputers must work through calculations step by step, no matter how fast they are.

Quantum computers operate differently.

They use quantum bits, or qubits, which can exist in multiple states at the same time. This allows quantum machines to evaluate countless possibilities simultaneously rather than sequentially.

As Charlie Campbell of Time explained:

“Complex problems that currently take the most powerful supercomputer several years could potentially be solved in seconds.”

That leap in processing power could open “hitherto unfathomable frontiers in mathematics and science,” helping humanity tackle massive challenges such as climate change, food security, and advanced materials discovery.

Quantum computing could dramatically speed up:

  • drug discovery and medical research,

  • optimization of global supply chains,

  • financial modeling and risk analysis,

  • AI training and machine learning, and

  • climate modeling and energy efficiency.

In short, quantum technology has the potential to accelerate progress across nearly every major industry.


Edge on the Street

Global Demand for Defense Metals Is Surging 7X

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Lithium, uranium and titanium are at the center of a global race. Nations are scrambling to secure them for fighter jets, EVs, and reactors. One N. American project could help fill the West's critical-minerals gap.

See who's positioned to meet rising demand >>


The Hidden Threat: Q-Day

But there’s a catch — and it’s a big one.

Quantum computers are so powerful that they could break today’s encryption standards in seconds.

This looming threat is often referred to as “Q-Day” — the day quantum machines are capable of cracking the cryptographic systems that currently protect global digital infrastructure.

That includes:

  • banking and payment systems,

  • emails and private communications,

  • cloud storage and enterprise data,

  • cryptocurrencies and blockchain networks,

  • AI models and proprietary algorithms, and

  • military, government, and intelligence communications.

What makes this risk especially dangerous is that encryption isn’t just a software upgrade you can casually patch. Much of the world’s digital security is built on mathematical problems that quantum computers are uniquely good at solving.

Why the Post-Quantum Transition Won’t Be Instant

Replacing global encryption standards is not a quick process.

Financial institutions, hospitals, utilities, governments, and corporations rely on deeply embedded cryptographic systems. Transitioning to post-quantum cryptography will require:

  • new hardware and software architectures,

  • regulatory approval and compliance,

  • massive infrastructure upgrades, and

  • years of testing and deployment.

That means the cybersecurity arms race is already underway — and it’s accelerating.


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Forget AI Stocks — This Device Will REPLACE the Microchip

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Gilder believes three specific companies involved in this rare "super-convergence" event could potentially deliver massive returns.
 
See which companies here.

How Investors Can Think About This Trend

From an investment perspective, the post-quantum transition represents both risk and opportunity.

On one hand, legacy systems face enormous disruption. On the other, companies that specialize in cybersecurity, encryption, and data protection could see rising demand for years to come.

As governments and corporations rush to defend themselves against quantum threats, spending on cybersecurity is likely to surge — regardless of broader economic conditions.

That makes cybersecurity one of the more compelling long-term themes tied to the quantum revolution.

One Way to Position: Cybersecurity ETFs

Rather than betting on individual winners, some investors may prefer diversification through exchange-traded funds focused on cybersecurity.

Here are two ways investors can gain exposure:

Global X Cybersecurity ETF (SYM: BUG)

The Global X Cybersecurity ETF (BUG) is designed to invest in companies that stand to benefit from the growing adoption of cybersecurity technology.

According to Global X:

“The Global X Cybersecurity ETF (BUG) seeks to invest in companies that stand to potentially benefit from the increased adoption of cybersecurity technology, such as those whose principal business is in the development and management of security protocols preventing intrusion and attacks to systems, networks, applications, computers, and mobile devices.”

As quantum risk awareness grows, demand for advanced encryption, secure networks, and intrusion prevention tools could continue to rise.

iShares Cybersecurity and Tech ETF (SYM: IHAK)

The iShares Cybersecurity and Tech ETF (IHAK) offers another diversified approach.

According to iShares:

“The iShares Cybersecurity and Tech ETF seeks to track the investment results of an index composed of developed and emerging market companies involved in cyber security and technology, including cyber security hardware, software, products, and services.”

IHAK provides exposure not only to pure cybersecurity firms, but also to broader technology players involved in protecting data and digital infrastructure.


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Silver Is Hitting Record Highs

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Are there any other tech ETFs that you've got your eye on right now? What other sectors of the market are you currently interested in? Hit "reply" to this email and let us know your thoughts!

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