Gean Chu is a partner at Honey Island Capital. He joins host Aaron Stanley for a deep dive on quantum computing, which has become one of the main factors weighing on crypto markets in 2026.
Gean breaks down the March paper from Google Quantum AI that cut the estimated hardware requirement for breaking Bitcoin twentyfold, explains why roughly 6.9 million bitcoins already have their public keys exposed on chain, and argues the harder problem is the coins sitting in Satoshi-era wallets that nobody can move.
He also lays out the mitigation plans under discussion, the realistic timelines, and why he thinks the risk is already priced in.
Sumsub recently released its fourth annual State of the Crypto Industry report. The new research reveals how digital asset companies are balancing fraud prevention, regulatory pressure, and user experience as they scale in 2026. This report draws on Sumsub's internal data from 2024–2025 and insights from 300 crypto companies surveyed outside Sumsub's customer base.
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