From the twitter thread mentioned in the post, that this one this one is replying too.
Puts some pieces together logically
https://pbs.twimg.com/media/EG83U0uX0AAmccw?format=png&name=small
This is some juicy speculation.
I appreciate this kind of stuff. Makes you think without pretensions of being verified or presenting a fake headline to attract clicks. Just some dude putting some disparate facts together ... doing some thinking.