web3: Crypto venture capital begins to bet on post-quantum secure infrastructure
The market still does not have a clear timetable for when quantum computing will truly threaten existing blockchain encryption systems. However, from the perspective of some crypto venture capital firms, relevant preparation work cannot wait until risks are imminent, as wallet, node, and asset migrations often require longer cycles.
Capital increasingly values migration capabilities
Moon Pursuit Capital founder Utkarsh Ahuja stated that before entering 2027, post-quantum security, cryptographic migration tools, and infrastructure that can continue to upgrade in the future may attract more crypto venture capital funding.
He believes that when evaluating these types of projects, the focus is not only on the technology itself, but also on whether the product can be integrated into existing networks, and whether it can minimize disruption to users, custodians, and validators when cryptographic standards change.
AmericanFortress raises $8 million seed round
Moon Pursuit previously co-led an $8 million seed round for AmericanFortress with SAVA Digital Asset Fund and 0G Labs. The company is developing security solutions for existing blockchain wallets and has submitted patents related to quantum-resistant transaction signatures.
According to their disclosed design, the solution called ZK-PoSP enables wallets to prove control without exposing the original mnemonic phrase, targeting Bitcoin, Ethereum, and Solana addresses, and does not require users to transfer funds or change private keys.
However, this solution is still at the proposal stage. To execute it on-chain, node-level upgrade support is still needed. The technical documentation also mentions that post-quantum protection capabilities remain a speculative design and have not yet been verified by real quantum attacks.
Crypto funding focuses more on existing demand
According to Galaxy Research data, in the first quarter of 2026, crypto and blockchain venture capital completed approximately $4 billion in funding across 355 deals, a 50% decrease compared to the previous quarter. Among them, trading, exchanges, investment, and lending companies collectively received about $2.6 billion.
Infrastructure ranked second by number of deals with a total of 56; privacy and security companies completed 22 deals. Ahuja believes that protocols and applications will continue to be funded, but more capital may flow into underlying systems required for institutional secure use of digital assets.
NIST has launched post-quantum standards
The National Institute of Standards and Technology (NIST) officially released the first batch of three post-quantum cryptography standards in August 2024 and recommends that system administrators adopt them as soon as possible. According to its timetable, algorithms vulnerable to quantum attacks will be gradually phased out after 2030 and removed from the standards system by 2035.
From a broader venture capital environment, in the second quarter of 2026, global VC investment totaled $227.4 billion, involving 8,440 deals. KPMG data shows that the quantum computing sector has slowed somewhat compared to the 2025 peak, but funding activity continues.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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