Welcome back to The Breakdown with me, NLW. It's a daily podcast on macro, Bitcoin, and the big

picture power shifts remaking our world. What's going on, guys? It is Friday, October 11th, and that means it's time for the Friday 5. Before we get into that, however, if you are enjoying the breakdown, please go subscribe to it, give it a rating, give it a review, or if you want to dive deeper into the conversation, come join us on the Breakers Discord. You can find a link in the show notes or go to bit.ly slash breakdown pod. All right, friends, we are back with another Friday 5 with Scott Melker.

We recorded this in the morning on Friday, October 11th, and there was a lot this week.

We had a bunch of SEC action, a fairly unhinged LinkedIn post, and a big discussion around

what polymarket data is actually trying to tell us.

There's a lot to get through, so let's dive in.

There's so much to talk about today. We're just going to get started. We were sort of laughing

before the show, but I'm going to save that one for the end. Yeah. It's a great closer.

But the first story that we have this week, arguably the biggest.

We've talked about it quite a lot here.

Money Electric, the Bitcoin mystery.

We finally know from HBO, a very reliable source for deep documentary insight, who Satoshi

Nakamoto is.

And obviously, it's this guy, Peter Todd, that nobody thought of Satoshi Nakamoto, who has openly said, I'm not Satoshi Nakamoto, laughed at everybody and is definitely not Stoci Nakamoto. So you've talked about this a lot this week, I'm sure. What have the conversations been for you? Have they evolved over time? Basically, what I'm interested in is, has anyone may be sat back a little bit like, no, maybe, you know, when I think about it a little bit more, or has it just been a steady skepticism in the hallway?

There are some maybe people, but it's not compelling evidence.

That's all I can say is that it's no more compelling than the case for Hal Fannie or Nick Zabo or Adam Back or any of these other people that have been floated.

I mean, I've seen some pretty, like, strong defenses that it could be Peter Todd on X,

but I reached out to him and he's just pissed off.

I was like, hey, would you do an interview?

Come on spaces.

He said, dude, I don't want, I'll answer any questions you have ever email.

Like, I want no more mainstream people bothering me.

...