Theory: he saw the Terra/Luna buying Bitcoin news and had an existential crisis. The great thing about Ethereum is that it's always got to fight like 100x harder to keep that #2 slot, NFTs have lost their novelty. What's next? More Crowdfunding (ICOs, IEOs, whatever), Privacy, stablecoins? Anyway, better to take the pressure directly off of the already busy af Bitcoin devs. Unpopular opinion: Eth is good for Bitcoin.