Weekly Roundup 04/10/26 (New Satoshi candidates, Mythos' 0-days, CZ's memoir)

·36 min·3 clips

The New York Times claims Adam Back is Satoshi, but Bitcoin veterans think they got it completely wrong.

The episode opens with a disclaimer and a historical financial crisis montage leading into Bitcoin's origin. Hosts Matt Walsh and Nic Carter briefly banter about The Masters golf tournament before diving into the week's news. The central topic is a New York Times investigative piece by John Carreyrou suggesting Blockstream founder Adam Back is Satoshi Nakamoto. Both hosts express skepticism, noting Back's skills but lack of unique evidence, and criticize the article's methodological weaknesses. They debate likely Satoshi candidates, with Nick Carter proposing the person is probably deceased given the unmoved Bitcoin hoard. Evidence for Len Sassaman is discussed, including his Belgian study linking to a white paper citation. The possibility of Satoshi being a group is considered due to the interdisciplinary skills required. The conversation shifts to Castle Island content, including a credit markets interview and quantum threat paper takeaways. Venture deals of the week are listed, including Pharos ($44M), INXY Payments ($7M), and others. MicroStrategy's continued Bitcoin purchases and Morgan Stanley's Bitcoin ETF debut with $30M inflows are noted. Regulatory topics include Treasury Secretary Janet Yellen's op-ed calling for crypto clarity, stablecoin yield analysis from the White House, and a Kal prediction markets court win. The hosts then discuss Anthropic's unreleased Mythos AI model, which reportedly exploits zero-day vulnerabilities, prompting a corporate coalition called Project Glasswing to address risks. Cybersecurity implications for DeFi and smart contracts are considered. CZ's memoir 'Freedom of Money' is mentioned, along with his Twitter feud with OKX founder Star. Other news includes CME's 24/7 crypto derivatives trading, FDIC rules for Genius, Securitize hiring a former JPM exec, and Treasury sharing cybersecurity info with crypto firms. Geopolitical rumors about Iran accepting Bitcoin for Strait of Hormuz tolls are discussed with concern. The episode wraps with speculation on future Satoshi revelations and a reminder to stay safe amid cybersecurity threats.

As heard by us

A compact weekly run from the financial crisis to Satoshi, Mythos, and deal flow.

On The Brink moves from Lehman, AIG, Fannie Mae, Freddie Mac, and the Fed into Bitcoin lore, then stays with Satoshi, the Mythos model, Castle Island content, and a run of deals.

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Why you'd press play

If you want Bitcoin lore mixed with market-crisis context, this episode gives you both.

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