If we freeze the code now, won't there be a massive supply shock when Satoshi's wallets get compromised by quantum computers?

What about updates that improve fungibility/privacy? Does immutability and scarcity matter if any sats that have even interacted with a nonkyced wallet are blacklisted? The state wants to assign a risk score to every satoshi.

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they want to freeze the code so that their centralized lightning companies can rent-seek with no competition from another scaling protocol

No. Btw, there’s no such thing as quantum computing.