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anotherblackhat comments on Harry Potter and the Methods of Rationality discussion thread, part 10 - Less Wrong
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(EDIT: This theory was disproven in Chap. 79)
I think Hat and Cloak is Lucius Malfoy. First piece of evidence: timing of his first appearance.
Chapter 34: Harry says "Maybe I'll just do what Draco tried with Zabini, and write a letter to Lucius Malfoy and see what he thinks about that."
Chapter 35: Hat and Cloak appears on-screen for the first time, to talk to Zabini.
Second piece of evidence: He says "Lucius Malfoy has taken notice of you, Hermione."
Hat and Cloak told Hermione "you are a Muggleborn and yet you possess a power of wizardry greater than any pureblood."
Lucius can't believe that. He can't even afford for that belief to exist, so I don't see him uttering it, even as flattery he "knows" to be false.
Lucius knows that his enemies believe muggleborn can be powerful wizards, so he can say that flattery to look like his enemies.
For people that believe blood has nothing to do with magic - they won't state the obvious.
Hat and Cloak uttered that line by way of drawing attention to the reason that blood-purists have taken her for an enemy (which is relevant because H&C wants to give the appearance of courting Hermione as an ally). As an explanation of that hatred and danger it makes sense say it no matter who H&C turns out to be.