Speculation: Maybe the NSA isn't EQ Group. Maybe the NSA is the auctioneers. "You want record straight? Bid!" The CIA has a long history of being self funding, right? Does the NSA, too?
At that point it would look completely legit, but could be used to track back large amounts of Bitcoin. If the NSA knows through listening stations which adversary groups are sending how much BTC then they'll be able to follow the leads back significantly.
Combining technical knowledge of trades and BTC movement with CIA knowledge of on-the-ground information may net them some fantastic information.
With the addition of getting a large about of BTC for future funding. That would be a powerful move.