Market Blaze

@_PyBlock_ At least we are all coming to somewhat similar paths. It just reeks somehow of a person who was at the peripheral or formerly within the circles of state agencies and he had reason to be wary of them. x.com/i/status/20429…

@mkt_blaze We never said J-J was SN, we said he was closer to SN than Andy-Island-Boy-Back will ever be. thehackernews.com/2014/02/nsa-al…

A 63 year old would not be coding world class production grade leading edge stuff with C++. He could do the theoretical framework but would never be able to create the implementation. A state actor could plus create all the obfuscation Satoshi made around his identity.

@robustus The dense precise manner he coded resembles the meticulous code of other State/NSA works such as Stuxnet. Although it had some gaps a state team would resolve first (leading to single individual), still hints at technical skills only a person who worked in such a team can have.

@robustus Entire thing also rings of someone with keen knowledge of not just opsec but thorough knowledge of other domains. So we have technical expertise in cryptography, programming, math, academia, legal, financial systems. He must have researched for or was part of GCHQ or NSA.

To state the obvious... Satoshi candidates need to plausibly cover the following, in addition to the table-stakes stuff like cryptography experience and interest in digital money: - will & ability to start/run/manage a community - always write intelligibly, almost always politely - enough knowledge of p2p networking design to write the original gossip protocol - enough distributed systems engineering experience to run the initial patoshi cluster - the product/market sense to release a Windows GUI client before anything else - the character to seed, grow, and steward the ecosystem from 0, including the forum, early collaborators who showed up, and the auto-throttling patoshi cluster to keep the network alive. Almost every Satoshi theorist ignores these factors, focusing more on superficial stuff. But the above, taken together, are the most remarkable thing about what satoshi did. Lots of people can have a flash of brilliance, few have the determination & background to follow up with highly competent execution on taking the idea through from concept to self-sustaining ecosystem. And yes I think it's overwhelmingly likely it was one person. The entire thing screams passionate, motivated, highly competent single person to me. It's *harder* to do something like that as a team from the get go, not easier.

@gabriberton I don't think everybody having a tool that can steal your identity or access your bank account at will is a fun idea. Exponentially making it easy to gain unauthorized access to systems is a serious concern. Before mediocre hackers did not have a tool to do the grunt work.

Super interesting take from one of the greatest hackers He says Mythos is not as good as they claim, because zero-day vulnerabilities are not that hard to find for skilled hackers I'm far from the hacking world but sounds reasonable Any thought?

@adam3us @TheStalwart @JohnCarreyrou @nytimes It is easier he read all your works and discussions later. Far more plausible than a team.

@adam3us @TheStalwart @JohnCarreyrou @nytimes My hypothesis that James A Donald coded for you collapsed due to same reasons. You could have read his Crypto Kong C++ code and assimilated his coding style later on.

WHY THIS SATOSHI ARTICLE WAS DIFFERENT: In today's newsletter I wrote about the NYT's piece connecting @adam3us to Satoshi, and why it definitely hits different than any prior identification attempt. I also offer a different framework for thinking through Adam's denials

@dir @TheStalwart Makes more sense

@mkt_blaze @TheStalwart All a bit too contrived. Simpler: experienced C++ developer with applied crypto knowledge inspired by a lot of online payment problems in the 00's finds the mailing lists, reads + lurks them, pieces together a solution and publishes a prototype. Anon because of his corp work

I love that people are still trying to crack this. I wasn't, however, 100% convinced by the evidence or the conclusion. The stylometry is interesting, but on content, ofc all the cypherpunks had similar thoughts on politics and privacy and the architecture of the internet.

@dir @TheStalwart James A Donald is an excellent C++ developer working on Windows environment. Also a commonwealth candidate from Canada. Hypothesus: Back was the main protagonist, designed and generated the requirements + communicator behind Satoshi profile. Donald did the actual coding.

@dir @TheStalwart We know Satoshi slipped and wrote in commonwealth English. Also there are stylistic similarities (plenty of hyphenation) and personal attributes of self effacing and deprecation. Still likely a team did it. I know it's not James A. Donald but I bet he could have coded for Back

@adam3us @JohnCarreyrou @AaronvanW Most glaring coincidence👇: "Back largely went silent on the cryptography mailing list during the exact period Satoshi was active, then reappeared six weeks after Satoshi disappeared in April 2011." James A. Donald was a lot more talkative - another commonwealther, acquitance?

@JohnCarreyrou @AaronvanW for his quote "I’m not saying I’m good with words but I sure did a lot of yakking on these lists actually" the broader context was my observation that because I was talkative on the list, and known to have an active interest in ecash, there's some confirmation bias in finding my

i'm not satoshi, but I was early in laser focus on the positive societal implications of cryptography, online privacy and electronic cash, hence my ~1992 onwards active interest in applied research on ecash, privacy tech on cypherpunks list which led to hashcash and other ideas.

Ok, but your timeline has odd coincidence, apart from the commonwealth spelling and stylometric similarities "Back largely went silent onthe cryptography mailing list during the exact period Satoshi was active, then reappeared six weeks after Satoshi disappeared in April 2011."

JUST IN: The New York Times claims Adam Back is likely Satoshi, after a year-long investigation.

@Nebraskangooner @Kalshi Last run possibly to mid 50k then return to bullish trend. Should be the trst of the bottom.

@Nebraskangooner @Kalshi Both the 4H and Daily seem about to let it rip.

BREAKING: Our traders forecast Bitcoin to reach a low of $45,000

@gfc4 @kurtsaltrichter @thedave2006 Seems eerily like they could be vibe coding "upgrades" to their backend. No one knows what to fix as someone pushed into production a bunch of code and it did not fit with the rest of the system.

@kurtsaltrichter @thedave2006 This is not getting enough press. I imagine there are massive issues related to this since Schwab is one of the larger custodians for the wealth mgmt world.

Charles Schwab had a system failure yesterday (3/25). They couldn't tell if trades got executed or not and said they wouldn't know until this morning. This was their entire system as I understand it, individuals, advisors, everyone. Kind of amazing it takes them 12+ hours to figure out if trades happened or not but ok, I guess. Yesterday, they said to check back this morning. I called at 8amish Eastern today. They said the group that handles trade issues doesn't come in until 9am. Seems like maybe having the trade break people come in early the day after a total system failure with tons of trades that either failed, got duped, etc. wouldn't be the worst idea but no. I called back after 9am and they said the system was still resolving itself and they hoped trades would be processed and allocated by 6pm today. It is currently 7pm and my executions from yesterday are still not allocated. The trade reconciliation group has gone home - call back during normal hours the automated line says. I find all of this somewhat amazing. The regulators are up everyone's keester about basically everything except apparently when it comes to one of the larger custodians having a total system failure and all their clients not really knowing their positions. All of this brings to mind a line from Gordon Gekko, "Wake up, will you, pal? If you're not inside, you are outside, okay?"

@trevorlasn @SuhailKakar Single API for everything seems risky. I hated it at first, Gamma, Clob, RTDS... then some stuff split between REST and Websockets in a very patchy way. But still should be 3 1. data feed (REST + websockets) 2. orders and accounts 3. markets/events/profiles (search)

@SuhailKakar oh that's huge. looking forward to that, so much of my backend is glue code mapping between the three

polymarket is now massively more ai agent-friendly we've built a full suite of agentic interactions - cli, mcp, and agent skills claude just one-shotted an entire bloomberg-style terminal for polymarket - inside a terminal: