if anyone can find companies that will be in this market in four years they will be millionaires many times over.

Post-quantum cryptography (PQC), also known as quantum-resistant cryptography,

refers to cryptographic algorithms designed to be secure against attacks from both classical and quantum computers.

It aims to address the potential vulnerability of current cryptographic methods, like RSA and ECC, which are susceptible to attacks from powerful quantum computers using algorithms like Shor's. PQC seeks to develop new algorithms that can withstand these future threats, ensuring the long-term security of digital communications and data.

Ive got the ETF BUG book marked for this purpose.

I have not bought in yet

jamey said:

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Ive got the ETF BUG book marked for this purpose.

I have not bought in yet

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could you explain in more detail what that is?

PQC has to be the next wave of massive investments after the AI trade and quantum computing trade.

most Americans have no idea about this yet- but I am sure Silicon Valley is all over it.

even analysts of the best stocks to buy are not discussing PQC and how that will make billions for various companies

Its just the best thing I found to a cyber security ETF. Who knows knows which companies win the war so I did not want to try and nail down a single or even just a handful of companies in this early stage. Im in no rush

https://www.globalxetfs.com/funds/bug?utm_source=Google%20Ads&utm_medium=Search&utm_content=bug&gad_source=1&gad_campaignid=9349866138&gclid=EAIaIQobChMIlZSr29ffjgMVAyzUAR3Bkh7SEAAYASAAEgKKQ_D_BwE

Well the DoD has already started mandating removal and replacement of crypto devices that don't use quantum resistant algorithms. General Dynamics and ViaSat are two of the big hardware providers for those devices into the DoD. That said, most of the actual algorithm work comes out of the NSA and various government-funded arms of academic institutions like MIT Lincoln Laboratory and Georgia Tech Research Institute.

So really the question is, will there be a large enough move in the commercial space (investable) or will the govt funded efforts just naturally bleed over into the consumer world as algorithms are matured and potentially released as open source.

jamey said:

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Its just the best thing I found to a cyber security ETF. Who knows knows which companies win the war so I did not want to try and nail down a single or even just a handful of companies in this early stage. Im in no rush

https://www.globalxetfs.com/funds/bug?utm_source=Google%20Ads&utm_medium=Search&utm_content=bug&gad_source=1&gad_campaignid=9349866138&gclid=EAIaIQobChMIlZSr29ffjgMVAyzUAR3Bkh7SEAAYASAAEgKKQ_D_BwE

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awesome thanks!

akaggie05 said:

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Well the DoD has already started mandating removal and replacement of crypto devices that don't use quantum resistant algorithms. General Dynamics and ViaSat are two of the big hardware providers for those devices into the DoD. That said, most of the actual algorithm work comes out of the NSA and various government-funded arms of academic institutions like MIT Lincoln Laboratory and Georgia Tech Research Institute.

So really the question is, will there be a large enough move in the commercial space (investable) or will the govt funded efforts just naturally bleed over into the consumer world as algorithms are matured and potentially released as open source.

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I know NIST is the prime USG player right now

but it has to be that the private sector will be making a huge amount of money from USG contracts or USG flowdown requirements to corporations.

I'm not so sure about that. Think about the current gold standard for the last 20+ years (AES). It's an open-source algorithm that was developed from within academia and studied to death in larger academic circles to the point where it was deemed the best thing going.

Not sure why quantum-resistant algos wouldn't follow the same path. We're talking about largely software-based capabilities that run on commodity processors (at least in the civilian world). If the software is free as open source and/or included with existing products, what's the money play?

On the DoD side, companies like GD and ViaSat will continue to sell cryptos to the government, just as updated models that can host quantum-resistant algos.

You're not going to find a large spread of eventual "winners" in terms of competing algorithms that can all be monetized to a large extent. The world of cyber security and encryption has swung to an extremely large extent over the last 15-20 years from closed-source to open-source. More eyeballs on the code = less chance of any hidden backdoors or mistakes that result in vulnerabilities.

I could be way off here, but I see post-quantum crypto quickly becoming table stakes for companies already in the space. In 20 years we'll probably look back and view it as the transition from 40-bit 3DES to 256-bit AES. Just a natural evolution.