AI Threatens Crypto Security

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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

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…

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