Replying to Avatar Lyn Alden

Nah, most large potential buyers are unaware of the Core/Knots saga. And OG levels of selling are consistent with prior bull runs.

From institutional buyers I've spoken to (some of their largest), their biggest concern this year is quantum. Quantum risks went from being off their radar to being one of the key things they ask about. If you bring up Core/Knots/spam many will ask what you mean.
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Modus 1mo ago

Thorn did not ask people if they are worried, or if they are trimming their positions. His poll is totally orthogonal to this issue.

With regard to 'where they stand,' 18% are pro core and 36% are ambivalent or do not know where they stand. That's 54% of the group who have some awareness. I have spoken to OGs who trimmed their positions in BTC over concerns that this issue could lead to price volatility.

Sure, it may not be the main driver, but your reasons for discounting it are not compelling.

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