WATCH MYTHOS

“The most compelling piece, I think, is that one of the citations in the white paper is this, paper that was it was the result of a conference that was held in Belgium or Luxembourg. And the conference proceedings, you know, the written version was only made available in a couple universities in the region. And and, of course, Len, he studied in Belgium. So it actually wasn't on the Internet freely available. So you would have only had access to this paper, which is cited. It's like the third reference in the Bitcoin white paper if you were physically studying at one of those institutions in Belgium.”

“Did you see that, Scott Besant, secretary of treasury of Besant, wrote an op ed in the journal today, taking aim at congress, calling on them to pass the clarity act, talking about how The US needs to remain the world's financial center? This is an evolving technology we need to lead. Like what I'm hearing there. I agree. Let's get it done.”

“This is just my personal bias, but I would I would almost start from the perspective of who's no longer alive as the most likely candidate to be Satoshi. Because who could sit on 1,500,000 Bitcoins and just not move them throughout all this tumult that we've had around the block size wars, now the quantum threat? I mean, to not move your Bitcoin, to still be breathing and have access to the keys. So to me, it's you know, doesn't have access to the keys or is no longer with us.”

“If it was Craig Wright all along. I would yeah. Then I would actually be upset. Still don't really understand. I guess it's hard to explain the rantings of a madman, but what was Craig Wright thinking? I mean, I just think if you persuade people that you have a hoard of a $120,000,000,000, you can turn all that into real money.”

“If I was a DeFi founder, I'd really be looking at time locks and delays, in addition to just basic multisig hygiene. But I it makes me think about things like HSMs and think about just some of the core infrastructure sitting underneath the hood in the digital asset economy. I mean, some of the things I've been reading about this is that some of these vulnerabilities are coming into these browsers through things like the font settings and things like that.”

“Yeah. I'm actually leaning more towards the group thing because there's just no one person that fits the profile of this astonishing genius that was skilled in so many domains. It's about persuasion. It's about building the early community. It's about keeping the early network running for you physically. It's about creating an academic work that's persuasive. It's about the forum posts, about the tricky engineering decisions, the open source maintenance, and then of course the knowledge of monetary history and so on.”

“The only thing that that John and the New York Times did was they looked at language and grammar patterns in forum posts and emails and things like that. But it's not done in a very systematic way, Actually. They kind of were like, okay, well, let's look at certain spellings and then let's look at the 100 most possible candidates and see but they sort of assumed the conclusion. They kind of went from well, I think it's this guy back. And then they they kind of, with the conclusion already in mind, look for corroborating evidence, which you can do for any of these guys, by the way.”

“Also on the ETF, front, Morgan Stanley's Bitcoin ETF, that's MSBT. They saw 30,000,000 in net flows on its first day of trading on Wednesday. Not eye popping day one numbers, but, I believe this is the cheapest Bitcoin ETF from an expense ratio perspective. This Morgan Stanley one is point 14%. And, yeah, they all kinda go up from there up to about, 25 basis points.”

“So the end new anthropic model is called Mythos. They have not released it to the public yet because they say that it has zero day the ability to, inflict zero day vulnerabilities on every operating system, basically every Internet browser, and they have formed what they're calling Project Glasswing, bringing together some of the largest companies in The United States, Google, JPMorgan, Cisco, Broadcom, number of others, to bring them under the tent on fixing some of these zero days before the model is released. This is scary stuff.”

“Speaking of geopolitical, considerations, there are a lot of rumors that Iran is gonna accept tolls from straight of Hormuz passage in Bitcoin. And people are kinda celebrating this, which I find really bizarre, frankly. It's like, yeah. Well, like, okay. Yeah. Certain nation states, pariah countries do use digital assets. Like North Korea, they have Bitcoin, but why celebrate that? If these payments happen, that's not good for the global economy. That's basically a form of international piracy.”