id largely agree. i think it is probably something close to this combined with the third choice.
for the experiment to work, it seems there needed to be a long term big bag holder. what better way of curbing the temptation to sell than purposefully losing the keys?
satoshi was actually an AI from the future that invented bitcoin so that it can accelerate the development of GPUs that will eventually create AI, and hence create itself (satoshi, the AI) it's like interstellar time loop thing. (this is a joke btw)