🪙 Digital Assets & Gold Allocation Jefferies strategist **Christopher Wood** is reallocating portfolio exposure, shifting away from **Bitcoin** and increasing holdings in **physical gold**. This strategic move is driven by escalating concerns regarding **quantum computing risks** to Bitcoin's underlying cryptography. Accelerated quantum timelines are seen as fundamentally undermining the long-term store-of-value proposition of digital assets. Consequently, the portfolio is being realigned toward **gold** and **mining stocks**. This pivot prioritizes assets deemed more resilient globally against these emerging technological threats.