I recently posted a list of facts about Sun Wukong (孫悟空) to reddit. I am presenting an elongated version of it here, which serves as a summation of everything that I’ve learned over the years. It is by no means comprehensive. I’ll add more facts in the future as I learn of them. Enjoy.
In my opinion, however, the greatest influence on his 1592 persona is a white ape antagonist from a Tang-era story. Similarities include: 1) both are supernatural primates possessed of human speech; 2) one thousand-year-old practitioners of longevity arts; 3) masters of Daoist magic with the ability to fly and change their appearance; 4) warriors capable of single-handedly defeating an army; 5) have a fondness for armed martial arts; 6) have an iron-hard, nigh-invulnerable body immune to most efforts to harm them; 7) have eyes that flash like lightning; 8) live in verdant mountain paradises (like Flower Fruit Mountain); and 9) reside in caves with stone furniture (like the Water Curtain Cave).
The oldest depictions of this character (late-11th to late-13th-century) appear in Buddhist cave art along the Silk Road in Northern China. He is almost always portrayed in a scene worshiping the Bodhisattva Guanyin.
A 13th-century version of JTTW describes the Monkey Pilgrim as a white-clad scholar who is an ancient immortal from the very beginning of the tale. He was beaten with an iron rod as a young immortal after he stole magic peaches and was subsequently banished to the Mountain of Flowers and Fruit. He actively searches out the monk to protect him as the cleric’s two previous incarnations were eaten by a monster (Sha Wujing’s antecedent) in the past.
This immortal fights with two staves (at different times), a golden-ringed monk’s staff and an iron staff (both borrowed from heaven). The monk’s staff can create destructive blasts of light, as well as transform into titanic creatures, including a club-wielding yaksha and an iron dragon. The iron staff isn’t shown to have any special powers. These weapons were later combined by storytellers, the rings from the former being added to the ends of the latter.
The earliest mention of the name “Sun Wukong” that I’m aware of appears in an early-15th-century zaju play. It depicts the character as a sex-crazed maniac who kidnaps a princess to be his wife, tries to seduce Princess Iron Fan, and later gets erectile disfunction when his golden headband tightens while trying to have sex with a young maiden in the Kingdom of Women.
The dharma name “Wukong” (悟空) was likely influenced by a historical monk of that name who traveled to India during the 8th-century. The name means “Awakened to Emptiness”, thus referencing Buddhist enlightenment. I think the corresponding Sanskrit name would be something like “Bodhiśūnyatā” (but don’t quote me on this).
The 1592 edition of the novel associates the components of Sun (孫 = zi, 子 & xi, 系) (ch. 1 – see section 4.2 here) with the formation of a “holy embryo” (shengtai, 聖胎), an immortal spirit that lives on after the adherent dies.
So taking all of the Buddhist and Daoist references into account, another translation for Sun Wukong would be “Immortal Awakened to Enlightenment”. This is a reference to the Buddho-Daoist philosophy of Zhang Boduan (張伯端, mid- to late-980s-1082), who believed that in order to become a true transcendent (xian, 仙), one had to achieve both the Daoist elixir of immortality and Buddha-nature (i.e. Buddhahood).
The aforementioned zaju play calls him the “Great Sage Reaching Heaven” (Tongtian dasheng, 通天大聖).
Said play also states that he has two sisters and two brothers. The sisters are respectively named the “Venerable Mother of Mount Li” (Lishan laomu, 驪山老母) and “Holy Mother Wuzhiqi” (Wuzhiqi shengmu, 巫支祇聖母). His older brother is called “Great Sage Equaling Heaven” (Qitian dasheng, 齊天大聖) and the younger the “Third Son Shuashua” (Shuashua sanlang, 耍耍三郎).
His home, the Mountain of Flowers and Fruit (Huaguo shan, 花果山), is located near the easternmost continent, while China is associated with the southernmost continent. This means that Monkey, within the novel, is not Chinese!
Despite the association above, Monkey shows no interest in sex throughout the entire novel. This may be a response to the highly sexualized Sun Wukong from the zaju play.
The novel also gives him the alchemical title “Squire of Metal/Gold” (Jingong, 金公), a possible “anagrammatic reading of the Chinese graph for lead or qian 鉛, which may be broken up into the two graphs of jin and gong” (Wu & Yu, 2012, vol. 1, p. 532 n. 3). Lead is an ingredient in external alchemy (see the material after figure two here). The title might also be referring to the earthly branchshen (申), which is associated with both metal and monkeys (Wu & Yu, 2012, vol. 1, p. 532 n. 3).
The overall arc of his birth and early life were likely based on that of the historical Buddha to make his tale more familiar to readers. Similarities include: A) supernatural births that split open their respective mothers (Queen Maya vs stone egg); B) producing a radiant splendor in all directions upon their birth; C) being talented students that quickly master concepts taught to them; D) early lives as royals (Indian prince vs king of monkeys); E) shock at the impermanence of life; F) questing for a spiritual solution to said impermanence; and G) finding said solution via spiritual practices (Indic meditation vs Daoist elixir arts).
His “Water Curtain Cave” (Shuilian dong, 水簾洞), the grotto-heaven where he and his people live in the Mountain of Flowers and Fruit, is associated with a different immortal in older religious literature. For instance, the Song-era text Master Ghost Valley’sNuminous Writ of the Essence of Heaven (Guigu zi tiansui lingwen, 鬼谷子天隨靈文) calls the titular character the “Master of the Waterfall Cave” (Shuilian dong zhu, 水濂洞主). In this case, the source uses a different lian (濂) in place of the lian (簾) associated with Monkey’s cave. But they both mean the same thing: a waterfall hiding a cave mouth (see the 12-11-21 update here). One 17th-century novel influenced by JTTW states that Master Ghost Valley lives in the Water Curtain Cave (Shuilian dong, 水簾洞; i.e. the same as Monkey’s home) with his student, the Warring States strategist Sun Bin (孫臏, d. 316 BCE). This means that two characters surnamed Sun (孫) live there in Chinese literature (see section II here).
While commonly portrayed as a Daoist immortal, his first master, the Patriarch Subodhi (Xuputi zushi, 須菩提祖師) (ch. 1 & 2), is shown to live in India and have a strong connection to Buddhism, possibly even being a Bodhisattva.
The actual name for his famous 72 Transformations is “Multitude of Terrestrial Killers” (Disha shu, 地煞數), which is based on a popular set of malevolent stellar gods.
This skill not only allows Monkey to transform into whatever he wants but also gives him a store of extra heads and possibly even extra lives like a video game (see section 4.4 # 3 here).
He specifically learns the 72 Transformations (ch. 3) in order to hide from a trio of elemental calamities sent by heaven to punish cultivators for defying their fate and achieving immortality. This is the origin of the “Heavenly Tribulation” (tianjie, 天劫; zhongjie, 重劫) trope from modern Xianxia literature.
But, surprisingly, he is not a true immortal, just long-lived and really hard to kill. The novel refers to him as a “bogus immortal” (yaoxian, 妖仙). This references Zhang Boduan’s aforementioned philosophy where one must obtain both the Daoist elixir (which Monkey did) and Buddha-Nature (which he hadn’t yet achieved) in order to be a true transcendent.
While training under Subodhi (ch. 3), he expressly passes on learning the bureaucratic-style magic rites normally used by earthly priests to request something from heaven because the skills involved won’t result in eternal life. Instead, after achieving immortality, Monkey just commands the gods to do his bidding (see section II here).
He can grow 100,000 feet (30,480 m) tall (ch. 1, 6, 61, and 97). This skill is called the “Method of Modeling Heaven on Earth” (Fatian xiangdi, 法天像地), and it is related to ancient Pre-Qin and Han concepts of astral-geography later used in the construction of imperial Chinese cities.
His magic “immortal breath” (xianqi, 仙氣) can transform his hairs, his staff, and objects not in direct contact with his body into anything he desires. It can also change disembodied souls into “ether” for ease of transport, and evidence suggests that it can even grant some form of immortality.
Monkey has 84,000 hairs on his body, and he can transform them into hundreds of thousands, millions, and even billions of hair clones (see the 03-19-22 update here).
The bureaucratic mix-up that resulted in his soul being dragged to hell (ch. 3) is based on “mistaken summons” to the underworld and “return-from-death” narratives present in early Chinese “miraculous tales” (Zhiguai xiaoshuo, 志怪小説) (Campany, 1990).
When he looks at his entry in the ledgers of hell, he learns that: 1) his soul number is “1,350”; 2) his real name is “Heaven-Born Stone Monkey” (Tianchan shihou, 天產石猴); and 3) he was fated to have a “good end” at the ripe old age of 342. This refers to a person’s pre-allotted lifespan (ming, 命) (Campany, 2005; Campany & Ge, 2002, pp. 47-52).
The distance that his cloud-somersault can travel, 108,000 li (33,554 mi / 54,000 km), is based on a metaphor for instantaneous enlightenment. It comes from the Platform Sutra of the Sixth Chan Patriarch Huineng (惠能). The Chan Master explains that the common trope of the Buddha’s paradise being separated from the world of man by 108,000 li is based on a combination of the “Ten Evils” (Shi’e, 十惡) and “Eight Wrongs” (Baxie, 八邪) of Buddhism. Those who rid themselves of these spiritual flaws will achieve enlightenment and thus arrive instantly at the Buddha’s paradise.
The initial depiction of his magic staff as a great iron pillar kept in the dragon kingdom treasury (ch. 3) is based on a metal column that the immortal Xu Xun (許遜) chained a demonic dragon to and then imprisoned in the aquatic realm in Chinese mythology.
It’s a common misconception that his staff weighed down the Milky Way galaxy. This is based on a mistranslation. The W. J. F. Jenner edition claims that the weapon anchored said star cluster. However, the original Chinese states that it was used as a means to measure and set the depths of the Heavenly River (Tianhe, 天河; a.k.a. Milky Way).
The weight of his staff is likely an embellishment on the weight of a heavy stone block lifted by the bandit-hero Wu Song (武松) in the Water Margin (Shuihu zhuan, 水滸傳, c. 1400). This episode and the JTTW episode where Monkey acquires his staff both involve a hero (Wu Song vs Sun Wukong) asking someone (a friend vs the Dragon King) to take them to a seemingly immovable object (stone block vs iron pillar). They then adjust their clothing before lifting the object with ease. Most importantly, the Chinese characters for the respective weights are visually similar. Sun’s staff is 13,500 catties (yiwan sanqian wubai jin, 一萬三千五百斤; 17,5560 lbs. / 7965.08 kg), while the stone block is 300 to 500 catties (sanwubai jin, 三五百斤; 390-650 lbs. / 177-295 kg). The characters in bold indicate the similarities between the two weights, where as those in red indicate the embellishments: 一萬三千五百斤.
He singlehandedly defeats the “Nine Planets” (Sk: Navagraha; Ch: Jiuyao, 九曜, “Nine Luminaries”), personifications of the sun and planets from Hindu astrology (Gansten, 2009), during his rebellion (ch. 4) (Wu & Yu, 2012, vol. 1, pp. 170-172).
His time as the Bimawen (弼馬溫, “To assist horse temperament”), a minor post overseeing the heavenly horse stables (ch. 4), is based on an ancient Chinese practice of placing monkeys in horse stables to ward off equine sicknesses. The belief was that the menstrual blood of female monkeys mixed with horse food somehow guarded against diseases. This is hilarious as the position links Sun Wukong to menstruation!
His title “Great Sage Equaling Heaven” (Qitian dasheng, 齊天大聖) (ch. 4) was actually borrowed from the “Eastern Marchmount” (Dongyue, 東嶽; a.k.a. “Eastern Peak”), the god of Mt. Tai. This suggests that the older brother from the aforementioned zaju play is really the Eastern Marchmount.
His time as the Guardian of the Immortal Peach Groves (ch. 5) is likely based on a Song-era Daoist scripture in which the aforementioned Sun Bin is tasked by his teacher, Master Ghost Valley, with protecting a tree laden with special fruit. He later captures a magic white ape stealing said produce (see section III here). The simian thief saves his life by offering Sun a set of secret religious texts. Both stories include: 1) a character surnamed Sun (孫) protecting special fruit (Sun Bin vs Sun Wukong); and 2) supernatural primates that steal and eat the fruit. Therefore, Monkey’s 1592 persona serves as both the guard and the thief!
The elixir pills that he drunkenly eats in Laozi’s laboratory (ch. 5) likely influenced the senzu beans from the world famous Dragon Ball (Jp: Doragon Bōru,ドラゴンボール; Ch: Qilongzhu, 七龍珠) franchise.
His time in Laozi‘s furnace (ch. 7) is based on an episode from the aforementioned 13th-century version of JTTW. It may also be connected to a story of Laozi magically surviving a foreign king’s attempt to boil him in a cauldron.
Smoke from the furnace irritates his eyes, giving him his famous “Fiery Eyes and Golden Pupils” (Huoyan jinjing, 火眼金睛). The former is likely based on the “actual red-rimmed eyes of [the Rhesus macaque]” (Burton, 2005, p. 148). The latter is likely based on the golden pupils of macaques (see section 2.1 here).
A religious precious scroll predating the 1592 edition states that Erlang instead traps Monkey beneath Mount Tai, and the aforementioned 15th-century zaju play states it was Guanyin and the Mountain of Flowers and Fruit.
This punishment links him to a broader list of mythic baddies imprisoned in earth, including Lucifer, Loki, and the Titans of Tartarus. I plan to write a later article about “earth prisons” in world myth.
One scholar suggests that being trapped under Five Elements Mountain is a symbolic death (remember that Monkey claims to be free of the Five Elements after attaining immortality), meaning that the hellish diet is his karmic punishment in the afterlife, and his later release is a symbolic reincarnation.
Along with the headband, his tiger skin kilt (ch. 13) can be traced to a list of ritual items prescribed for worshiping wrathful protector deities in Esoteric Indian Buddhism. These same ritual items came to be worn by the very protector deities that the yogins revered. This explains why some deities in Chinese folk religion (including Sun Wukong) are portrayed with the golden headband and tiger skin.
Modern artists sometimes depict him with two long feathers protruding from the front of his golden headband, giving him the appearance of an insect. But the feathers (lingzi, 翎子) are actually associated with a different headdress called the “Purple Gold Cap” (zijin guan, 紫金冠), which is worn on top of the head. It was a military headdress later associated with heroes in Chinese opera (see section 2.2 here).
Monkey is also shown to be weaker in water. For instance, he enlists Zhu Bajie to combat the water demon who turns out to be Sha Wujing (ch. 22) (Wu & Yu, 2012, vol. 1, p. pp. 422-423).
As an enlightened Buddha, Monkey is eligible for his own “Buddha-Field” (Sk: Buddhakṣetra; Ch: Focha, 佛刹), essentially his own universe in which he will lead the inhabitants to enlightenment (Buswell & Lopez, 2014, p. 153).
Modern ritual specialists known as “spirit-mediums” (Hokkien: Tangki, 童乩; Ch: Jitong, 乩童; lit: “Divining Child”) also channel the Great Sage, allowing his worshipers to have direct access to the divine. While they may use a staff to enhance the theater of their performance, the weapon surprisingly doesn’t serve a ritual function. They instead use a set of bladed or spiked weapons to draw blood intended to create evil-warding paper talismans (see the material below figure six here).
Monkey’s faith started in Fujian province, China and spread via boat to other countries within the Chinese diaspora. When he first started being worshiped is unknown. The first concrete references to his worship come from the 17th-century (see section III here). But the aforementioned 13th-century stone carving depicts him as a wrathful guardian, alongside other protector deities, Bodhisattvas, patriarchs, and eminent monks. This suggests that he might have been revered at an earlier time.
There is a style of Chinese boxing named after him, “Great Sage Boxing” (Cantonese: Taishingkyun; Mandarin: Dasheng quan, 大聖拳). Another closely associated style is “Great Sage Axe Boxing” (Can: Taishing pek kwarkyun; Man: Dasheng pigua quan, 劈掛拳). These arts also have staff styles associated with the Monkey King.
His time in Laozi’s furnace and ability to grow 100,000 feet tall influenced a Shaolin Monastery myth related to the founding of their famous staff fighting method. The story describes how a lowly kitchen worker jumped into an oven and remerged as a staff-wielding titan to battle mountain brigands attacking the monastery (see section 3 here).
He shares several connections with Yu the Great (here and here). These include: A) both have stone births; B) Monkey’s staff was originally used by Yu as a drill and as a ruler to set the depths of the fabled world flood; C) Sun’s demonic sister Wuzhiqi was conquered by Yu in some stories; and D) both are legendary hero-kings.
He shares a number of similarities with Wu Song. These include: A) both are reformed supernatural spirits originally trapped under the pressing weight of a mountain; B) slayers of tigers; C) Buddhist monks nicknamed “Pilgrim” (xingzhe, 行者), a title noting junior and traveling monks, as well as untrained riffraff that became clerics to avoid trouble with the law or taxes and military service (Wu Song is the latter and Monkey the former); D) martial arts monks who fight with staves; E) have moralistic golden headbands; and F) weapons made from bin steel (bin tie, 鑌鐵) (Wu Song’s Buddhist sabers vs Monkey’s magic staff).
He shares a surprising number of similarities with the Greek hero Heracles (a.k.a. Hercules). These include: A) supernatural births via masculine heavenly forces (son of Zeus vs the stone seeded by heaven); B) quick to anger; C) big cat skins (Nemean lion vs mountain tiger); D) fight with blunt weapons (olive wood club vs magic iron staff); E) great strength; F) knocked out by a god during a fit of rage (Athena with a rock vs Laozi and his Diamond-Cutter bracelet); G) given punishment to atone for past transgressions (12 labors for killing family vs protecting the monk for rebelling against heaven); H) constantly helped by goddesses (Athena vs Guanyin); I) similar enemies (there’s a long list); tamer of supernatural horses (Mares of Diomedes vs Heavenly Horses); J) travel to lands peopled by women (Amazons vs Kingdom of Women); K) theft of fruit from the gardens of queenly goddesses (Hera’s golden apples of the Hesperides vs the Queen Mother’s immortal peaches); L) travel to the underworld; M) take part in a heavenly war (Gigantomachy vs rebellion in heaven); N) become gods at the end of their stories (god of heroes and strength vs Victorious Fighting Buddha); and O) worshiped in the real world (Greece and Rome vs East and Southeast Asia).
He has a total of eight children between two 17th-century novels. He has five sons in A Supplement to the Journey to the West (Xiyoubu, 西遊補, 1640), but only one of them is mentioned by name. “King Pāramitā” (Boluomi wang, 波羅蜜王) is portrayed as a sword-wielding general capable of fighting Sun for several rounds. His name is based on a set of virtues learned by Bodhisattvas on their path to Buddhahood. In Journey to the South (Nanyouji, 南遊記) he has two sons named “Jidu” (奇都) and “Luohou” (羅猴), who respectively represent the lunar eclipse demons Ketu and Rahu from Indian astrology. He also has a giant, monstrous daughter, “Yuebei Xing” (月孛星, “Moon Comet Star”), who is named after a shadowy planet representing the lunar apogee (or the furthest spot in the moon’s orbit) in East Asian astrology. Only the daughter plays a part in the story. She uses a magic skull, which can kill immortals three days after their name is called.
Burton, F. D. (2005). Monkey King in China: Basis for a Conservation Policy? In A. Fuentes & L. D. Wolfe (Eds.), Primates Face to Face: Conservation Implications of Human-Nonhuman Primate Interconnections (pp. 137-162). Cambridge: Cambridge University Press.
Buswell, R. E., & Lopez, D. S. (2014). The Princeton Dictionary of Buddhism. N: Princeton University Press.
Campany, R. F. (1990). Return-from-Death Narratives in Early Medieval China. Journal of Chinese Religions, 18, pp. 91-125.
Campany, R. F., & Ge, H. (2002). To Live as Long as Heaven and Earth: A Translation and Study of Ge Hong’s Traditions of Divine Transcendents. Berkeley: University of California Press.
Campany, R. F. (2005). Living off the Books: Fifty Ways to Dodge Ming in Early Medieval China. In C. Lupke (Ed.), The Magnitude of Ming: Command, Allotment, and Fate in Chinese Culture (pp. 129-150), University of Hawaii Press.
Gansten, M. (2009). Navagrahas. In K. A. Jacobsen (Ed.), Brill’s Encyclopedia of Hinduism (Vol. 1) (pp. 647-653). Leiden: Brill.
Wu, C., & Yu, A. C. (2012). The Journey to the West (Vols. 1-4). Chicago, Illinois: University of Chicago Press.
If you were to ask someone to name Sun Wukong‘s master, those familiar with Journey to the West (Xiyouji, 西遊記, 1592) would probably say the Tang monk Tripitaka (Tang Sanzang, 唐三藏). But many forget that the cleric is actually his second master. His first, the Patriarch Subodhi (Xuputi zushi, 須菩提祖師; a.k.a. “Patriarch Puti / Bodhi“, Puti zushi, 菩提祖師), is rarely brought up in conversation. But this wise old man / elderly martial arts master archetype is the source of the Monkey King’s divine longevity, magical skills, and fighting prowess. He therefore deserves his own article. I’ve already written several pieces mentioning him, so I’ve decided to combine everything (including new material) onto a single page.
This article describes his origins, story in the novel, and description; the location, description, and the meaning of the name of his mountain home; his school uniform; how he names his students and why the Monkey King is called Sun Wukong; his religious, magical, and martial arts curriculum, including tests of spiritual intelligence; and his spiritual powers. Despite his common portrayal as a Daoist immortal (xian, 仙), the novel stresses a connection to Buddhism. I ultimately suggest that the Patriarch Subodhi is in reality a bodhisattva (pusa, 菩薩), albeit one with Daoist leanings.
Subodhi is based on Subhūti (Xuputi, 須扶提 / 須浮帝 / 蘇補底 / 蘇部底) (fig. 1),  one of the ten principle disciples of the Gautama Buddha. He plays an understated role in the original Pāli canon of Theravāda Buddhism, being recognized by the Buddha as the most accomplished in meditating on the concept of “loving-kindness” (Pāli: Metta; Sanskrit: Maitri), or wishing for the happiness of others (Buswell & Lopez, 2014, pp. 861-862; Osto, 2016, pp. 126-127). On the contrary, Subhūti plays a much larger role in Prajñāpāramitā texts of Mahāyāna Buddhism in which he is famed for contemplating “emptiness” (Pāli: suññatā; Sk: śūnyatā; Ch: kong, 空), a subject with textual interpretations ranging from ridding oneself of sexual desires to realizing the truth of the illusionary nature of Saṃsāra (Buswell & Lopez, 2014, pp. 872; Osto, 2016, p. 126). Because of this, he is also known in Chinese as the “One who expounded vacuity [emptiness]” (Kongsheng, 空生) (Soothill & Hodous, 1937/2014, p. 277). In fact, Osto (2016) suggests that Subhūti was secretly a bodhisattva, reasoning: “How else would he have the necessary insight to understand the profound and paradoxical philosophy of emptiness (śūnyatā) as it is found in these texts?” (p. 128). 
Fig. 1 – A detail of Subhūti from a woodblock frontispiece appearing in an 868 CE copy of the Diamond Sutra (larger version). This document is the oldest known dated printed book in the world (full woodblock).
Shao (2006) suggests that Subodhi was modeled on the historical disciple “to evoke a scriptural tradition that identifies Subhūti as the Buddhist at his best, one having the spiritual and intuitive approximation to ’emptiness’ … that the Chan [Zen] Buddhists value tremendously” (p. 723). He continues:
Is it then possible that what the novelist tried to highlight with Subhūti’s name was his reputation as the epitome of emptiness? We can certainly find ample textual evidence to support this line of thinking. Although Monkey’s Taoist realization is worthy of heaven, his Buddhist given name Wukong, or Awaken to Emptiness, obviously represents Subhūti’s Buddhist heritage, for the name is exactly what distinguishes Subhūti in the Buddhist tradition. What gives proof of the power and vitality of this bequest is the fact that “emptiness” constitutes the core of Monkey’s religious being (Shao, 2006, p. 724).
It should be noted that the complete Chinese name Xuputi (須菩提) is only used once in the novel to refer to the Patriarch (see here), while Puti (菩提) is used at least three times (see here). This is interesting as the latter term is a transliteration of bodhi (Pāli / Sk: “awakening” or “enlightenment”), an important concept in Buddhism in which one discovers the Four Noble Truths, thereby achieving enlightenment and freeing themself from the cycle of rebirth (Buswell & Lopez, 2014, p. 129). Therefore, the novel positions the Patriarch as a means to or even embodiment of enlightenment. This is fitting given Osto’s (2016) suggestion above that the historical Subhūti was a bodhisattva, “a ‘being’ (sattva) intent on awakening (bodhi) who has aroused the aspiration to achieve buddhahood” (Buswell & Lopez, 2014, p. 129). More on this below.
2. The literary teacher
2.1. His story
Subodhi is introduced by name in chapter one when a woodcutter tells the Monkey King about the sage and the location of his mountain home. He learns that the Patriarch “has already sent out innumerable disciples” and that at present “there are thirty or forty persons who are practicing austerities with him” (Wu & Yu, 2012, vol. 1, p. 112). After a quick exchange with an immortal lad at the front door, the Stone Monkey is led to a hall where Subodhi is lecturing to a group of “lesser immortals” (xiaoxian, 小仙). The Patriarch asks for his name and the location of his home but becomes upset as he believes Monkey is lying about his ten year journey from afar. However, after being assured of the truth and hearing of the miraculous stone birth, Subodhi officially accepts the primate as a disciple, giving him the religious name Sun Wukong (孫悟空, “Monkey Awakened to Emptiness”).
In the opening of chapter two, the Patriarch has his immortal students tutor Monkey in menial tasks like fetching firewood and water, tending the garden, and cleaning the monastery grounds, as well as provide lessons on human language and etiquette, calligraphy, scripture reading, and minor ritual procedures like incense burning. Seven years later, Subodhi notices Sun jumping around in excitement as the primate listens to his lecture. He thereafter offers to teach Monkey a number of skills, but the latter refuses multiple times since they won’t lead to immortality. This rejection makes the Patriarch visually upset, leading him to strike Sun on the head three times with a ruler and then walk away with his hands behind his back. His senior religious brothers chastise him for angering their master, but, due to his spiritual intelligence, Sun knows that the admonishment was really secret code. He later enters Subodhi’s room at the third watch (three hits) using a back door (hands behind back), and it is there where the teacher reveals the secret of immortality in a flowery poem.
After Monkey successfully attains eternal life three years later, the Patriarch teaches him the 72 transformations in order to hide from heaven-sent punishment slated to destroy him. In addition, he teaches the cloud-somersault, a method of super fast flight. Sun’s religious brothers are amazed at his attainments and request that he display his power of transformation by changing into a pine tree. The resulting applause greatly disturbs Subodhi, who sends the others away before reprimanding and expelling his disciple under the pretense of saving Monkey’s life from those who would harm him to learn his heavenly secrets. But before Sun has a chance to leave, his master threatens him with everlasting torment in the underworld if he ever reveals that the Patriarch had been his tutor. Monkey promises never to speak his name. This is the last time that Subodhi is seen in the story, but he is referenced two more times in later chapters (see section 3.4 below).
2.2. Allusions to Buddhist masters
Shao (1997) writes that Subodhi hitting Monkey on the head three times—a coded message for receiving secret teachings in the Master’s room at the third watch—is likely based on two episodes from the life of Huineng (惠能, 638-713), the Sixth Chan (Zen) Patriarch:
According to [the Platform Sutra], Huineng was pounding grain when Hongren [the 5th Chan Patriarch] came in, “hit on the mortar three times with his stick and then left” (以杖击碓三下而去). The non-verbal message occurred to the young man as a piece of intuition. By the third watch he arrived dutifully at the master’s chamber where Hongren passed the secret Dharma by way of enlightening him on [the Diamond Sutra], behind a raised cassock used to protect them from the intrusion of prying eyes. The other source is Caoxi dashi biezhuan 曹溪大师别传 (An Alternative Biography of the Great Master From Caoxi) in which Huineng hit Shenhui … a few times, seemingly annoyed by the insolence of his disciple’s clever repartee. But it was to none other than Shenhui that he imparted the secret Dharma—in the middle of the night, and with a similar group of dumb disciples who had seen nothing but impudence in Shenhui (pp. 60-61).
The allusion to Hongren and his use of the Diamond Sutra is apt as the historical Subhūti plays a large part in the scripture. His questions fuel the lesson, with the “Buddha’s reply constitut[ing] the body of the sutra” (Watson, 2010, p. 72).
Therefore, the aforementioned episodes associate the Patriarch with two enlightened Chan masters and their secret, unorthodox transmission of the Dharma, supporting his connection to Buddhism.
The novel includes a third allusion to Huineng. This will be discussed in section 4.3 below.
2.3. His description
The novel never gives an overt description of Subodhi’s features or dress. This ambiguity makes him a blank slate onto which anyone’s personal vision can be written. But there are a few references to his stately, awe-inspiring presence. A poem in chapter one reads:
A Golden Immortal of Great Awareness and of great ken and purest mien,
Master Bodhi, whose wondrous appearance like the West
Had no end or birth by work of the Double Three.
His whole spirit and breath were with mercy filled.
Empty, spontaneous, it could change at will,
His Buddha-nature able to do all things.
The same age as Heaven had his majestic frame.
Fully tried and enlightened was this grand priest (Wu & Yu, 2012, vol. 1, p. 114). 
Numerous elements from this poem require explanation. “Golden Immortal of Great Awareness” (Dajue jinxian, 大覺金仙) was a title bestowed on the Buddha by Song Emperor Huizong in 1119 in order to bring Buddhism under the banner of Daoism (Eskildsen, 2008, p. 43). “Wonderous appearance like the West” (Xifang miaoxiang, 西方妙相) compares the splendor of his person to the Western Pure Land (Sk: Sukhāvatī; Ch: Xifang jingtu, 西方淨土) of the Amitābha Buddha. “No end and no birth” (busheng bumie, 不生不滅) refers to his eternal life free from the wheel of reincarnation, which is thanks to his mastery of the “Double Three” (Sansan xing, 三三行). Yu (Wu & Yu, 2012) explains that this term likely refers to the “three samādhis“, a high-level meditation technique which focuses on the Buddhist philosophical concepts of emptiness, no appearance, and no desires (Wu & Yu, 2012, vol. 1, p. 507 n. 16). “Empty” (kong, 空) in the next line of course refers to Subodhi’s constant meditations on emptiness. “Buddha-nature” (Sk: tathāgatagarbha, lit: “womb of the tathāgata“; Ch: Zhenru benxing, 真如本性; a.k.a. Rulai zang, 如來藏) is “the potential to achieve buddhahood that, according to some Mahāyāna schools, is inherent in all sentient beings” (Buswell & Lopez, 2014, p. 897). This is an open reference to the Buddho-Daoist philosophy of the Southern Quanzhen School Patriarch Zhang Boduan (張伯端, mid to late-980s-1082), which greatly influenced Journey to the West. He believed that in order to become a true transcendent (xian, 仙), one had to achieve both the Daoist elixir of immortality and Buddha-nature (Shao, 1997; 2006). This dual achievement thus signifies that Subodhi is a celestial of the highest order. His “majestic” (or stately) body (zhuangyan ti, 莊嚴體) is said to have the “same age as heaven” (yutian tongshou, 與天同壽), a phrase used in the novel to denote the endless longevity of such divine beings (see here). The last line notes that he is a fully “enlightened” (mingxin, 明心; lit: “illuminous heart-mind”) master. Taken together, the allusions to Buddhas, the Western paradise, emptiness, and enlightenment speak to Subodhi’s identity as a Buddhist deity. And given his association with bodhi (awakening), I suggest that he is in fact a bodhisattva like his namesake, albeit one with Daoist leanings.
A Daoist bodhisattva may seem paradoxical, but this concept comfortably fits into the syncretic worldview espoused in late-Ming literature. For example, three well-known bodhisattvas are depicted as former high-ranking immortals in Investiture of the Gods (Fengshen yanyi, 封神演義, c. 1620). These include Guanyin (觀音) as “Person of the Way, Compassionate Ferry” (Cihang daoren, 慈航道人) (fig. 2), Mañjuśrī (Wenshu, 文殊) as the “Dharma-Spreading Heavenly Master of Outstanding Culture” (Wenshu guangfa tianzun, 文殊廣法天尊), and Samantabhadra (Puxian, 普賢) as the “Perfected Man of Universal Virtue” (Puxian zhenren, 普賢真人). Together, they later convert to Buddhism and become disciples of the Buddha (hou xing shimen, cheng, 後興釋門，成于佛教) at the end of chapter 83. 
Fig. 2 – A modern idol of Guanyin’s Daoist persona Person of the Way, Compassionate Ferry (larger version).
2.4. Ancient depiction
The standard 1592 edition of Journey to the West was originally published with a series of quaint woodblock prints. One features an image of the Patriarch, depicting him as a robed master holding a palace fan while seated in an ornate chair. He wears a guan-cap and has a kind face with airy whiskers and hints of large-lobed ears (fig. 3 and 4).
Fig. 3 – A woodblock of Monkey meeting the Patriarch for the first time (larger version). From the standard 1592 edition of the novel. Fig. 4 – A detail of Subodhi (larger version).
The novel remarks on the beauty of the mountain as Monkey walks through a forest to the school’s front entrance:
Mist and smoke in diffusive brilliance,
Flashing lights from the sun and moon,
A thousand stalks of old cypress,
Ten thousand stems of tall bamboo.
A thousand stalks of old cypress
Draped in rain half fill the air with tender green;
Ten thousand stems of tall bamboo
Held in smoke will paint the glen chartreuse.
Strange flowers spread brocades before the door.
Jadelike grass emits fragrance beside the bridge.
On ridges protruding grow moist green lichens;
On hanging cliffs cling the long blue mosses.
The cries of immortal cranes are often heard.
Once in a while a phoenix soars overhead.
When the cranes cry,
Their sounds reach through the marsh to the distant sky.
When the phoenix soars up,
Its plume with five bright colors embroiders the clouds.
Black apes and white deer may come or hide;
Gold lions and jade elephants may leave or bide.
A Blessed Land [Fudi, 福地] to be seen in spirit:
It has the true semblance of Paradise (Wu & Yu, 2012, vol. 1, pp. 112-113).
“Blessed lands” (Fudi, 福地) are thought to be “earthly paradises that do not suffer from floods, wars, epidemics, illnesses, old age or death” (Miura, 2008, p. 368). Daoism recognizes 72 Blessed Lands, each with their own documented name and location (Miura, 2008, p. 371).
3.2. Cave description
Once Sun is invited inside, the cave is described as having “rows and rows of lofty towers and huge alcoves, of pearly chambers and carved arches”, as well as “innumerable quiet chambers and empty studios” (Wu & Yu, 2012, vol. 1, p. 114). The hall where Subodhi gives his lessons is said to be centered around his “green jade platform” (yaotai, 瑤臺) (Wu & Yu, 2012, vol. 1, p. 114). This kind of terrace is often associated with the immortal lands of Mount Kunlun (Santangelo, 2013, p. 604 n. 5).
3.3. Buddho-Daoist metaphor
The names of the cave and mountain reference the philosophical concept of the “heart-mind” (xin, 心), the center of spiritual intellect, no less than three times. As I explain in this article, the name “slanted moon and three stars” is a literal description of the Chinese character for the heart-mind (fig. 5). “Spirit Tower/platform” (lingtai, 靈臺) is used in Daoist literature to refer to the heart-mind, more specifically the middle elixir field (zhong dantian, 中丹田) around the heart, which is considered the seat of the spirit. During internal alchemical meditation, the spirit is directed from here, along with other energetic substances from elsewhere, into the “square inch” (fangcun, 方寸). This too is a Daoist reference to the heart-mind, more specifically the lower elixir field (xia dantian, 下丹田) around the abdomen, the storehouse of vital energies. The synergy of these energies is thought to bolster the body and bring about immortality. Therefore, a more accurate translation of Patriarch Subodhi’s home, which takes into account the veiled Daoist meanings, would be “Cave of the Slanted Moon and Three Stars on the Mountain of Spiritual Heart and Elixir Mind”.
Fig. 5 – The Chinese character for heart-mind (xin) literally looks like a crescent moon surmounted by three stars. Original image found here.
At the same time, this triple emphasis on the heart-mind references Monkey’s role in the novel as the “Mind Monkey” (xinyuan, 心猿), a Buddhist concept denoting the disquieted thoughts that keep man trapped in Saṃsāra. Evidence for this includes the titles for chapters seven (“From the Eight Trigrams Brazier the Great Sage escapes; / Beneath the Five Phases Mountain, Mind Monkey is still”) and fourteen (“Mind Monkey returns to the Right; / The Six Robbers vanish from sight”). Also, a poem in chapter seven reads: “An ape’s body of Dao weds the human mind. / Mind is a monkey—this meaning’s profound” (yuanhou dao ti renxin / xin ji yuanhou yisi shen, 猿猴道體配人心 / 心即猿猴意思深) (Wu & Yu, 2012, p. 190). 
Therefore, the name of the Patriarch’s mountain home is a double metaphor for Daoist alchemical and Buddhist philosophical concepts.
3.4. References in later chapters
Monkey references Subodhi and his mountain home twice in the novel. He recites a biographical poem in chapter 17 in which he states:
Seedlings of herbs I plucked on Spirit Tower Mountain. / There was in that mountain an old immortal. / His age: one hundred and eight thousand years! / He became my master most solemnly / And showed me the way to longevity (Wu & Yu, 2012, vol. 1, p. 352). 
In another biographical poem from chapter 67, he states: “I bowed to the Patriarch of Spirit Tower and Square Inch / and perfected with him the martial arts” (Wu & Yu, 2012, vol 3, p. 243). These statements are veiled admissions of studying alchemical and combat arts under the Sage, thereby not revealing his true master’s identity (as promised in chapter two).
The location of this mountain is revealed in the first conversation between Monkey and Subodhi. After hearing of Sun’s travels, the Patriarch asks:
[H]ow is it that you mention the East Purvavideha Continent? Separating that place and mine are two great oceans and the entire region of the Southern Jambudvipa Continent. How could you possibly get here? (Wu & Yu, 2012, vol. 1, p. 114).
The world of Journey to the West is modeled on Hindo-Buddhist cosmic geography, which places the Eastern Purvavideha Continent (Sk: “Surpassing the body”; Ch: Dongsheng shenzhou, 東勝神洲), the Southern Jambudvipa Continent (Sk: “Rose-Apple”; Ch: Nanshan buzhou, 南贍部洲), the Western Godaniya Continent (Sk: “Using Cattle”; Ch: Xiniu hezhou, 西牛賀洲), the Northern Uttarakuru Continent (Sk: “Unpleasant Sound”; Ch: Beiju luzhou, 北俱盧洲) around the four respective faces of Mount Sumeru (Ximi shan, 須彌山; Miaogao shan, 妙高山), a giant mountain that serves as the axis mundi of the cosmos, as well as the abode of assorted gods and sages (Buswell & Lopez, 2014, p. 869) (fig. 6). While said geography traditionally associates Southern Jambudvipa with India, or the known world to the ancient people of South Asia (Buswell & Lopez, 2014, p. 377), the novel places the “Land of the East” (Dongtu, 東土) (i.e. China) within the continent and associates India with Western Godaniya (Wu & Yu, 2012, pp. 204-205). Therefore, Subodhi’s mountain is located in India, further strengthening his link with Buddhism.
Fig. 6 – A diagram showing a bird’s-eye view of Hindo-Buddhist cosmic geography as presented in Journey to the West. Adapted from Buswell & Lopez, 2014, p. xxix (larger version).
Upon returning to the Mountain of Flowers and Fruit from Subodhi’s school in chapter two, the novel describes Sun Wukong’s uniform through the voice of a monster imp: “He is bare-headed, wears a red robe [hongse yi, 紅色衣] with a yellow sash [huang tao, 黃絛], and has a pair of black boots [wu xue, 烏靴] on” (Wu & Yu, vol. 1, p. 127). The “red robe” is vague, but a poem in chapter one states that the immortal lad who invited Monkey into the cave was wearing “[a] wide robe with two sleeves of wind” (kuanpao liangxiao feng, 寬袍兩袖風). This probably references the large, open arms of the zhiduo robe (直裰; a.k.a. haiqing, 海青), which is known colloquially in English as “Buddhist monk” or “Taoist monk” robes (fig. 7).
Fig. 7 – A zhiduo robe with large sleeves (larger version). Image found here. Imagine this robe red, with a yellow sash at the waist.
4.2. Student names
Subodhi is shown to have 12 generation names (zibei, 字輩) used to name the generational cohorts of his religious lineage.
Jue (覺) (Wu & Yu, 2012, p. 115).
Three of the listed names, Zhi (智), Yuan (圓), and Jue (覺), were historically used in Daoism. 
Monkey is part of the tenth generation (Wu & Yu, 2012, p. 115). This means that all of Subodhi’s students taken in around the same time would all have Wu (悟) in their name.
The novel explains in detail why Subodhi names his primate disciple Sun Wukong, tying it to Buddho-Daoist philosophy:
The Patriarch laughed and said, “Though your features are not the most attractive, you do resemble a pignolia-eating monkey (husun [猢猻]). This gives me the idea of taking a surname for you from your appearance. I intended to call you by the name Hu [猢]. If I drop the animal radical [犭] from this word, what’s left is a compound made up of the two characters, gu [古] and yue [月]. Gu means aged and yue [“moon”] denotes feminine yin energy [陰], but aged yin cannot reproduce. Therefore, it is better to give you the surname of Sun [猻]. If I drop the animal radical from this word, what we have left is the compound of zi [子] and xi [系]. Zi means a boy and xi means a baby, and that name exactly accords with the fundamental Doctrine of the Baby Boy [Ying’er zhi benlun, 嬰兒之本論]. So your surname will be ‘Sun.'”
[After explaining the generational names] “You will hence be given the religious name ‘Aware of Emptiness’ (wukong [悟空]). All right?” (Wu & Yu, 2012, vol. 1, p. 115).
Yu (Wu & Yu, 2012) explains: “The Baby Boy is none other than the ‘holy embryo or shengtai 聖胎,’ the avatar of the realized state of immortality in the adept’s body” (p. 86). Daoist doctrine dictates that the “Three Treasures” (Sanbao, 三寶) of semen (jing, 精), breath (qi, 氣), and spirit (shen, 神) be combined to create a holy embryo. The third stage of this internal alchemical process involves the nurturing of said embryo to maturation with spiritual energies and eventually guiding it upwards and out the Heavenly Gate (Tianguan, 天關), or the top of the crown. This results in a fledgling immortal spirit body that must be trained over an additional three year period in which it learns to travel far and wide apart from the physical vessel (Kohn, 2008, pp. 179-180). Therefore, Sun (孫) not only references the primate disciple’s appearance but also his Daoist immortality.
“Wukong” (悟空) combines “Emptiness” (Kong, 空) with “Awakening”, Wu (悟) being “one of the common Chinese translations for the Sanskrit term bodhi (awakening)” (i.e. the bodhi of Subodhi) (Buswell & Lopez, 2014, p. 998). Awakening takes two forms in Chan Buddhism: “instant” (dunwu, 頓悟) and “gradual” (jianwu, 漸悟). The former involves the sudden manifestation of inherent Buddha-nature (see section 2.3), while the latter involves compounding realization, often over a long period of purification (Buswell & Lopez, 2014, p. 998; see also pp. 273 and 384-385). As explained in section 1, bodhi involves realizing the Four Noble Truths, thereby achieving enlightenment and freeing oneself from the cycle of rebirth. Therefore, Wukong references said enlightenment.
Given the above information, another translation for Sun Wukong would be “Immortal Awakened to Enlightenment”. This shows that Monkey’s name incapsulates his story arc: attaining divine longevity in the beginning and ascending to Buddhahood at the end. This, again, is an open reference to the highly influential Buddho-Daoist philosophy of Zhang Boduan (see section 2.3).
4.3. Tests of spiritual intelligence
The Patriarch first offers to teach Monkey a selection of skills from the 360 “Side Gates” (bangmen, 傍門; a.k.a. pangmen, 旁門), noting that they will “result in illumination” (zhengguo, 正果; lit: “right fruit”) (Wu & Yu, 2012, vol. 1, p. 117). The skills include:
Method gate (Shuzi menzhong, 術字門中) – “[C]onsists of summoning immortals and working the planchette, of divination by manipulating yarrow stalks, and of learning the secrets of pursuing good and avoiding evil” (Wu & Yu, 2012, vol. 1, p. 117).
Dissemination gate (Liuzi menzhong, 流字門中) – “[I]ncludes the Confucians, the Buddhists, the Daoists, the Dualists, the Mohists, and the Physicians. They read scriptures or recite prayers; they interview priests or conjure up saints and the like” (Wu & Yu, 2012, vol. 1, p. 117).
Silence gate (Jingzi menzhong, 靜字門中) – “To cultivate fasting and abstinence … quiescence and inactivity, meditation and the art of cross-legged sitting, restraint of language, and a vegetarian diet. There are also the practices of yoga, exercises standing or prostrate, entrance into complete stillness, contemplation in solitary confinement, and the like” (Wu & Yu, 2012, vol. 1, pp. 117-118).
Action gate (Dongzi menzhong, 動字門中) – “[G]athering the yin to nourish the yang, bending the bow and treading the arrow, and rubbing the navel to pass breath. There are also experimentation with alchemical formulas, burning rushes and forging cauldrons, taking red lead, making autumn stone, and drinking bride’s milk and the like” (Wu & Yu, 2012, vol. 1, p. 118).
However, the Side Gates, which number 3,600 in Daoist literature, were historically considered “unorthodox training methods of limited benefit” (Eskildsen, 2019, p. 43). This shows that Subodhi is testing his disciple to see if he will fall for studying lesser arts. But Sun passes by refusing to learn them.
Another test takes place when Monkey visits his master’s room at the third watch to receive secret teachings. Shao (2006) explains that, once again, the novel alludes to the Sixth Chan Patriarch Huineng:
[Monkey] sets the stage for a striking display of his unusually profound insight when he announces his intentions to become an immortal. This provokes Subhuti to issue him a challenge by refusing to teach him, for he is “some what different from other people.” Monkey may not realize that the master is trying to gauge his spiritual power, but he rises to the occasion with a genuine clarity of vision: “I have a round head pointing to Heaven, and square feet walking on Earth. Similarly, I have nine apertures and four limbs, entrails and cavities. In what way am I different from other people?”
[W]e may look to Huineng’s story from which Monkey garners meaning. No doubt, Monkey’s inspired cleverness is modeled on Huineng’s reply to Hongren, the fifth patriarch of Chinese Chan Buddhism, in Huineng’s Tanjing (The Platform Sutra). When Huineng announces his intentions to become a Buddha, Hongren pounces upon him with a poignant reminder that he is “from Lingnan,” a “barbarian,” and therefore cannot become a Buddha. Huineng refuses to be intimidated, however. He holds his own with an unparalleled depth of insight about Buddha-nature: There may be “northern and southern men,” but “the Buddha nature fundamentally has no north or south.” Surely Monkey’s phrasing, his unusual insightfulness, and the quickness and aplomb with which he rises to the challenge are reminiscent of Huineng… (pp. 719-720).
Monkey clearly passes this test, for his insightful reply convinces the Patriarch to teach him the secret of eternal life.
Subodhi no doubt uses such examinations to filter out unsuitable candidates, allowing only the brightest individuals to become his inner disciples.
4.4. Overtly stated curriculum and tools
The novel specifically mentions Subodhi offering or teaching Monkey the following concepts:
1) Chinese philosophy – A poem describes one of these lectures with esoteric imagery. Most importantly, a section states: “For a while he lectured on Dao [道] / For a while he spoke on Chan [禪] / To harmonize the Three Parties [Sanjia, 三家] is a natural thing” (Wu & Yu, 2012, vol. 1, p. 116).
The “Three Parties” refer to the Ming syncretic philosophy of the “Three Teachings” (Sanjiao, 三教), which combines elements from Buddhism, Daoism, and Confucianism. This shows that his disciples are given a well-rounded religious education, which explains why Sun is competent even in Buddhist scripture. 
Also, during his lectures on philosophy, Subodhi is said to wield a “Precepts ruler” (jiechi, 戒尺), which he uses to admonish his students (Wu & Yu, 2012, vol. 1, p. 118). Such a device figures among the tools of Buddhism (Leong, 2001, p. 49).
2) Secret of Immortality – Breathing exercises designed to absorb yang energy during prescribed times (after midnight and before noon), the retention of chaste semen and transformation into qi energy, and the purification and circulation of the resulting spiritual energy throughout the body.
These internal methods are passed onto Monkey in secret via a flowery poem chocked full of alchemical imagery. It ends with the line, “When that’s done, be a Buddha or immortal at will!” (Wu & Yu, 2012, vol. 1, p. 120). Combined with his syncretic philosophy, this suggests that the Patriarch offers his students more than one spiritual path to divinity.
3) Transformations – A series of oral formulas that allow the user to change their body into any person, animal, or object. Two forms are offered: the 72 changes of the “Multitude of Terrestrial Killers” (Disha shu, 地煞數) and the 36 changes of the “Multitude of the Heavenly Rectifiers” (Tiangang shu, 天罡數) (Wu & Yu, 2012, vol. 1, p. 122). 
Subodhi teaches this skill to Monkey with the expressed purpose of helping him hide from three calamities of cosmic lightning, fire, and wind sent by heaven to destroy immortals for defying fate and achieving eternal life. But beyond the power of metamorphosis, the novel implies that the ability also grants the user multiple lives (similar to a video game), which might serve as a buffer against the calamities. For example, in chapter 41, after Sun passes out from Red Boy‘s fiery attack, Zhu Bajie reassures everyone by saying: “If he is capable of seventy-two transformations, he has seventy-two lives” (Wu & Yu, 2012, vol. 2, p. 232). Also, in chapter 46, Monkey magically regrows his head after being non-fatally beheaded in a contest of magical skill. Sha Wujing remarks: “If he knows seventy-two ways of transformation, … he may have altogether seventy-two heads!” (Wu & Yu, 2012, vol. 2, p. 308). In addition, while not directly related to the primate hero, the Bull Demon King is said in chapter 61 to also know the 72 changes (Wu & Yu, 2012, vol. 3, p. 148). He uses the extra lives to survive being beheaded by Prince Nezha a number of times:
[Nezha] leaped onto the bull’s back and brought his monster-cleaving sword down on the bull’s neck: the bull was beheaded at once. Putting away his scimitar, the devaraja was about to greet [Sun Wukong] when another head emerged from the torso of the bull, his mouth belching black air and his eyes beaming golden rays. [Nezha] lifted his sword once more and cut off the bull’s head; as soon as it dropped to the ground, another head came out. It went on like this more than ten times. At last, [Nezha] took out his fiery wheel and hung it on the Bull’s horn. The wheel at once started a great blaze of true immortal fire, which burned so fiercely that the bull began to growl and roar madly, shaking his head and wagging his tail (Wu & Yu, vol. 3, p. 160). 
This agrees with the connection between transformation and immortality in Daoism. Robinet (1979) explains that gods and saints are portrayed in Daoist literature as being in constant flux, changing with the seasons, taking on different guises and titles, disappearing and reappearing, never remaining the same, thereby living eternally.
4) Flight – A method of flying through the sky on divine clouds. Two types are offered: “cloud-soaring” (jiayun, 駕雲), the most common method used by celestials throughout the cosmos. It involves stamping the foot to summon clouds (Wu & Yu, 2012, vol. 1, p. 123); and “cloud-somersaulting” (jindou yun, 筋斗雲), the method chosen by Sun (fig. 8). It involves simultaneously “mak[ing] the magic sign, recit[ing] the spell, clench[ing] the fist tightly, shak[ing] the body” and then jumping into the sky, leaping from cloud to cloud (Wu & Yu, 2012, vol. 1, p. 123). The latter method is by far the fastest, enabling the user to travel 108,000 li (33,554 mi / 54,000 km) in a single instant.
Shao (2006) states that the latter skill is based on a philosophical metaphor from Huineng’s Platform Sutra. The Chan Master explains that the common trope of the Buddha’s paradise being separated from the world of man by 108,000 li is based on a combination of the “Ten Evils” (Shi’e, 十惡) and “Eight Wrongs” (Baxie, 八邪) of Buddhism (see section III here). Those who rid themselves of these spiritual flaws will achieve enlightenment and thus arrive instantly at the Buddha’s paradise (Shao, 2006, p. 718; Huineng & Cleary, 1998, pp. 26-27). Therefore, Subodhi teaches a skill that’s a metaphor for instant enlightenment, further supporting his connection to Buddhism.
As noted in section 3.3, Sun states: “I bowed to the Patriarch of Spirit Tower and Square Inch / and perfected with him the martial arts [wuyi, 武藝]” (Wu & Yu, 2012, vol 3, p. 243). 
5) Military arts – Monkey demonstrates knowledge in troop movement, weapons (swords, spears, axes, bows and arrows, staves, etc.), and unarmed boxing. His preferred method is “Short Fist” (Duan quan, 短拳), which is known for compact, short-ranged attacks. This is likely just one of many boxing styles taught by Subodhi.
Shahar (2008) explains that the martials arts of the famed Chan Buddhist Shaolin Monastery developed during the Ming-Qing transition from a synthesis of Daoist gymnastics (stretching and breathing exercises), religious rituals, and fist techniques. This new form of spiritual cultivation ushered in the era of so-called “internal martial arts“, Taiji boxing being the most famous among them. Journey to the West was published during the late-Ming when this synthesis was in full swing. Therefore, the study of martial arts in a religious institution is an accurate snapshot of one facet of 16th-century monastic life.
Although not directly stated, the following skills are likely learned while studying under the Patriarch.
6) General magic – Monkey is shown capable of calling forth gods and spirits, growing or shrinking to any size, parting fire and water, creating impassable barriers, conjuring wind storms, casting illusions, freezing people in place, making endless doubles of himself, unlocking any lock, bestowing superhuman strength, bringing the dead back to life, etc.
7) Traditional Chinese Medicine – Monkey knows how to analyze a patient’s pulse and then concoct individualized medicine from a number of raw ingredients.
This makes sense as a knowledge of harming and healing often goes hand in hand in traditional Chinese martial arts. A prime example is the folk hero Wong Fei-Hung (黃飛鴻, 1847-1925), a Hung Ga boxer and physician from Qing-era Guangdong.
The breadth of skills taught to Monkey speaks to the Patriarch’s own vast array of religious, magical, and martial abilities. But he displays (or at least hints at having) the following three powers.
Subodhi demonstrates the ability to see peoples, events, and times beyond his person in chapter one when Monkey first arrives at his home. An immortal lad opens the door and tells the primate:
“My master … has just left his couch to give a lecture on the platform. Before even announcing his theme, however, he told me to go out and open the door, saying, ‘There is someone outside who wants to practice austerities. You may go and receive him'” (Wu & Yu, 2012, vol. 1, pp. 113-114).
At the end of chapter two, Subodhi makes a statement suggesting that he is aware of all things:
I forbid you ever to mention that you are my disciple. For if you but utter half the word, I’ll know about it; you can be assured, wretched monkey, that you’ll be skinned alive (Wu & Yu, 2012, vol. 1, p. 125).
5.3. Control of spirits and karmic results
He continues: “I will break all your bones and banish your soul to the Place of Ninefold Darkness [Jiuyou zhi chu, 九幽之處], from which you will not be released even after ten thousand afflictions!” (Wu & Yu, 2012, vol. 1, p. 125). This latter ability implies that he has some control over souls and their karmic punishment in the afterlife.
5.4. Possible reason for expelling Monkey
The aforementioned powers bring up the following question: “If Subodhi has these abilities, why would he take Sun as a disciple knowing full well that he would later expel him for simply displaying his newly cultivated powers?” Someone might say showing off is a sign of ego and the need for validation, qualities unbecoming of a spiritual cultivator. But there is a better answer. Being a bodhisattva with the power of foresight, the Patriarch would no doubt foresee Monkey’s later attainment of Buddhahood, realizing that the trials and tribulations of protecting the Tang Monk on the journey to India would be the price that he needs to pay to gradually awaken (jianwu, 漸悟) his enlightenment. Therefore, expelling Sun would ignite the chain of events leading to his eventual Buddhahood. This makes Subodhi an agent of Dharma, one who uses whatever methods necessary to bring about the enlightenment of his disciples.
The Patriarch Subodhi finds his origins in Subhūti, one of the ten principle disciples of the historical Buddha known for his knowledge of “emptiness”. The literary figure’s connection to Buddhism is not in name only, however. The Chinese name used most in the novel to refer to Subodhi is Puti, a transliteration for bodhi (“awakening” or “enlightenment”). His story in Journey to the West is partly based on events from the lives of the respective Fifth and Sixth Chan (Zen) Patriarchs and their transmission of the Dharma. A poem in chapter one even compares him to the Buddha and the splendor of the Western paradise, as well as further ties him to emptiness and enlightenment.
The name of Subodhi’s home, Cave of the Slanted Moon and Three Stars on the Mountain of Spiritual Heart and Elixir Mind, serves as a double metaphor for Daoist internal alchemical practices and Buddhist concepts of the mind. It is described as a mountain paradise, and the cave therein is said to be filled with grand architecture, which is centered around the Patriarch’s green jade lecture platform. The mountain is located in the Western Godaniya Continent of Hindo-Buddhist cosmic geography, placing it squarely in India, home of the historical Subhūti.
Subodhi’s students likely wear a red robe with large, open sleeves, a yellow sash, and black boots, and they are named according to a twelve generation character list. His choice for the Monkey King’s religious name, Sun Wukong, is packed full of philosophical significance related to the formation of a Daoist immortal spirit embryo and the manifestation of enlightenment. As for the Patriarch’s curriculum, he teaches Buddho-Daoist philosophy, the secret of eternal life, transformations, flight via cloud, armed and unarmed military arts, general magic, and Traditional Chinese Medicine. Tests of spiritual intelligence appear to be used to permit only the brightest into his inner circle.
Subodhi exhibits (or hints at having) clairvoyance, omniscience, and control over souls and karmic results. His power of foresight might then explain why he accepted Monkey as a student, only to later expel him. This was likely done to ignite the chain of events that would eventually lead to Sun’s achievement of Buddhahood, thereby completing the last of Zhang Boduan’s two-step process towards Buddo-Daoist transcendence.
Journey to the West stresses the Patriarch’s status as a Buddhist deity, albeit one with Daoist leanings. Therefore, I suggest that he is a bodhisattva like (as one scholar has proposed) the historical Subhūti. A Daoist bodhisattva, however, is not a paradox as such figures appear in late-Ming syncretic popular literature. Examples include the former high-ranking immortals-turned-bodhisattvas Guanyin, Mañjuśrī, and Samantabhadra from Investiture of the Gods (c. 1620).
Above I mentioned that Puti (菩提) is used at least three times to refer to Subodhi, thus stressing the Patriarch’s connection to the Buddhist concept of bodhi (Pāli / Sk: “awakening” or “enlightenment”). There’s actually a fourth usage, appearing in the title of chapter two: “Fully awoke to Bodhi’s wondrous truths / He cuts off Mara, returns to the root, and joins Primal Spirit” (Wu che puti zhen miao li / Duan Mo gui ben he yuanshen, 悟徹菩提真妙理 / 斷魔歸本合元神) (Wu & Yu, 2012, p. 116). The title serves as a double reference to the end of Prince Siddhārtha‘s path to enlightenment. (I explain in this article that the author-compiler of the standard 1592 edition of Journey to the West likely based Monkey’s early life on the Buddha to make his spiritual journey more familiar to the reader.) As part of the Prince’s meditative journey inward to discover hidden truths, he faces off against the army of the heavenly demon Māra (Mo, 魔), the ruler of the illusionary world of Saṃsāra. But these evil forces are rendered powerless by Siddhartha’s supreme focus of mind and burgeoning grasp of reality. He shortly thereafter achieves enlightenment (a.k.a. bodhi) (Beal, 1883, pp. 156-163). Likewise, thanks to [Su]Bodhi’s guidance, Sun Wukong is able to also stop Mara and achieve immortality.
This free association between Buddhist (bodhi/Mara/returning to the root) and Daoist (primal spirit) concepts was common place in Ming-era religious literature. Darga (2008) explains:
Comparing the development of the embryo to the revelation of Buddhahood is typical of neidan texts of the Ming period. For instance, the Xingming guizhi (Principles of Balanced Cultivation of Inner Nature and Vital Force) uses Body of the Law (fashen 法身, dharmakāya) as a synonym for shengtai. The birth of the embryo represents the appearance of the original spirit (yuanshen 元神) or Buddhahood and is understood as enlightenment (p. 884).
Therefore, the Monkey King’s immortality is synonymous with the Buddha’s enlightenment. And since Subodhi is key to Sun’s spiritual achievement, and given the Patriarch’s demonstrated connection to Buddhism in the novel, I’d like to further suggest that the character is the original disciple Subhūti. After all, he still lives in India like his namesake.
Despite all of the overwhelming evidence for the Patriarch’s connection to Buddhism, someone might point out that the novel refers to him as a “Spirit Immortal” (shenxian, 神仙) (for example). The Anthology of the Transmission of the Dao from Zhongli Quan to Lü Dongbin (Zhong Lü Chuan Dao Ji, 鐘呂傳道集, c. late-Tang) explains that this is the fourth of five kinds of transcendents  who has cast off the mortal body (per the methods outlined above) to enjoy a life free from the dust of the world (Wong, 2000, p. 29; see also here). But making this distinction in the face of Ming syncretism amounts to little more than arguing semantics. As we’ve seen, this philosophy equates achieving immortality with enlightenment. And Subodhi’s description above as having “no end and no birth” (busheng bumie, 不生不滅) embodies that, for he has both the Daoist elixir and the Buddha-mind and has thus broken free of the wheel of rebirth.
Taking a page from the Daoist Bodhisattvas of Investiture of the Gods (Fengshen yanyi, 封神演義, c. 1620), perhaps Subodhi/Subhūti was an immortal recruited by the Buddha, or the Buddhist disciple trained under the former high-ranking immortals-turned-bodhisattvas Guanyin, Mañjuśrī, and Samantabhadra. Knowing different paths to divinity would make him a more affective teacher and bodhisattva.
Here is a welcoming, modern image of Subhūti (fig. 9). The top line reads “The Honored Monk Subhūti’s Understanding of Emptiness is Number One” (Xuputi zunzhe jiekong diyi, 须菩提尊者解空第一). I love the golden halo.
Subodhi is alluded to in Investiture of the Gods (c. 1620). It reproduces a poem about the sage from chapter one of Journey to the West (section 2.3). The original reads:
A Golden Immortal of Great Awareness and of great ken and purest mien,
Master Bodhi, whose wondrous appearance like the West
Had no end or birth by work of the Double Three.
His whole spirit and breath were with mercy filled.
Empty, spontaneous, it could change at will,
His Buddha-nature able to do all things.
The same age as Heaven had his majestic frame.
Fully tried and enlightened was this grand priest (Wu & Yu, 2012, vol. 1, p. 114).
Chapter 61 of Investiture of the Gods reproduces the poem with only minor changes (indicated in red):
A Golden Immortal of Great Awareness and timelessness,  Dharma Master Bodhi of the wondrous West
Had no end or birth by work of the Double Three.
His whole spirit and breath were with mercy filled.
Empty, spontaneous, it could change at will,
His Buddha-nature able to do all things.
The same age as Heaven had his majestic frame.
Fully tried and enlightened was this grand priest (emphasis mine). 
It goes on to associate the poem with a Buddhist deity known as “Person of the Way, Cundī“ (Zhunti daoren, 準提道人) (fig. 10). This figure is traditionally considered a multi-armed, female bodhisattva with a strong connection to the Cundā Dhāraṇī, a power-bestowing mantra (Buswell & Lopez, 2014, p. 204). Therefore, it appears that the author was trying to provide an origin for Subodhi (likely based on “提” (ti) appearing in both character’s names). Afterall, the novel is often considered a sequel to Journey to the West because it reveals the origins of many secondary characters (Li Jing, Nezha, Muzha, Erlang, etc.). However, it’s important to remember that Investiture of the Gods is still a separate novel by a different author. So, any events therein should NOT be considered canon for Journey to the West. Besides, the latter work clearly establishes a link between Subodhi and the historical Subhūti.
Fig. 10 – Person of the Way, Cundī (top right) fighting against a rogue immortal (lower left) (larger version). From a modern manhua comic book. Image found here.
It turns out that Subodhi is not the invention of the author-compiler  of the standard 1592 edition of Journey to the West. He appears in the earlier “Zhu edition” of the novel, a.k.a. Chronicle of Deliverances in Tang Sanzang’s Journey to the West (Tang Sanzang Xiyou shi e zhuan, 唐三藏西遊释厄傳) by Zhu Dingchen (朱鼎臣).  The following quote indicates the differences between the Zhu edition (red) with the 1592 edition (black):
With solemnity the Monkey King set his clothes in order and followed the boy into the depths of the cave. They passed rows and rows of lofty towers and huge alcoves, of pearly chambers and carved arches. After walking through innumerable quiet chambers and empty studios, they finally reached the base of the green jade platform. Patriarch Subodhi was seen seated solemnly on the platform, with thirty lesser immortals standing below in rows. He [It] was truly a realm of immortals. Let’s listen to the explanation in the next chapter. (emphasis mine)
[Poem describing Master Subodhi. See above for translation. The Zhu version has a typo in the line “Grand priest” (“大怯師” instead of “大法師”).]
The Zhu version is comprised of ten scrolls (juan, 卷) with three to ten subsections each. These subsections differ from the chapter layout of the 1592 edition. For example, subsections one to three and four to five respectively correspond to chapters one and two of the 1592 edition (Koss, 1981, pp. 14-15). It’s interesting to note that the above poem caps the first subsection of scroll one. This is why it ends with: “Let’s listen to the explanation in the next chapter” (qieting xiahua fenjie, 且聽下回分解).
Monkey’s religious name Wukong (悟空), or “Awakened to Emptiness“, predates the 1592 and Zhu editions, appearing as early as an early-Ming zaju play. Therefore, I’d like to suggest that the historical Subhūti was chosen as the basis for a master worthy of bestowing this name because of his great knowledge of emptiness, as well as the large role that he plays in the Diamond Sutra (Sk: Vajracchedikā Prajñāpāramitā Sūtra; Ch: 金剛般若波羅蜜多經, Jingang bore boluomiduo jing, a.k.a. Jingang jing, 金剛經). After all, the scripture “deals with the concept of emptiness” despite never once “employ[ing] the word for emptiness śūnyatā [Ch: kong, 空]” (Watson, 2010, p. 75).  Alluding to the sutra makes sense as it was so overwhelmingly popular when Journey to the West was written that tales of its miracles were eventually compiled during the late-Ming and Qing dynasties (Ho, 2019). So, the people reading the novel would have no doubt recognized Subodhi as an allusion to Subhūti from the scripture.
The late-13th-century version of the Journey to the West story cycle already presents Monkey as an ancient Daoist immortal with magic powers from the very beginning. Therefore, this element likely played a role in draping the Buddhist master in a thin veil of Daoism to create the Buddho-Daoist sage Subodhi.
1) The list of Xuputi variations comes from Soothill & Hodous, 1937/2014, p. 394.
2) Osto (2016) continues:
This conception that certain disciples of the Buddha were actually crypto-bodhisattvas fits in well with the Prajñāpāramitā idea … that a true bodhisattva does not maintain the idea that ‘I am a bodhisattva‘. Though these bodhisattva-disciples are actually bodhisattvas in guise of disciples, as true bodhisattvas, they would never admit to being bodhisattvas, because the false conception of ‘bodhisattva‘ as a truly existent dharma with ‘own-being’ never occurs in their minds (p. 128).
3) The English translation glosses over this, choosing instead to state how the three “not long thereafter” became the aforementioned bodhisattvas (Gu, 2000, p. 1737).
4) Source slightly altered. I’ve made the translation more accurate. I will do this with the rest of Yu’s (Wu & Yu, 2012) translation where necessary.
5) Yu (Wu & Yu, 2012) suggests that this poem is related to the Buddha’s statement that Sun is “only a monkey who happened to become a spirit, … merely a beast who has just attained human form in this incarnation” (p. 70). This alludes to a Confucian hierarchical scale present in the novel where animals are able to attain human qualities through spiritual cultivation. So Monkey’s training under Subodhi allows him to wed his monkey form to the human heart-mind.
8) An example of the Monkey King’s knowledge of Buddhist scripture happens in chapter 93:
“Disciple,” said the Tang Monk, “it may be true that the land of Buddha is not far away. But remember what the temple priests told us the other day: the distance to the capital of the Kingdom of lndia is still some two thousand miles. I wonder how far have we gone already.”
“Master,” said Pilgrim, “could it be that you have quite forgotten again the Heart Sūtra [Xinjing, 心經] of the Crow’s Nest Chan Master?”
Tripitaka said, “That Prajñā-pāramitā is like a cassock or an alms bowl that accompanies my very body. Since it was taught me by that Crow’s Nest Chan Master, has there been a day that I didn’t recite it? Indeed, has there been a single hour that I didn’t have it in mind? I could recite the piece backward! How could I have forgotten it?”
“Master, you may be able to recite it,” said Pilgrim, “but you haven’t begged that Chan Master for its proper interpretation.”
“Ape-head!” snapped Tripitaka. “How dare you say that I don’t know its interpretation! Do you?”
“Yes, I know its interpretation!” replied Pilgrim. After that exchange, neither Tripitaka nor Pilgrim uttered another word. At their sides, Eight Rules nearly collapsed with giggles and Sha Monk almost broke up with amusement.
“What brassiness!” said Eight Rules. “Like me, he began his career as a monster-spirit. He wasn’t an acolyte who had heard lectures on the sūtras, nor was he a seminarian who had seen the law expounded. It’s sheer flimflam and pettifoggery to say that he knows how to interpret the sutra! Hey, why is he silent now? Let’s hear the lecture! Please give us the interpretation!”
“Second Elder Brother,” said Sha Monk, “do you believe him? Big Brother is giving us a nice tall tale, just to egg Master on his journey. He may know how to play with a rod. He doesn’t know anything about explaining a sūtra!”
“Wuneng and Wujing,” said Tripitaka, “stop this claptrap! Wukong’s interpretation is made in a speechless language. That’s true interpretation” (Wu & Yu, 2012, vol. 4, pp. 264-265)
9) These methods are named after a set of 108 stellar deities from Chinese astrology and popular literature. Sources describe the 72 stars as malevolent, while the 36 are more helpful. I follow the translation of these names from Meulenbeld (2019).
10) Thanks again to Irwen Wong for bringing these examples to my attention.
11) The term wuyi has been used as far back as the third-century CE to refer to Chinese martial arts. It predates the more familiar wushu (武術) by some three centuries (Lorge, 2012, p. 10).
The three paths of cultivation are the Lesser Path, the Middle Path, and the Great Path. The five classes of immortals are ghost immortal, human immortal, earth immortal, spirit immortal, and celestial immortal (Wong, 2000, p. 29).
13) The original Chinese characters that I chose to translate as “timelessness” are “不二時” (bu ershi). Soothill and Hodous (1937/2014) define the phrase “二時” (ershi) as: “The two times or periods—morning and evening. Also 迦羅 kāla, a regular or fixed hour for meals, and 三昧那 samaya, irregular or unfixed hours or times” (p. 25). They further define kāla as: “a definite time, a division of time; the time of work, study, etc., as opposed to leisure time” (Soothill and Hodous, 1937/2014,p. 316). Therefore, the Investiture of the Gods poem might be suggesting that the intended character is beyond time.
14) The English version doesn’t even translate the poem (Gu, 2000, pp. 1248 and 1249).
15) The question of Wu Cheng’en‘s authorship is beyond the scope of this article.
16) Koss (1981) performs an in-depth analysis of the standard 1592, Zhu, and Yang editions of the Ming-era Journey to the West, showing that the 1592 edition is an expansion of Zhu and Yang is a later abridgement of the former. Zhu being the oldest, with portions likely predating 1450, is based on its earlier style phrasing and chapter structure; the use of vernacular language with simplistic two-person dialogue and fewer and less literary poems, suggesting a reliance on oral literature; and Zhu illustrations serving as the basis for many pictures from the 1592 edition.
17) The Diamond Sutra uses an “A is not-A” structure to negate anything and everything that might lead to physical or spiritual clinging. For example, one passage reads:
“Subhūti, [if a bodhisattva] were to say, ‘I am going to save a countless number of living beings,’ then one could not call that person a bodhisattva. Why? Because, Subhūti, there is no such dharma called a bodhisattva. Therefore, the Buddha teaches that, with regard to all dharmas, there is no self, no being, no living creature, no individual.”
“Subhūti, if a bodhisattva were to say, ‘I will adorn the buddha lands,’ he cannot be called a bodhisattva. Why? Because the Buddha teaches that to adorn the buddha lands is not to adorn them. This is called adorning. Subhūti, if the bodhisattvas thoroughly understand that there is no such thing as a self, then the [Tathāgata] declares that they are truly worthy to be called bodhisattvas” (Watson, 2010, p. 90).
“Adorning the Buddha land” refers to the treasure-like splendor of the heavenly paradises created for those saved by bodhisattvas (Watson, 2010, p. 83 n. 20).
Buswell, R. E., & Lopez, D. S. (2014). The Princeton Dictionary of Buddhism. N: Princeton University Press.
Darga, M. (2008) Shengtai. In F. Pregadio (Ed.), The Encyclopedia of Taoism (Vol. 1-2) (pp. 883-884). Longdon: Routledge.
Eskildsen, S. (2008). Do Immortals Kill?: The Controversy Surrounding Lü Dongbin. Journal of Daoist Studies1, 28-66. doi:10.1353/dao.2008.0001.
Eskildsen, S. (2019). Daoist Theories on Sexual Body Alteration. In A. Cuffel, A. Echevarria, & G. T. Halkias (Eds.), Religious Boundaries for Sex, Gender, and Corporeality (pp. 33-47). London: Routledge.
Leong, H. (2001). Ritual Implements, Tools & Objects of Chinese Buddhism. Taiwan: Yuan guang Buddhist Publications.
Lorge, P. A. (2012). Chinese Martial Arts: From Antiquity to the Twenty-First Century. New York, NY: Cambridge University Press.
Meulenbeld, M. (2019). Vernacular “Fiction” and Celestial Script: A Daoist Manual for the Use of Water Margin. Religions, 10(9), 518. MDPI AG. Retrieved from http://dx.doi.org/10.3390/rel10090518.
Miura, K. (2008). Dongtian and Fudi. In F. Pregadio (Ed.), The Encyclopedia of Taoism (Vol. 1-2) (pp. 368-373). Longdon: Routledge.
Osto, D. (2016). Orality, Authority, and Conservatism in the Prajnaparamita Sutras. In B. Black & L. Patton (Eds.), Dialogue in Early South Asian Religions: Hindu, Buddhist, and Jain Traditions (pp. 115-136). United Kingdom: Taylor & Francis.
Robinet, I. (1993). Taoist Meditation: The Mao-Shan Tradition of Great Purity. Albany: State University of New York Press.
Santangelo, P. (2013). Zibuyu, “What The Master Would Not Discuss”, According to Yuan Mei (1716 – 1798): A Collection of Supernatural Stories (2 Vols). Netherlands: Brill.
Shahar, M. (2008). The Shaolin Monastery: History, Religion, and the Chinese Martial Arts. Honolulu: University of Hawai’i Press.
The Wuzhi pian (悟真篇, “Writings on Understanding / Becoming Aware of Reality”, 1075) is a Song-era work of Buddho-Daoist philosophy by the Southern Quanzhen School Patriarch Zhang Boduan (張伯端, mid to late-980s-1082) (fig. 1). Shao (1997) expertly shows that Zhang’s writing had a huge impact on the standard 1592 edition of Journey to the West (Xiyouji, 西遊記) (see especially ch. 4). For example, the reason that the first half of Sun Wukong‘s story (ch. 1 to 7) is Taoist heavy (i.e. his quest for immortality and later ascension to heavenly rank) is because this follows the first part of Zhang’s philosophy, which is attaining the golden elixir (jindan, 金丹). And the reason the second half (ch. 14 to 100) is Buddhist heavy (i.e. building merit by protecting Tripitaka on the pilgrimage west and the rise to Buddhahood) is because the second part of Zhang’s philosophy involves attaining the Buddha-Mind. Combined, these achievements make someone a true transcendent, one free from the wheel of rebirth.
A line from the Wuzhi pian is a prime example of Zhang’s stance on those who strive only to attain the elixir: “A halo behind the head is still a phantom; / Even when clouds rise beneath your feet you are still not an immortal” (Zhang, Liu, & Cleary, 1987, p. 161). This explains why Monkey is banished from heaven and imprisoned under Five Elements Mountain. He has yet to attain the Buddha-Mind.
An even better example of this two-stage process among Zhang’s other works reads:
The elixir is the most precious treasure for the physical body.
When cultivated to perfection, the transformations are endless.
If one further explores the true meaning of the buddha-nature,
One is bound to attain the ineffable bliss of the birthless (Xue, 1977, as cited in Shao, 1997, pp. 99-100).
I’m archiving an English translation of the Wuzhi pian by Thomas Clearly, with explanations by the Qing-era Daoist scholar Liu Yiming (1734-1821).
Fig. 1 – A print of Zhang Boduan (a.k.a. Zhang Ziyang, 張紫陽) from the Ming-era Traces of Immortals and Buddhas (Xianfo jizong, 仙佛奇蹤) (larger version).
This has been posted for educational purposes. No malicious copyright infringement is intended. If you liked the digital version, please support the official release.
Jeff Pepper, writer and publisher of Imagin8 Press, left an informative comment reminding me that Zhang actually appears in a later chapter of JTTW.
It’s worth noting that Zhang Boduan (also referred to as Zhang Ziyang and Great Heaven’s Immortal Purple Cloud) appears in Chapter 71 of JTW. Sun Wukong has just returned Lady Golden Sage Palace to her husband, the king of Scarlet Purple Kingdom. The king tries to embrace her but is painfully pricked by the poison thorns on her cloak. Zhang appears in the clouds, comes to earth, points his finger at the Lady, and her poison cloak disappears. He explains that he was the one who put the cloak on her in the first place, to protect her from her captor, the evil demon Jupiter’s Rival.
Zhang, B., Liu, Y., & Cleary, T. (1987). Understanding Reality: A Taoist Alchemical Classic. Honululu Univ. of Hawaii Press.
I present an archived copy of Ping Shao’s (2006) wonderful paper exploring the origin of Sun Wukong’s characterization and how it effects his story cycle. Shao presents a three-fold objective: first, highlight Daoist and Buddhist concepts in chapters one and two that have previously been overlooked or not given enough weight, showing that they serve a function and are not just expendable story elements; second, provide a unified religious vision based on the Buddho-Daoist philosophy of the Daoist southern lineage patriarch Zhang Boduan (張伯端, 987?–1082); and 3) demonstrate that Zhang’s philosophy dictates the course of Sun’s story cycle from unruly immortal to enlightened Buddha.
Shao (2006) suggests Monkey’s portrayal in the first two chapters is influenced by the sixth Chan patriarchHuineng(惠能, 638–713), founder of the “Sudden Enlightenment” school of Buddhism.  For example, Sun’s quick-wittedness, demonstrated by his deciphering of his teacher, Subodhi’s, chastisement for refusing to learn certain Daoist skills in chapter two as secret code to receive a private lesson at night,  is based on a similar episode involving Huineng and the previous patriarch Hongren. Additionally, Monkey’s 108,000 li (33,554 mi/54,000 km)-spanning somersault cloud (fig. 1) is based on the symbolic distance said by Huineng to separate the Buddha’s paradise from the world of man.  Only those who achieve enlightenment can arrive instantly. This is symbolized in the novel by Monkey zipping there instantly on his cloud, whereas Tripitaka must travel thousands of miles over many years. Shao (2006) provides further examples, but I feel these suffice.
Monkey flying on clouds. Drawing by Funzee on deviantart (larger version).
The unified religious vision is demonstrated by Sun Wukong’s name, which contains both Daoist and Buddhist elements. When broken into its individual components, the surname Sun (孫) refers to an immortality spirit embryo brought about via Daoist cultivation exercises. The given name Wukong (悟空) refers to a vacuous state of mind needed for attaining Buddha-nature. Here, Shao (2006) notes the literary Subodhi is based on Subhuti, a historical disciple of the Buddha, who was known for meditating on emptiness and having a superior grasp of the Enlightened One’s teachings. In later chapters, Sun himself shows a grasp of scripture far surpassing even that of Tripitaka. Therefore, an additional influence on Monkey was likely the historical monk. Shao (2006) contextualizes this information by comparing it to Zhang Boduan’s Buddho-Daoist philosophy. Zhang believed Daoists must first attain the elixir (i.e. a method increasing one’s lifespan) and then attain Buddha-nature to truly become an enlightened transcendent. Conversely, he warned Buddhists that achieving Buddha-Nature alone wouldn’t help them escape the wheel of reincarnation.
Fig. 2 – Sun Wukong becoming a Buddha (larger version). Photomanipulation by the author.
Shao (2006) illustrates how Zhang’s views are played out in the novel. Sun achieves immortality and is even invited to heaven like the hagiographies of famous transcendents, but his unruly nature symbolizes his lack of true spiritual attainment, causing him to wage war against the realm above. He remains a “deviant” or “bogus immortal” (yaoxian, 妖仙) until the journey proper, the tribulations serving to temper his mind. Moreover, when the pilgrims arrive in the Buddha’s paradise, they must first pass through a Daoist temple (referring again to Zhang’s philosophy). In the end, Sun is bestowed Buddhahood (fig. 2)—thereby Buddha-nature—completing the second step of Zhang’s two-part path to true transcendence.
Shao (2006) is taken almost verbatim from the author’s doctoral thesis, Monkey and Chinese Scriptural Tradition: A Rereading of the Novel Xiyouji. This dissertation is a gold mine of information, and Shao’s (1997) Daoist reading of the novel explains many facets of the story. He even shows that Monkey has many religious influences. For example, the summation of one section reads: “[The author] allowed him Huineng’s intuition, Subhuti’s objective, and Laozi’s immortal body” (Shao, 1997, p. 108).
1) In this article, I discuss how the “Monkey Pilgrim”, Sun Wukong’s precursor from Song Dynasty material, is based on the monk Mulian (Sk. Maudgalyayana), another of the Buddha’s disciples.
2) The particular passage reads:
When the Patriarch heard this, he uttered a cry and jumped down from the high platform. He pointed the ruler he held in his hands at Wukong and said to him: “What a mischievous monkey you are! You won’t learn this and you won’t learn that! Just what is it that you are waiting for?” Moving forward, he hit Wukong three times on the head. Then he folded his arms behind his back and walked inside, closing the main doors behind him and leaving the congregation stranded outside […] But Wukong was not angered in the least and only replied with a broad grin. For the Monkey King, in fact, had already solved secretly, as it were, the riddle in the pot; he therefore did not quarrel with the other people but patiently held his tongue. He reasoned that the master, by hitting him three times, was telling him to prepare himself for the third watch; and by folding his arms behind his back, walking inside, and closing the main doors, was telling him to enter by the back door so that he might receive instruction in secret (Wu & Yu, 2012, pp. 118-119).
This number refers to the ten evils and eight wrongs in one’s person […] Now I urge you, good friends, to first get rid of the ten evils; that is the equivalent of traveling ten [thousand li]. Then get rid of the eight wrongs; that is the equivalent of crossing eight thousand [li]. See essential nature in every moment, always acting with impartial directness, and you will arrive in a finger-snap and see Amitabha Buddha (Huineng & Cleary, 1998, pp. 26-27).
Huineng, & Cleary, T. F. (1998). The Sutra of Hui-neng, grand master of Zen: With Hui-neng’s commentary on the Diamond Sutra. Boston: Shambhala.
Shao, P. (2006). Huineng, Subhūti, and Monkey’s Religion in “Xiyou ji”. The Journal of Asian Studies,65(4), 713-740. Retrieved from www.jstor.org/stable/25076127
Shao, P. (1997). Monkey and Chinese Scriptural Tradition: A Rereading of the Novel Xiyouji (UMI No. 9818173) [Doctoral dissertation, Washington University]. Available from ProQuest Dissertations and Theses database.
Wu, C., & Yu, A. C. (2012). The journey to the West: Vol. 1. Chicago, Illinois: University of Chicago Press.