Tokenization and Quantum Computing: The Next Catalyst for the Bull Market

How the coalescence of quantum, tokenization and AI is creating both market changing systemic risk and opportunity

The markets are already amid an powerful bull market, that was initiated and carried along by the commercialization of Artificial Intelligence and large language models. However, it seems that the bull run is about to be accelerated by the convergence of AI, along with tokenization and quantum computing. Each has the power to transform financial markets on its own, but together, they’re building a new infrastructure for capital flows, one that’s faster, more accessible, and ultimately more speculative than anything that came before.

At the center of this transformation is Robinhood, whose tokenization platform will allow retail investors to buy and sell shares of private companies like SpaceX, Stripe, and OpenAI. This move breaks down the final wall between public and private markets, and it signals the beginning of a much broader shift: the tokenization of everything, from equities and bonds to real estate and cash flows.

As trillions of dollars of real-world assets begin trading like crypto, the result will be explosive market liquidity and round-the-clock speculation. But it also creates a profound vulnerability: most of today’s blockchain infrastructure and by extension, most tokenized assets, relies on cryptographic systems that quantum computers are expected to break within the next decade.

This emerging threat creates an entirely new market for quantum encryption, a security layer that will become mandatory to protect the backbone of tokenized finance. One company, BTQ Technologies (BTQQF), is already positioned to dominate that market. As the only public pure play in post-quantum cybersecurity, BTQ may end up securing the infrastructure behind a multi-trillion-dollar trading ecosystem.

What we’re witnessing isn’t just a bull market. It’s the beginning of a new financial architecture, faster, more open, and more vulnerable. The companies building its rails and defending them stand to capture value on a scale that’s difficult to comprehend today.

A $68 Trillion Trading Market

To understand the scale of what’s coming, consider a scenario in which just 25% of U.S. public equities and the largest U.S.-based private unicorns are tokenized by 2030. That alone would represent a $14 trillion asset base. If those tokenized assets begin trading with the same velocity as Bitcoin, which turns over 1.33% of its market cap daily, the implications are staggering.

At that rate, this market would see over $186 billion in daily volume, translating to $68 trillion in annual trading volume. For comparison, that’s larger than the U.S. GDP, and nearly half the total value of all global equities. And this estimate doesn’t even include the broader tokenization of global markets, which now exceed $120 trillion in total value.

Tokenization turns traditionally sluggish, illiquid markets into high-frequency trading arenas. Retail and institutional capital could flow between tokenized equities, private shares, and real-world assets as easily as trading crypto on an app. It’s a fundamental change in behavior and structure. Market velocity, investor access, and trading intensity are about to be completely redefined.

The Hidden Risk and Opportunity

Yet with this opportunity comes a hidden risk that could undermine the entire system: quantum computing. Today’s blockchain infrastructure is built on cryptographic standards like ECDSA, which quantum computers are expected to break potentially as soon as the next year. Without post-quantum security, tokenized assets, no matter how efficient or accessible, remain vulnerable to theft, manipulation, and systemic failure.

This is where quantum encryption becomes essential and lucrative.

If tokenized markets reach $68 trillion in annual trading volume, and if quantum encryption fees are priced at just 1% of transaction value (a reasonable assumption for specialized security infrastructure), the result is a brand-new, $680 billion annual fee market. That would rival the global software and cybersecurity sectors in scale. The infrastructure required to secure tokenized finance could become as valuable as the assets themselves.

And while tech giants like IBM and Microsoft are dabbling in this space, only one public company is fully positioned to capture this emerging market today: BTQ Technologies (BTQQF).

BTQ Technologies: First Mover in Quantum Encryption

BTQ Technologies is not just a speculative tech company, it is the Chair of the QuINSA Quantum Communications Working Group, an international standards consortium that includes AWS, IBM, and global telecom leaders across 17 countries. Through this leadership, BTQ is helping define the protocols that will govern quantum-safe communication for decades to come.

BTQ’s core technology is already proven: its CASH architecture encrypts five times faster than competitors and handles over a million digital signatures per second. The company has also developed the Quantum Stablecoin Settlement Network (QSSN), targeting the $225 billion stablecoin market, and is building encryption solutions for tokenized securities, government data, and financial institutions.

Now here’s where it gets staggering. Based on current projections, BTQ’s potential revenue by 2030 depends on how much of the quantum encryption fee market it captures. In a conservative scenario, if BTQ secures just 5–10% of the $680 billion opportunity, it would generate $34 to $68 billion in annual revenue. A moderate scenario, capturing 15–25% of the market, would yield between $102 and $170 billion. And in an aggressive scenario, where BTQ becomes the de facto global standard, akin to Google in search or Microsoft in operating systems, it could earn between $204 and $272 billion annually.

For perspective, BTQ currently earns just $667,000 CAD in revenue and trades at a market cap of $850 million USD. Even the conservative case would make BTQ one of the most valuable tech infrastructure companies on the planet, with revenue on par with Alphabet or Amazon.

BTQ Technologies is a first-mover in what may be the most important industry that doesn’t exist yet.

A New Financial Supercycle

Artificial intelligence may be the most visible technological tailwind today, but tokenization and quantum encryption will soon prove just as disruptive and potentially even more lucrative.

AI drives corporate productivity and valuation multiples. Tokenization enables asset velocity, global access, and nonstop trading. But none of it works at scale without quantum-grade security. The architecture of the next financial system, where real-world assets are tokenized, exchanged, and custodied on-chain, must be built from the ground up with post-quantum encryption.

Robinhood is the spark that’s setting this transition in motion. Tokenized markets are the fuel. And BTQ Technologies is quietly positioning itself as the firewall for the entire system.

We are not just entering a new bull market. We are watching the financial world rebuild itself in real time, faster, more global, more liquid, and more vulnerable. And the companies that understand how to secure it may be the biggest winners of all.

Disclosure: I own shares of BTQQF and may buy or sell shares at any time without prior notice. This statement is not a recommendation to buy or sell securities and reflects my personal investment decisions.