Spoilers ahead. TREAD LIGHTLY SON. That shot of the wall with 'HEISENBERG' spray-painted in yellow sent a shiver down my spine. That definitely means that Walt's past actions are common knowledge. So was it Hank that exposed him? And why was Walt retrieving the ricin? Obviously he has to take someone out quietly, but who could it be? I've heard some people say for suicide but why would Walt use ricin of all things to commit suicide. So is it Hank? Or is it Jesse? Unfortunately, I think Walt has already killed Jessie by this point. So my best guess is Hank. Speaking of Hank, when that garage door started to close... Oh my shit. That punch had the force of a thousand minerals packed behind it. I can't believe they had that confrontation this early in the season. Walt essentially admitted to Hank that he was Heisenberg--so what's Hank's next move? I don't think he can go to the DEA with this one. He has too many connections to Walt. So I say he goes at it lone wolf style. Action Hank. I also think Jesse knew Walt was lying to him about what had happened to Mike. But how did Jesse know? Did Hank speak with Jesse first after realizing his connection with Walt? Or did Jesse just intuit that Walt was lying to him? I think it's the latter--Jesse just isn't accepting any of Walt's bullshit any more. That sent him over the edge. Also funny to see Walt act so much like Gus (the towel before he vomited, his attitude towards Lydia at the carwash). The line between Walt and Heisenberg is completely indistinguishable at this point. They are the same person. I can't believe we've gotta wait a whole week until the next episode.
Hank is in a terrible spot and he knows it. If he were to turn Walt in, no one would believe that he wasn't in on it, especially since it was Hank who took down Gus when no one else believed Gus was doing anything wrong. Where did he get his inside info? Police intuition just doesn't sound convincing to most people. The only thing Hank knows is that he's FUCKED either way. And on top of all that he loves Walt like a brother, even though I believe that Walt consciously or subconsciously absolutely despises Hank (the look on Walt's face when Jr. was talking about how Uncle Hank is a hero for taking down Gus, work for which Walt was responsible, was one of pure disgust). I think you are right about Jesse. Jesse thinks two things. He thins that with Walt is telling the truth, which is unlikely but possible. In that case he is out and can just fade away. Or Walt is probably lying. In that case he better just pretend to believe, because he's starting to get the picture that Walt is so far gone as a person that he no longer cares who he crosses. In both cases all Jesse can do is keep hos mouth shut and lay low, so what's the difference to him?