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Independent research & opinion. Gradings are automated / LLM-assisted and may contain errors or hallucinations; nothing here is a statement of fact, financial advice, or an accusation of wrongdoing by any party. Claims about identifiable people or organizations reflect public records + good-faith interpretation; intent is not inferred from association. Methodology & disclaimer.

The CRQC / quantum-advantage landscape — what's really happening

Web-verified 2026-06-07. Full structured data + sources: macro-crqc-quantum-landscape.json. Pairs with macro-quantum-computing.json (equities/threat) and macro-pqc-chips.json (PQC/defense).

The claims are noisy — even the proofs get forged

The threat is real and compressing — and the loss is already happening

HNDL's integrity twin — "Trust Now, Forge Later" (TNFL)

HNDL breaks confidentiality (collect ciphertext now, decrypt later). Its twin breaks integrity: once a CRQC (Shor) derives private keys from public keys, previously-issued digital signatures become forgeable — old certificates, signed identity assertions, and ePassport Passive-Authentication signatures can be retroactively forged/impersonated. HNDL breaks secrecy; TNFL breaks authentication — which is exactly what a digital ID is for. This is the mechanism under the identity-proof paradox in spec-uk-labour-tbi-influence (#68): the credential's whole value inverts into impersonability at Q-Day.

Digital-ID PQC migration status — almost nothing is quantum-safe yet (added 2026-06-16)

Empirical backing for the identity-proof paradox (#68) and "governments change slower than the threat." Web-verified 2026-06 (prompted by a shared Grok exchange whose checkable claims all verify). As of mid-2026 essentially no major deployed national/consumer digital-ID system is post-quantum — the vast majority still run RSA/ECC.

Q-Day's silent-window asymmetry — the deadlines assume a break you'll be told about (added 2026-06-16)

The game theory the public deadlines ignore. Underlying facts (HNDL incurred, deadlines public, the forged ZK proof, the documented collection apparatus) are fact; the concealment logic is labeled strategic reasoning — no claim that any actor has a CRQC today.

Card expiry, reissuance & the rural-equity problem (added 2026-06-16)

The most concrete, sympathetic version of the argument. Physical eID cards / ePassports bake their crypto (RSA/ECC keys + signatures) into the chip at issuance with multi-year validity — you can't generally OTA-swap a chip's signing algorithm — so the only migration path is reissuance (or remote re-keying). Facts verified; the equity read labeled.

The geopolitical race

PowerSpendEdge
China~$15B + a $138B (1T-yuan) AI/quantum/H2 VC fundleads quantum comms (~12,000 km network + 2 Micius satellites) + sensing
USNQI ~$1.2B→$1.8B; DOE $625Mcomputing + PQC + sensing
EUQuantum Flagship €1B + AGILE defense roadmapcoordination + defense
UK£2.5B (2024-34) + £2B (Mar 2026)computing/procurement
Russia≥100B rublescomms + sensing

Increasingly military (sensing/PNT for GPS-denied navigation, secure comms, codebreaking). Corporate: IBM (roadmap → "Starling" fault-tolerant ~2029) and Google (Willow) lead; IonQ/Quantinuum/PsiQuantum/Rigetti/D-Wave/Microsoft(Majorana)/Amazon(Ocelot); China USTC/Origin. (Broadcom is custom-AI-silicon, not quantum — see fin-meta-family/fin-google-amazon-anthropic-meta.)

The counter-migration (deadlines)

The city / infrastructure layer

Sub-national action is mostly research/industry clusters (Chicago Quantum Exchange; Illinois Quantum & Microelectronics Park, PsiQuantum anchor ~$500M; Maryland "Capital of Quantum"; Colorado "Elevate Quantum") plus a migration burden landing on under-resourced municipal critical infrastructure (utilities, water, transit, hospitals, courts) that must inventory + migrate crypto before 2030. Cities are exposed nodes, not yet coordinated actors.

What's really happening (synthesis)

Three things at once: (1) a claims problem — advantage assertions are contested and even Google's ZK proof was forged, so "how close is Q-Day" is hype-prone; (2) a real, compressing CRQC threat whose harvest-now-decrypt-later loss to today's secrets is already locked in; (3) a geopolitical race — China leads comms/sensing and outspends via a $138B vehicle, the US/EU/UK lead compute + drive the PQC migration (2027–2035 deadlines). For this repo: separate the real (HNDL, programs, PQC mandates, IBM/Google/IonQ engineering) from the hype (800×-sales pure-plays, forged proofs, "Q-Day next year" marketing).

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