ROLLUP: AI Threatens Crypto Security | Tom Lee Stops Buying ETH | Ethereum L2s Shut Down | Zcash ETFs

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

https://farside.co.uk/btc/

https://www.theblock.co/news/business/2026-10-07-robinhood-adds-25-million-bitcoin-balance-sheet-417890

9:32 Tom Lee Stops Buying ETH