Weekly Roundup 04/10/26 (New Satoshi candidates, Mythos' 0-days, CZ's memoir) (EP.713)

On this week's episode of On The Brink with Castle Island, hosts Matt Walsh and Nick Carter dive into the latest crypto developments, beginning with a deep dive into the ongoing mystery of Satoshi Nakamoto's identity. They critique a recent New York Times investigation suggesting Adam Back is Satoshi, calling it flawed and biased, and instead explore alternative theories—particularly the possibility that Satoshi was a group or that the true identity may be someone deceased, like Len Sassaman, whose technical background and timeline align closely with the early Bitcoin era. The hosts express skepticism about lone-genius narratives, emphasizing Bitcoin’s interdisciplinary nature and the likelihood of collaborative creation. They also discuss the potential of AI, specifically Anthropic’s upcoming Mythos model, which reportedly can uncover zero-day vulnerabilities across all major operating systems and browsers, prompting a secretive industry coalition called Project Glasswing to mitigate risks before release. The episode then shifts to market activity, highlighting new funding rounds for projects like Pharos, O.xyz, and GoSats, and MicroStrategy’s continued Bitcoin accumulation. Regulatory updates are covered, including Morgan Stanley’s low-fee Bitcoin ETF debut, the White House’s analysis downplaying stablecoin yield risks to banks, and a major legal win for Calci in a New Jersey appeals court. The hosts also touch on CZ’s memoir, Freedom of Money, and geopolitical rumors about Iran accepting Bitcoin tolls in the Strait of Hormuz—though they remain highly skeptical. Throughout, cybersecurity remains a central theme, with warnings about emerging AI-driven threats and the importance of strong OPSEC practices.