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

Justin Drake warns AI math breakthroughs could break ECDSA cryptography within months, prompting calls to migrate crypto holdings to unused addresses.

• Macro headwinds persist: 10-year yield hit 5.3%, 30-year 5.7% (highest since 2002), 30-year mortgages at 7.5%, oil broke $100/barrel; Bitcoin fell 3% to $82,300, ETH fell 6% to $2,500, altcoins (Zcash -13%, Venice -17%, Athena -17%) flushed harder.
• Tom Lee halts ETH buying: BitMine hit ~6M ETH (98% of its 5% supply cap) a year ahead of schedule and will stop accumulating, redirecting ~$643M cash to buybacks, staking infrastructure (Maven), and outside investments.

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