On The Brink with Castle Island Weekly Roundup 04/10/26 (New Satoshi candidates, Mythos' 0-days, CZ's memoir) (EP.713)
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Apr 10, 2026 They debate New York Times claims about Adam Back and weigh other Satoshi candidates and the idea Satoshi could be a group. They cover Morgan Stanley’s new Bitcoin ETF and MicroStrategy activity. Regulators and policy appear via calls for clarity, White House stablecoin analysis, and a NJ court win for prediction markets. They discuss Anthropic’s Mythos exposing zero-day risks and CZ publishing a memoir. Iran tolls payable in Bitcoin get a geopolitical look.
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Why Len Sassaman Makes Compelling Satoshi Evidence
- Matt Walsh favors Len Sassaman as a strong Satoshi candidate due to timing, technical ability, and suspicious email hacks.
- He highlights Len's Belgium studies giving access to an obscure conference paper cited in the white paper as compelling circumstantial evidence.
Bitcoin's Breadth Makes A Group Satoshi Hypothesis Plausible
- The hosts are warming to the idea Satoshi could be a group because Bitcoin required interdisciplinary engineering, persuasion, and community stewardship.
- Nic and Matt note difficulty of one person possessing deep C++ systems skills, monetary history knowledge, and community management simultaneously.
Morgan Stanley ETF Debuts With Modest Flows And Low Fees
- Morgan Stanley's Bitcoin ETF (MSBT) launched with $30M net inflows on day one and is among the lowest-fee options at 0.14% expense ratio.
- Hosts view MSBT's distribution through Morgan Stanley's advisor network as the key lever for future flows.