Possible scenario
Orderly Wallet Migration
40% Chance
The most likely path is a coordinated but uneven migration campaign led by Ethereum client teams, wallet providers, exchanges, and custody firms. Justin Drake's warning accelerates address rotation, multisig upgrades, and post-quantum transition planning without immediately proving that large-scale AI private-key recovery is practical.
Initial impacts
- Bitcoin Down
Secondary impacts
- Technology +0.1%
- Finance +0.1%
Tickers
- COIN+1.0%
- +0.3%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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