Their past reporting on non-public information that I was personally familiar with has been 100% correct. This particular news about $10m packages was just corroborated independently by some well known researchers I follow on Twitter. Based on that and their prior track record of things they reported first that later became public and were true, I trust their reporting on other things I can't immediately verify.
It's a screenshot of his DMs. Someone he knows is telling him they know it's real. The name is cut off presumably because he doesn't want to out his friend who is disclosing non-public information.