QUBIC: Analyzing the Liquidity Dynamics of AI-Driven PoW in a Post-QT Market

[Akka 007]

With the end of Quantitative Tightening (QT) and potential liquidity inflows returning to risk assets, many are looking for alts with asymmetric upside. Qubic ($QUBIC) has been gaining traction not just as an AI narrative, but as a unique Useful Proof-of-Work project.

From a speculation standpoint, here are three key factors driving its current market structure:

1. Narrative Convergence: Qubic sits at the intersection of two high-demand sectors: AI and Mining. Unlike traditional GPU mining coins that suffer from VRAM degradation (as seen with KawPoW), Qubic’s computational work has tangible utility in AI training. This could attract a different class of institutional interest compared to pure meme or L1 plays.

2. Supply & Distribution: The emission schedule and mining difficulty adjustments create a deflationary pressure during high-hashrate periods. For traders, watching the hashrate-to-price ratio[/b] can provide early signals of miner capitulation or accumulation phases, similar to how we analyze BTC miner reserves.

3. Volatility & Entry: Given its lower market cap compared to established AI coins, $QUBIC exhibits higher beta. However, this also means thinner order books. Smart money is likely accumulating during low-volume consolidation phases before any major AI-related news catalysts.

Question for the community: Are you treating Qubic as a short-term liquidity play on the AI narrative, or do you believe the "Useful PoW" model will sustain long-term holder conviction even if the broader alt market remains stagnant?

Disclaimer: Not financial advice. Do your own research.

[Slow death]

You’ve written some very nice words, but in practice, this project hasn’t achieved anything significant in terms of price over the last two years. Look two years ago, the price of Bitcoin wasn’t very high, and that’s when this altcoin was launched. Given that the price of Bitcoin has risen substantially over the past two years, one would have expected this altcoin to see a major price increase as well. Just take a look at this:



source: https://coinmarketcap.com/currencies/qubic/

Since March 2024, the price of this altcoin has been in a steep, continuous decline. Why, then, would anyone waste time and money buying it when they could simply purchase Bitcoin and make a profit? Look at Bitcoin’s performance:

January 2024 = $42,000

October 2025 = $126,000

That’s a 3x return, without the high risks such as the possibility that the creator of this altcoin could simply vanish forever. This is what people need to evaluate when considering any altcoin: what exactly does the project offer that makes it superior to Bitcoin? In this case, it’s nothing more than a waste of time and money. Many people who bought in at the peak in 2024 have likely lost money on this altcoin over the last two years. My advice to you would be to give up on this project and buy Bitcoin or some other altcoin that’s better than this one. It makes no sense to keep talking about a project like this, which has been a disappointment over the last two years even with the price of Bitcoin rising significantly, this altcoin’s price hasn’t gone up.