Counterparty

Qiao Wang

Wang’s Bitcoin thesis rests on fixed supply and government money printing; today he favors underowned crypto over crowded AI, while remaining bullish on AI over five to 10 years.He puts AI’s immediate cryptographic threat below 1%, while quantum risk may emerge in five to 10 years and require governance consensus to address.Zcash is his preferred hedge, but team abandonment or irreversible cryptographic failure would invalidate the thesis; he avoids mega-IPOs amid adverse selection and six-to-12-month underperformance.