IONQ announced at their investor presentation yesterday that they anticipate having the ability to break ECDSA keys with about a month of compute starting in 2 years from now. BTC seeing significant spot selling while ZEC is seeing buying. I don't think these are unrelated
Google leaning into spending more at any cost and the market hates it. I suspect that these guys feel trapped and the humiliation ritual where they destroy shareholder value will continue for another quarter.