ROLLUP: AI Threatens Crypto Security | Tom Lee Stops Buying ETH | Ethereum L2s Shut Down | Zcash ETFs
Shownotes
Could AI break crypto before quantum does? Ryan and David unpack Justin Drake’s “bunker mode” warning, whether holders should move funds, Tom Lee’s decision to stop buying ETH, and the shutdown of two Ethereum L2s.
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TIMESTAMPS & RESOURCES
0:00 Intro
1:51 Yields, Oil & Bitcoin
https://www.tradingview.com/symbols/TVC-US10Y
https://x.com/santiagoaufund/status/2107548024310464790
https://x.com/josephwang/status/2108100745086275897
9:32 Tom Lee Stops Buying ETH
https://x.com/coinbureau/status/2107763103756878003
https://x.com/lex_node/status/2107811138532774349
https://x.com/fundstrat/status/2108072716960149662
19:06 AI Threatens Crypto Security
https://x.com/drakefjustin/status/2107837081313505768
https://www.nytimes.com/2026/10/06/science/openai-math-problems.html
https://x.com/matthew_d_green/status/2107992246360649879
31:24 Cryptographers Push Back
https://x.com/LindellYehuda/status/2107999859219587309
https://x.com/mert/status/2108058959852773442
https://x.com/vitalikbuterin/status/2107976296320106851
37:00 Ethereum L2 Shutdowns
https://x.com/blast/status/2106032805280891073
https://x.com/AbstractChain/status/2107554632675340420
https://x.com/Starknet/status/2108113391525204034
41:25 Zcash ETF Momentum
https://www.theblock.co/news/markets/2026-10-06-winklevoss-files-spot-zcash-etf-wink-417826
44:57 FinCEN Withdraws Wallet Rules
50:22 Token2049 Takeaways
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